Personal Financial Advisor Jobs in Belmont, 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.
Bilingual (Mandarin) Associate Wealth Advisor, Schwab Wealth Advisory (LP)
- San Francisco, CA (19 miles from Belmont, CA)
- 5 days ago
- San Francisco, CA (19 miles from Belmont, CA)
- 5 days ago
You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues...
Associate Wealth Advisor - Schwab Wealth Advisory
- San Francisco, CA (19 miles from Belmont, CA)
- 6 days ago
- San Francisco, CA (19 miles from Belmont, CA)
- 6 days ago
You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues...
Wealth Management Advisor - Palo Alto, CA
- Palo Alto, CA (9 miles from Belmont, CA)
- 9 days ago
- Palo Alto, CA (9 miles from Belmont, CA)
- 9 days ago
planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding - Considerable knowledge of the securities industry, including U.S....
- San Francisco, CA (19 miles from Belmont, CA)
- 13 days ago
- San Francisco, CA (19 miles from Belmont, CA)
- 13 days ago
Management....
- San Francisco, CA (19 miles from Belmont, CA)
- 30+ days ago
- San Francisco, CA (19 miles from Belmont, CA)
- 30+ days ago
Minimum 7 years of experience in financial planning, wealth management, tax, consulting, or a related field. Proven track record of working with ultra-high net worth clients....
Senior Wealth Strategy Associate
- San Francisco, CA (19 miles from Belmont, CA)
- 30+ days ago
- San Francisco, CA (19 miles from Belmont, CA)
- 30+ days ago
Your role Are you skilled at developing wealth management strategies? Does financial data excite you?...
Private Wealth Advisor Director
- San Francisco, CA (19 miles from Belmont, CA)
- 30+ days ago
- San Francisco, CA (19 miles from Belmont, CA)
- 30+ 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....
Wealth Advisor - Mechanics Bank
- San Francisco, CA (19 miles from Belmont, CA)
- 30+ days ago
- San Francisco, CA (19 miles from Belmont, CA)
- 30+ days ago
Dedicated to meeting the banking, lending, and wealth management needs of its clients, Mechanics Bank is deeply committed to giving back to communities across the Golden State....
Wealth Advisor - Schwab Wealth Advisory
- San Francisco, CA (19 miles from Belmont, CA)
- 45+ days ago
- San Francisco, CA (19 miles from Belmont, CA)
- 45+ 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...
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
- San Francisco, CA (19 miles from Belmont, CA)
- 45+ days ago
- San Francisco, CA (19 miles from Belmont, CA)
- 45+ days ago
plans and portfolios for clients....
Wealth Advisor - Mechanics Bank
- Berkeley, CA (24 miles from Belmont, CA)
- 45+ days ago
- Berkeley, CA (24 miles from Belmont, CA)
- 45+ days ago
Dedicated to meeting the banking, lending, and wealth management needs of its clients, Mechanics Bank is deeply committed to giving back to communities across the Golden State....
Senior Wealth Advisor - One California Citibank Center
- San Francisco, CA (19 miles from Belmont, CA)
- 45+ days ago
- San Francisco, CA (19 miles from Belmont, CA)
- 45+ days ago
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...
Senior Wealth Advisor - Pacific Heights
- San Francisco, CA (19 miles from Belmont, CA)
- 45+ days ago
- San Francisco, CA (19 miles from Belmont, CA)
- 45+ days ago
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...
Demographic Data for Belmont, CA
Moving to Belmont, CA? Find some basic demographic data about Belmont, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Belmont, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Belmont, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Public Speaking
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Financial Planning
- Mutual Funds
- Estate Planning
- Retirement Planning
- Financial Modeling
- BSA
- Accruals
- Wealth Management
- Relationship Management
- Investment Banking
- Lending
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Portfolio Management
- Mortgage Processing
- Risk Analysis
- Due Diligence
- Customer Retention
- Asset Management
- Client Services
- Finance
- Sales Management
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Written Communication
- Presentation
- Coaching
- Collaboration
- Bachelor's Degree
- Microsoft PowerPoint
- Policy Development
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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