Personal Financial Advisor Jobs in Solana Beach, CA

1-4 of 4 Jobs

UBS
San Diego, CA (19 miles from Solana Beach, CA)
1 day ago

San Diego, CA (19 miles from Solana Beach, CA)
1 day ago

Were looking for a Wealth Strategy Associate to: • Assist financial advisors in client conversations, providing analytic information and aiming to understand the clients goals • Develop customized asset...

In Person

Wealth Management Advisor - Clairemont CA

U.S. Bancorp
San Diego, CA (19 miles from Solana Beach, CA)
18 days ago

San Diego, CA (19 miles from Solana Beach, CA)
18 days ago

planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding - Considerable knowledge of the securities industry, including U.S....

In Person

Wealth Advisor - Mechanics Bank

LPL Financial Services
La Jolla, CA (8 miles from Solana Beach, CA)
60+ days ago

La Jolla, CA (8 miles from Solana Beach, CA)
60+ days ago

management needs of its clients....

In Person

Wealth Advisor - Mechanics Bank

Lplfinancial
San Diego, CA (19 miles from Solana Beach, CA)
60+ days ago

San Diego, CA (19 miles from Solana Beach, CA)
60+ days ago

management needs of its clients....

In Person

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Demographic Data for Solana Beach, CA

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

Median Age

Average Household Income

Home Value vs Household Income in Solana Beach, CA

Local

National

Total Population

12,051

Number of Businesses

992

City Size

Medium/Sm

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 Development and Financial Inclusion

Learn how to develop an efficient, inclusive and stable financial sector that is essential for a thriving economy. This course was developed by the IMF in collaboration with the European...

Salary for Personal Financial Advisor Jobs in Solana Beach, 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 Solana Beach, 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 Solana Beach, 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