Personal Financial Advisor Jobs in Los Angeles, 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.
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
- Los Angeles, CA
- 6 days ago
- Los Angeles, CA
- 6 days ago
plans and portfolios for clients....
plans and portfolios for clients Five or more years in the financial services industry working directly with clients Preferred Qualifications: CFP or CFA Superior relationship management and client...
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...
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...
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 (10 miles from Los Angeles, CA)
- 30+ days ago
- Torrance, CA (10 miles from Los Angeles, 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 (17 miles from Los Angeles, CA)
- 30+ days ago
- Seal Beach, CA (17 miles from Los Angeles, CA)
- 30+ days ago
Are you skilled at developing wealth management strategies? Does financial data excite you?...
Associate Wealth Management Advisor: Rancho Palos Verde
- Rancho Palos Verdes, CA (16 miles from Los Angeles, CA)
- 60+ days ago
- Rancho Palos Verdes, CA (16 miles from Los Angeles, 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 (11 miles from Los Angeles, CA)
- 90+ days ago
- Beverly Hills, CA (11 miles from Los Angeles, CA)
- 90+ days ago
What you will do Prepare in-depth sales proposals through the creation of: Detailed fixed income and equity analyses; Current asset allocation overviews; Cash flow and scenario analyses; Comparisons...
planning process....
Senior Wealth Advisor - Downey, CA
- Downey, CA (7 miles from Los Angeles, CA)
- 90+ days ago
- Downey, CA (7 miles from Los Angeles, 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...
Demographic Data for Los Angeles, CA
Moving to Los Angeles, CA? Find some basic demographic data about Los Angeles, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Los Angeles, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Los Angeles, 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
- Retirement Planning
- Financial Modeling
- BSA
- Relationship Management
- Wealth Management
- Accruals
- Investment Banking
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- E-Verify
- 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
- Collaboration
- Coaching
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- Policy Development
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- 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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