Personal Financial Advisor Jobs in El Monte, CA

1-9 of 9 Jobs

Wealth Advisor Pasadena, CA, USA

  • TIAA
  • Pasadena, CA (7 miles from El Monte, CA)
  • 2 hours ago
  • Pasadena, CA (7 miles from El Monte, CA)
  • 2 hours ago

Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans....

In Person

Wealth Advisor- Torrance, CA

  • CommunityAmerica Credit Union
  • Torrance, CA (23 miles from El Monte, CA)
  • 10 hours ago
  • Torrance, CA (23 miles from El Monte, CA)
  • 10 hours ago

In this role, you will partner closely with members to help them achieve long-term financial success through personalized financial planning and thoughtful investment strategies....

In Person

Senior Wealth Advisor

  • Columbia Banking System, Inc.
  • Los Angeles, CA (13 miles from El Monte, CA)
  • 17 days ago
  • Los Angeles, CA (13 miles from El Monte, CA)
  • 17 days ago

financial planner, investment advisor Representative, or wealth manager....

In Person

Senior Wealth Advisor

  • M&T Bank
  • Los Angeles, CA (13 miles from El Monte, CA)
  • 17 days ago
  • Los Angeles, CA (13 miles from El Monte, CA)
  • 17 days ago

planning process....

In Person

Wealth Management Advisor

  • TIAA
  • Los Angeles, CA (13 miles from El Monte, CA)
  • 23 days ago
  • Los Angeles, CA (13 miles from El Monte, CA)
  • 23 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...

In Person

Wealth Management Consultant

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

Job Description No industry can escape digital's disruption, especially not Wealth Management....

In Person

Wealth Advisor - Mechanics Bank

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

management needs of its clients....

In Person

Wealth Advisor - Mechanics Bank

  • Lplfinancial
  • Hollywood, CA (16 miles from El Monte, CA)
  • 90+ days ago
  • Hollywood, CA (16 miles from El Monte, CA)
  • 90+ days ago

management needs of its clients....

In Person

Senior Wealth Advisor

  • Citigroup Inc.
  • 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 Services ----------------------------------------------------- Time Type: Full time ----------------------------------------------------- Primary Location: San Francisco California United...

In Person

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...
John Academy
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial specialist, youll educate your clients on investments, taxes,...
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...
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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
52.6%
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 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!