Financial Advisor Jobs in Santa Monica, CA (1,525)
Financial Advisor
Fidelity Investments
Pasadena, CA
New
Education
Parental Leave
$55k - $75k / year
Wealth Advisor
Fidelity Investments
Pasadena, CA
New
Education
Parental Leave
$55k - $75k / year
Financial Planner
Fidelity Investments
Pasadena, CA
New
Education
Parental Leave
$55k - $75k / year
Financial Advisor
Pacific Coast Regional Corp
Los Angeles, CA
New
Part-Time
Hourly
$60 - $65 / hour
Senior Financial Service Advisor
Running Point
El Segundo, California
Hybrid
Dental Insurance
Vision Insurance
$100k / year
FINANCIAL ADVISOR - CAREER CHANGE OPPORTUNITY
Edward Jones
Glendale, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
‌
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
‌
Assurance Advisor - Audit - Financial Services Office - Senior - Multiple Positions - 1574297
Ernst & Young Advisory Services Sdn Bhd
Los Angeles, California
‌
Senior Wealth Advisor - Burbank, CA
Citibank
Los Angeles, California
Eco-Friendly
Dental Insurance
$70k / year
‌
Senior Wealth Advisor - Brentwood/Pacific Palisades
Citi
Los Angeles, California
New
Dental Insurance
$70k / year
‌
Senior Wealth Advisor
EisnerAmper LLP
Pasadena, California
‌
Sales Consultant Specialist
Assetmark
Los Angeles, California
401(k)
Dental Insurance
Vision Insurance
$45k - $50k / 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
‌
Estate Financial Advisor
Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
‌
Senior Financial Service Advisor
Running Point Capital Advisors
🌎 Remote
Remote
Hybrid
‌
Client Advisor
Tiffany &
Santa Monica, CA
New
$19.98 - $27.03 / hour
‌
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
‌
Financial Advisor
New York Life Insurance
Westlake Village, CA
New
Dental Insurance
Vision Insurance
$117.4k / 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
Los Angeles, 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
Encino, CA
Diversity Leader
Eco-Friendly
$75k - $85k / year
‌
Financial Solutions Advisor Registration Candidate- Consumer Investments- Los Angeles Region
Bank of America
Los Angeles, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Wealth Advisor
Harrison Gray Search and Consulting
Los Angeles, CA
PTO
‌
Business Solutions Advisor - Inglewood Main Financial Center
Bank of America
Inglewood, CA
New
Hourly
Diversity Leader
Eco-Friendly
$26 - $32.89 / hour
‌
Private Wealth Service Advisor
Northwestern Mutual
Manhattan Beach, CA
New
$80k - $175k / year
‌
Senior Wealth Advisor
Citigroup
Los Angeles, 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
‌
Client Advisor
Tiffany &
Santa Monica, CA
New
$19.98 - $27.03 / hour
Job Description
Working as a Financial Advisor in Santa Monica, CA
There are 1,525 Financial Advisor opportunities available in Santa Monica, 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 Santa Monica, CA
Financial Advisors in Santa Monica, CA Resume Data
Average Experience for Financial Advisors in Santa Monica, CA
- More than 10 years: 55%
- 6-10 years: 29%
- 3-5 years: 13%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Advisors in Santa Monica, CA
- Bachelors: 55%
- Masters: 19%
- Diploma: 15%
- Associates: 10%
- Doctorate: 2%
Top Skill for Financial Advisors in Santa Monica, CA
- Sales skills: 17%
- Customer focus & orientation: 17%
- Attention to detail: 11%
- Written communication: 10%
- Management & leadership skills: Planning & execution: 9%
- Administrative assistant/receptionist: 8%
- Customer service: 8%
- Work style: Reliability: 8%
- Verbal communication: 7%
- Spreadsheets with Microsoft Excel: 5%
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