Personal Financial Advisor Jobs in California

A Personal Financial Advisor is a vital professional within the finance industry, providing financial advice to clients on topics including investments, tax laws, and insurance decisions. They help clients plan for short and long-term goals, such as meeting education expenses and saving for retirement. They research investment opportunities, stay current with economic trends, and meet with clients to review financial goals. Personal Financial Advisors also help clients manage debt, plan their estate, and maximize their savings.

Important skills for a Personal Financial Advisor include strong analytical ability, excellent interpersonal and sales skills, and a keen attention to detail. They need to be licensed through the Financial Industry Regulatory Authority (FINRA), and while not required, many advisors also obtain the Certified Financial Planner (CFP) certification to enhance their professional standing. Those interested in this profession often start in related fields such as investment banking, insurance sales, or financial auditing. Prior roles that can lead to a Personal Financial Advisor position include Financial Analyst, Accountant, and Insurance Sales Agent.

1-15 of 48 Jobs

Wealth Advisor - Sault Ste. Marie

  • Ontario, CA
  • 13 hours ago
  • Ontario, CA
  • 13 hours ago

Over the past 25 years, our advisors have helped investors live their dreams through sound financial planning and comprehensive wealth management advice....

Associate Wealth Advisor

  • San Mateo, CA
  • 18 hours ago
  • San Mateo, CA
  • 18 hours ago

Series 65 required; Certified Financial Planner certification highly desirable or willingness to complete upon onboarding....

Wealth Advisor I

  • Oxnard, CA
  • 22 hours ago
  • Oxnard, CA
  • 22 hours ago

Conducts educational seminars related to financial planning topics. Conduct periodic outbound calls to new and potential clients as assigned by the AVP, Wealth Management....

Wealth Advisor - California Bank & Trust

  • Laguna Hills, CA
  • 2 days ago
  • Laguna Hills, CA
  • 2 days ago

Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at California Bank &...

Wealth Advisor

  • Burlingame, CA
  • 2 days ago
  • Burlingame, CA
  • 2 days ago

plans, then join a team that is a stable industry leader....

Wealth Management Consultant

  • Burlingame, CA
  • 3 days ago
  • Burlingame, CA
  • 3 days ago

financial plans, then join a team that is a stable industry leader....

Wealth Planner

  • Santa Barbara, CA
  • 4 days ago
  • Santa Barbara, CA
  • 4 days ago

plans, then join a team that is a stable industry leader....

Wealth Advisor - Palm Desert

  • Palm Desert, CA
  • 5 days ago
  • Palm Desert, CA
  • 5 days ago

Process a keen understanding of financial planning....

Wealth Advisor (Pasadena, CA)

  • Pasadena, CA
  • 10 days ago
  • Pasadena, CA
  • 10 days ago

EDUCATION AND EXPERIENCE: Strong understanding of wealth management, including fee- based consulting, mutual funds, managed money platforms, insurance, annuities, and financial planning....

Associate Wealth Advisor

  • San Diego, CA
  • 10 days ago
  • San Diego, CA
  • 10 days ago

Advanced capability of all wealth, investment, and financial planning processes Begins to prepare and make rmendations for client financial plans and investments and portfolio allocations Assist in...

Financial Empowerment Center Financial Coach

  • Sacramento, CA
  • 14 days ago
  • Sacramento, CA
  • 14 days ago

planning, coaching/mentoring, teaching, financial services, or other related fields....

Team Sponsored Launch - Pilot Wealth Advisors - Waterville, Ohio

  • Los Angeles, CA
  • 15 days ago
  • Los Angeles, CA
  • 15 days ago

Team-Sponsored Launch - Pilot Wealth Advisors (Waterville, Ohio) Our financial advisors serve clients in new markets, creating opportunities for people who share our passion to enable clients to...

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

  • Los Angeles, CA
  • 16 days ago
  • Los Angeles, CA
  • 16 days ago

If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the...

Senior Wealth Advisor

  • Sacramento, CA
  • 17 days ago
  • Sacramento, CA
  • 17 days ago

financial planner, investment advisor Representative, or wealth manager....

Private Wealth Advisor, Director

  • San Jose, CA
  • 18 days ago
  • San Jose, CA
  • 18 days ago

Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....

Demographic Data for California

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


Local
National
39,536,271
996,598

Personal Financial Advisor Online Courses and Training Opportunities

iHireFinance curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...
LinkedIn for Financial Advisors
Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding...

Salary for Personal Financial Advisor Jobs in California

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

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
52.5%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.2%
Associate's Degree
4.1%
Doctorate Degree
2.6%
Some College
0.5%
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
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%


Other Career Titles

Here are some other career titles that require similar skills



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