Personal Financial Advisor Jobs in Los Gatos, 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.
High Net-worth Wealth Advisor (San Francisco)
- Sunnyvale, CA (11 miles from Los Gatos, CA)
- 1 day ago
- Sunnyvale, CA (11 miles from Los Gatos, CA)
- 1 day ago
Leveraging cutting-edge research, sophisticated financial planning tools, and world-class investment strategies, you will empower your clients to achieve their financial objectives and enhance their...
- Menlo Park, CA (19 miles from Los Gatos, CA)
- 22 days ago
- Menlo Park, CA (19 miles from Los Gatos, CA)
- 22 days ago
Financial Planner (CFP) designation required....
- Menlo Park, CA (19 miles from Los Gatos, CA)
- 30+ days ago
- Menlo Park, CA (19 miles from Los Gatos, CA)
- 30+ days ago
Contribute to the development and monitoring of best practices in the delivery of financial planning services....
Wealth Management Advisor - Aptos, California
- Aptos, CA (17 miles from Los Gatos, CA)
- 30+ days ago
- Aptos, CA (17 miles from Los Gatos, CA)
- 30+ days ago
The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team....
- Campbell, CA (4 miles from Los Gatos, CA)
- 60+ days ago
- Campbell, CA (4 miles from Los Gatos, CA)
- 60+ days ago
financial planning software, CRM and portfolio management systems....
Wealth Management Advisor - Palo Alto, CA
- Palo Alto, CA (17 miles from Los Gatos, CA)
- 60+ days ago
- Palo Alto, CA (17 miles from Los Gatos, CA)
- 60+ 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...
Demographic Data for Los Gatos, CA
Moving to Los Gatos, CA? Find some basic demographic data about Los Gatos, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Los Gatos, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Los Gatos, 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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