Personal Financial Advisor Jobs in El Sobrante, 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.
Private Wealth Advisor Director
- San Francisco, CA (14 miles from El Sobrante, CA)
- 5 hours ago
- San Francisco, CA (14 miles from El Sobrante, CA)
- 5 hours ago
Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....
- Alameda, CA (13 miles from El Sobrante, CA)
- 1 day ago
- Alameda, CA (13 miles from El Sobrante, CA)
- 1 day ago
Series 65 required; Certified Financial Planner certification highly desirable or willingness to complete upon onboarding....
Senior Wealth Strategy Associate
- San Francisco, CA (14 miles from El Sobrante, CA)
- 21 days ago
- San Francisco, CA (14 miles from El Sobrante, CA)
- 21 days ago
Are you skilled at developing wealth management strategies? Does financial data excite you?...
- San Francisco, CA (14 miles from El Sobrante, CA)
- 29 days ago
- San Francisco, CA (14 miles from El Sobrante, CA)
- 29 days ago
Wealth Management Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and...
/21416/c454b940-fc97-49b0-8aef-fb94fb6ab953.png&z=8&s=FIN&ih_t=3%2F15%2F2025+1%3A49%3A18+AM&utm_medium=internal%20referrer&utm_campaign=affiliate_uwm_ms-data-science&utm_content=university-of-wisconsin--milwaukee&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo)
- Danville, CA (22 miles from El Sobrante, CA)
- 30+ days ago
- Danville, CA (22 miles from El Sobrante, CA)
- 30+ days ago
Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management...
- Walnut Creek, CA (13 miles from El Sobrante, CA)
- 30+ days ago
- Walnut Creek, CA (13 miles from El Sobrante, CA)
- 30+ days ago
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....
Wealth Advisor - Mechanics Bank
- San Francisco, CA (14 miles from El Sobrante, CA)
- 90+ days ago
- San Francisco, CA (14 miles from El Sobrante, 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....
Wealth Advisor - Mechanics Bank
- El Cerrito, CA (2 miles from El Sobrante, CA)
- 90+ days ago
- El Cerrito, CA (2 miles from El Sobrante, 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....
- San Francisco, CA (14 miles from El Sobrante, CA)
- 90+ days ago
- San Francisco, CA (14 miles from El Sobrante, CA)
- 90+ 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...
- San Francisco, CA (14 miles from El Sobrante, CA)
- 90+ days ago
- San Francisco, CA (14 miles from El Sobrante, CA)
- 90+ days ago
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....
- San Francisco, CA (14 miles from El Sobrante, CA)
- 90+ days ago
- San Francisco, CA (14 miles from El Sobrante, CA)
- 90+ days ago
Industry experience: Minimum of 10 years within the wealth management industry. Demonstrated experience handling complex financial planning....
Demographic Data for El Sobrante, CA
Moving to El Sobrante, CA? Find some basic demographic data about El Sobrante, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in El Sobrante, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in El Sobrante, 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
Personal Financial Advisor Related Career Advice Articles
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »