Personal Financial Advisor Jobs in Santa Fe Springs, 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.
Wealth Advisor Business Development, Ultra-High Net Worth
- Los Angeles, CA (11 miles from Santa Fe Springs, CA)
- 4 days ago
- Los Angeles, CA (11 miles from Santa Fe Springs, CA)
- 4 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....
Wealth Management Advisor- Bellflower
- Bellflower, CA (4 miles from Santa Fe Springs, CA)
- 8 days ago
- Bellflower, CA (4 miles from Santa Fe Springs, CA)
- 8 days ago
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
Private Wealth Advisor Director
- Los Angeles, CA (11 miles from Santa Fe Springs, CA)
- 10 days ago
- Los Angeles, CA (11 miles from Santa Fe Springs, CA)
- 10 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 (9 miles from Santa Fe Springs, CA)
- 16 days ago
- Rosemead, CA (9 miles from Santa Fe Springs, CA)
- 16 days ago
Minimum Qualifications Seven or more years of experience in financial planning, modeling and/or forecasting....
Remote Work- Los Angeles, CA (11 miles from Santa Fe Springs, CA)
- 22 days ago
- Los Angeles, CA (11 miles from Santa Fe Springs, CA)
- 22 days ago
General knowledge of financial planning and wealth management. Working towards a financial planning designation preferred. Proficiency in office software and sales management software....
- Irvine, CA (21 miles from Santa Fe Springs, CA)
- 25 days ago
- Irvine, CA (21 miles from Santa Fe Springs, CA)
- 25 days ago
Supports PB client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families within a specific region....
Advisor, Wealth Management and Retirement Plans
- Irvine, CA (21 miles from Santa Fe Springs, CA)
- 29 days ago
- Irvine, CA (21 miles from Santa Fe Springs, CA)
- 29 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....
Team Sponsored Launch - Pilot Wealth Advisors - Waterville, Ohio
- Los Angeles, CA (11 miles from Santa Fe Springs, CA)
- 45+ days ago
- Los Angeles, CA (11 miles from Santa Fe Springs, CA)
- 45+ days ago
At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers....
- Beverly Hills, CA (22 miles from Santa Fe Springs, CA)
- 45+ days ago
- Beverly Hills, CA (22 miles from Santa Fe Springs, CA)
- 45+ days ago
Through research, analysis, and coordination of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares...
- Beverly Hills, CA (22 miles from Santa Fe Springs, CA)
- 45+ days ago
- Beverly Hills, CA (22 miles from Santa Fe Springs, CA)
- 45+ days ago
Team effectively with CNB colleagues to set strategies and provide wealth management services across the full product spectrum....
- Los Angeles, CA (11 miles from Santa Fe Springs, CA)
- 60+ days ago
- Los Angeles, CA (11 miles from Santa Fe Springs, 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 (11 miles from Santa Fe Springs, CA)
- 60+ days ago
- Los Angeles, CA (11 miles from Santa Fe Springs, CA)
- 60+ days ago
planning process....
Senior Wealth Advisor - Downey, CA
- Downey, CA (4 miles from Santa Fe Springs, CA)
- 60+ days ago
- Downey, CA (4 miles from Santa Fe Springs, 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 (21 miles from Santa Fe Springs, CA)
- 60+ days ago
- Irvine, CA (21 miles from Santa Fe Springs, CA)
- 60+ 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....
Wealth Advisor - Mechanics Bank
- Beverly Hills, CA (22 miles from Santa Fe Springs, CA)
- 90+ days ago
- Beverly Hills, CA (22 miles from Santa Fe Springs, CA)
- 90+ days ago
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs....
Demographic Data for Santa Fe Springs, CA
Moving to Santa Fe Springs, CA? Find some basic demographic data about Santa Fe Springs, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Santa Fe Springs, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Santa Fe Springs, 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
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Here are some other career titles that require similar skills
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