Personal Financial Advisor Jobs in Lemon Grove, 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 (8 miles from Lemon Grove, CA)
- 3 days ago
- San Diego, CA (8 miles from Lemon Grove, CA)
- 3 days ago
management services....
- San Diego, CA (8 miles from Lemon Grove, CA)
- 60+ days ago
- San Diego, CA (8 miles from Lemon Grove, CA)
- 60+ days ago
Process a keen understanding of financial planning....
- San Diego, CA (8 miles from Lemon Grove, CA)
- 29 days ago
- San Diego, CA (8 miles from Lemon Grove, CA)
- 29 days ago
management advisory firm with over $31 billion in AUM as of December 31st, 2024, serving predominately high net worth individuals....
Wealth Management Advisor - La Jolla, CA
- La Jolla, CA (15 miles from Lemon Grove, CA)
- 30+ days ago
- La Jolla, CA (15 miles from Lemon Grove, CA)
- 30+ 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 (8 miles from Lemon Grove, CA)
- 30+ days ago
- San Diego, CA (8 miles from Lemon Grove, CA)
- 30+ days ago
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at California Bank &...
- San Diego, CA (8 miles from Lemon Grove, CA)
- 45+ days ago
- San Diego, CA (8 miles from Lemon Grove, CA)
- 45+ days ago
Advanced capability of all wealth, investment, and financial planning processes Begins to prepare and make rmendations for client financial plans and investments and portfolio allocations Assist in...
- San Diego, CA (8 miles from Lemon Grove, CA)
- 45+ days ago
- San Diego, CA (8 miles from Lemon Grove, CA)
- 45+ days ago
Management....
Wealth Advisor - Mechanics Bank
- San Diego, CA (8 miles from Lemon Grove, CA)
- 90+ days ago
- San Diego, CA (8 miles from Lemon Grove, 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....
- La Jolla, CA (15 miles from Lemon Grove, CA)
- 90+ days ago
- La Jolla, CA (15 miles from Lemon Grove, 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 Lemon Grove, CA
Moving to Lemon Grove, CA? Find some basic demographic data about Lemon Grove, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Lemon Grove, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Lemon Grove, 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
- Retirement Planning
- BSA
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Investment Management
- Lending
- Anti-Money Laundering
- Financial Analysis
- Client Relationships
- Financial Services
- Mortgage Processing
- Portfolio Management
- Tax Planning
- Asset Management
- Customer Retention
- Client Services
- Finance
- Accounting
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Implementation
- Written Communication
- Presentation
- Collaboration
- Reporting
- Coaching
- Microsoft PowerPoint
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Research Skills
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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