Personal Financial Advisor Jobs in Milpitas, CA

1-3 of 3 Jobs

Senior Wealth Advisor

  • San Jose, CA (6 miles from Milpitas, CA)
  • 8 hours ago
  • San Jose, CA (6 miles from Milpitas, CA)
  • 8 hours ago

Senior Wealth Advisor Wealth Management Irvine, California San Diego, California Los Angeles, California Walnut Creek, California San Jose, California Santa Rosa, California Sacramento, California *...

Wealth Advisor - NuVision Credit Union

  • Pleasanton, CA (15 miles from Milpitas, CA)
  • 8 days ago
  • Pleasanton, CA (15 miles from Milpitas, CA)
  • 8 days ago

planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer...

Associate Wealth Advisor

  • Campbell, CA (12 miles from Milpitas, CA)
  • 90+ days ago
  • Campbell, CA (12 miles from Milpitas, CA)
  • 90+ days ago

financial planning software, CRM and portfolio management systems....

Demographic Data for Milpitas, CA

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

Local
National
80,440
2,242
Medium/Lg

Personal Financial Advisor Online Courses and Training Opportunities

iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
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...
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...
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...
Register to search for more online courses. >>>

Salary for Personal Financial Advisor Jobs in Milpitas, 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 Milpitas, 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 Milpitas, 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!