Personal Financial Advisor Jobs in Gardena, 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 (6 miles from Gardena, CA)
- 4 days ago
- Los Angeles, CA (6 miles from Gardena, CA)
- 4 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...
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory - Century City
- Los Angeles, CA (6 miles from Gardena, CA)
- 9 days ago
- Los Angeles, CA (6 miles from Gardena, CA)
- 9 days ago
plans and portfolios for clients....
Wealth Advisor, Schwab Wealth Advisory - Century City
- Los Angeles, CA (6 miles from Gardena, CA)
- 9 days ago
- Los Angeles, CA (6 miles from Gardena, CA)
- 9 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...
- Los Angeles, CA (6 miles from Gardena, CA)
- 15 days ago
- Los Angeles, CA (6 miles from Gardena, CA)
- 15 days ago
Job Description The Financial Planning Consultant plays a pivotal role in advancing financial planning adoption and excellence across U.S. Bank Wealth Management....
Senior Wealth Advisor with a Fast Growing Fintech RIA
- Beverly Hills, CA (13 miles from Gardena, CA)
- 16 days ago
- Beverly Hills, CA (13 miles from Gardena, CA)
- 16 days ago
Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more....
Private Wealth Advisor Private Wealth Advisor
- Los Angeles, CA (6 miles from Gardena, CA)
- 20 days ago
- Los Angeles, CA (6 miles from Gardena, CA)
- 20 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...
SVP, Private Wealth Advisor SVP, Private Wealth Advisor
- Los Angeles, CA (6 miles from Gardena, CA)
- 20 days ago
- Los Angeles, CA (6 miles from Gardena, CA)
- 20 days ago
You have at 15+ years of wealth management experience (ideally as an independent Registered Investment Advisor)....
Private Wealth Advisor Director
- Los Angeles, CA (6 miles from Gardena, CA)
- 45+ days ago
- Los Angeles, CA (6 miles from Gardena, CA)
- 45+ 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....
- Los Angeles, CA (6 miles from Gardena, CA)
- 60+ days ago
- Los Angeles, CA (6 miles from Gardena, 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 (6 miles from Gardena, CA)
- 60+ days ago
- Los Angeles, CA (6 miles from Gardena, 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 (4 miles from Gardena, CA)
- 90+ days ago
- Torrance, CA (4 miles from Gardena, CA)
- 90+ 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 (10 miles from Gardena, CA)
- 90+ days ago
- Rancho Palos Verdes, CA (10 miles from Gardena, CA)
- 90+ 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...
Demographic Data for Gardena, CA
Moving to Gardena, CA? Find some basic demographic data about Gardena, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Gardena, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Gardena, 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
Personal Financial Advisor Related Career Advice Articles
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »