Personal Financial Advisor Jobs in Sun Valley, CA

1-11 of 11 Jobs

Senior Wealth Advisor

  • Los Angeles, CA (18 miles from Sun Valley, CA)
  • 1 day ago
  • Los Angeles, CA (18 miles from Sun Valley, CA)
  • 1 day ago

Senior Wealth Advisor Wealth Management Scottsdale,Arizona Greenwood Village,Colorado South Jordan,Utah Irvine,California San Diego,California Los Angeles,California Sacramento,California Walnut Creek...

Private Wealth Advisor

  • Los Angeles, CA (18 miles from Sun Valley, CA)
  • 4 days ago
  • Los Angeles, CA (18 miles from Sun Valley, CA)
  • 4 days ago

their wealth Work with clients' other advisors (attorney or CPA) to facilitate wealth planning and monitor progress Create asset allocation scenarios and produce recommendations and narratives that...

SVP, Private Wealth Advisor

  • Los Angeles, CA (18 miles from Sun Valley, CA)
  • 4 days ago
  • Los Angeles, CA (18 miles from Sun Valley, CA)
  • 4 days ago

PCS is the only division within CG that works directly with our clients to meet their unique goals and objectives with respect to asset allocation, financial planning, wealth transfer or trust services...

Private Wealth Analyst

  • Los Angeles, CA (18 miles from Sun Valley, CA)
  • 30+ days ago
  • Los Angeles, CA (18 miles from Sun Valley, CA)
  • 30+ days ago

Assist Private Bankers in performing financial planning analyses. Collaborate closely with Tax and Financial Planning team....

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

  • Los Angeles, CA (18 miles from Sun Valley, CA)
  • 30+ days ago
  • Los Angeles, CA (18 miles from Sun Valley, CA)
  • 30+ days ago

plans and portfolios for clients....

Wealth Advisor, Schwab Wealth Advisory

  • Los Angeles, CA (18 miles from Sun Valley, CA)
  • 30+ days ago
  • Los Angeles, CA (18 miles from Sun Valley, 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...

Wealth Advisor Business Development, Ultra-High Net Worth

  • Los Angeles, CA (18 miles from Sun Valley, CA)
  • 45+ days ago
  • Los Angeles, CA (18 miles from Sun Valley, CA)
  • 45+ days ago

Apply Description Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services....

Private Wealth Advisor Director

  • Los Angeles, CA (18 miles from Sun Valley, CA)
  • 45+ days ago
  • Los Angeles, CA (18 miles from Sun Valley, CA)
  • 45+ 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 Analyst I

  • Beverly Hills, CA (11 miles from Sun Valley, CA)
  • 90+ days ago
  • Beverly Hills, CA (11 miles from Sun Valley, CA)
  • 90+ days ago

What you will do Prepare in-depth sales proposals through the creation of: Detailed fixed income and equity analyses; Current asset allocation overviews; Cash flow and scenario analyses; Comparisons...

Senior Wealth Advisor

  • Los Angeles, CA (18 miles from Sun Valley, CA)
  • 90+ days ago
  • Los Angeles, CA (18 miles from Sun Valley, CA)
  • 90+ days ago

planning process....

Senior Wealth Advisor - Downey, CA

  • Downey, CA (23 miles from Sun Valley, CA)
  • 90+ days ago
  • Downey, CA (23 miles from Sun Valley, CA)
  • 90+ days ago

Word) and experience in financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented...

Demographic Data for Sun Valley, CA

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

Local
National
47,274
1,318
Medium

Personal Financial Advisor Online Courses and Training Opportunities

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edX
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...
Udemy
LinkedIn for Financial Advisors
Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding...
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 Sun 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 Sun 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
4.2%
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 Sun 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%

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!