Financial Advisor Jobs in El Monte, CA (2,962)
VP, Financial Consultant- Upland, CA
Charles Schwab
Upland, CA
New
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
VP, Financial Consultant
Charles Schwab
Upland, CA
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
Tax Experienced Manager, Private Client Services
bdo consulting
Los Angeles, CA
$136k - $165k / year
Tax Senior Manager, Private Client Services
bdo consulting
Los Angeles, CA
$146k - $200k / year
Financial Advisor
New York Life
Glendale, CA
$55k - $1267.8k / year
Financial Consultant
Fame Financial | WFG
Glendora, CA
Part-Time
Flexible Schedule
$80k - $160k / year
‌
Financial Service Advisor
SchoolsFirst Federal Credit Union
Santa Ana, CA
‌
Financial Advisor Assistant
Firefighters First Credit Union
Pasadena, CA
401(k)
PTO
Dental Insurance
Vision Insurance
$5,250 / month
‌
Financial Advisor / Sales Opportunity
Northwestern Mutual
Los Angeles, California
‌
Assistant to Financial Advisor
Cathay General Bancorp
San Gabriel, CA
Health Insurance
Dental Insurance
Vision Insurance
$20 / hour
‌
Private Wealth Advisor
Manhattan West
Los Angeles, California
PTO
Dental Insurance
Vision Insurance
$20 / hour
‌
Private Wealth Advisor (Mandarin)
IntelliPro
Los Angeles, California
New
$200k - $250k / year
‌
J.P. Morgan Wealth Management Private Client Advisor - Azusa, CA (area)
Chase
Duarte, CA
Health Insurance
Education
$40 / hour
‌
Financial Aid Counselor
Otis College of Art and Design
Los Angeles, California
‌
Financial Planner
TradeJobsWorkForce
West Hollywood, CA
New
‌
Registered Client Service Associate**
Morgan Stanley
Pasadena, CA
New
$34.3k - $90k / year
‌
Operations Manager - Accounting Consultant (Hedge Fund & Single-Family Office)
BCI - Brokerage Consultants
Los Angeles, CA
New
Hourly
$110k / year
‌
Private Wealth Management Senior Registered Client Service Associate
Morgan Stanley
Beverly Hills, CA
$34.3k - $90k / year
‌
PWM Private Wealth Advisor
U.S. Bancorp
Beverly Hills, CA
Hybrid
Dental Insurance
Vision Insurance
Parental Leave
$124.4k - $146.3k / year
‌
Client Service Associate (FARS)
Morgan Stanley
Los Angeles, CA
New
$34.3k - $90k / year
‌
EVOKE | Family Office Advisor
District Partners
Los Angeles, CA
New
Hospitality
‌
Wealth & Estate Planning Strategist
Amtec Staffing
Orange, California
$225k / year
‌
Financial Services - Technology Consulting - Guidewire Digital - Technical Consultant - Manager
EY
Los Angeles, CA
New
Hospitality
Dental Insurance
$142.6k - $261.5k / year
‌
Client Service Associate
Vodia Ventures
Pasadena, CA
$70k - $90k / year
‌
Senior Digital Marketing Specialist
Kayne Anderson Capital Advisors
Los Angeles, CA
Dental Insurance
Vision Insurance
Education
$100k - $130k / year
‌
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
‌
Financial Advisor
Commonwealth Financial Group
🌎 Remote
New
Remote
Dental Insurance
Vision Insurance
$104k / year
‌
Financial Advisor
Capstone Partners Financial and Insurance Services
🌎 Remote
Remote
‌
Senior Wealth Advisor SAFE Act
Citigroup
Chino Hills, CA
New
‌
Financial Advisor with Sales Background
The Fadil Group
Irvine, CA
Part-Time
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education
‌
J.P. Morgan Wealth Management - Private Client Advisor - Azusa, CA (area)
JPMorgan Chase
West Covina, CA
Eco-Friendly
Health Insurance
Education
‌
J.P. Morgan Wealth Management - Private Client Advisor - Pasadena, CA (area)
JPMorgan Chase Bank, N.A
Pasadena, CA
Health Insurance
Education
$70.3k / year
‌
Client Service Associate
Beacon Pointe Advisors
Los Angeles, CA
‌
Service Advisor
Car Pros Automotive Group
El Monte, CA
Dental Insurance
Vision Insurance
$71.7k - $86.1k / year
Job Description
Working as a Financial Advisor in El Monte, CA
There are 2,962 Financial Advisor opportunities available in El Monte, 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 El Monte, CA
Financial Advisors in El Monte, CA Resume Data
Average Experience for Financial Advisors in El Monte, CA
- More than 10 years: 52%
- 6-10 years: 30%
- 3-5 years: 14%
- 1-2 years: 2%
- Less than 1 year: 2%
Educational Background for Financial Advisors in El Monte, CA
- Bachelors: 55%
- Masters: 17%
- Diploma: 16%
- Associates: 10%
- Doctorate: 1%
Top Skill for Financial Advisors in El Monte, CA
- Customer focus & orientation: 20%
- Sales skills: 17%
- Attention to detail: 10%
- Administrative assistant/receptionist: 9%
- Work style: Reliability: 9%
- Customer service: 8%
- Written communication: 8%
- Spreadsheets with Microsoft Excel: 7%
- Management & leadership skills: Planning & execution: 6%
- Verbal communication: 6%
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