Financial Advisor Jobs in Valencia, CA (516)
Financial Advisor
Pure Financial Advisors
Los Angeles, CA
New
Dental Insurance
Vision Insurance
Financial Advisor
Manhattan West
Los Angeles, CA
New
PTO
Dental Insurance
Vision Insurance
$120k - $300k / year
Financial Advisor
Cetera Investment Services
Los Angeles, CA
Health Insurance
Junior Financial Advisor
Masis Professional Group
Calabasas, CA
New
Dental Insurance
Vision Insurance
Junior Financial Advisor
Fanning Personnel
Thousand Oaks, CA
New
Financial Advisor Associate
Stefani Goldman
Los Angeles, CA
Part-Time
Hospitality
Health Insurance
Flexible Schedule
$50 / hour
‌
Financial Advisor / Sales Opportunity
Northwestern Mutual
Calabasas, CA
New
Health Insurance
Dental Insurance
Vision Insurance
$75k - $150k / year
‌
Financial Advisor (true independence w/o the downsides)
Hoss Retirement and Insurance Services, Inc.; DBA - Hoss Financial
Westlake Village, CA
New
$200k / year
‌
Certified Financial Planner
Masis Professional Group
Thousand Oaks, CA
New
‌
Experienced Financial Advisor
First American Asset Advisory
🌎 Remote
Remote
Education
‌
Financial Advisor
Zero Day Capital Enterprises
🌎 Remote
New
Remote
‌
Senior Wealth Advisor
Mariner
Los Angeles, CA
New
‌
Senior Wealth Advisor
Modern Wealth Management
Thousand Oaks, CA
401(k)
Dental Insurance
‌
Senior Wealth Advisor
M&T Bank
Los Angeles, CA
New
‌
Senior Wealth Advisor - Burbank, CA
Citibank
Los Angeles, CA
New
Eco-Friendly
Dental Insurance
$70k / year
‌
Senior Wealth Advisor - Brentwood/Pacific Palisades
Citi
Los Angeles, CA
New
Dental Insurance
$70k / year
‌
SVP, Private Wealth Advisor
Capital Group
Los Angeles, CA
New
Part-Time
Dental Insurance
$30 / hour
‌
Senior Wealth Advisor / Manager
Careers 2005
Los Angeles, CA
New
Dental Insurance
Vision Insurance
$750k / year
‌
Private Wealth Advisor
Capital Group
Los Angeles, CA
New
Part-Time
Dental Insurance
$100k / year
‌
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$85k - $130k / year
‌
Financial Advisor
Atria Wealth Solutions
Los Angeles, CA
‌
Financial Advisor Senior
City National Bank
Chatsworth, CA
$70k - $130k / year
‌
Merrill Experienced Financial Advisor
Bank of America
Santa Clarita, CA
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Financial Advisor
BMO Financial Group
Woodland Hills, CA
Part-Time
Health Insurance
Education
$56k - $104k / year
‌
Merrill Financial Solutions Advisor - Valley Coast Market
Bank of America
Woodland Hills, CA
Diversity Leader
Eco-Friendly
$75k - $85k / year
‌
Entry-Level Financial Advisor Seeking Athletes
Beer Financial Group
Los Angeles, CA
Education
$150k / year
‌
Business Solutions Advisor - Warner Center Financial Center
Bank of America
Woodland Hills, CA
New
Hourly
Diversity Leader
Eco-Friendly
$26 - $32.89 / hour
‌
Wealth Advisor
Harrison Gray Search and Consulting
Los Angeles, CA
PTO
‌
Financial Solutions Advisor Registration Candidate- Consumer Investments- Los Angeles Region
Bank of America
Thousand Oaks, CA
New
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Senior Wealth Advisor
Citigroup
Burbank, CA
New
$70k / year
‌
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab
Los Angeles, CA
New
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
Charles Schwab
Los Angeles, CA
New
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Private Wealth Advisor Director
BMO Financial Group
Los Angeles, CA
New
Part-Time
Health Insurance
Education
$110k - $204.1k / year
‌
Financial Analyst II-Hybrid
Logix Federal Credit Union
Valencia, CA
New
Part-Time
Hybrid
Diversity Leader
$75.5k / year
Job Description
Working as a Financial Advisor in Valencia, CA
There are 516 Financial Advisor opportunities available in Valencia, 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 Valencia, CA
Financial Advisors in Valencia, CA Resume Data
Average Experience for Financial Advisors in Valencia, CA
- More than 10 years: 65%
- 6-10 years: 24%
- 3-5 years: 9%
- Less than 1 year: 2%
- 1-2 years: 1%
Educational Background for Financial Advisors in Valencia, CA
- Bachelors: 58%
- Masters: 15%
- Diploma: 15%
- Associates: 10%
- Doctorate: 1%
Top Skill for Financial Advisors in Valencia, CA
- Attention to detail: 16%
- Sales skills: 15%
- Customer focus & orientation: 10%
- Written communication: 10%
- Analyzing data: 9%
- Management & leadership skills: Planning & execution: 9%
- Verbal communication: 9%
- Administrative assistant/receptionist: 7%
- Management & leadership skills: Impact & influence: 7%
- Work style: Reliability: 7%
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