Financial Advisor Jobs in Glendora, CA (213)
Senior Wealth Advisor
EisnerAmper LLP
Pasadena, California
Private Wealth Advisor Director
Bank Of Montreal
Alhambra, California
Part-Time
Health Insurance
Education
$110k - $204.1k / year
Private Wealth Advisor Director
BMO Financial Group
Fontana, California
Part-Time
Health Insurance
Education
$110k - $204.1k / year
Group Director
Morgan Stanley
Fontana, California
Tax Manager - Hybrid, Orange County, CA - $200K
Henderson Harbor Group
🌎 Remote
Remote
Hybrid
Health Insurance
Vision Insurance
$200k / year
CFO/Senior Level Controller – Single Family Office, Orange County, California – PLACED
Agreus
Fontana, California
Hospitality
Chief Financial Officer
EverFence
Orange, California
Vice President of Accounting
The Hiring Advisors
Orange, California
$200k / year
Strategic Planning Senior Advisor
Thomson Reuters Markets Espana SL
Pomona, California
Vice President - Tax (Regulated Funds)
CFA Institute
Fontana, California
$137.5k - $195k / year
FINANCE DIRECTOR
City of West Covina
West Covina, California
Hospitality
Public Finance, Sr Investment Banker
Bank of America
Alhambra, California
Diversity Leader
Eco-Friendly
$115k - $300k / year
Cash Management Consultant Senior
JPMorgan Chase
Glendale, California
Eco-Friendly
Education
$109.3k - $170k / year
Executive Client Service Associate
The Walt Disney
Anaheim, CA
$66.6k - $88.2k / year
Client Advisor
International Search Consultants
South Pasadena, CA
New
Client Services Specialist
International Search Consultants
Orange, CA
New
Merrill Experienced Financial Advisor
Bank of America
Pasadena, CA
Diversity Leader
Eco-Friendly
$48k - $100k / year
Merrill Financial Solutions Advisor - Pasadena Central Valley Market
Bank of America
Pasadena, CA
Diversity Leader
Eco-Friendly
$75k - $85k / year
Financial Solutions Advisor - Consumer Investments - Southern CA Region
Bank of America
Brea, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
Financial Solutions Advisor Registration Candidate- Consumer Investments- Los Angeles Region
Bank of America
San Dimas, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments- Southern CA Region
Bank of America
Brea, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
Wealth Relationship Manager - La Canada
Citigroup
La Canada Flintridge, CA
Dental Insurance
$83.9k - $125.9k / year
Senior Premier Relationship Manager (Licensed)
BMO Financial Group
Covina, CA
Part-Time
Health Insurance
Education
$56k - $104k / year
Financial Advisor
Pure Financial Advisors
Pomona, CA
Dental Insurance
Vision Insurance
Financial Advisor
Manhattan West
Pomona, CA
PTO
Dental Insurance
Vision Insurance
$120k - $300k / year
Financial Advisor/Sales
Northwestern Mutual
Ontario, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
Financial Advisor
Thrivent Financial
Orange, CA
Health Insurance
Dental Insurance
Vision Insurance
Financial Professional
Equitable Advisors
Montebello, CA
Health Insurance
Dental Insurance
Vision Insurance
$250 - $1,000 / week
Paraplanner (Growth Path to Advisor)
Magellan Financial & Insurance Services
Orange, CA
$60k - $72k / year
Financial Planning Strategist
Pure Financial Advisors
Pomona, CA
Financial Advisor
Masis Professional Group
🌎 Remote
Remote
Financial Advisor
State Farm
🌎 Remote
Remote
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
$80k - $140k / year
Financial Advisor
Mosaic Retirement Planning
🌎 Remote
Part-Time
Remote
Hourly
Full-Time Beauty Lead Advisor - Sephora
Kohl's
Glendora, CA
Part-Time
Retail
401(k)
PTO
Dental Insurance
Vision Insurance
Parental Leave
$19.60 - $27.45 / hour
Job Description
Working as a Financial Advisor in Glendora, CA
There are 213 Financial Advisor opportunities available in Glendora, 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 Glendora, CA
Financial Advisors in Glendora, CA Resume Data
Average Experience for Financial Advisors in Glendora, CA
- More than 10 years: 50%
- 6-10 years: 30%
- 3-5 years: 14%
- 1-2 years: 4%
- Less than 1 year: 2%
Educational Background for Financial Advisors in Glendora, CA
- Bachelors: 53%
- Diploma: 17%
- Masters: 17%
- Associates: 12%
- Doctorate: 1%
Top Skill for Financial Advisors in Glendora, CA
- Customer focus & orientation: 19%
- Sales skills: 16%
- Attention to detail: 11%
- Customer service: 10%
- Administrative assistant/receptionist: 9%
- Spreadsheets with Microsoft Excel: 8%
- Work style: Reliability: 8%
- Written communication: 7%
- Analyzing data: 6%
- Basic computer skills: 5%
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