Personal Financial Advisor Jobs in Duarte, CA

1-8 of 8 Jobs

Private Wealth Analyst

  • Los Angeles, CA (19 miles from Duarte, CA)
  • 30+ days ago
  • Los Angeles, CA (19 miles from Duarte, CA)
  • 30+ days ago

Assist Private Bankers in performing financial planning analyses. Collaborate closely with Tax and Financial Planning team....

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

  • Los Angeles, CA (19 miles from Duarte, CA)
  • 30+ days ago
  • Los Angeles, CA (19 miles from Duarte, CA)
  • 30+ days ago

plans and portfolios for clients....

Wealth Advisor, Schwab Wealth Advisory

  • Los Angeles, CA (19 miles from Duarte, CA)
  • 30+ days ago
  • Los Angeles, CA (19 miles from Duarte, CA)
  • 30+ 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...

Wealth Advisor Business Development, Ultra-High Net Worth

  • Los Angeles, CA (19 miles from Duarte, CA)
  • 30+ days ago
  • Los Angeles, CA (19 miles from Duarte, CA)
  • 30+ days ago

Apply Description Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services....

Private Wealth Advisor Director

  • Los Angeles, CA (19 miles from Duarte, CA)
  • 45+ days ago
  • Los Angeles, CA (19 miles from Duarte, CA)
  • 45+ 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 Analyst I

  • Beverly Hills, CA (24 miles from Duarte, CA)
  • 90+ days ago
  • Beverly Hills, CA (24 miles from Duarte, CA)
  • 90+ days ago

Through research, analysis, and coordination of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares...

Senior Wealth Advisor

  • Los Angeles, CA (19 miles from Duarte, CA)
  • 90+ days ago
  • Los Angeles, CA (19 miles from Duarte, CA)
  • 90+ days ago

planning process....

Senior Wealth Advisor - Downey, CA

  • Downey, CA (16 miles from Duarte, CA)
  • 90+ days ago
  • Downey, CA (16 miles from Duarte, CA)
  • 90+ days ago

planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...

Demographic Data for Duarte, CA

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

Local
National
27,740
511
Medium

Personal Financial Advisor Online Courses and Training Opportunities

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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...
Udemy
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...
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 Duarte, 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 Duarte, 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 Duarte, 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!