Personal Financial Advisor Jobs in Palo Alto, 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 - NuVision Credit Union
- Pleasanton, CA (21 miles from Palo Alto, CA)
- 11 hours ago
- Pleasanton, CA (21 miles from Palo Alto, CA)
- 11 hours ago
planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer...
Wealth Advisor - Mechanics Bank
- Oakland, CA (23 miles from Palo Alto, CA)
- 60+ days ago
- Oakland, CA (23 miles from Palo Alto, CA)
- 60+ days ago
Dedicated to meeting the banking, lending, and wealth management needs of its clients, Mechanics Bank is deeply committed to giving back to communities across the Golden State....
- Campbell, CA (15 miles from Palo Alto, CA)
- 90+ days ago
- Campbell, CA (15 miles from Palo Alto, CA)
- 90+ days ago
financial planning software, CRM and portfolio management systems....
Demographic Data for Palo Alto, CA
Moving to Palo Alto, CA? Find some basic demographic data about Palo Alto, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Palo Alto, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Palo Alto, 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
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Lending
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- 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
- Policy Development
- Coaching
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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