Personal Financial Advisor Jobs in Newport Beach, 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.
Wealth Advisor, Schwab Wealth Advisory
- Charles Schwab Corporation
- Irvine, CA (11 miles from Newport Beach, CA)
- 14 days ago
- Irvine, CA (11 miles from Newport Beach, CA)
- 14 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...
In Person- The Bank of New York Mellon
- Newport Beach, CA
- 27 days ago
- Newport Beach, CA
- 27 days ago
Develop and execute client strategies across wealth advisory, financial planning, banking, trust, and other related solutions....
In Person- Beacon Pointe Advisors LLC.
- Newport Beach, CA
- 27 days ago
- Newport Beach, CA
- 27 days ago
Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients....
In PersonAssociate Client Manager, Retirement -The Baldwin Group Wealth Advisors
- The Baldwin Group
- Irvine, CA (11 miles from Newport Beach, CA)
- 29 days ago
- Irvine, CA (11 miles from Newport Beach, CA)
- 29 days ago
Working knowledge of mutual funds. Working knowledge of 401(k), preferred but not required. Strong written and oral communication skills....
HybridYour role as a Wealth Strategy Associate will support a successful financial advisor team in the development of various wealth management plans and strategies (e.g., financial plans, investment plans...
In PersonWealth Advisor - The Baldwin Group Financial Services
- BRP Group, Inc.
- Irvine, CA (11 miles from Newport Beach, CA)
- 60+ days ago
- Irvine, CA (11 miles from Newport Beach, CA)
- 60+ days ago
Foundational understanding of investment principles, asset allocation, risk/return tradeoffs, and personal financial planning concepts, with the desire to deepen expertise in advanced wealth strategies...
Hybrid- Columbia Banking System, Inc.
- Irvine, CA (11 miles from Newport Beach, CA)
- 90+ days ago
- Irvine, CA (11 miles from Newport Beach, CA)
- 90+ days ago
financial planner, investment advisor Representative, or wealth manager....
In PersonDemographic Data for Newport Beach, CA
Moving to Newport Beach, CA? Find some basic demographic data about Newport Beach, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Newport Beach, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Newport Beach, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Financial Planning
- Financial Accounting Standards
- Mutual Funds
- Wealth Management
- Investment Analysis
- Investment Banking
- Accruals
- BSA
- Retirement Planning
- Estate Planning
- Investment Management
- Relationship Management
- Financial Analysis
- Tax Planning
- Client Relationships
- Portfolio Management
- E-Verify
- Mortgage Processing
- Customer Retention
- Financial Services
- Due Diligence
- Asset Management
- Client Services
- Finance
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Written Communication
- Business Development
- Presentation
- Coaching
- Policy Development
- Team Building
- Collaboration
- Microsoft PowerPoint
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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