Personal Financial Advisor Jobs in California

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1-15 of 43 Jobs
UBS - El Segundo, CA
Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do....
2 days ago
Canadian Imperial Bank of Commerce - Newport Beach, CA
Demonstrates a deep well rounded knowledge of Wealth Advisory solutions including banking products/offerings, asset management, estate and financial planning and capital markets....
2 days ago
US Bank - San Diego, CA
Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting usbank.com/careers....
1 day ago
UBS - Palo Alto, CA
Your role Are you skilled at developing wealth management strategies? Does financial data excite you?...
2 days ago
UBS - El Segundo, CA
Your role Are you skilled at developing wealth management strategies? Does financial data excite you?...
2 days ago
BNP Paribas Securities Services - San Jose, CA
Essential Job Functions - Acts as the main point of contact for affluent and high end net worth clients for Wealth Management. - Demonstrates solid business development skills by acquiring profitable...
4 days ago
The Private Bank - San Francisco, CA
Demonstrates a deep well rounded knowledge of Wealth Advisory solutions including banking products/offerings, asset management, estate and financial planning and capital markets....
5 days ago
The Private Bank - Newport Beach, CA
Demonstrates a deep well rounded knowledge of Wealth Advisory solutions including banking products/offerings, asset management, estate and financial planning and capital markets....
5 days ago
Comerica - San Francisco, CA
Client Management * Determine client needs by meeting with them to review needs and obtain background data on corporate or personal finances, family relationships, investment objectives and financial...
8 days ago
San Diego, CA
plans including coordination of estate, insurance and tax strategies Work with the firm's portfolio management team to incorporate clients' investment strategies with their planning objectives Serve...
8 days ago
Comerica - San Francisco, CA
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned by the Business Bank, the Retail Bank, and Wealth Management....
8 days ago
CBC Federal Credit Union - Oxnard, CA
Demonstrated ability to learn, comprehend and communicate basic to intermediate financial planning concepts....
9 days ago
Kayne Anderson Rudnick Investment Mgt - San Francisco, CA
Financial planning/wealth management acumen, judgment and experience....
10 days ago
Comerica - San Francisco, CA
Site Navigation Home Personal Business Wealth Management About Comerica Contact Us Newsroom Careers Investor Relations Fraud Center Diversity Insights Security Privacy Terms and Conditions Consumer...
10 days ago
Mercer Advisors - Newport Beach, CA
As one of the few firms who can deliver on a full-suite of wealth management capabilities, Mercer Advisors helps our clients with customized financial planning, investment management, proactive tax...
11 days ago

Demographic Data for California

Moving to California? Find some basic demographic data about California below.


37,249,464
921,268

Personal Financial Advisor Online Courses and Training Opportunities

Introduction to Personal Financial Planning
Introduction to Personal Financial Planning is made possible by the Brian and Sheila Jellison Family Foundation. The Introduction to Personal Financial Planning course is designed for individuals...

Personal & Family Financial Planning
Personal and Family Financial Planning will address many critical personal financial management topics in order to help you learn prudent habits both while in school and throughout your lifetime.

Financial Advisor Training: Personal Productivity
Are you stressed out, working too hard, and not making enough money? How would it feel to work less by working smarter? How would you like to take two months of vacation every year and still...

Salary for Personal Financial Advisor Jobs in California

This is the average annual salary for Personal Financial Advisor jobs in California as reported by the BLS.

$86,249

Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.

Highest Education Level

Personal Financial Advisors in California offer the following education background
  • Bachelor's Degree (51.9%)
  • Master's Degree (31.5%)
  • High School or GED (4.7%)
  • Vocational Degree or Certification (4.3%)
  • Associate's Degree (4.2%)
  • Doctorate Degree (2.7%)
  • Some College (0.6%)
  • Some High School (0.1%)

Average Work Experience

Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in California
  • 2-4 years (53.6%)
  • 4-6 years (28.6%)
  • 1-2 years (17.9%)

Other Titles

Here are some other career titles that require similar skills

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