Financial Advisor Jobs in Valencia, CA (560)
Financial Advisor - No Experience Required
Edward Jones
Acton, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
Solution Advisor Senior Specialist, Financial Business Processes (West)
SAP SE
Los Angeles, California
Retirement Relationship Manager
Assetmark
Los Angeles, California
401(k)
Dental Insurance
Vision Insurance
$60k - $75k / year
Senior Director - Investments
Compound
Los Angeles, California
New
$125k - $160k / year
Wealth Management Analyst
Morgan Stanley
Los Angeles, California
$50k - $115k / year
Market Leader - Advisor Development Program
Bank of America
Los Angeles, California
Diversity Leader
Eco-Friendly
$130k - $170k / year
‌
Tax Director - HNW
Henderson Harbour Group
Los Angeles, California
$250k / year
‌
Director, Investor Relations & Business Development
4050 Development
Los Angeles, California
Dental Insurance
Vision Insurance
$150k - $200k / year
‌
Director, Investment Banking - Infrastructure
AGENTIS CAPITAL
Los Angeles, California
‌
Investment Banking Associate | Industrials
Houlihan Lokey - Experienced Careers
Los Angeles, California
$175k - $225k / year
‌
VP of Finance
StandDesk
Los Angeles, California
‌
Managing Director Business Development
Blue Coral Staffing Corp
Los Angeles, California
New
‌
Senior Salesforce Developer
City National Bank
Los Angeles, California
New
‌
Federal Tax Director
Baker Tilly
Los Angeles, California
‌
401(k) Plans Relationship Manager
CPS
Los Angeles, California
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
‌
Market Director
Greysteel
Los Angeles, California
‌
Wealth Management Analyst
Rockefeller Capital Management
Los Angeles, California
Parental Leave
$75k - $85k / year
‌
Work From Home - Financial Advisor
IBIS DIGEST
🌎 Remote
New
Part-Time
Remote
‌
(Work from home) - Financial Advisor
WFG
🌎 Remote
New
Remote
Flexible Schedule
Education
‌
Oracle Cloud Financial Consultant
Accenture
Los Angeles, CA
New
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
‌
Financial Services Technical nCino Consultant
Accenture
Los Angeles, CA
New
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
‌
Sales & Administrative Coordinator
Financial Literacy Institute
Santa Clarita, CA
New
Part-Time
Hourly
$20 - $22 / hour
‌
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
‌
Financial Solutions Advisor Registration Candidate- Consumer Investments- Los Angeles Region
Bank of America
Thousand Oaks, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Tax Manager, Investment Management, Private Wealth (West Region Office Locations)
Deloitte
Los Angeles, CA
Diversity Leader
$85k - $193.4k / year
‌
Tax Senior, Investment Management - Private Wealth (West Region Office Locations)
Deloitte
Los Angeles, CA
Diversity Leader
$63.4k - $144.3k / year
‌
Registered Member Services Representative (Simi Valley, CA)
Wescom Credit Union
Simi Valley, CA
Vision Insurance
Education
$31.58 - $45.80 / hour
‌
Private Wealth Management Specialist
Bank of America
Los Angeles, CA
Diversity Leader
Eco-Friendly
$65k - $100k / year
‌
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
‌
Beauty Advisor (Inside Sales) Sally Beauty
Sally Beauty
Valencia, CA
401(k)
Dental Insurance
Vision Insurance
Job Description
Working as a Financial Advisor in Valencia, CA
There are 560 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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