Personal Financial Advisor Jobs in Lemon Grove, CA

1-10 of 10 Jobs

Private Wealth Advisor Director

  • San Diego, CA (8 miles from Lemon Grove, CA)
  • 5 days ago
  • San Diego, CA (8 miles from Lemon Grove, CA)
  • 5 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....

Sr Manager - Sr Wealth Advisor, Schwab Wealth Advisory

  • San Diego, CA (8 miles from Lemon Grove, CA)
  • 7 days ago
  • San Diego, CA (8 miles from Lemon Grove, CA)
  • 7 days ago

The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams....

Wealth Advisor, Schwab Wealth Advisory

  • San Diego, CA (8 miles from Lemon Grove, CA)
  • 20 days ago
  • San Diego, CA (8 miles from Lemon Grove, CA)
  • 20 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 (8 miles from Lemon Grove, CA)
  • 20 days ago
  • San Diego, CA (8 miles from Lemon Grove, CA)
  • 20 days ago

plans and portfolios for clients....

Senior Wealth Advisor

  • San Diego, CA (8 miles from Lemon Grove, CA)
  • 30+ days ago
  • San Diego, CA (8 miles from Lemon Grove, CA)
  • 30+ days ago

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

Wealth Advisor

  • San Diego, CA (8 miles from Lemon Grove, CA)
  • 45+ days ago
  • San Diego, CA (8 miles from Lemon Grove, CA)
  • 45+ 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 Management Advisor - La Jolla, CA

  • La Jolla, CA (15 miles from Lemon Grove, CA)
  • 60+ days ago
  • La Jolla, CA (15 miles from Lemon Grove, CA)
  • 60+ days ago

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team....

Wealth Advisor - California Bank & Trust

  • San Diego, CA (8 miles from Lemon Grove, CA)
  • 60+ days ago
  • San Diego, CA (8 miles from Lemon Grove, 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 (8 miles from Lemon Grove, CA)
  • 60+ days ago
  • San Diego, CA (8 miles from Lemon Grove, CA)
  • 60+ days ago

and Wealth Management....

Senior Wealth Advisor

  • La Jolla, CA (15 miles from Lemon Grove, CA)
  • 90+ days ago
  • La Jolla, CA (15 miles from Lemon Grove, CA)
  • 90+ days ago

Financial planning/wealth management acumen, judgment and experience. Solid strategic thinker, creative problem solver and competent decision maker....

Demographic Data for Lemon Grove, CA

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

Local
National
27,814
491
Medium

Personal Financial Advisor Online Courses and Training Opportunities

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Financial Advisor Training
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Salary for Personal Financial Advisor Jobs in Lemon Grove, 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 Lemon Grove, 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
2.7%
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 Lemon Grove, 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!