Personal Financial Advisor Jobs in Sunnyvale, TX

1-14 of 14 Jobs

Commercial Asset Advisor - Midland

  • Dallas, TX (14 miles from Sunnyvale, TX)
  • 3 days ago
  • Dallas, TX (14 miles from Sunnyvale, TX)
  • 3 days ago

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...

Private Wealth Management Wealth Advisor - CFA, CPWA, CFP

  • Dallas, TX (14 miles from Sunnyvale, TX)
  • 4 days ago
  • Dallas, TX (14 miles from Sunnyvale, TX)
  • 4 days ago

unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts....

Financial Coach

  • Richardson, TX (15 miles from Sunnyvale, TX)
  • 10 days ago
  • Richardson, TX (15 miles from Sunnyvale, TX)
  • 10 days ago

Empathetic Money Coach - Empower Financial Wellness Nationwide (Remote) Are you passionate about helping people build healthier relationships with money? Do you thrive in one-on-one conversations...

Wealth Advisor

  • Dallas, TX (14 miles from Sunnyvale, TX)
  • 17 days ago
  • Dallas, TX (14 miles from Sunnyvale, TX)
  • 17 days ago

Kingdom Advisor (CKA) or Certified Financial Planner (CFP) certification ideal, but not required - Proven ability to develop and retain long-term client relationships - Strong knowledge of investment...

Private Wealth Advisor

  • Dallas, TX (14 miles from Sunnyvale, TX)
  • 23 days ago
  • Dallas, TX (14 miles from Sunnyvale, TX)
  • 23 days ago

Deep expertise in planning, investments, banking, or fiduciary Proven track record of implementing wealth management strategies with clients....

Senior Wealth Strategy Associate

  • Plano, TX (20 miles from Sunnyvale, TX)
  • 26 days ago
  • Plano, TX (20 miles from Sunnyvale, TX)
  • 26 days ago

Are you skilled at developing wealth management strategies? Does financial data excite you?...

Wealth Advisor

  • Dallas, TX (14 miles from Sunnyvale, TX)
  • 45+ days ago
  • Dallas, TX (14 miles from Sunnyvale, TX)
  • 45+ days ago

management or financial services experience with high net worth clients Certified Financial Planner designation is preferred Must be in good standing with First Busey Corporation continuing education...

Sr. Charitable Estate Planning Advisor

  • Dallas, TX (14 miles from Sunnyvale, TX)
  • 45+ days ago
  • Dallas, TX (14 miles from Sunnyvale, TX)
  • 45+ days ago

Overview Since our founding in 1924, we've cut cardiovascular disease deaths in half, but there is still so much more to do. To overcome todays biggest health challenges and accelerate this...

Wealth Advisor - PNC Investments

  • Dallas, TX (14 miles from Sunnyvale, TX)
  • 60+ days ago
  • Dallas, TX (14 miles from Sunnyvale, TX)
  • 60+ days ago

Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....

Legal Wealth Advisor II (Houston or Dallas)

  • Dallas, TX (14 miles from Sunnyvale, TX)
  • 60+ days ago
  • Dallas, TX (14 miles from Sunnyvale, TX)
  • 60+ days ago

Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families....

Medical Wealth Advisor II (Houston or Dallas)

  • Dallas, TX (14 miles from Sunnyvale, TX)
  • 60+ days ago
  • Dallas, TX (14 miles from Sunnyvale, TX)
  • 60+ days ago

Demonstrates basic to solid investment knowledge and the ability to deliver basic Financial Planning via Financial Profiles Forecaster software....

Senior Wealth Advisor

  • Dallas, TX (14 miles from Sunnyvale, TX)
  • 60+ days ago
  • Dallas, TX (14 miles from Sunnyvale, TX)
  • 60+ days ago

Management....

Associate Wealth Advisor

  • Plano, TX (20 miles from Sunnyvale, TX)
  • 90+ days ago
  • Plano, TX (20 miles from Sunnyvale, TX)
  • 90+ days ago

The position offers growth potential and the ability to work with a respected wealth management firm....

Wealth Advisor III - Dallas / Fort Worth

  • Dallas, TX (14 miles from Sunnyvale, TX)
  • 90+ days ago
  • Dallas, TX (14 miles from Sunnyvale, TX)
  • 90+ days ago

Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....

Demographic Data for Sunnyvale, TX

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


Local
National
7,806
260
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 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...

Salary for Personal Financial Advisor Jobs in Sunnyvale, TX

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, TX 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 Sunnyvale, TX
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%