Personal Financial Advisor Jobs in Cardiff By The Sea, CA

1-4 of 4 Jobs

Wealth Advisor - Mechanics Bank

  • LPL Financial Services
  • La Jolla, CA (10 miles from Cardiff By The Sea, CA)
  • 15 days ago
  • La Jolla, CA (10 miles from Cardiff By The Sea, CA)
  • 15 days ago

management needs of its clients....

In Person

Wealth Advisor - Mechanics Bank

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

management needs of its clients....

In Person

Wealth Management Advisor - La Jolla, CA

  • US Bank
  • La Jolla, CA (10 miles from Cardiff By The Sea, CA)
  • 30+ days ago
  • La Jolla, CA (10 miles from Cardiff By The Sea, CA)
  • 30+ days 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...

In Person

Senior Financial Planning Consultant

  • LPL Financial Holdings, Inc.
  • 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

(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace....

In Person

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

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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...
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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
52.6%
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 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!

Other Career Titles

Here are some other career titles that require similar skills