Financial Advisor Jobs in Cerritos, CA (471)
Estate Financial Advisor
Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
Financial Advisor – Estate Planning
Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
Solution Advisor Senior Specialist, Financial Business Processes (West)
SAP SE
Newport Beach, California
Solution Advisor Senior Specialist, Financial Business Processes (West)
SAP
Newport Beach, California
New
Part-Time
Diversity Leader
Flexible Schedule
Wealth Consultant Partner - Ultra High Net Worth- (Orlando OR Newport Beach) locations
Charles Schwab
newport beach, CA
New
Dental Insurance
Vision Insurance
Education
Parental Leave
CFO
Regal Executive Search
Newport Beach, California
‌
VP, Financial Consultant- Irvine, CA
Charles Schwab
irvine, CA
New
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Senior Tax Manager
Beacon Pointe
Newport Beach, California
‌
INFINITI Service Advisor
Cerritos Nissan & Infiniti
Cerritos, CA
New
Hospitality
Dental Insurance
Vision Insurance
‌
Financial Advisor
Thrivent
Costa Mesa, CA
New
$17 / hour
‌
Financial Advisor
New York Life - Anaheim
Anaheim, CA
New
‌
Financial Services Advisor
Paul Mitchell Schools
Pasadena, CA
New
‌
Financial Advisor Trainee - PCG-Beverly Hills, CA
Raymond James Financial
Beverly Hills, CA
New
Health Insurance
‌
Client Service Associate
Beacon Pointe Advisors
Newport Beach, CA
New
‌
Client Advisor
International Search Consultants
South Pasadena, CA
New
‌
Sales Representative
Alleviate
Irvine, CA
New
Hourly
PTO
Dental Insurance
Vision Insurance
$17 / hour
‌
Merrill Market Client Relationship Manager
Bank of America
Newport Beach, CA
New
Diversity Leader
Eco-Friendly
401(k)
$110k - $155k / year
‌
Wealth Relationship Manager - Cerritos, CA
Citigroup
Cerritos, CA
New
Dental Insurance
$83.9k - $125.9k / year
‌
Senior Financial Advisor - Remote
Harrison Gray Search and Consulting
🌎 Remote
New
Remote
‌
Merrill Experienced Financial Advisor
Bank of America
Pasadena, CA
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Merrill Financial Solutions Advisor - Los Angeles Market
Bank of America
Seal Beach, CA
Diversity Leader
Eco-Friendly
$75k - $85k / year
‌
Financial Solutions Advisor - Consumer Investments - Lampson-Valley View Financial Center
Bank of America
Garden Grove, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Cypress Financial Center
Bank of America
Cypress, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Financial Solutions Advisor Registration Candidate- Consumer Investments- Los Angeles Region
Bank of America
Long Beach, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Tax Manager, Investment Management, Private Wealth (West Region Office Locations)
Deloitte
Costa Mesa, CA
Diversity Leader
$85k - $193.4k / year
‌
Tax Senior, Investment Management - Private Wealth (West Region Office Locations)
Deloitte
Costa Mesa, CA
Diversity Leader
$63.4k - $144.3k / year
‌
Wealth Management Specialist
Bank of America
Newport Beach, CA
Hourly
Diversity Leader
Eco-Friendly
$28.50 - $48.08 / hour
‌
Wealth Management Client Associate
Bank of America
Irvine, CA
Hourly
Diversity Leader
Eco-Friendly
$25 - $37 / hour
‌
Sr. VP, Financial Consultant- Newport Beach, CA
Charles Schwab
Newport Beach, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Financial Services - Guidewire - Technical Consultant - Senior - Open
EY
Irvine, CA
New
Hospitality
Dental Insurance
$101.5k - $186k / year
‌
Application Architect
Cetera Financial Group
El Segundo, CA
New
PTO
Dental Insurance
Vision Insurance
Parental Leave
$120k - $175k / year
‌
Senior Security Services Analyst
Cetera Financial Group
El Segundo, CA
New
PTO
Dental Insurance
Vision Insurance
Parental Leave
$130k - $160k / year
‌
IAM Manager
Cetera Financial Group
El Segundo, CA
New
PTO
Dental Insurance
Vision Insurance
Parental Leave
$90k - $150k / year
‌
Security Services Principal
Cetera Financial Group
El Segundo, CA
New
PTO
Dental Insurance
Vision Insurance
Parental Leave
$150k - $190k / year
‌
INFINITI Service Advisor
Cerritos Nissan & Infiniti
Cerritos, CA
New
Hospitality
Dental Insurance
Vision Insurance
Job Description
Working as a Financial Advisor in Cerritos, CA
There are 471 Financial Advisor opportunities available in Cerritos, 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 Cerritos, CA
Financial Advisors in Cerritos, CA Resume Data
Average Experience for Financial Advisors in Cerritos, CA
- More than 10 years: 51%
- 6-10 years: 30%
- 3-5 years: 15%
- 1-2 years: 2%
- Less than 1 year: 2%
Educational Background for Financial Advisors in Cerritos, CA
- Bachelors: 56%
- Masters: 17%
- Diploma: 15%
- Associates: 10%
- Doctorate: 2%
Top Skill for Financial Advisors in Cerritos, CA
- Sales skills: 20%
- Customer focus & orientation: 18%
- Attention to detail: 12%
- Work style: Reliability: 9%
- Spreadsheets with Microsoft Excel: 8%
- Administrative assistant/receptionist: 7%
- Customer service: 7%
- Written communication: 7%
- Management & leadership skills: Planning & execution: 6%
- Verbal communication: 5%
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