Financial Advisor Jobs in Santa Monica, CA (723)
Solution Advisor Senior Specialist, Financial Business Processes (West)
SAP SE
Los Angeles, California
Retirement Relationship Manager
Assetmark
Los Angeles, California
401(k)
Dental Insurance
Vision Insurance
$60k - $75k / year
Senior Director - Investments
Compound
Los Angeles, California
New
$125k - $160k / year
Wealth Management Analyst
Morgan Stanley
Los Angeles, California
$50k - $115k / year
Market Leader - Advisor Development Program
Bank of America
Los Angeles, California
Diversity Leader
Eco-Friendly
$130k - $170k / year
Tax Director - HNW
Henderson Harbour Group
Los Angeles, California
$250k / year
‌
Director, Investor Relations & Business Development
4050 Development
Los Angeles, California
Dental Insurance
Vision Insurance
$150k - $200k / year
‌
Director, Investment Banking - Infrastructure
AGENTIS CAPITAL
Los Angeles, California
‌
Investment Banking Associate | Industrials
Houlihan Lokey - Experienced Careers
Los Angeles, California
$175k - $225k / year
‌
VP of Finance
StandDesk
Los Angeles, California
‌
Managing Director Business Development
Blue Coral Staffing Corp
Los Angeles, California
New
‌
401(k) Plans Relationship Manager
CPS
Los Angeles, California
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
‌
Senior Salesforce Developer
City National Bank
Los Angeles, California
New
‌
Client Advisor
International Search Consultants
South Pasadena, CA
‌
Financial Advisor - Career Change Opportunity
Edward Jones
Glendale, CA
New
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
‌
Customer Practice Manager , Financial Services
Amazon
Santa Monica, CA
New
Eco-Friendly
$138.2k / year
‌
Application Architect
Cetera Financial Group
El Segundo, CA
New
PTO
Dental Insurance
Vision Insurance
Parental Leave
$120k - $175k / 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
‌
Oracle Cloud Financial Consultant
Accenture
Los Angeles, CA
New
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
‌
Financial Services Technical nCino Consultant
Accenture
Los Angeles, CA
New
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
‌
Remote Certified Financial Planner
TalentWealth
🌎 Remote
Remote
‌
CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote
Analog Capital Partners
🌎 Remote
New
Remote
‌
Financial Advisor
Atria Wealth Solutions
Los Angeles, CA
‌
Financial Advisor Senior
City National Bank
Los Angeles, CA
$70k - $130k / year
‌
Merrill Experienced Financial Advisor
Bank of America
Los Angeles, CA
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Financial Advisor
BMO Financial Group
Woodland Hills, CA
Part-Time
Health Insurance
Education
$56k - $104k / year
‌
Merrill Financial Solutions Advisor - West Los Angeles Market
Bank of America
Santa Monica, CA
Diversity Leader
Eco-Friendly
$75k - $85k / year
‌
Financial Solutions Advisor Registration Candidate- Consumer Investments- Los Angeles Region
Bank of America
Los Angeles, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Tax Manager, Investment Management, Private Wealth (West Region Office Locations)
Deloitte
Los Angeles, CA
Diversity Leader
$85k - $193.4k / year
‌
Tax Senior, Investment Management - Private Wealth (West Region Office Locations)
Deloitte
Los Angeles, CA
Diversity Leader
$63.4k - $144.3k / year
‌
Wealth Management Client Associate
Bank of America
Beverly Hills, CA
Hourly
Diversity Leader
Eco-Friendly
$25 - $37 / hour
‌
Private Wealth Management Specialist
Bank of America
Los Angeles, CA
Diversity Leader
Eco-Friendly
$65k - $100k / year
‌
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
‌
Customer Practice Manager , Financial Services
Amazon
Santa Monica, CA
New
Eco-Friendly
$138.2k / year
Job Description
Working as a Financial Advisor in Santa Monica, CA
There are 723 Financial Advisor opportunities available in Santa Monica, 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 Santa Monica, CA
Financial Advisors in Santa Monica, CA Resume Data
Average Experience for Financial Advisors in Santa Monica, CA
- More than 10 years: 55%
- 6-10 years: 29%
- 3-5 years: 13%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Advisors in Santa Monica, CA
- Bachelors: 55%
- Masters: 19%
- Diploma: 15%
- Associates: 10%
- Doctorate: 2%
Top Skill for Financial Advisors in Santa Monica, CA
- Sales skills: 17%
- Customer focus & orientation: 17%
- Attention to detail: 11%
- Written communication: 10%
- Management & leadership skills: Planning & execution: 9%
- Administrative assistant/receptionist: 8%
- Customer service: 8%
- Work style: Reliability: 8%
- Verbal communication: 7%
- Spreadsheets with Microsoft Excel: 5%
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