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.
Over the past 25 years, our advisors have helped investors live their dreams through sound financial planning and comprehensive wealth management advice....
Series 65 required; Certified Financial Planner certification highly desirable or willingness to complete upon onboarding....
Conducts educational seminars related to financial planning topics. Conduct periodic outbound calls to new and potential clients as assigned by the AVP, Wealth Management....
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 &...
plans, then join a team that is a stable industry leader....
financial plans, then join a team that is a stable industry leader....
plans, then join a team that is a stable industry leader....
Process a keen understanding of financial planning....
EDUCATION AND EXPERIENCE: Strong understanding of wealth management, including fee- based consulting, mutual funds, managed money platforms, insurance, annuities, and financial planning....
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...
planning, coaching/mentoring, teaching, financial services, or other related fields....
Team Sponsored Launch - Pilot Wealth Advisors - Waterville, Ohio
- Los Angeles, CA
- 15 days ago
- Los Angeles, CA
- 15 days ago
Team-Sponsored Launch - Pilot Wealth Advisors (Waterville, Ohio) Our financial advisors serve clients in new markets, creating opportunities for people who share our passion to enable clients to...
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
- Los Angeles, CA
- 16 days ago
- Los Angeles, CA
- 16 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...
financial planner, investment advisor Representative, or wealth manager....
Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....
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
- Wealth Management
- Retirement Planning
- BSA
- Accruals
- Securities and Exchange Commission
- Relationship Management
- Lending
- Investment Management
- Client Relationships
- Financial Analysis
- Anti-Money Laundering
- E-Verify
- Financial Services
- Mortgage Processing
- Portfolio Management
- Tax Planning
- Asset Management
- Customer Retention
- Client Services
- Finance
- Accounting
- Relationship Management
- Strategy Development
- Business Development
- Implementation
- Presentation
- Written Communication
- Collaboration
- Coaching
- Reporting
- Sales
- Regulations
- Policy Development
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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