Financial Advisor Jobs in Whittier, CA (1,292)
Estate Financial Advisor
Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
Financial Advisor – Estate Planning
Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
Senior Wealth Advisor
Mariner
Los Angeles, California
Solution Advisor Senior Specialist, Financial Business Processes (West)
SAP SE
Los Angeles, California
Senior Wealth Advisor
M&T Bank
Los Angeles, California
$151.7k - $252.9k / year
Senior Wealth Advisor - Burbank, CA
Citibank
Los Angeles, California
Eco-Friendly
Dental Insurance
$70k / year
‌
Assurance Advisor - Audit - Financial Services Office - Senior - Multiple Positions - 1574297
Ernst & Young Advisory Services Sdn Bhd
Los Angeles, California
‌
Senior Wealth Advisor - Brentwood/Pacific Palisades
Citi
Los Angeles, California
Dental Insurance
$70k / year
‌
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
‌
Sales Consultant Specialist
Assetmark
Los Angeles, California
401(k)
Dental Insurance
Vision Insurance
$45k - $50k / year
‌
Private Wealth Advisor Director
BMO Financial Group
Los Angeles, California
Part-Time
Health Insurance
Education
$110k - $204.1k / year
‌
Retirement Relationship Manager
Assetmark
Los Angeles, California
401(k)
Dental Insurance
Vision Insurance
$60k - $75k / year
‌
Merrill Market Supervision Manager
Bank of America
Beverly Hills, California
Diversity Leader
Eco-Friendly
‌
Senior Investment Advisor Associate (Client Service)
Virtus Investment Partners
Los Angeles, California
Dental Insurance
Vision Insurance
Education
$75k - $96k / year
‌
Merrill Private Wealth Supervision Manager
Bank of America
Los Angeles, California
Diversity Leader
Eco-Friendly
$110k - $155k / year
‌
Field Representative with Real Estate Background
Quinlan District - Northwestern Mutual
🌎 Remote
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
‌
Client Service Associate
Cerity Partners
Irvine, CA
$80k - $95k / year
‌
Client Service Associate - Feinberg Stein Financial Services
HighTower
Los Angeles, CA
New
Part-Time
Hourly
$22.50 - $27 / hour
‌
Executive Client Service Associate
The Walt Disney
Anaheim, CA
$66.6k - $88.2k / year
‌
Financial Advisor
Atria Wealth Solutions
Los Angeles, CA
‌
Financial Advisor Senior
City National Bank
Los Angeles, CA
$70k - $130k / year
‌
Merrill Experienced Financial Advisor
Bank of America
Pasadena, CA
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Merrill Financial Solutions Advisor - Los Angeles Market
Bank of America
Seal Beach, CA
Diversity Leader
Eco-Friendly
$75k - $85k / year
‌
Financial Advisor (Huntington Beach)
BMO Financial Group
Los Angeles, CA
Part-Time
Health Insurance
Education
$61.6k - $114.4k / 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
Long Beach, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Wealth Advisor
BankTalent HQ
Irvine, CA
$75k - $125k / year
‌
SVP, Private Wealth Advisor
Capital Group
Los Angeles, CA
Part-Time
Dental Insurance
$30 / hour
‌
Private Wealth Advisor
Capital Group
Los Angeles, CA
Part-Time
Dental Insurance
$100k / year
‌
Senior Wealth Advisor
EisnerAmper
Pasadena, CA
‌
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
Job Description
Working as a Financial Advisor in Whittier, CA
There are 1,292 Financial Advisor opportunities available in Whittier, 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 Whittier, CA
Financial Advisors in Whittier, CA Resume Data
Average Experience for Financial Advisors in Whittier, CA
- More than 10 years: 52%
- 6-10 years: 30%
- 3-5 years: 15%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Advisors in Whittier, CA
- Bachelors: 56%
- Masters: 17%
- Diploma: 16%
- Associates: 9%
- Doctorate: 1%
Top Skill for Financial Advisors in Whittier, CA
- Customer focus & orientation: 19%
- Sales skills: 19%
- Attention to detail: 11%
- Work style: Reliability: 9%
- Spreadsheets with Microsoft Excel: 8%
- Administrative assistant/receptionist: 8%
- Customer service: 8%
- Written communication: 7%
- Management & leadership skills: Planning & execution: 6%
- Verbal communication: 6%
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