Personal Financial Advisor Jobs in Santee, CA

1-8 of 8 Jobs

Associate Wealth Advisor

  • San Diego, CA (14 miles from Santee, CA)
  • 5 days ago
  • San Diego, CA (14 miles from Santee, CA)
  • 5 days ago

Advanced capability of all wealth, investment, and financial planning processes Begins to prepare and make rmendations for client financial plans and investments and portfolio allocations Assist in...

Private Wealth Advisor Director

  • San Diego, CA (14 miles from Santee, CA)
  • 18 days ago
  • San Diego, CA (14 miles from Santee, 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, Schwab Wealth Advisory

  • San Diego, CA (14 miles from Santee, CA)
  • 30+ days ago
  • San Diego, CA (14 miles from Santee, CA)
  • 30+ days ago

If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the...

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

  • San Diego, CA (14 miles from Santee, CA)
  • 30+ days ago
  • San Diego, CA (14 miles from Santee, CA)
  • 30+ days ago

plans and portfolios for clients....

Senior Wealth Advisor

  • San Diego, CA (14 miles from Santee, CA)
  • 45+ days ago
  • San Diego, CA (14 miles from Santee, CA)
  • 45+ days ago

management services....

Wealth Advisor

  • San Diego, CA (14 miles from Santee, CA)
  • 60+ days ago
  • San Diego, CA (14 miles from Santee, CA)
  • 60+ days ago

management advisory firm with over $31 billion in AUM as of December 31st, 2024, serving predominately high net worth individuals....

Wealth Advisor - California Bank & Trust

  • San Diego, CA (14 miles from Santee, CA)
  • 60+ days ago
  • San Diego, CA (14 miles from Santee, CA)
  • 60+ days ago

Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at California Bank &...

Senior Wealth Advisor

  • San Diego, CA (14 miles from Santee, CA)
  • 90+ days ago
  • San Diego, CA (14 miles from Santee, CA)
  • 90+ days ago

Management....

Demographic Data for Santee, CA

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

Local
National
60,163
1,217
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 Santee, 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 Santee, 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 Santee, 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!