Personal Financial Advisor Jobs in El Monte, CA

1-11 of 11 Jobs

Private Wealth Advisor Director

  • Los Angeles, CA (13 miles from El Monte, CA)
  • 18 hours ago
  • Los Angeles, CA (13 miles from El Monte, CA)
  • 18 hours 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 - Century City

  • Los Angeles, CA (13 miles from El Monte, CA)
  • 3 days ago
  • Los Angeles, CA (13 miles from El Monte, CA)
  • 3 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 - Century City

  • Los Angeles, CA (13 miles from El Monte, CA)
  • 3 days ago
  • Los Angeles, CA (13 miles from El Monte, CA)
  • 3 days ago

plans and portfolios for clients....

Senior Wealth Advisor

  • Los Angeles, CA (13 miles from El Monte, CA)
  • 30+ days ago
  • Los Angeles, CA (13 miles from El Monte, CA)
  • 30+ days 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...

Private Wealth Advisor

  • Los Angeles, CA (13 miles from El Monte, CA)
  • 30+ days ago
  • Los Angeles, CA (13 miles from El Monte, CA)
  • 30+ days ago

their wealth Work with clients' other advisors (attorney or CPA) to facilitate wealth planning and monitor progress Create asset allocation scenarios and produce recommendations and narratives that...

SVP, Private Wealth Advisor

  • Los Angeles, CA (13 miles from El Monte, CA)
  • 30+ days ago
  • Los Angeles, CA (13 miles from El Monte, CA)
  • 30+ days ago

PCS is the only division within CG that works directly with our clients to meet their unique goals and objectives with respect to asset allocation, financial planning, wealth transfer or trust services...

Wealth Advisor

  • Torrance, CA (23 miles from El Monte, CA)
  • 45+ days ago
  • Torrance, CA (23 miles from El Monte, CA)
  • 45+ days ago

Job Details Job Location: Torrance CA - Torrance, CA Position Type: Full Time Salary Range: $90000.00 - $120000.00 Salary Job Category: Advisor Description EP Wealth Advisors (EPWA) is a wealth management...

Wealth Strategy Associate

  • Seal Beach, CA (22 miles from El Monte, CA)
  • 45+ days ago
  • Seal Beach, CA (22 miles from El Monte, CA)
  • 45+ days ago

Are you skilled at developing wealth management strategies? Does financial data excite you?...

Wealth Analyst I

  • Beverly Hills, CA (20 miles from El Monte, CA)
  • 90+ days ago
  • Beverly Hills, CA (20 miles from El Monte, CA)
  • 90+ days ago

What you will do Prepare in-depth sales proposals through the creation of: Detailed fixed income and equity analyses; Current asset allocation overviews; Cash flow and scenario analyses; Comparisons...

Senior Wealth Advisor

  • Los Angeles, CA (13 miles from El Monte, CA)
  • 90+ days ago
  • Los Angeles, CA (13 miles from El Monte, CA)
  • 90+ days ago

planning process....

Senior Wealth Advisor - Downey, CA

  • Downey, CA (10 miles from El Monte, CA)
  • 90+ days ago
  • Downey, CA (10 miles from El Monte, CA)
  • 90+ days ago

Word) and experience in financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented...

Demographic Data for El Monte, CA

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

Local
National
88,334
1,788
Medium/Lg

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...
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LinkedIn for Financial Advisors
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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 El Monte, 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 El Monte, 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
4.2%
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 El Monte, 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!