Financial Advisor Jobs in Pomona, CA (272)
Senior Wealth Advisor
EisnerAmper LLP
Pasadena, California
Private Wealth Advisor Director
Bank Of Montreal
Alhambra, California
Part-Time
Health Insurance
Education
$110k - $204.1k / year
Private Wealth Advisor Director
BMO Financial Group
Fontana, California
Part-Time
Health Insurance
Education
$110k - $204.1k / year
Senior Wealth Advisor / Manager
Careers 2005
Fontana, California
New
Dental Insurance
Group Director
Morgan Stanley
Fontana, California
Group Director
711 MS Smith Barney
Fontana, California
‌
INVESTMENT MANAGER, PUBLIC EMPLOYEES' RETIREMENT SYSTEM
Public Employees Retirement System
Fontana, California
401(k)
Health Insurance
$97.6k - $162.6k / year
‌
Vice President, Client Advisor
Whittier Trust
Fontana, California
Dental Insurance
Vision Insurance
$140k - $200k / year
‌
Tax Manager - Hybrid, Orange County, CA - $200K
Henderson Harbor Group
🌎 Remote
Remote
Hybrid
Health Insurance
Vision Insurance
$200k / year
‌
Strategic Planning Senior Advisor
Thomson Reuters Markets Espana SL
Pomona, California
New
‌
Chief Financial Officer
EverFence
Orange, California
‌
Executive Client Service Associate
The Walt Disney
Anaheim, CA
$66.6k - $88.2k / year
‌
Client Advisor
International Search Consultants
South Pasadena, CA
‌
Client Services Specialist
International Search Consultants
Orange, CA
‌
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
‌
Financial Advisor
Atria Wealth Solutions
Riverside, CA
New
‌
Merrill Experienced Financial Advisor
Bank of America
Pasadena, CA
New
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Merrill Financial Solutions Advisor - Pasadena Central Valley Market
Bank of America
Pasadena, CA
New
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
New
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
New
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Wealth Planner - Pasadena, CA
Fidelity Investments
Pasadena, CA
Education
Parental Leave
$115k - $200k / year
‌
Special Education Teacher (SPED)
The Stepping Stones Group
Bellflower, CA
New
‌
Financial Analyst
Guess
Pomona, CA
401(k)
PTO
Dental Insurance
Vision Insurance
Education
$68.6k / year
‌
Financial Advisor
Pure Financial Advisors
Pomona, CA
Dental Insurance
Vision Insurance
‌
Financial Advisor
Manhattan West
Pomona, CA
PTO
Dental Insurance
Vision Insurance
$120k - $300k / year
‌
Financial Advisor
Northwestern Mutual
Corona, CA
Dental Insurance
Vision Insurance
$22 / hour
‌
Financial Advisor
Thrivent Financial
Orange, CA
Health Insurance
Dental Insurance
Vision Insurance
‌
Wealth Management Advisor
Northwestern Mutual
Corona, CA
‌
Financial Planning Strategist
Pure Financial Advisors
Pomona, CA
‌
Financial Professional
Equitable Advisors
Montebello, CA
Health Insurance
Dental Insurance
Vision Insurance
$250 - $1,000 / week
‌
Paraplanner (Growth Path to Advisor)
Magellan Financial & Insurance Services
Orange, CA
$60k - $72k / year
‌
Financial Advisor
Masis Professional Group
🌎 Remote
Remote
‌
Financial Advisor
State Farm
🌎 Remote
Remote
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
$80k - $140k / year
‌
Financial Analyst
Guess
Pomona, CA
401(k)
PTO
Dental Insurance
Vision Insurance
Education
$68.6k / year
Financial Advisor Salary in Pomona
Financial Advisors working in Pomona, CA make an average annual salary of $74K and a maximum annual salary of around $149K.
Job Description
Working as a Financial Advisor in Pomona, CA
There are 272 Financial Advisor opportunities available in Pomona, 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 Pomona, CA
Financial Advisors in Pomona, CA Resume Data
Average Experience for Financial Advisors in Pomona, CA
- More than 10 years: 51%
- 6-10 years: 29%
- 3-5 years: 15%
- 1-2 years: 3%
- Less than 1 year: 1%
Educational Background for Financial Advisors in Pomona, CA
- Bachelors: 53%
- Diploma: 21%
- Masters: 13%
- Associates: 13%
- Doctorate: 1%
Top Skill for Financial Advisors in Pomona, CA
- Sales skills: 19%
- Customer focus & orientation: 17%
- Spreadsheets with Microsoft Excel: 11%
- Attention to detail: 10%
- Work style: Reliability: 9%
- Customer service: 8%
- Administrative assistant/receptionist: 7%
- Basic computer skills: 7%
- Analyzing data: 7%
- Written communication: 6%
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