Personal Financial Advisor Jobs in San Juan Capistrano, CA

1-4 of 4 Jobs

Associate Wealth Advisor

  • Newport Beach, CA (16 miles from San Juan Capistrano, CA)
  • 30+ days ago
  • Newport Beach, CA (16 miles from San Juan Capistrano, CA)
  • 30+ days ago

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

Senior Wealth Advisor

  • Costa Mesa, CA (21 miles from San Juan Capistrano, CA)
  • 30+ days ago
  • Costa Mesa, CA (21 miles from San Juan Capistrano, CA)
  • 30+ days ago

planning process....

Senior Wealth Advisor

  • Irvine, CA (16 miles from San Juan Capistrano, CA)
  • 60+ days ago
  • Irvine, CA (16 miles from San Juan Capistrano, CA)
  • 60+ days ago

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

Advisor, Wealth Management and Retirement Plans

  • Irvine, CA (16 miles from San Juan Capistrano, CA)
  • 60+ days ago
  • Irvine, CA (16 miles from San Juan Capistrano, CA)
  • 60+ days ago

PRIMARY RESPONSIBILITIES: Utilize your substantial book of business in Wealth Management and Retirement Plans to diversify and strengthen our financial portfolio....

Demographic Data for San Juan Capistrano, CA

Moving to San Juan Capistrano, CA? Find some basic demographic data about San Juan Capistrano, CA below.

Local
National
35,203
1,391
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.
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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...
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...
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Salary for Personal Financial Advisor Jobs in San Juan Capistrano, 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 San Juan Capistrano, 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 San Juan Capistrano, 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!