Personal Financial Advisor Jobs in Culver City, 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.
- Los Angeles, CA (8 miles from Culver City, CA)
- 6 days ago
- Los Angeles, CA (8 miles from Culver City, CA)
- 6 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 *...
Wealth Management Advisor - Pasadena, CA
- Pasadena, CA (18 miles from Culver City, CA)
- 9 days ago
- Pasadena, CA (18 miles from Culver City, CA)
- 9 days ago
Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA...
Private Wealth Advisor Director
- Los Angeles, CA (8 miles from Culver City, CA)
- 18 days ago
- Los Angeles, CA (8 miles from Culver City, CA)
- 18 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, Schwab Wealth Advisory - Century City
- Los Angeles, CA (8 miles from Culver City, CA)
- 21 days ago
- Los Angeles, CA (8 miles from Culver City, CA)
- 21 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 - Century City
- Los Angeles, CA (8 miles from Culver City, CA)
- 21 days ago
- Los Angeles, CA (8 miles from Culver City, CA)
- 21 days ago
plans and portfolios for clients....
- Los Angeles, CA (8 miles from Culver City, CA)
- 60+ days ago
- Los Angeles, CA (8 miles from Culver City, CA)
- 60+ days ago
their wealth Work with clients' other advisors (attorney or CPA) to facilitate wealth planning and monitor progress Create asset allocation scenarios and produce recommendations and narratives that...
- Los Angeles, CA (8 miles from Culver City, CA)
- 60+ days ago
- Los Angeles, CA (8 miles from Culver City, CA)
- 60+ days ago
PCS is the only division within CG that works directly with our clients to meet their unique goals and objectives with respect to asset allocation, financial planning, wealth transfer or trust services...
- Torrance, CA (12 miles from Culver City, CA)
- 60+ days ago
- Torrance, CA (12 miles from Culver City, CA)
- 60+ days ago
Job Details Job Location: Torrance CA - Torrance, CA Position Type: Full Time Salary Range: $90000.00 - $120000.00 Salary Job Category: Advisor Description EP Wealth Advisors (EPWA) is a wealth management...
Associate Wealth Management Advisor: Rancho Palos Verde
- Rancho Palos Verdes, CA (16 miles from Culver City, CA)
- 60+ days ago
- Rancho Palos Verdes, CA (16 miles from Culver City, CA)
- 60+ days ago
Preferred Skills/Experience - Basic knowledge of the securities industry and markets - Well-developed analytical and decision-making skills to provide customized investment and financial planning advice...
- Beverly Hills, CA (5 miles from Culver City, CA)
- 90+ days ago
- Beverly Hills, CA (5 miles from Culver City, CA)
- 90+ days ago
Through research, analysis, and coordination of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares...
- Los Angeles, CA (8 miles from Culver City, CA)
- 90+ days ago
- Los Angeles, CA (8 miles from Culver City, CA)
- 90+ days ago
planning process....
Demographic Data for Culver City, CA
Moving to Culver City, CA? Find some basic demographic data about Culver City, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Culver City, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Culver City, 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
- Retirement Planning
- Financial Modeling
- BSA
- Wealth Management
- Accruals
- Relationship Management
- Lending
- Investment Banking
- Investment Management
- Financial Services
- Financial Analysis
- Client Relationships
- Mortgage Processing
- Portfolio Management
- Risk Analysis
- Due Diligence
- Customer Retention
- Asset Management
- Client Services
- Finance
- Sales Management
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Presentation
- Written Communication
- Collaboration
- Coaching
- Bachelor's Degree
- Microsoft PowerPoint
- Policy Development
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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