Personal Financial Advisor Jobs in San Francisco, 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.
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...
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
- San Francisco, CA
- 2 days ago
- San Francisco, CA
- 2 days ago
plans and portfolios for clients....
Wealth Advisor - Mechanics Bank
- Berkeley, CA (10 miles from San Francisco, CA)
- 2 days ago
- Berkeley, CA (10 miles from San Francisco, CA)
- 2 days ago
LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs....
Wealth Advisor - Mechanics Bank
- El Sobrante, CA (14 miles from San Francisco, CA)
- 3 days ago
- El Sobrante, CA (14 miles from San Francisco, CA)
- 3 days ago
LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs....
- Walnut Creek, CA (19 miles from San Francisco, CA)
- 6 days ago
- Walnut Creek, CA (19 miles from San Francisco, CA)
- 6 days ago
planning, accounting, legal or other organization that provides relevant experience Series 65, CFP or CFA required Skills & Knowledge Wealth management experience with fee-based consulting, tax, mutual...
Senior Wealth Advisor - One California Citibank Center
- San Francisco, CA
- 14 days ago
- San Francisco, CA
- 14 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...
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...
- Larkspur, CA (12 miles from San Francisco, CA)
- 23 days ago
- Larkspur, CA (12 miles from San Francisco, CA)
- 23 days ago
financial planning software, CRM and portfolio management systems....
- Walnut Creek, CA (19 miles from San Francisco, CA)
- 30+ days ago
- Walnut Creek, CA (19 miles from San Francisco, CA)
- 30+ 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...
We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank....
- San Francisco, CA
- 45+ days ago
- San Francisco, CA
- 45+ days ago
Minimum 7 years of experience in financial planning, wealth management, tax, consulting, or a related field. Proven track record of working with ultra-high net worth clients....
Industry experience: Minimum of 10 years within the wealth management industry. Demonstrated experience handling complex financial planning....
Demographic Data for San Francisco, CA
Moving to San Francisco, CA? Find some basic demographic data about San Francisco, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in San Francisco, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in San Francisco, 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
- Financial Modeling
- BSA
- Retirement Planning
- Relationship Management
- Wealth Management
- Accruals
- 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
- Coaching
- Bachelor's Degree
- Regulations
- Policy Development
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Customer Service
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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