Personal Financial Advisor Jobs in Brookdale, CA

1-5 of 5 Jobs

Senior Wealth Advisor - Mountain View, CA

  • Mountain View, CA (21 miles from Brookdale, CA)
  • 8 days ago
  • Mountain View, CA (21 miles from Brookdale, CA)
  • 8 days ago

Planning Services ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Los Angeles California United...

Associate Wealth Advisor

  • Campbell, CA (14 miles from Brookdale, CA)
  • 20 days ago
  • Campbell, CA (14 miles from Brookdale, CA)
  • 20 days ago

financial planning software, CRM and portfolio management systems....

Wealth Management Advisor - Palo Alto, CA

  • Palo Alto, CA (23 miles from Brookdale, CA)
  • 30+ days ago
  • Palo Alto, CA (23 miles from Brookdale, CA)
  • 30+ days ago

Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA...

Wealth Advisor - Mechanics Bank

  • Santa Cruz, CA (3 miles from Brookdale, CA)
  • 90+ days ago
  • Santa Cruz, CA (3 miles from Brookdale, CA)
  • 90+ days ago

Dedicated to meeting the banking, lending, and wealth management needs of its clients, Mechanics Bank is deeply committed to giving back to communities across the Golden State....

Wealth Management Advisor - Monterey, California

  • Watsonville, CA (23 miles from Brookdale, CA)
  • 90+ days ago
  • Watsonville, CA (23 miles from Brookdale, CA)
  • 90+ days ago

planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding Considerable knowledge of the securities industry, including U.S....

Demographic Data for Brookdale, CA

Moving to Brookdale, CA? Find some basic demographic data about Brookdale, CA below.

Local
National
883
8
Small

Personal Financial Advisor Online Courses and Training Opportunities

iHire 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.
edX
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...
Corporate Finance Institute
Economics for Financial Advisors
This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...
John Academy
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...
Register to search for more online courses. >>>

Salary for Personal Financial Advisor Jobs in Brookdale, CA

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.
Licensing / Certification

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

Highest Education Level

Personal Financial Advisors in Brookdale, CA 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
4.1%
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 Brookdale, CA
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!