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Financial Advisor Jobs in Citrus Heights, CA (187)

Private Wealth Advisor Director

Bank Of Montreal
Sacramento, California
Part-Time
Health Insurance
Education
Icon: salary
$100k - $185.5k / year

Private Wealth Advisor Director

BMO Financial Group
Sacramento, California
Part-Time
Health Insurance
Education
Icon: salary
$100k - $185.5k / year

Managing Director

Greysteel
Sacramento, California
Hospitality

Managing Director

Greysteel Company
Sacramento, California
Hospitality

Financial Analyst, Mergers and Acquisitions

Quick Quack Car Wash
Roseville, California
Icon: salary
$85k / year

Real Estate Associate Investment Manager

State of California
Sacramento, California
Icon: salary
$10.4k - $17.4k / month
‌

Regional Director - Pacific Financial Group

Prudential Ins Co of America in
Roseville, California
PTO
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$1,600 / week
‌

Business Development Executive, West Region - Financial Services

Avanade
Sacramento, CA
Icon: salary
$120k - $142.5k / year
‌

General Manager

Crunch Fitness
Sacramento, California
New
Health Insurance
‌

Account General Manager, Senior Principal

Gainwell Technologies
Roseville, California
New
Icon: salary
$138.2k - $197.4k / year
‌

Registered Client Service Associate

Boutique Recruiting
Roseville, CA
PTO
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$60k - $70k / year
‌

Block Advisors Receptionist

H&R Block
Citrus Heights, CA
401(k)
‌

Client Manager, Employee Benefits - Burnham Benefits

Baldwin Risk Partners
Roseville, CA
Icon: salary
$69k - $94.6k / year
‌

Senator Branch - Member Service Specialist III (Full-Time/Part-Time)

Golden 1
Sacramento, CA
Part-Time
Hourly
Vision Insurance
Icon: salary
$23 / hour
‌

Broadway Branch - Member Service Specialist III (Full-Time/Part-Time)

Golden 1
Sacramento, CA
New
Part-Time
Hourly
Vision Insurance
Icon: salary
$23 / hour
‌

Investment Counselor (Financial Advisor Alternative)

Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
Icon: salary
$85k - $130k / year
‌

Consultant, Engagement Financial Advisor/ GPS

Deloitte
Sacramento, CA
Diversity Leader
Icon: salary
$69.6k - $105k / year
‌

Advisor Development Program - Financial Solutions Advisor Trainee: North Highlands Financial Center

Bank of America
North Highlands, CA
New
Hourly
Diversity Leader
Eco-Friendly
Icon: salary
$28.85 - $32 / hour
‌

Merrill Financial Solutions Advisor - Sacramento Market

Bank of America
Roseville, CA
New
Diversity Leader
Eco-Friendly
Icon: salary
$75k - $85k / year
‌

Financial Solutions Advisor - Consumer Investments- Central CA Region

Bank of America
Sacramento, CA
New
Diversity Leader
Eco-Friendly
Icon: salary
$70k - $80k / year
‌

Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments- Central CA Region

Bank of America
Sacramento, CA
New
Hourly
Diversity Leader
Eco-Friendly
Icon: salary
$28.85 - $33.65 / hour
‌

Tax Manager, Investment Management, Private Wealth (West Region Office Locations)

Deloitte
Sacramento, CA
Diversity Leader
Icon: salary
$85k - $193.4k / year
‌

Tax Senior, Investment Management - Private Wealth (West Region Office Locations)

Deloitte
Sacramento, CA
Diversity Leader
Icon: salary
$63.4k - $144.3k / year
‌

Oracle Cloud Financial Consultant

Accenture
Sacramento, CA
New
Diversity Leader
Eco-Friendly
Icon: salary
$63.2k - $169.8k / year
‌

Tax Manager - Investment Management - Private Equity Tax (West Region Office Locations)

Deloitte
Sacramento, CA
Diversity Leader
Icon: salary
$85k - $193.4k / year
‌

Operations & Technology Transformation , Guidewire Configuration/Integration - Senior Consultant

Deloitte
Sacramento, CA
Diversity Leader
Icon: salary
$125k - $208.3k / year
‌

Tax Manager - Sustainability, Climate & Equity - Renewable Energy

Deloitte
Sacramento, CA
Diversity Leader
Icon: salary
$85k - $193.4k / year
‌

Operations & Technology Transformation, Guidewire Application Java Developer - Senior Consultant

Deloitte
Sacramento, CA
Diversity Leader
Icon: salary
$124.9k - $208.3k / year
‌

Advisory Senior Consultant - SAP Treasury

Deloitte
Sacramento, CA
Diversity Leader
Icon: salary
$102.8k - $188.4k / year
‌

Financial Advisor

MassMutual Northern California
Sacramento, CA
‌

Associate Financial Planner

Three Oaks Wealth
🌎 Remote
Remote
Icon: salary
$65k / year
‌

Financial Advisor

Masis Professional Group
🌎 Remote
Remote
‌

Financial Advisor

State Farm
🌎 Remote
Remote
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$80k - $140k / year

Job Description

Working as a Financial Advisor in Citrus Heights, CA

There are 187 Financial Advisor opportunities available in Citrus Heights, CA all with unique requirements.

A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.

Financial Advisor jobs near Citrus Heights, CA

  • Sacramento, CA
  • Roseville, CA
  • Carmichael, CA

Financial Advisors in Citrus Heights, CA Resume Data

Average Experience for Financial Advisors in Citrus Heights, CA

  • More than 10 years: 60%
  • 6-10 years: 25%
  • 3-5 years: 13%
  • 1-2 years: 2%

Educational Background for Financial Advisors in Citrus Heights, CA

  • Bachelors: 45%
  • Associates: 21%
  • Diploma: 21%
  • Masters: 12%
  • Doctorate: 2%

Top Skill for Financial Advisors in Citrus Heights, CA

  • Sales skills: 18%
  • Customer focus & orientation: 16%
  • Attention to detail: 13%
  • Written communication: 12%
  • Customer service: 7%
  • Analyzing data: 7%
  • Work style: Conscientiousness: 7%
  • Work style: Reliability: 7%
  • Call center customer service: 6%
  • Management & leadership skills: Planning & execution: 6%

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