Personal Financial Advisor Jobs in Santa Ana, 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.
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
- Irvine, CA (6 miles from Santa Ana, CA)
- 5 days ago
- Irvine, CA (6 miles from Santa Ana, CA)
- 5 days ago
plans and portfolios for clients....
Wealth Advisor, Schwab Wealth Advisory
- Irvine, CA (6 miles from Santa Ana, CA)
- 5 days ago
- Irvine, CA (6 miles from Santa Ana, CA)
- 5 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...
- Irvine, CA (6 miles from Santa Ana, CA)
- 30+ days ago
- Irvine, CA (6 miles from Santa Ana, CA)
- 30+ days ago
Assist Private Bankers in performing financial planning analyses. Collaborate closely with Tax and Financial Planning team....
Advisor, Wealth Management and Retirement Plans
- Irvine, CA (6 miles from Santa Ana, CA)
- 30+ days ago
- Irvine, CA (6 miles from Santa Ana, CA)
- 30+ days ago
This prominent position is perfect for a highly competent professional who wishes to leverage their existing financial services practice in wealth management and advisory services for plan sponsors....
MarshBerry - Wealth Advisor VP (Dana Point, CA)
- Dana Point, CA (22 miles from Santa Ana, CA)
- 45+ days ago
- Dana Point, CA (22 miles from Santa Ana, CA)
- 45+ days ago
services....
Wealth Advisor - California Bank & Trust
- Laguna Hills, CA (12 miles from Santa Ana, CA)
- 45+ days ago
- Laguna Hills, CA (12 miles from Santa Ana, CA)
- 45+ days ago
The Investment Program at California Bank & Trust supports the local community with a complete menu of financial services....
Senior Wealth Advisor - Downey, CA
- Downey, CA (20 miles from Santa Ana, CA)
- 60+ days ago
- Downey, CA (20 miles from Santa Ana, CA)
- 60+ 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...
- Irvine, CA (6 miles from Santa Ana, CA)
- 90+ days ago
- Irvine, CA (6 miles from Santa Ana, 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....
Wealth Advisor - Mechanics Bank
- Newport Beach, CA (10 miles from Santa Ana, CA)
- 90+ days ago
- Newport Beach, CA (10 miles from Santa Ana, CA)
- 90+ days ago
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs....
Demographic Data for Santa Ana, CA
Moving to Santa Ana, CA? Find some basic demographic data about Santa Ana, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Santa Ana, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Santa Ana, 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
- Alternative Investments
- Financial Planning
- Mutual Funds
- Retirement Planning
- BSA
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Anti-Money Laundering
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- E-Verify
- Mortgage Processing
- Client Relationships
- Portfolio Management
- Tax Planning
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Finance
- Accounting
- Strategy Development
- Relationship Management
- Business Development
- Written Communication
- Presentation
- Collaboration
- Reporting
- Coaching
- Microsoft PowerPoint
- Regulations
- Sales
- Policy Development
- Problem Solving
- Microsoft Excel
- Microsoft Office
- 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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