Personal Financial Advisor Jobs in Chula Vista, 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.
- La Jolla, CA (18 miles from Chula Vista, CA)
- 13 days ago
- La Jolla, CA (18 miles from Chula Vista, CA)
- 13 days ago
Financial planning/wealth management acumen, judgment and experience. Solid strategic thinker, creative problem solver and competent decision maker....
- San Diego, CA (7 miles from Chula Vista, CA)
- 16 days ago
- San Diego, CA (7 miles from Chula Vista, CA)
- 16 days ago
Our client is a rapidly growing wealth management firm that blends financial planning, life coaching, and investment management to deliver a highly personal, fiduciary approach to wealth management....
Wealth Management Advisor - La Jolla, CA
- La Jolla, CA (18 miles from Chula Vista, CA)
- 26 days ago
- La Jolla, CA (18 miles from Chula Vista, CA)
- 26 days ago
planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding Extensive knowledge of the securities industry, including investment and insurance...
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
- San Diego, CA (7 miles from Chula Vista, CA)
- 30+ days ago
- San Diego, CA (7 miles from Chula Vista, CA)
- 30+ days ago
plans and portfolios for clients....
Wealth Advisor, Schwab Wealth Advisory
- San Diego, CA (7 miles from Chula Vista, CA)
- 30+ days ago
- San Diego, CA (7 miles from Chula Vista, CA)
- 30+ 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...
- San Diego, CA (7 miles from Chula Vista, CA)
- 90+ days ago
- San Diego, CA (7 miles from Chula Vista, CA)
- 90+ days ago
management services....
Wealth Advisor - California Bank & Trust
- San Diego, CA (7 miles from Chula Vista, CA)
- 90+ days ago
- San Diego, CA (7 miles from Chula Vista, CA)
- 90+ days ago
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 &...
Demographic Data for Chula Vista, CA
Moving to Chula Vista, CA? Find some basic demographic data about Chula Vista, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Chula Vista, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Chula Vista, 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
- Mutual Funds
- Financial Planning
- Estate Planning
- Financial Modeling
- Retirement Planning
- Commercial Lending
- BSA
- Accruals
- Wealth Management
- Relationship Management
- Investment Banking
- Lending
- Financial Analysis
- Investment Management
- Client Relationships
- Financial Services
- Portfolio Management
- Mortgage Processing
- Due Diligence
- Risk Analysis
- Asset Management
- Customer Retention
- Client Services
- Finance
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Written Communication
- Presentation
- Coaching
- Reporting
- Collaboration
- Bachelor's Degree
- Microsoft PowerPoint
- Policy Development
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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