Personal Financial Advisor Jobs in Vallejo, CA

1-4 of 4 Jobs

Senior Wealth Advisor

  • Columbia Banking System, Inc.
  • Walnut Creek, CA (24 miles from Vallejo, CA)
  • 16 days ago
  • Walnut Creek, CA (24 miles from Vallejo, CA)
  • 16 days ago

financial planner, investment advisor Representative, or wealth manager....

In Person

Wealth Management Consultant

  • Accenture
  • Walnut Creek, CA (24 miles from Vallejo, CA)
  • 28 days ago
  • Walnut Creek, CA (24 miles from Vallejo, CA)
  • 28 days ago

Job Description No industry can escape digital's disruption, especially not Wealth Management....

In Person

Wealth Advisor

  • EP Wealth Advisors
  • Berkeley, CA (23 miles from Vallejo, CA)
  • 45+ days ago
  • Berkeley, CA (23 miles from Vallejo, CA)
  • 45+ days ago

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $40.5 billion as of September 30, 2025, serving predominately high net worth individuals....

Hybrid

Wealth Management Advisor - Walnut Creek, CA

  • TIAA
  • Walnut Creek, CA (24 miles from Vallejo, CA)
  • 90+ days ago
  • Walnut Creek, CA (24 miles from Vallejo, CA)
  • 90+ 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

Demographic Data for Vallejo, CA

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

Local
National
39,536,271
996,598

Personal Financial Advisor Online Courses and Training Opportunities

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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 specialist, youll educate your clients on investments, taxes,...
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Salary for Personal Financial Advisor Jobs in Vallejo, 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 Vallejo, 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 Vallejo, 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!