Financial Advisor Jobs in Monterey, CA (118)
Beauty Advisor - Part Time
LVMH
Monterey, CA
Part-Time
Hourly
Hospitality
$20.85 - $23.98 / hour
Merrill Experienced Financial Advisor
Bank of America
Carmel-by-the-Sea, CA
New
Diversity Leader
Eco-Friendly
Associate Financial Advisor
SkyKey Financial
Seaside, CA
Part-Time
Education
Client-Focused Financial Solutions Advisor
Bank of America
Monterey, CA
New
Diversity Leader
Eco-Friendly
Military Family Financial Advisor - Flexible, Mobile Career
First Command
Monterey, CA
Part-Time
Flexible Schedule
Financial Solutions Advisor- Saratoga, Santa Cruz, Monterey Areas
Bank of America
Monterey, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Athlete-Driven Financial Advisor - Remote & Flexible
Northwestern Mutual
🌎 Remote
New
Part-Time
Remote
Health Insurance
Flexible Schedule
‌
Wealth Advisor: Bank-Based Investment & Planning
LPL Financial
Salinas, CA
New
$66.6k - $80k / year
‌
Wealth Advisor - Mechanics Bank
LPL Financial
Salinas, CA
New
$66.6k - $80k / year
‌
Private Client Advisor - Wealth & Digital Guidance
Fairygodboss
Monterey, CA
‌
Wealth Advisor: Holistic Planning & Client Growth
Chase
Salinas, CA
‌
Associate Advisor: Wealth Planning & Client Impact
Retirement Resource Center
Monterey, CA
New
‌
Remote-Eligible Wealth Management Client Advisor
Bank of America
🌎 Remote
Remote
Hourly
Diversity Leader
Eco-Friendly
$25 - $44 / hour
‌
Financial Counselor
Astera Cancer Care
Monterey, CA
Hourly
401(k)
PTO
Dental Insurance
Vision Insurance
$28 - $40.32 / hour
‌
Associate Advisor
Retirement Resource Center
Monterey, CA
‌
Senior Affluent Wealth Advisor
U.S. Bank
Salinas, CA
‌
Registered Client Service Associate
00015 Ameriprise Financial Services
Monterey, CA
Hourly
Dental Insurance
$31.53 - $38.50 / hour
‌
Wealth Management Advisor for Affluent Clients
U.S. Bank
Salinas, CA
‌
Investment Counselor (Financial Advisor Alternative)
Fisher Investments Careers
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$85k - $135k / year
‌
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
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
‌
Merrill Performance Coach
Bank of America
Carmel-by-the-Sea, CA
Diversity Leader
Eco-Friendly
‌
Financial Advisor
First Command
Monterey, CA
New
Hourly
‌
Licensed Financial Solutions Advisor
Bank of America
Carmel-by-the-Sea, CA
Diversity Leader
Eco-Friendly
‌
Financial Solutions Advisor Registration Candidate - Carmel Center
Bank of America
Carmel-by-the-Sea, CA
Diversity Leader
Eco-Friendly
‌
Private Client Wealth Advisor Holistic Planning
TwinThread
Monterey, CA
New
‌
Wealth Strategy Advisor for Affluent Clients
U.S. Bank
Watsonville, CA
‌
J.P. Morgan Wealth Management - Private Client Advisor - Monterey, Santa Cruz, Salinas, CA and Surrounding Areas
JPMorgan Chase
Monterey, CA
Eco-Friendly
Health Insurance
Education
‌
Wealth Management Advisor - Monterey, California
U.S. Bank
Watsonville, CA
Dental Insurance
Vision Insurance
Parental Leave
$65k - $80.2k / year
‌
Financial Planner Career Changer Opportunity
Northwestern Mutual
🌎 Remote
New
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education
‌
Financial Planner Flexible, Remote, Growth & Impact
Northwestern Mutual
🌎 Remote
New
Remote
‌
Sales Representative Entry Level
Northwestern Mutual - Monterey District
Monterey, CA
Part-Time
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education
$11k / month
‌
Patient Financial Counselor Cancer Care Billing
Astera Cancer Care
Monterey, CA
New
Hourly
401(k)
PTO
Health Insurance
$28 - $40.32 / hour
‌
Registered Client Service Associate
Ameriprise
Monterey, CA
Part-Time
Hourly
Dental Insurance
$31.53 - $38.50 / hour
Job Description
Working as a Financial Advisor in Monterey, CA
There are 118 Financial Advisor opportunities available in Monterey, 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.
Similar Jobs to Financial Advisor
Financial Advisor jobs near Monterey, CA
Financial Advisors in Monterey, CA Resume Data
Average Experience for Financial Advisors in Monterey, CA
- More than 10 years: 59%
- 6-10 years: 36%
- 3-5 years: 5%
Educational Background for Financial Advisors in Monterey, CA
- Bachelors: 44%
- Diploma: 33%
- Masters: 17%
- Associates: 6%
Top Skill for Financial Advisors in Monterey, CA
- Sales skills: 20%
- Customer focus & orientation: 13%
- Work style: Reliability: 13%
- Supervisory skills: Motivating & assessing employees: 13%
- General manager (hospitality): 7%
- Attention to detail: Inventory: 7%
- Management & leadership skills: Impact & influence: 7%
- Management & leadership skills: Planning & execution: 7%
- Outside sales: 7%
- Professionalism: 7%
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