Financial Advisor Jobs in San Dimas, CA (120)
Paralegal
State Farm Careers
Ontario, CA
New
Hybrid
Dental Insurance
Parental Leave
$59.3k - $80k / year
Group Director
Morgan Stanley &
Pasadena, California
Senior Vice President, Director of Technology
Eleven Recruiting
Pasadena, California
Director of Client Services
National Community Renaissance
Rancho Cucamonga, California
New
Crop Inputs Manager
Richardson International Limited
Fontana, California
Technology Advisory Board Member (Course Credit Eligible / Community ServiceCredit Eligible / T[...]
Childhood Cancer Society
Pomona, California
‌
Chief Financial Officer (Nordic & China Cluster)
Orange SA
Fontana, California
‌
Tax Director, North America
Parsons
Pasadena, California
New
Dental Insurance
Vision Insurance
$149.9k - $269.8k / year
‌
Paralegal
State Farm
ontario, CA
Hybrid
Dental Insurance
Parental Leave
$59.3k - $80k / year
‌
Sr. Technical Delivery Manager (Hybrid in San Diego / Orange County)
World Wide Technology
Orange, California
Hybrid
Diversity Leader
401(k)
PTO
Dental Insurance
Vision Insurance
Education
Parental Leave
$167k - $250k / year
‌
Data Engineering & Integration Architecture, Advisor
Thomson Reuters Markets Espana SL
Rosemead, California
‌
Client Growth Associate with Sports Experience
Beer Financial Group
🌎 Remote
New
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
$150k / year
‌
Client Specialist Seeking Athletes
The Fadil Group
Corona, CA
New
Part-Time
Hybrid
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
$200k / year
‌
Branch Office Administrator - La Palma, CA
Edward Jones
La Palma, CA
New
401(k)
Dental Insurance
Vision Insurance
‌
Business Systems Analysis Advisor - Corporate Real Estate
Thomson Reuters Markets Espana SL
Rosemead, CA
‌
Risk Specialist (Financial)
ADP
San Dimas, CA
Dental Insurance
Vision Insurance
Education
$15.82 - $32.07 / hour
‌
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 - 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
San Dimas, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Wealth Relationship Manager - Inland Empire/Corona, CA
Citigroup
Corona, CA
Dental Insurance
$78.1k - $117.1k / year
‌
Senior Premier Relationship Manager (Licensed)
BMO Financial Group
Covina, CA
Part-Time
Health Insurance
Education
$56k - $104k / year
‌
Talent Acquisition Specialist
Northwestern Mutual - Orange County
Anaheim, CA
‌
Senior Fire Protection Engineer
AECOM
Orange, CA
Dental Insurance
Vision Insurance
$130k - $170k / year
‌
Retirement Services District Manager
ADP
Rancho Cucamonga, CA
Dental Insurance
Vision Insurance
Education
$43.3k - $93.9k / year
‌
Manager, Credit & Portfolio Management (Emerging Middle Market)
BMO Financial Group
City Of Industry, CA
Part-Time
Health Insurance
Education
$87k - $161.4k / year
‌
Assoc Clt Svc & Prod Supt Spec
ADP
San Dimas, CA
Dental Insurance
Vision Insurance
Education
$15 - $27.98 / hour
‌
Relationship Manager II
City National Bank
Whittier, CA
$71.9k - $114.8k / year
‌
Relationship Manager Senior
City National Bank
Whittier, CA
$79k - $126.1k / year
‌
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
‌
CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote
Analog Capital Partners
🌎 Remote
New
Remote
‌
Vice President, BlackRock Portfolio Design Specialist
BlackRock
🌎 Remote
Remote
Eco-Friendly
Education
$110k / year
‌
Risk Specialist (Financial)
ADP
San Dimas, CA
Dental Insurance
Vision Insurance
Education
$15.82 - $32.07 / hour
Job Description
Working as a Financial Advisor in San Dimas, CA
There are 120 Financial Advisor opportunities available in San Dimas, 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 San Dimas, CA
Financial Advisors in San Dimas, CA Resume Data
Average Experience for Financial Advisors in San Dimas, CA
- More than 10 years: 52%
- 6-10 years: 29%
- 3-5 years: 14%
- 1-2 years: 4%
- Less than 1 year: 1%
Educational Background for Financial Advisors in San Dimas, CA
- Bachelors: 53%
- Diploma: 22%
- Associates: 12%
- Masters: 12%
- Doctorate: 1%
Top Skill for Financial Advisors in San Dimas, CA
- Customer focus & orientation: 19%
- Sales skills: 16%
- Attention to detail: 10%
- Spreadsheets with Microsoft Excel: 10%
- Administrative assistant/receptionist: 8%
- Customer service: 8%
- Analyzing data: 8%
- Work style: Reliability: 8%
- Written communication: 7%
- Basic computer skills: 6%
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