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Financial Advisor Jobs in Woodland Hills, CA (917)

Financial Advisor

Bighornlaw
Santa Monica, California
Entry-Level
Icon: salary
$70k - $170k / year

Wealth Advisor

Miracle Mile Advisors
Los Angeles, California
Vision Insurance

Senior Wealth Advisor

Miracle Mile Advisors
Los Angeles, California
Vision Insurance

Wealth Management Advisor - Los Angeles, CA

TIAA
Los Angeles, California
Hourly
Diversity Leader
Health Insurance
Icon: salary
$44.23 / hour

SVP, Private Wealth Advisor

Capital Group
Los Angeles, California
Part-Time
Dental Insurance
Icon: salary
$30 / hour

Private Wealth Advisor

Capital Group International
Los Angeles, California
Part-Time
Icon: salary
$100k / year
‌

Private Wealth Advisor

Capital Group
Los Angeles, California
Part-Time
Dental Insurance
Icon: salary
$100k / year
‌

Wealth Management Advisor - Porter Ranch

US Bank
Los Angeles, California
Icon: salary
$65k - $68k / year
‌

Business Development Consultant

Assetmark
Los Angeles, California
401(k)
Dental Insurance
Vision Insurance
Icon: salary
$60k - $70k / year
‌

Financial Counselor

Kaiser Permanente
Los Angeles, California
Diversity Leader
‌

Financial Counselor - Oncology

UCLA
Los Angeles, California
Hourly
Health Insurance
Icon: salary
$32.56 / hour
‌

Financial Counselor - Oncology

University of California - Los Angeles Health
Los Angeles, California
Hourly
Health Insurance
Icon: salary
$32.56 / hour
‌

Merrill Market Supervision Manager

Bank of America
Los Angeles, California
Diversity Leader
Eco-Friendly
‌

GWIM Credit Product Specialist

Bank of America
Los Angeles, California
Diversity Leader
Eco-Friendly
‌

Merrill Private Wealth Supervision Manager

Bank of America
Los Angeles, California
Diversity Leader
Eco-Friendly
Icon: salary
$110k - $155k / year
‌

Senior Financial Aid Advisor

Emory University
🌎 Remote
Remote
‌

Senior Wealth Advisor (Hybrid - Houston, TX)

Mercer Advisors
🌎 Remote
Remote
Hybrid
Hospitality
Vision Insurance
Parental Leave
‌

Charles Schwab | Associate Wealth Advisor, Schwab Wealth Advisory | los angeles, ca

Charles Schwab
los angeles, CA
Dental Insurance
Vision Insurance
Education
Parental Leave
‌

Financial Consultant - Thousand Oaks, CA

Fidelity Investments
Thousand Oaks, CA
Education
Parental Leave
Icon: salary
$55k - $75k / year
‌

Wealth Management Planning Consultant - North LA

Fidelity Investments
Thousand Oaks, CA
Education
Parental Leave
Icon: salary
$60k - $100k / year
‌

Financial Services - Guidewire - Technical Consultant - Senior

EY
Westlake Village, CA
New
Hospitality
Dental Insurance
Icon: salary
$101.5k - $186k / year
‌

Financial Consultant - Thousand Oaks, CA

Fidelity TalentSource
Thousand Oaks, CA
New
Education
Parental Leave
Icon: salary
$55k - $75k / year
‌

Wealth Management Planning Consultant - North LA

Fidelity TalentSource
Thousand Oaks, CA
New
Education
Parental Leave
Icon: salary
$60k - $100k / year
‌

Financial Advisor - See job detail for locations

Kinecta Federal Credit Union
Thousand Oaks, CA
Diversity Leader
Health Insurance
‌

Associate Wealth Advisor, Schwab Wealth Advisory

CFA Institute
Los Angeles, CA
New
Dental Insurance
Vision Insurance
Education
Parental Leave
‌

Financial Advisor

Atria Wealth Solutions
Los Angeles, CA
‌

Financial Advisor Senior

City National Bank
Woodland Hills, CA
Icon: salary
$70k - $130k / year
‌

Financial Advisor

BMO Financial Group
Woodland Hills, CA
Part-Time
Health Insurance
Education
Icon: salary
$56k - $104k / year
‌

Merrill Experienced Financial Advisor

Bank of America
Westlake Village, CA
Diversity Leader
Eco-Friendly
Icon: salary
$48k - $100k / year
‌

Merrill Financial Solutions Advisor - Valley Coast Market

Bank of America
Woodland Hills, CA
Diversity Leader
Eco-Friendly
Icon: salary
$75k - $85k / year
‌

Financial Solutions Advisor Registration Candidate- Consumer Investments- Los Angeles Region

Bank of America
Thousand Oaks, CA
Hourly
Diversity Leader
Eco-Friendly
Icon: salary
$28.85 - $33.65 / hour
‌

Senior Client Service Associate

Beacon Pointe
Los Angeles, CA
New
‌

Financial Advisor III - Supply Chain

Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
‌

Financial Advisor

BMO Financial Group
Woodland Hills, CA
Part-Time
Health Insurance
Education
Icon: salary
$56k - $104k / year

Job Description

Working as a Financial Advisor in Woodland Hills, CA

There are 917 Financial Advisor opportunities available in Woodland Hills, 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 Woodland Hills, CA

  • Los Angeles, CA
  • Inglewood, CA
  • Long Beach, CA

Financial Advisors in Woodland Hills, CA Resume Data

Average Experience for Financial Advisors in Woodland Hills, CA

  • More than 10 years: 56%
  • 6-10 years: 28%
  • 3-5 years: 12%
  • 1-2 years: 2%
  • Less than 1 year: 2%

Educational Background for Financial Advisors in Woodland Hills, CA

  • Bachelors: 56%
  • Masters: 18%
  • Diploma: 14%
  • Associates: 10%
  • Doctorate: 2%

Top Skill for Financial Advisors in Woodland Hills, CA

  • Sales skills: 17%
  • Customer focus & orientation: 14%
  • Attention to detail: 14%
  • Written communication: 12%
  • Management & leadership skills: Planning & execution: 8%
  • Work style: Reliability: 8%
  • Verbal communication: 8%
  • Administrative assistant/receptionist: 7%
  • Customer service: 7%
  • Spreadsheets with Microsoft Excel: 5%

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