Financial Advisor Jobs in La Puente, CA (2,830)
Financial Advisor
New York Life
Glendale, CA
$55k - $1267.8k / year
Investment Counselor (Financial Advisor Alternative)
Fisher Investments Careers
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
Financial Service Advisor
SchoolsFirst Federal Credit Union
Santa Ana, CA
New
Strategic Financial Advisor & Investment Planner
BMO U.S
South Gate, CA
$57.5k - $106.5k / year
Financial Advisor: Risk & Wealth Planner
Western & Southern Life
Ontario, CA
Senior Financial Consultant & Wealth Advisor
Fairygodboss
Brea, CA
‌
Financial Solutions Advisor: Client Investment Planner
Bank of America
West Covina, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Financial Advisor, Wealth Management
Credit Union of Southern California
Fullerton, CA
Part-Time
Flexible Schedule
$100k / year
‌
Financial Advisor
Northwestern Mutual
Anaheim, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Financial Advisor
Northwestern Mutual Life Insurance
Long Beach, CA
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Financial Advisor
Strategic Fortune Wealth Management
West Covina, CA
Part-Time
Flexible Schedule
‌
Financial Planning & Investment Advisor
Peggy Langin - State Farm Agent
Diamond Bar, CA
‌
Financial Advisor
Summitry
Pasadena, CA
‌
Financial Advisor
First Command
Garden Grove, CA
New
Hourly
‌
Financial Advisor
Edward Jones
Whittier, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
‌
Financial Advisor
MassMutual Pacific
Pasadena, CA
‌
Financial Advisor
Unavailable
Anaheim, CA
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Remote Personal Financial Advisor (Private Wealth)
Micro1
🌎 Remote
New
Remote
Hourly
$80 - $110 / hour
‌
Elite Financial Advisor & Portfolio Planner
SchoolsFirst Federal Credit Union
Santa Ana, CA
New
‌
Financial Advisor
Taos Global Group
San Gabriel, CA
Entry-Level
$34.3k - $75k / year
‌
Financial Advisor with Sales Background
The Fadil Group
Irvine, CA
Part-Time
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education
‌
Junior Financial Advisor
The Recruitment Council
Claremont, CA
‌
Investment Advisor & Financial Planning Pro
Bank of America
La Verne, CA
New
Diversity Leader
Eco-Friendly
‌
Central LA Wealth & Financial Solutions Advisor
Bank of America
Arcadia, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Financial Advisor
Paul Mitchell Schools
Pasadena, CA
New
Hourly
Dental Insurance
Vision Insurance
$22 - $25 / hour
‌
Wealth Advisor & Financial Planning Specialist
Bmo
South Gate, CA
‌
Wealth Advisor & Financial Planning Specialist
BMO U.S
Long Beach, CA
New
Health Insurance
‌
VP Financial Advisor
Wealth Enhancement
San Marino, CA
PTO
Dental Insurance
Vision Insurance
Education
Parental Leave
$164k - $250k / year
‌
VP Financial Advisor
Wealth Enhancement Group
San Marino, CA
New
401(k)
PTO
Dental Insurance
Vision Insurance
Education
Parental Leave
$164k - $250k / year
‌
Financial Advisor - Los Angeles
Lenox Advisors
Glendale, CA
New
Health Insurance
‌
Financial Advisor
Bmo
South Gate, CA
Part-Time
Health Insurance
Education
$57.5k - $106.5k / year
‌
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$85k - $135k / year
‌
Investment Counselor (Financial Advisor Alternative)
myGwork - LGBTQ+ Business Community
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
‌
Remote Lead Financial Analyst - AI Trainer ($50-$60 per hour)
Data Annotation
🌎 Remote
Remote
Hourly
$50 - $60 / hour
Job Description
Working as a Financial Advisor in La Puente, CA
There are 2,830 Financial Advisor opportunities available in La Puente, 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 La Puente, CA
Financial Advisors in La Puente, CA Resume Data
Average Experience for Financial Advisors in La Puente, CA
- More than 10 years: 51%
- 6-10 years: 30%
- 3-5 years: 15%
- 1-2 years: 3%
- Less than 1 year: 1%
Educational Background for Financial Advisors in La Puente, CA
- Bachelors: 54%
- Diploma: 17%
- Masters: 17%
- Associates: 11%
- Doctorate: 1%
Top Skill for Financial Advisors in La Puente, CA
- Customer focus & orientation: 19%
- Sales skills: 17%
- Attention to detail: 10%
- Customer service: 9%
- Work style: Reliability: 9%
- Spreadsheets with Microsoft Excel: 8%
- Administrative assistant/receptionist: 8%
- Written communication: 7%
- Management & leadership skills: Planning & execution: 7%
- Scheduling: 5%
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