Financial Advisor Jobs in Citrus Heights, CA (2,526)
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$80k - $135k / year
Work-From-Home Product Advisor - $45 per hour
Great Lion
🌎 Remote
Part-Time
Remote
Hourly
$45 / hour
Financial Consultant
New York Life
Sacramento, CA
New
Health Insurance
Dental Insurance
Vision Insurance
$85k - $125k / year
Financial Consultant or Senior Financial Consultant - Hybrid/CA
California Housing Partnership
Sacramento, CA
Hybrid
$135k - $147.5k / year
Financial Advisor Trainee: High-Earning Path & Training
Northwestern Mutual
Sacramento, CA
New
Remote Financial Advisor: HNW Wealth Planner
Jobot
🌎 Remote
Remote
‌
Financial Advisor
Northwestern Mutual
Roseville, CA
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Financial Advisor
Northwestern Mutual Life Insurance
Roseville, CA
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Financial Advisor
Edward Jones
Citrus Heights, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
‌
Financial Advisor
Golden Summit Wealth & Insurance Solutions a MassMutual Firm
Roseville, CA
‌
Financial Advisor Trainee
Golden Summit Wealth & Insurance Solutions a MassMutual Firm
Sacramento, CA
Hospitality
‌
Trainee Financial Advisor
Northwestern Mutual
Sacramento, CA
New
Dental Insurance
Vision Insurance
$64k - $148k / year
‌
Financial Solutions Advisor
OneMain Financial
Roseville, CA
New
Hourly
$20 - $23 / hour
‌
Financial Solutions Advisor - Sacramento Area
Bank of America
Sacramento, CA
Diversity Leader
Eco-Friendly
‌
Financial Solutions Advisor Registration Candidate - Calvine Pointe Financial Center
Bank of America
Sacramento, CA
New
Diversity Leader
Eco-Friendly
‌
Advisor, Financial Planning and Analysis
Cardinal Health
Sacramento, CA
New
401(k)
Dental Insurance
Vision Insurance
Parental Leave
$80.9k - $115.5k / year
‌
Financial Advisor - Sacramento Metro and Surrounding area
Thrivent Financial for Lutherans
Roseville, CA
New
Hospitality
Health Insurance
Dental Insurance
Vision Insurance
$17 / hour
‌
Financial Advisor - Sacramento Metro and Surrounding area
Thrivent Financial
Sacramento, CA
New
Hospitality
Health Insurance
Dental Insurance
Vision Insurance
$17 / hour
‌
Senior Wealth Advisor
Columbia Bank (WA, OR & ID)
Sacramento, CA
Dental Insurance
Vision Insurance
‌
Associate Financial Planning Consultant
Cetera Financial Group
Citrus Heights, CA
PTO
Dental Insurance
Vision Insurance
Parental Leave
$72k - $100k / year
‌
Wealth Advisor - California
California Bank & Trust
Sacramento, CA
New
PTO
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
$75k - $125k / year
‌
PRIVATE CLIENT ADVISOR- AGRIBUSINESS- WEALTH MANAGEMENT GROUP
Direct Staffing
Sacramento, CA
‌
Wealth Management Advisor - Auburn, CA
U.S. Bancorp
Loomis, CA
New
Dental Insurance
Vision Insurance
Parental Leave
‌
Wealth Management Experienced Advisor Recruiter
Guardian Life
Sacramento, CA
‌
Wealth Management Advisor - Auburn, CA
U.S. Bank
Loomis, CA
Dental Insurance
Vision Insurance
Parental Leave
$65k - $80.2k / year
‌
Financial Services Cybersecurity Senior Consultant
Crowe
Sacramento, CA
New
$80.5k - $159.3k / year
‌
Personal Financial Counselor, Sacramento, CA
Magellan Health
Sacramento, CA
New
$58.4k / year
‌
Financial Advisor
First Command Financial Services
Sacramento, CA
New
Hourly
‌
VP, Financial Advisor
Wealth Enhancement Group
Folsom, CA
401(k)
PTO
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Financial Advisor
Solera Asset Managers and Insurance Agency
Granite Bay, CA
Part-Time
Flexible Schedule
‌
Merrill Advisor Development Program - Financial Advisor: Sacramento Market
Bank of America
Roseville, CA
Diversity Leader
Eco-Friendly
‌
Financial Advisor 2
Baylor Scott & White Health
Sacramento, CA
Diversity Leader
PTO
Education
‌
Financial Advisor - Sacramento, CA
Corebridge Financial
Sacramento, CA
New
PTO
Dental Insurance
Vision Insurance
$5,000 / month
‌
Financial Advisor
WSFS Bank
🌎 Remote
Remote
Dental Insurance
Vision Insurance
Parental Leave
$92.9k - $152.6k / year
Job Description
Working as a Financial Advisor in Citrus Heights, CA
There are 2,526 Financial Advisor opportunities available in Citrus Heights, 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 Citrus Heights, CA
Financial Advisors in Citrus Heights, CA Resume Data
Average Experience for Financial Advisors in Citrus Heights, CA
- More than 10 years: 60%
- 6-10 years: 25%
- 3-5 years: 13%
- 1-2 years: 2%
Educational Background for Financial Advisors in Citrus Heights, CA
- Bachelors: 45%
- Associates: 21%
- Diploma: 21%
- Masters: 12%
- Doctorate: 2%
Top Skill for Financial Advisors in Citrus Heights, CA
- Sales skills: 18%
- Customer focus & orientation: 16%
- Attention to detail: 13%
- Written communication: 12%
- Customer service: 7%
- Analyzing data: 7%
- Work style: Conscientiousness: 7%
- Work style: Reliability: 7%
- Call center customer service: 6%
- Management & leadership skills: Planning & execution: 6%
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