Personal Financial Advisor Jobs in San Mateo, 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 - Mechanics Bank
- San Francisco, CA (15 miles from San Mateo, CA)
- 1 day ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 1 day ago
LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs....
Wealth Advisor - Mechanics Bank
- Lafayette, CA (24 miles from San Mateo, CA)
- 2 days ago
- Lafayette, CA (24 miles from San Mateo, 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
- Walnut Creek, CA (24 miles from San Mateo, CA)
- 4 days ago
- Walnut Creek, CA (24 miles from San Mateo, CA)
- 4 days ago
LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs....
Wealth Advisor - Schwab Wealth Advisory
- San Francisco, CA (15 miles from San Mateo, CA)
- 9 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 9 days ago
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 (15 miles from San Mateo, CA)
- 9 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 9 days ago
plans and portfolios for clients....
- Walnut Creek, CA (24 miles from San Mateo, CA)
- 13 days ago
- Walnut Creek, CA (24 miles from San Mateo, CA)
- 13 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 (15 miles from San Mateo, CA)
- 22 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 22 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...
Senior Wealth Advisor - Pacific Heights
- San Francisco, CA (15 miles from San Mateo, CA)
- 22 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 22 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...
- Walnut Creek, CA (24 miles from San Mateo, CA)
- 30+ days ago
- Walnut Creek, CA (24 miles from San Mateo, 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...
- San Francisco, CA (15 miles from San Mateo, CA)
- 45+ days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 45+ days ago
We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank....
Demographic Data for San Mateo, CA
Moving to San Mateo, CA? Find some basic demographic data about San Mateo, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in San Mateo, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in San Mateo, 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
- Relationship Management
- Wealth Management
- Accruals
- Investment Banking
- Investment Management
- Lending
- 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
- Coaching
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- Policy Development
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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