Personal Financial Advisor Jobs in Fullerton, 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.
Associate Wealth Advisor, Schwab Wealth Advisory
- Los Angeles, CA (21 miles from Fullerton, CA)
- 2 days ago
- Los Angeles, CA (21 miles from Fullerton, CA)
- 2 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...
- Los Angeles, CA (21 miles from Fullerton, CA)
- 27 days ago
- Los Angeles, CA (21 miles from Fullerton, CA)
- 27 days ago
Senior Wealth Advisor Wealth Management Scottsdale,Arizona Greenwood Village,Colorado South Jordan,Utah Irvine,California San Diego,California Los Angeles,California Sacramento,California Walnut Creek...
- Los Angeles, CA (21 miles from Fullerton, CA)
- 30+ days ago
- Los Angeles, CA (21 miles from Fullerton, CA)
- 30+ 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 (21 miles from Fullerton, CA)
- 30+ days ago
- Los Angeles, CA (21 miles from Fullerton, CA)
- 30+ 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 (24 miles from Fullerton, CA)
- 30+ days ago
- Torrance, CA (24 miles from Fullerton, CA)
- 30+ 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...
- Seal Beach, CA (13 miles from Fullerton, CA)
- 30+ days ago
- Seal Beach, CA (13 miles from Fullerton, CA)
- 30+ days ago
Are you skilled at developing wealth management strategies? Does financial data excite you?...
- Newport Beach, CA (19 miles from Fullerton, CA)
- 45+ days ago
- Newport Beach, CA (19 miles from Fullerton, CA)
- 45+ 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...
Wealth Advisor - California Bank & Trust
- Laguna Hills, CA (20 miles from Fullerton, CA)
- 90+ days ago
- Laguna Hills, CA (20 miles from Fullerton, CA)
- 90+ days ago
The Investment Program at California Bank & Trust supports the local community with a complete menu of financial services....
- Los Angeles, CA (21 miles from Fullerton, CA)
- 90+ days ago
- Los Angeles, CA (21 miles from Fullerton, CA)
- 90+ days ago
planning process....
Senior Wealth Advisor - Downey, CA
- Downey, CA (14 miles from Fullerton, CA)
- 90+ days ago
- Downey, CA (14 miles from Fullerton, CA)
- 90+ days ago
Word) and experience in financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented...
- Irvine, CA (12 miles from Fullerton, CA)
- 90+ days ago
- Irvine, CA (12 miles from Fullerton, CA)
- 90+ days ago
Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses....
Demographic Data for Fullerton, CA
Moving to Fullerton, CA? Find some basic demographic data about Fullerton, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Fullerton, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Fullerton, 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
- Alternative Investments
- Financial Planning
- Mutual Funds
- BSA
- Financial Modeling
- Retirement Planning
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- E-Verify
- Portfolio Management
- Risk Analysis
- Customer Retention
- Due Diligence
- Asset Management
- Client Services
- Finance
- Sales Management
- Reimbursement
- Risk Management
- Relationship Management
- Strategy Development
- Business Development
- Written Communication
- Presentation
- Collaboration
- Reporting
- Bachelor's Degree
- Coaching
- Regulations
- Policy Development
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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