Personal Financial Advisor Jobs in Sacramento, 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.
Divisional Wealth Management Consultant - San Fernando/Sacramento/Reno
- Capital Group
- Sacramento, CA
- 1 day ago
- Sacramento, CA
- 1 day ago
As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area...
In PersonJob Description No industry can escape digital's disruption, especially not Wealth Management....
In Person- LPL Financial Services
- Davis, CA (17 miles from Sacramento, CA)
- 12 days ago
- Davis, CA (17 miles from Sacramento, CA)
- 12 days 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...
In PersonSenior Regional Consultant - Wealth Management Sacramento, CA, USA Hybrid
- MFS Investment Management
- Sacramento, CA
- 27 days ago
- Sacramento, CA
- 27 days ago
THE ROLE The Senior Regional Consultant - Wealth Management will sell MFS Investment products and services through Enterprise RIA firms, Bank Trust, and Private Bank intermediaries in California, Nevada...
Hybrid- California Bank & Trust
- Sacramento, CA
- 30+ days ago
- Sacramento, CA
- 30+ days ago
Process a keen understanding of financial planning....
In PersonBilingual Financial Coach (Spanish)
- NFP Corp
- Sacramento, CA
- 45+ days ago
- Sacramento, CA
- 45+ days ago
management referrals....
In Person- Columbia Banking System, Inc.
- Sacramento, CA
- 90+ days ago
- Sacramento, CA
- 90+ days ago
financial planner, investment advisor Representative, or wealth manager....
In PersonDemographic Data for Sacramento, CA
Moving to Sacramento, CA? Find some basic demographic data about Sacramento, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Sacramento, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Sacramento, 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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