Personal Financial Advisor Jobs in Scotts Valley, CA

1-3 of 3 Jobs

Senior Wealth Advisor - Mountain View, CA

  • Mountain View, CA (24 miles from Scotts Valley, CA)
  • 10 days ago
  • Mountain View, CA (24 miles from Scotts Valley, CA)
  • 10 days ago

Planning Services ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Los Angeles California United...

Associate Wealth Advisor

  • Campbell, CA (18 miles from Scotts Valley, CA)
  • 23 days ago
  • Campbell, CA (18 miles from Scotts Valley, CA)
  • 23 days ago

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

Wealth Advisor - Mechanics Bank

  • Santa Cruz, CA
  • 90+ days ago
  • Santa Cruz, 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....

Demographic Data for Scotts Valley, CA

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


Local
National
39,536,271
996,598

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...
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...
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...

Salary for Personal Financial Advisor Jobs in Scotts Valley, 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 Scotts Valley, 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
4.1%
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 Scotts Valley, 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%