Personal Financial Advisor Jobs in Sunnyvale, CA

1-4 of 4 Jobs

LPL Financial Services
San Carlos, CA (15 miles from Sunnyvale, CA)
30+ days ago

San Carlos, CA (15 miles from Sunnyvale, CA)
30+ days ago

LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs....

In Person

Associate Wealth Advisor

Beacon Pointe Advisors LLC.
Campbell, CA (8 miles from Sunnyvale, CA)
45+ days ago

Campbell, CA (8 miles from Sunnyvale, CA)
45+ days ago

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

In Person

Wealth Management Advisor - Palo Alto, CA

TIAA
Palo Alto, CA (8 miles from Sunnyvale, CA)
60+ days ago

Palo Alto, CA (8 miles from Sunnyvale, CA)
60+ days ago

Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA...

In Person

Wealth Advisor - Mechanics Bank

Lplfinancial
Santa Cruz, CA (23 miles from Sunnyvale, CA)
90+ days ago

Santa Cruz, CA (23 miles from Sunnyvale, CA)
90+ days ago

LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs....

In Person

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Demographic Data for Sunnyvale, CA

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

Median Age

Average Household Income

Home Value vs Household Income in Sunnyvale, CA

Local

National

Total Population

155,805

Number of Businesses

3,449

City Size

Medium/Lg

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 Advisor Training

Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial specialist, youll educate your clients on investments, taxes,...

Salary for Personal Financial Advisor Jobs in Sunnyvale, 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 Sunnyvale, 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 Sunnyvale, 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