Personal Financial Advisor Jobs in Pomona, 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.
- Los Angeles, CA (24 miles from Pomona, CA)
- 4 hours ago
- Los Angeles, CA (24 miles from Pomona, CA)
- 4 hours ago
Assist Private Bankers in performing financial planning analyses. Collaborate closely with Tax and Financial Planning team....
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
- Los Angeles, CA (24 miles from Pomona, CA)
- 2 days ago
- Los Angeles, CA (24 miles from Pomona, CA)
- 2 days ago
plans and portfolios for clients....
Wealth Advisor, Schwab Wealth Advisory
- Los Angeles, CA (24 miles from Pomona, CA)
- 2 days ago
- Los Angeles, CA (24 miles from Pomona, 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...
Wealth Advisor Business Development, Ultra-High Net Worth
- Los Angeles, CA (24 miles from Pomona, CA)
- 13 days ago
- Los Angeles, CA (24 miles from Pomona, CA)
- 13 days ago
Apply Description Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services....
Private Wealth Advisor Director
- Los Angeles, CA (24 miles from Pomona, CA)
- 20 days ago
- Los Angeles, CA (24 miles from Pomona, CA)
- 20 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....
- Rosemead, CA (15 miles from Pomona, CA)
- 25 days ago
- Rosemead, CA (15 miles from Pomona, CA)
- 25 days ago
Minimum Qualifications Seven or more years of experience in financial planning, modeling and/or forecasting....
Remote WorkAdvisor, Wealth Management and Retirement Plans
- Irvine, CA (17 miles from Pomona, CA)
- 30+ days ago
- Irvine, CA (17 miles from Pomona, CA)
- 30+ days ago
This prominent position is perfect for a highly competent professional who wishes to leverage their existing financial services practice in wealth management and advisory services for plan sponsors....
- Los Angeles, CA (24 miles from Pomona, CA)
- 60+ days ago
- Los Angeles, CA (24 miles from Pomona, CA)
- 60+ days ago
As a Private Wealth Advisor you will work directly with high-net-worth individuals and high-complexity families to create customized and comprehensive wealth management plans for protecting and growing...
- Los Angeles, CA (24 miles from Pomona, CA)
- 60+ days ago
- Los Angeles, CA (24 miles from Pomona, CA)
- 60+ days ago
planning process....
Senior Wealth Advisor - Downey, CA
- Downey, CA (18 miles from Pomona, CA)
- 60+ days ago
- Downey, CA (18 miles from Pomona, CA)
- 60+ days ago
Word) and experience in financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented...
- Irvine, CA (17 miles from Pomona, CA)
- 90+ days ago
- Irvine, CA (17 miles from Pomona, CA)
- 90+ days ago
Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses....
Demographic Data for Pomona, CA
Moving to Pomona, CA? Find some basic demographic data about Pomona, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Pomona, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Pomona, 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
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Here are some other career titles that require similar skills
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