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Personal Financial Advisors careers from University of California-Berkeley

19 University of California-Berkeley alumni worked as Personal Financial Advisors according to data on ClickWith

Most popular careers for University of California-Berkeley alumni

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Accountants and Auditors
$65K - $142K (*) +2.25%
16 profiles
Architects, Except Landscape and Naval
$76K - $160K (*) +3.62%
25 profiles
Architectural and Engineering Managers
$135K - $207K (*) +1.43%
55 profiles
Chief Executives
$126K+ (*)
265 profiles
Computer and Information Systems Managers
$134K - $216K (*) +1%
38 profiles
Computer Science Teachers, Postsecondary
$65K - $172K (*)
21 profiles
Computer Systems Analysts
$81K - $166K (*)
31 profiles
Computer Systems Engineers/Architects
$76K - $177K (*) +3.86%
33 profiles
Data Scientists
$83K - $195K (*) +4.23%
66 profiles
Education Administrators, Postsecondary
$80K - $213K (*) +1.32%
20 profiles
Financial and Investment Analysts
$78K - $181K (*) +2.36%
67 profiles
Financial Managers
$118K - $214K (*) +3.59%
18 profiles
Financial Quantitative Analysts
$60K - $152K (*) +2.4%
22 profiles
Fundraising Managers
$93K - $217K (*) +3.59%
55 profiles
General and Operations Managers
$67K - $164K (*) +1.65%
55 profiles
Human Resources Managers
$106K - $190K (*) +2.7%
22 profiles
Information Technology Project Managers
$76K - $177K (*) +3.86%
62 profiles
Management Analysts
$77K - $174K (*) +1.79%
25 profiles
Marketing Managers
$111K - $211K (*) +2.16%
157 profiles
Media Technical Directors/Managers
$60K - $199K (*) +1.18%
20 profiles
Medical Scientists, Except Epidemiologists
$77K - $168K (*)
40 profiles
Personal Financial Advisors
$71K - $173K (*) +2.57%
19 profiles
Producers and Directors
$60K - $199K (*) +1.18%
50 profiles
Project Management Specialists
$77K - $166K (*) +2.2%
81 profiles
Robotics Engineers
$86K - $184K (*) +5.16%
21 profiles
Sales Managers
$96K - $202K (*) +2.15%
19 profiles
Search Marketing Strategists
$56K - $145K (*) +3.04%
36 profiles
Software Developers
$103K - $212K (*) +0.61%
445 profiles
Teaching Assistants, All Other
32 profiles
Web Developers
$63K - $163K (*) +7.03%
46 profiles

(*) Estimated based on US statistics

Top employers hiring University of California-Berkeley Personal Financial Advisors alumni

  • CIBC 2
  • Engineers and Geoscientists BC 2
  • Ameriprise Financial Services, LLC 1
  • BMO Nesbitt Burns 1
  • Business Consultant 1
  • CIANET 1
  • CITIC Securities Company Limited 1
  • Berkeley Undergraduate Economics Association 1
  • ADP 1

Typical job titles

  • Financial Advisor 4
  • Wealth Management Intern 2
  • Client Advisor
  • Investment Advisor
  • Banking Advisor 1
  • Retirement
  • Insurance Advisor
  • Financial Planner
  • Investment Assistant
  • Financial Consultant 2
  • Financial Security Advisor
  • Private Wealth Management Intern

University of California-Berkeley alumni in Personal Financial Advisors

Education Employment Certification Personal Financial Advisors
BY
Brian Yoon Minor @ University of California-Berkeley ~ 2 yr ~ Consulting Advisor @ Berkeley Undergraduate Economics Association
2022
2023
2024
2025
Minor
University of California-Berkeley
Bachelor's degree
University of California-Berkeley
Academic Affairs Committee Member
Berkeley Undergraduate Economics Association
Senior Advisor
180 Degrees Consulting
Business Analyst
Berkeley Phi Beta Lambda
Financial Assistant
UC Berkeley Residential Life
Vice President of External Affairs
Berkeley Undergraduate Economics Association
Consulting Chair
Berkeley Phi Beta Lambda
💼 Consulting Advisor
Berkeley Undergraduate Economics Association
Project Manager
Berkeley Phi Beta Lambda
JL
Janice Lam Bachelor's Degree @ University of California-Berkeley ~ 7 yr ~ Finance & Strategy @ DoorDash
2018
2019
2020
2021
2022
2023
2024
2025
2026
Bachelor's Degree
University of California-Berkeley
Summer Financial Analyst
Houlihan Lokey
Investment Banking Analyst
Centerview Partners
💼 Finance & Strategy
DoorDash
SK
Sameer Kalra Bachelor of Science - BS @ University of California-Berkeley ~ 1 yr ~ Wealth Management Intern @ Morgan Stanley
2022
2023
2024
Bachelor of Science - BS
University of California-Berkeley
💼 Wealth Management Intern
Morgan Stanley
MS
Muskan Sahani Master of Business Administration - MBA @ University of California-Berkeley ~ 6 yr ~ Financial Advisor @ ADP
2013
2014
2015
2016
2017
2018
2019
Master of Business Administration - MBA
University of California-Berkeley
Sales Associate
TCS e-Serve International Ltd.
Sales Manager
ADP
💼 Financial Advisor
ADP
CL
C. C. L. Bachelor of Arts - BA @ University of California-Berkeley ~ 7 yr ~ Banking Advisor @ RBC
2018
2019
2020
2021
2022
2023
2024
2025
Bachelor of Arts - BA
University of California-Berkeley
Mortgage Loan Officer
Public Bank Berhad
Construction Project Coordinator
Keatyew Development Sdn. Bhd.
Martial Arts Instructor
Octagon Asia MMA
Langara College
Langara College
Warehouse Supervisor
6 Degrees Holdings
💼 Banking Advisor
RBC
BB
Brendan Baartman Master of Science - MS @ University of California-Berkeley ~ 1 yr ~ Financial Advising Associate @ Acumen Financial
2014
2015
2016
Graduate Student Instructor
University of California, Berkeley
Master of Science - MS
University of California-Berkeley
Graduate Student Researcher
University of California, Berkeley
💼 Financial Advising Associate
Acumen Financial
KC
Katie Cooper Management Business @ University of California-Berkeley ~ 5 yr ~ Associate Investment Advisor @ BMO Nesbitt Burns
2008
2009
2010
2011
2012
2013
2014
Licensed Sales Assistant
Canaccord Genuity Inc.
Client Service Associate
Insight Investment
💼 Associate Investment Advisor
BMO Nesbitt Burns

Common questions

What job titles do University of California-Berkeley Personal Financial Advisors alumni actually hold?

University of California-Berkeley graduates who work in Personal Financial Advisors most commonly hold titles such as Financial Advisor, Wealth Management Intern, Finance & Strategy and Financial Consultant.

What salary can Personal Financial Advisors professionals expect?

Personal Financial Advisors professionals typically earn $71K – $173K annually based on industry data. Compensation is growing at 2.6% per year. (* estimated from US data)

Which employers hire University of California-Berkeley Personal Financial Advisors alumni?

Among tracked University of California-Berkeley alumni who reached Personal Financial Advisors roles, employers include Berkeley Undergraduate Economics Association, DoorDash, Morgan Stanley, ADP, RBC, Acumen Financial and BMO Nesbitt Burns.

How many University of California-Berkeley graduates work in Personal Financial Advisors?

ClickWith tracks 19 University of California-Berkeley alumni who have worked as Personal Financial Advisors — approximately 2% of all 1010 tracked alumni. Explore all career paths from University of California-Berkeley →

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