Personal Financial Advisor Jobs in Ontario, 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 - Arrowhead Credit Union
- Riverside, CA (16 miles from Ontario, CA)
- 7 days ago
- Riverside, CA (16 miles from Ontario, CA)
- 7 days ago
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs....
- Irvine, CA (22 miles from Ontario, CA)
- 29 days ago
- Irvine, CA (22 miles from Ontario, CA)
- 29 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...
- Irvine, CA (22 miles from Ontario, CA)
- 45+ days ago
- Irvine, CA (22 miles from Ontario, 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...
- Irvine, CA (22 miles from Ontario, CA)
- 45+ days ago
- Irvine, CA (22 miles from Ontario, CA)
- 45+ days ago
Job Details Job Location: Irvine CA - Irvine, CA Position Type: Full Time Salary Range: $90000.00 - $120000.00 Salary Job Category: Advisor Description EP Wealth Advisors (EPWA) is a wealth management...
- Irvine, CA (22 miles from Ontario, CA)
- 90+ days ago
- Irvine, CA (22 miles from Ontario, 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 Ontario, CA
Moving to Ontario, CA? Find some basic demographic data about Ontario, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Ontario, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Ontario, 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
- Retirement Planning
- Financial Modeling
- 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
- Microsoft PowerPoint
- Policy Development
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Customer Service
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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