Personal Financial Advisor Jobs in Cardiff By The Sea, CA

1-10 of 10 Jobs

Senior Wealth Advisor

  • San Diego, CA (21 miles from Cardiff By The Sea, CA)
  • 4 hours ago
  • San Diego, CA (21 miles from Cardiff By The Sea, CA)
  • 4 hours ago

Senior Wealth Advisor Wealth Management Scottsdale,Arizona Greenwood Village,Colorado South Jordan,Utah Irvine,California San Diego,California Los Angeles,California Sacramento,California Walnut Creek...

Wealth Management Advisor - La Jolla, CA

  • La Jolla, CA (10 miles from Cardiff By The Sea, CA)
  • 6 hours ago
  • La Jolla, CA (10 miles from Cardiff By The Sea, CA)
  • 6 hours ago

planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding Extensive knowledge of the securities industry, including investment and insurance...

Associate Wealth Advisor

  • San Diego, CA (21 miles from Cardiff By The Sea, CA)
  • 10 days ago
  • San Diego, CA (21 miles from Cardiff By The Sea, 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...

Private Wealth Advisor Director

  • San Diego, CA (21 miles from Cardiff By The Sea, CA)
  • 22 days ago
  • San Diego, CA (21 miles from Cardiff By The Sea, CA)
  • 22 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....

Wealth Advisor, Schwab Wealth Advisory

  • San Diego, CA (21 miles from Cardiff By The Sea, CA)
  • 30+ days ago
  • San Diego, CA (21 miles from Cardiff By The Sea, CA)
  • 30+ days ago

plans and portfolios for clients Five or more years in the financial services industry working directly with clients Preferred Qualifications CFP or CFA Superior relationship management and client...

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

  • San Diego, CA (21 miles from Cardiff By The Sea, CA)
  • 30+ days ago
  • San Diego, CA (21 miles from Cardiff By The Sea, CA)
  • 30+ days ago

plans and portfolios for clients....

Senior Wealth Advisor

  • San Diego, CA (21 miles from Cardiff By The Sea, CA)
  • 45+ days ago
  • San Diego, CA (21 miles from Cardiff By The Sea, CA)
  • 45+ days ago

net worth clients in financial services, law or consulting....

Wealth Advisor

  • San Diego, CA (21 miles from Cardiff By The Sea, CA)
  • 60+ days ago
  • San Diego, CA (21 miles from Cardiff By The Sea, CA)
  • 60+ days ago

services Interest to develop career within financial services industry; working towards CFP certification preferred Basic knowledge of financial and investment concepts Excellent written and verbal...

Wealth Advisor - California Bank & Trust

  • San Diego, CA (21 miles from Cardiff By The Sea, CA)
  • 60+ days ago
  • San Diego, CA (21 miles from Cardiff By The Sea, CA)
  • 60+ days ago

The Investment Program at California Bank & Trust supports the local community with a complete menu of financial services....

Senior Wealth Advisor

  • San Diego, CA (21 miles from Cardiff By The Sea, CA)
  • 90+ days ago
  • San Diego, CA (21 miles from Cardiff By The Sea, CA)
  • 90+ days ago

and Wealth Management....

Demographic Data for Cardiff By The Sea, CA

Moving to Cardiff By The Sea, CA? Find some basic demographic data about Cardiff By The Sea, CA below.

Local
National
10,981
416
Medium/Sm

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.
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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 Cardiff By The Sea, 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 Cardiff By The Sea, CA offer the following education background
Bachelor's Degree
52.5%
Master's Degree
31.4%
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 Cardiff By The Sea, 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!