Personal Financial Advisor Jobs in California
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
- 8 hours ago
- Los Angeles, CA
- 8 hours ago
Apply Description Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services....
management services....
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
- San Francisco, CA
- 2 days ago
- San Francisco, CA
- 2 days ago
If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the...
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
Financial Planner (CFP) designation required....
Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....
planning, accounting, legal or other organization that provides relevant experience Series 65, CFP or CFA required Skills & Knowledge Wealth management experience with fee-based consulting, tax, mutual...
Financial Planner (CFP) designation required....
Minimum Qualifications Seven or more years of experience in financial planning, modeling and/or forecasting....
Remote WorkFinancial Planner (CFP) designation required....
General knowledge of financial planning and wealth management. Working towards a financial planning designation preferred. Proficiency in office software and sales management software....
Contribute to the development and monitoring of best practices in the delivery of financial planning services....
Process a keen understanding of financial planning....
The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team....
PRIMARY RESPONSIBILITIES: Utilize your substantial book of business in Wealth Management and Retirement Plans to diversify and strengthen our financial portfolio....
Demographic Data for California
Moving to California? Find some basic demographic data about California below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in California
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in California 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
- Financial Analysis
- Anti-Money Laundering
- Client Relationships
- Financial Services
- E-Verify
- Mortgage Processing
- Portfolio Management
- Tax Planning
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Finance
- Accounting
- Strategy Development
- Relationship Management
- Business Development
- Written Communication
- Presentation
- Reporting
- Collaboration
- Coaching
- Microsoft PowerPoint
- Sales
- Regulations
- Policy Development
- 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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