Personal Financial Advisor Jobs in Fremont, 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 Mateo, CA (18 miles from Fremont, CA)
- 1 day ago
- San Mateo, CA (18 miles from Fremont, CA)
- 1 day ago
Series 65 required; Certified Financial Planner certification highly desirable or willingness to complete upon onboarding....
- Burlingame, CA (21 miles from Fremont, CA)
- 3 days ago
- Burlingame, CA (21 miles from Fremont, CA)
- 3 days ago
plans, then join a team that is a stable industry leader....
- Burlingame, CA (21 miles from Fremont, CA)
- 4 days ago
- Burlingame, CA (21 miles from Fremont, CA)
- 4 days ago
financial plans, then join a team that is a stable industry leader....
Private Wealth Advisor, Director
- San Jose, CA (16 miles from Fremont, CA)
- 19 days ago
- San Jose, CA (16 miles from Fremont, CA)
- 19 days ago
Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....
- Campbell, CA (19 miles from Fremont, CA)
- 21 days ago
- Campbell, CA (19 miles from Fremont, CA)
- 21 days ago
financial planning software, CRM and portfolio management systems....
- Menlo Park, CA (13 miles from Fremont, CA)
- 22 days ago
- Menlo Park, CA (13 miles from Fremont, CA)
- 22 days ago
Responsibilities Coordinate and drive the delivery of Corient's broad investment, planning and wealth management services and resources to benefit our clients....
Wealth Management Advisor - Palo Alto, CA
- Palo Alto, CA (12 miles from Fremont, CA)
- 30+ days ago
- Palo Alto, CA (12 miles from Fremont, CA)
- 30+ days ago
Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA...
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo)
- Danville, CA (17 miles from Fremont, CA)
- 30+ days ago
- Danville, CA (17 miles from Fremont, 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 (21 miles from Fremont, CA)
- 30+ days ago
- Walnut Creek, CA (21 miles from Fremont, CA)
- 30+ days ago
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....
Wealth Advisor - Mechanics Bank
- Walnut Creek, CA (21 miles from Fremont, CA)
- 90+ days ago
- Walnut Creek, CA (21 miles from Fremont, 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 Fremont, CA
Moving to Fremont, CA? Find some basic demographic data about Fremont, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Fremont, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Fremont, 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
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Here are some other career titles that require similar skills
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