Personal Financial Advisor Jobs in Redwood City, CA

1-15 of 18 Jobs

Financial Advisor - Wealth Management

  • San Francisco, CA (23 miles from Redwood City, CA)
  • 5 days ago
  • San Francisco, CA (23 miles from Redwood City, CA)
  • 5 days ago

planning LICENSES/CERTIFICATIONS: Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration, Active...

Wealth Strategy Associate

  • San Francisco, CA (23 miles from Redwood City, CA)
  • 7 days ago
  • San Francisco, CA (23 miles from Redwood City, CA)
  • 7 days ago

We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank....

High Net-worth Wealth Advisor (San Francisco)

  • Hayward, CA (16 miles from Redwood City, CA)
  • 9 days ago
  • Hayward, CA (16 miles from Redwood City, CA)
  • 9 days ago

Leveraging cutting-edge research, sophisticated financial planning tools, and world-class investment strategies, you will empower your clients to achieve their financial objectives and enhance their...

Wealth Advisor

  • San Francisco, CA (23 miles from Redwood City, CA)
  • 13 days ago
  • San Francisco, CA (23 miles from Redwood City, CA)
  • 13 days ago

Do you have a passion for using your financial planning skills to impact lives? Are you motivated when you can help clients reach their goals?...

Asset & Wealth Management, Private Family Office - Financial Planning Advisor , Vice President - San Francisco

  • San Francisco, CA (23 miles from Redwood City, CA)
  • 15 days ago
  • San Francisco, CA (23 miles from Redwood City, CA)
  • 15 days ago

Minimum 7 years of experience in financial planning, wealth management, tax, consulting, or a related field. Proven track record of working with ultra-high net worth clients....

Private Wealth Advisor Director

  • San Francisco, CA (23 miles from Redwood City, CA)
  • 18 days ago
  • San Francisco, CA (23 miles from Redwood City, CA)
  • 18 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....

Wealth Advisor - Mechanics Bank

  • Oakland, CA (21 miles from Redwood City, CA)
  • 21 days ago
  • Oakland, CA (21 miles from Redwood City, CA)
  • 21 days ago

LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs....

Wealth Advisor Associate

  • San Francisco, CA (23 miles from Redwood City, CA)
  • 24 days ago
  • San Francisco, CA (23 miles from Redwood City, CA)
  • 24 days ago

Industry experience: Minimum of 10 years within the wealth management industry. Demonstrated experience handling complex financial planning....

Sr Wealth Advisor (South Bay)

  • Menlo Park, CA (3 miles from Redwood City, CA)
  • 25 days ago
  • Menlo Park, CA (3 miles from Redwood City, CA)
  • 25 days ago

Financial Planner (CFP) designation required....

Sr Wealth Advisor (Silicon Valley)

  • San Francisco, CA (23 miles from Redwood City, CA)
  • 25 days ago
  • San Francisco, CA (23 miles from Redwood City, CA)
  • 25 days ago

Financial Planner (CFP) designation required....

Wealth Advisor - Schwab Wealth Advisory

  • San Francisco, CA (23 miles from Redwood City, CA)
  • 30+ days ago
  • San Francisco, CA (23 miles from Redwood City, CA)
  • 30+ 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...

Asset & Wealth Management, Financial Planning Advisor , Vice President - San Francisco

  • San Francisco, CA (23 miles from Redwood City, CA)
  • 30+ days ago
  • San Francisco, CA (23 miles from Redwood City, CA)
  • 30+ days ago

Minimum 7 years of experience in financial planning, wealth management, tax, consulting, or a related field. Proven track record of working with ultra-high net worth clients....

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

  • San Francisco, CA (23 miles from Redwood City, CA)
  • 45+ days ago
  • San Francisco, CA (23 miles from Redwood City, CA)
  • 45+ days ago

plans and portfolios for clients....

Sr Wealth Advisor

  • San Francisco, CA (23 miles from Redwood City, CA)
  • 45+ days ago
  • San Francisco, CA (23 miles from Redwood City, CA)
  • 45+ days ago

Financial Planner (CFP) designation required....

Wealth Advisor

  • Menlo Park, CA (3 miles from Redwood City, CA)
  • 60+ days ago
  • Menlo Park, CA (3 miles from Redwood City, CA)
  • 60+ days ago

Contribute to the development and monitoring of best practices in the delivery of financial planning services....

Demographic Data for Redwood City, CA

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

Local
National
112,010
3,292
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...
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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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 Redwood City, 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 Redwood City, CA offer the following education background
Bachelor's Degree
52.5%
Master's Degree
31.4%
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 Redwood City, 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!