Financial Advisor Jobs in Whittier, CA (688)
Solution Advisor Senior Specialist, Financial Business Processes (West)
SAP SE
Los Angeles, California
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
Group Director
Morgan Stanley &
Pasadena, California
‌
Director, Investment Banking - Infrastructure
AGENTIS CAPITAL
Los Angeles, California
‌
VP of Finance
StandDesk
Los Angeles, California
‌
Investment Banking Associate | Industrials
Houlihan Lokey - Experienced Careers
Los Angeles, California
$175k - $225k / year
‌
Senior Counsel
Confidential
El Segundo, CA
New
‌
Senior Counsel
Cetera Financial Group
El Segundo, CA
PTO
Dental Insurance
Vision Insurance
Parental Leave
$180k / year
‌
Merrill Private Wealth Market Client Relationship Manager
Bank of America
Los Angeles, CA
Diversity Leader
Eco-Friendly
401(k)
$110k - $155k / year
‌
Legal Counsel
Lido Advisors
Los Angeles, CA
$150k - $240k / year
‌
Remote Certified Financial Planner
TalentWealth
🌎 Remote
New
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
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 Advisor (Huntington Beach)
BMO Financial Group
Los Angeles, CA
Part-Time
Health Insurance
Education
$61.6k - $114.4k / 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
‌
Oracle Cloud Financial Consultant
Accenture
Los Angeles, CA
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
‌
Wealth Management Client Associate
Bank of America
Beverly Hills, CA
Hourly
Diversity Leader
Eco-Friendly
$25 - $37 / hour
‌
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
‌
Financial Advisor - Career Change Opportunity
Edward Jones
El Segundo, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
‌
Investment Advisor Associate (Client Service)
Kayne Anderson Rudnick
Los Angeles, CA
Dental Insurance
Vision Insurance
Education
$70k - $90k / year
‌
Application Architect
Cetera Financial Group
El Segundo, CA
New
PTO
Dental Insurance
Vision Insurance
Parental Leave
$120k - $175k / year
‌
Summer 2026 Financial Analyst (Class of 2027) - Portfolio Valuation and Fund Advisory Services [...]
Houlihan Lokey - Early Careers
Los Angeles, CA
$70k - $115k / year
‌
Security Services Principal
Cetera Financial Group
El Segundo, CA
New
PTO
Dental Insurance
Vision Insurance
Parental Leave
$150k - $190k / year
Job Description
Working as a Financial Advisor in Whittier, CA
There are 688 Financial Advisor opportunities available in Whittier, 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 Whittier, CA
Financial Advisors in Whittier, CA Resume Data
Average Experience for Financial Advisors in Whittier, CA
- More than 10 years: 52%
- 6-10 years: 30%
- 3-5 years: 15%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Advisors in Whittier, CA
- Bachelors: 56%
- Masters: 17%
- Diploma: 16%
- Associates: 9%
- Doctorate: 1%
Top Skill for Financial Advisors in Whittier, CA
- Customer focus & orientation: 19%
- Sales skills: 19%
- Attention to detail: 11%
- Work style: Reliability: 9%
- Spreadsheets with Microsoft Excel: 8%
- Administrative assistant/receptionist: 8%
- Customer service: 8%
- Written communication: 7%
- Management & leadership skills: Planning & execution: 6%
- Verbal communication: 6%
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