Financial Advisor Jobs in Covina, CA (335)
Legal Secretary
State Farm
Covina, CA
New
Hybrid
Dental Insurance
Parental Leave
$57.1k - $70k / year
Financial Consultant - Pasadena, CA CA
Fidelity TalentSource
Pasadena, California
Education
Parental Leave
$55k - $75k / year
Financial Services Representative - Brea, CA CA
Fidelity TalentSource
🌎 Remote
Remote
Hybrid
Hospitality
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $75k / year
Relationship Manager - Rancho Cucamonga, CA CA
Fidelity TalentSource
Rancho Cucamonga, California
Education
Parental Leave
$57k - $80k / year
Financial Planning Consultant
PHP Financial Services
Corona, California
Financial Planning Consultant
Bighornlaw
Corona, California
$85k - $185k / year
‌
Legal Secretary
State Farm Careers
Covina, CA
Hybrid
Dental Insurance
Parental Leave
$57.1k - $70k / year
‌
Crop Inputs Manager
Richardson International Limited
Fontana, California
‌
Chief Finance Officer
ChapCare
Pasadena, California
Vision Insurance
‌
Director - Analytics Consulting Bengaluru, Karnataka, India Posted on 02/12/2024 Trending Analy[...]
Marketing Management Analytics
Norwalk, California
‌
Senior Financial Aid Advisor
Emory University
🌎 Remote
Remote
‌
State Farm | Legal Secretary | walnut, ca
State Farm
walnut, CA
Hybrid
Dental Insurance
Parental Leave
$57.1k - $70k / year
‌
Office Assistant
The Corban Group
Anaheim, CA
Part-Time
Hourly
Flexible Schedule
$20 - $25 / hour
‌
Office Assistant - Financial Firm - Anaheim, CA
Advisor Employee Services
Anaheim, CA
Part-Time
Hourly
Flexible Schedule
$20 - $25 / hour
‌
Quality Assurance Advisor
Southern California Edison
Rosemead, CA
‌
Financial Advisor Assistant
Connect Search
🌎 Remote
Remote
$50 / hour
‌
Private Wealth Management Portfolio Management Associate Director
MORGAN STANLEY &
Pasadena, CA
‌
MA Retirement Services District Manager
ADP
Pasadena, CA
‌
Senior Premier Relationship Manager (Licensed)
BMO Financial Group
Covina, CA
Part-Time
Health Insurance
Education
$56k - $104k / year
‌
Merrill Experienced Financial Advisor
Bank of America
Pasadena, CA
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Merrill Financial Solutions Advisor - Pasadena Central Valley Market
Bank of America
Pasadena, CA
Diversity Leader
Eco-Friendly
$75k - $85k / year
‌
Financial Solutions Advisor - Consumer Investments - Lampson-Valley View Financial Center
Bank of America
Garden Grove, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Cypress Financial Center
Bank of America
Cypress, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Financial Solutions Advisor Registration Candidate- Consumer Investments- Los Angeles Region
Bank of America
San Dimas, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Registered Member Services Representative (La Habra, CA)
Wescom Credit Union
La Habra, CA
Vision Insurance
Education
$30.96 - $44.90 / hour
‌
Wealth Relationship Manager - Cerritos, CA
Citigroup
Cerritos, CA
Dental Insurance
$83.9k - $125.9k / year
‌
Retail Cosmetics Sales Counter Manager - Shiseido, Victoria Gardens - Full Time
Macy's
Rancho Cucamonga, CA
Retail
401(k)
Dental Insurance
Vision Insurance
‌
Retail Cosmetics Counter Manager - Jo Malone, Santa Ana Mainplace - Full Time
Macy's
Santa Ana, CA
Retail
401(k)
Dental Insurance
Vision Insurance
‌
Retail Sales Associate - Shiseido, West Covina - Full Time
Macy's
West Covina, CA
Part-Time
Retail
401(k)
Dental Insurance
Vision Insurance
Flexible Schedule
‌
Senior Fire Protection Engineer
AECOM
Orange, CA
Dental Insurance
Vision Insurance
$130k - $170k / year
‌
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
‌
Merrill Market Supervision Manager
Bank of America
Pasadena, CA
New
Diversity Leader
Eco-Friendly
$110k - $155k / year
‌
Block Advisors Tax Advisor
H&R Block
Anaheim, CA
New
401(k)
‌
Senior Premier Relationship Manager (Licensed)
BMO Financial Group
Covina, CA
Part-Time
Health Insurance
Education
$56k - $104k / year
Job Description
Working as a Financial Advisor in Covina, CA
There are 335 Financial Advisor opportunities available in Covina, 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 Covina, CA
Financial Advisors in Covina, CA Resume Data
Average Experience for Financial Advisors in Covina, CA
- More than 10 years: 50%
- 6-10 years: 31%
- 3-5 years: 14%
- 1-2 years: 3%
- Less than 1 year: 1%
Educational Background for Financial Advisors in Covina, CA
- Bachelors: 52%
- Diploma: 18%
- Masters: 17%
- Associates: 12%
- Doctorate: 1%
Top Skill for Financial Advisors in Covina, CA
- Customer focus & orientation: 20%
- Sales skills: 17%
- Attention to detail: 12%
- Customer service: 9%
- Administrative assistant/receptionist: 8%
- Spreadsheets with Microsoft Excel: 8%
- Work style: Reliability: 8%
- Written communication: 7%
- Analyzing data: 5%
- Management & leadership skills: Planning & execution: 5%
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