Personal Financial Advisor Jobs in Costa Mesa, 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.
- Irvine, CA (10 miles from Costa Mesa, CA)
- 4 days ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 4 days ago
Process a keen understanding of financial planning....
Associate Wealth Advisor, Schwab Wealth Advisory
- Irvine, CA (10 miles from Costa Mesa, CA)
- 6 days ago
- Irvine, CA (10 miles from Costa Mesa, 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...
- Irvine, CA (10 miles from Costa Mesa, CA)
- 23 days ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 23 days ago
Senior Wealth Advisor Wealth Management Irvine, California San Diego, California Los Angeles, California Walnut Creek, California San Jose, California Santa Rosa, California Sacramento, California *...
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
- Irvine, CA (10 miles from Costa Mesa, CA)
- 27 days ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 27 days ago
plans and portfolios for clients....
Wealth Advisor, Schwab Wealth Advisory
- Irvine, CA (10 miles from Costa Mesa, CA)
- 29 days ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 29 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...
Advisor, Wealth Management and Retirement Plans
- Irvine, CA (10 miles from Costa Mesa, CA)
- 30+ days ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 30+ days ago
PRIMARY RESPONSIBILITIES: Utilize your substantial book of business in Wealth Management and Retirement Plans to diversify and strengthen our financial portfolio....
Wealth Advisor - California Bank & Trust
- Laguna Hills, CA (11 miles from Costa Mesa, CA)
- 90+ days ago
- Laguna Hills, CA (11 miles from Costa Mesa, 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 Costa Mesa, CA
Moving to Costa Mesa, CA? Find some basic demographic data about Costa Mesa, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Costa Mesa, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Costa Mesa, 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
- Reporting
- Collaboration
- Bachelor's Degree
- 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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