Personal Financial Advisor Jobs in La Jolla, 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.
- San Diego, CA (10 miles from La Jolla, CA)
- 1 day ago
- San Diego, CA (10 miles from La Jolla, CA)
- 1 day ago
planning, accounting, legal or other organization that provides relevant experience Series 65, CFP or CFA required Skills & Knowledge Wealth management experience with fee-based consulting, tax, mutual...
Sr Manager - Sr Wealth Advisor, Schwab Wealth Advisory
- San Diego, CA (10 miles from La Jolla, CA)
- 19 days ago
- San Diego, CA (10 miles from La Jolla, CA)
- 19 days ago
The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams....
- San Diego, CA (10 miles from La Jolla, CA)
- 26 days ago
- San Diego, CA (10 miles from La Jolla, CA)
- 26 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...
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...
- San Diego, CA (10 miles from La Jolla, CA)
- 60+ days ago
- San Diego, CA (10 miles from La Jolla, CA)
- 60+ days ago
net worth clients in financial services, law or consulting....
- San Diego, CA (10 miles from La Jolla, CA)
- 90+ days ago
- San Diego, CA (10 miles from La Jolla, CA)
- 90+ days ago
and Wealth Management....
- San Diego, CA (10 miles from La Jolla, CA)
- 90+ days ago
- San Diego, CA (10 miles from La Jolla, CA)
- 90+ days ago
services Interest to develop career within financial services industry; working towards CFP certification preferred Basic knowledge of financial and investment concepts Excellent written and verbal...
Wealth Advisor - California Bank & Trust
- San Diego, CA (10 miles from La Jolla, CA)
- 90+ days ago
- San Diego, CA (10 miles from La Jolla, CA)
- 90+ days ago
The Investment Program at California Bank & Trust supports the local community with a complete menu of financial services....
Demographic Data for La Jolla, CA
Moving to La Jolla, CA? Find some basic demographic data about La Jolla, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in La Jolla, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in La Jolla, 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
- Relationship Management
- Risk Management
- Strategy Development
- Business Development
- Written Communication
- Presentation
- Collaboration
- Coaching
- Reporting
- Bachelor's Degree
- Regulations
- Policy Development
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Teamwork
- Organization
- Customer Service
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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