Personal Financial Advisor Jobs in El Cajon, 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.
- San Diego, CA (18 miles from El Cajon, CA)
- 2 days ago
- San Diego, CA (18 miles from El Cajon, CA)
- 2 days ago
This experienced advisor will provide comprehensive wealth management strategies to high-net-worth clients, conducting in-depth financial planning meetings and addressing complex planning topics....
Wealth Advisor, Schwab Wealth Advisory
- San Diego, CA (18 miles from El Cajon, CA)
- 2 days ago
- San Diego, CA (18 miles from El Cajon, CA)
- 2 days ago
plans and portfolios for clients Five or more years in the financial services industry working directly with clients Preferred Qualifications CFP or CFA Superior relationship management and client...
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
- San Diego, CA (18 miles from El Cajon, CA)
- 2 days ago
- San Diego, CA (18 miles from El Cajon, CA)
- 2 days ago
plans and portfolios for clients....
- San Diego, CA (18 miles from El Cajon, CA)
- 14 days ago
- San Diego, CA (18 miles from El Cajon, CA)
- 14 days ago
net worth clients in financial services, law or consulting....
- San Diego, CA (18 miles from El Cajon, CA)
- 30+ days ago
- San Diego, CA (18 miles from El Cajon, CA)
- 30+ days ago
services Interest to develop career within financial services industry; working towards CFP certification preferred Basic knowledge of financial and investment concepts Excellent written and verbal...
Wealth Management Advisor - La Jolla, CA
- La Jolla, CA (22 miles from El Cajon, CA)
- 45+ days ago
- La Jolla, CA (22 miles from El Cajon, CA)
- 45+ days ago
The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team....
Wealth Advisor - California Bank & Trust
- San Diego, CA (18 miles from El Cajon, CA)
- 45+ days ago
- San Diego, CA (18 miles from El Cajon, CA)
- 45+ days ago
The Investment Program at California Bank & Trust supports the local community with a complete menu of financial services....
- San Diego, CA (18 miles from El Cajon, CA)
- 60+ days ago
- San Diego, CA (18 miles from El Cajon, CA)
- 60+ days ago
and Wealth Management....
Wealth Advisor - Mechanics Bank
- San Diego, CA (18 miles from El Cajon, CA)
- 90+ days ago
- San Diego, CA (18 miles from El Cajon, CA)
- 90+ days ago
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs....
- La Jolla, CA (22 miles from El Cajon, CA)
- 90+ days ago
- La Jolla, CA (22 miles from El Cajon, CA)
- 90+ days ago
Financial planning/wealth management acumen, judgment and experience. Solid strategic thinker, creative problem solver and competent decision maker....
Demographic Data for El Cajon, CA
Moving to El Cajon, CA? Find some basic demographic data about El Cajon, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in El Cajon, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in El Cajon, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- OFAC
- Private Banking
- Asset Allocation
- Alternative Investments
- Financial Planning
- Mutual Funds
- Retirement Planning
- BSA
- Wealth Management
- Accruals
- Capital Markets
- Relationship Management
- Investment Banking
- Anti-Money Laundering
- Investment Management
- Lending
- Financial Services
- Financial Analysis
- Mortgage Processing
- Client Relationships
- Portfolio Management
- Tax Planning
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Finance
- Accounting
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Written Communication
- Presentation
- Collaboration
- Mentoring
- Coaching
- Microsoft PowerPoint
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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