Personal Financial Advisor Jobs in Century City, CA
A Personal Financial Advisor is a vital professional within the finance industry, providing financial advice to clients on topics including investments, tax laws, and insurance decisions. They help clients plan for short and long-term goals, such as meeting education expenses and saving for retirement. They research investment opportunities, stay current with economic trends, and meet with clients to review financial goals. Personal Financial Advisors also help clients manage debt, plan their estate, and maximize their savings.
Important skills for a Personal Financial Advisor include strong analytical ability, excellent interpersonal and sales skills, and a keen attention to detail. They need to be licensed through the Financial Industry Regulatory Authority (FINRA), and while not required, many advisors also obtain the Certified Financial Planner (CFP) certification to enhance their professional standing. Those interested in this profession often start in related fields such as investment banking, insurance sales, or financial auditing. Prior roles that can lead to a Personal Financial Advisor position include Financial Analyst, Accountant, and Insurance Sales Agent.
- Pasadena, CA (16 miles from Century City, CA)
- 10 days ago
- Pasadena, CA (16 miles from Century City, CA)
- 10 days ago
EDUCATION AND EXPERIENCE: Strong understanding of wealth management, including fee- based consulting, mutual funds, managed money platforms, insurance, annuities, and financial planning....
Team Sponsored Launch - Pilot Wealth Advisors - Waterville, Ohio
- Los Angeles, CA (11 miles from Century City, CA)
- 16 days ago
- Los Angeles, CA (11 miles from Century City, CA)
- 16 days ago
Team-Sponsored Launch - Pilot Wealth Advisors (Waterville, Ohio) Our financial advisors serve clients in new markets, creating opportunities for people who share our passion to enable clients to...
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
- Los Angeles, CA (11 miles from Century City, CA)
- 17 days ago
- Los Angeles, CA (11 miles from Century City, CA)
- 17 days ago
If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the...
- Los Angeles, CA (11 miles from Century City, CA)
- 18 days ago
- Los Angeles, CA (11 miles from Century City, CA)
- 18 days ago
General knowledge of financial planning and wealth management. Working towards a financial planning designation preferred. Proficiency in office software and sales management software....
- Beverly Hills, CA (1 mile from Century City, CA)
- 21 days ago
- Beverly Hills, CA (1 mile from Century City, CA)
- 21 days ago
Through research, analysis, and coordination of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares...
- Beverly Hills, CA (1 mile from Century City, CA)
- 21 days ago
- Beverly Hills, CA (1 mile from Century City, CA)
- 21 days ago
Team effectively with CNB colleagues to set strategies and provide wealth management services across the full product spectrum....
- Los Angeles, CA (11 miles from Century City, CA)
- 21 days ago
- Los Angeles, CA (11 miles from Century City, CA)
- 21 days ago
Financial Planner (CFP) designation required....
- Los Angeles, CA (11 miles from Century City, CA)
- 28 days ago
- Los Angeles, CA (11 miles from Century City, CA)
- 28 days ago
As a Private Wealth Advisor you will work directly with high-net-worth individuals and high-complexity families to create customized and comprehensive wealth management plans for protecting and growing...
- Los Angeles, CA (11 miles from Century City, CA)
- 30+ days ago
- Los Angeles, CA (11 miles from Century City, CA)
- 30+ days ago
planning process....
Wealth Management Advisor- Mission Hills, CA
- Mission Hills, CA (14 miles from Century City, CA)
- 30+ days ago
- Mission Hills, CA (14 miles from Century City, CA)
- 30+ days ago
At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Senior Wealth Advisor - Burbank, CA
- Burbank, CA (11 miles from Century City, CA)
- 30+ days ago
- Burbank, CA (11 miles from Century City, CA)
- 30+ days ago
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...
Wealth Advisor, Schwab Wealth Advisory
- Los Angeles, CA (11 miles from Century City, CA)
- 30+ days ago
- Los Angeles, CA (11 miles from Century City, CA)
- 30+ days ago
SWA's advice philosophy will empower you to leverage a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help...
Wealth Management Advisor- Los Feliz CA
- Los Angeles, CA (11 miles from Century City, CA)
- 30+ days ago
- Los Angeles, CA (11 miles from Century City, CA)
- 30+ days ago
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
Senior Wealth Advisor - Wilshire Blvd
- Los Angeles, CA (11 miles from Century City, CA)
- 45+ days ago
- Los Angeles, CA (11 miles from Century City, CA)
- 45+ days ago
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...
Wealth Advisor - Mechanics Bank
- Beverly Hills, CA (1 mile from Century City, CA)
- 90+ days ago
- Beverly Hills, CA (1 mile from Century City, CA)
- 90+ days ago
Dedicated to meeting the banking, lending, and wealth management needs of its clients, Mechanics Bank is deeply committed to giving back to communities across the Golden State....
Demographic Data for Century City, CA
Moving to Century City, CA? Find some basic demographic data about Century City, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Century City, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Century City, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Alternative Investments
- Financial Planning
- Mutual Funds
- Wealth Management
- Retirement Planning
- BSA
- Accruals
- Securities and Exchange Commission
- Relationship Management
- Lending
- Investment Management
- Client Relationships
- Financial Analysis
- Anti-Money Laundering
- E-Verify
- Financial Services
- Mortgage Processing
- Portfolio Management
- Tax Planning
- Asset Management
- Customer Retention
- Client Services
- Finance
- Accounting
- Relationship Management
- Strategy Development
- Business Development
- Implementation
- Presentation
- Written Communication
- Collaboration
- Coaching
- Reporting
- Sales
- Regulations
- Policy Development
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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