Personal Financial Advisor Jobs in Novato, CA

1-3 of 3 Jobs

EP Wealth Advisors
Berkeley, CA (23 miles from Novato, CA)
30+ days ago

Berkeley, CA (23 miles from Novato, CA)
30+ days ago

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $40.5 billion as of September 30, 2025, serving predominately high net worth individuals....

Hybrid

Wealth Advisor - Mechanics Bank

LPL Financial Services
Berkeley, CA (23 miles from Novato, CA)
90+ days ago

Berkeley, CA (23 miles from Novato, CA)
90+ days ago

Dedicated to meeting the banking, lending, and wealth management needs of its clients, Mechanics Bank is deeply committed to giving back to communities across the Golden State....

In Person

Wealth Advisor - Mechanics Bank

Lplfinancial
El Sobrante, CA (18 miles from Novato, CA)
90+ days ago

El Sobrante, CA (18 miles from Novato, CA)
90+ days ago

Dedicated to meeting the banking, lending, and wealth management needs of its clients, Mechanics Bank is deeply committed to giving back to communities across the Golden State....

In Person

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Demographic Data for Novato, CA

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

Median Age

Average Household Income

Home Value vs Household Income in Novato, CA

Local

National

Total Population

60,334

Number of Businesses

1,860

City Size

Medium

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.

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...

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...

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,...

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

Other Career Titles

Here are some other career titles that require similar skills