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.
Wealth Advisor, Schwab Wealth Advisory - International Team
- Irvine, CA (6 miles from Santa Ana, CA)
- 5 hours ago
- Irvine, CA (6 miles from Santa Ana, CA)
- 5 hours ago
SWA's advice philosophy will empower you to leverage a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help...
- Irvine, CA (6 miles from Santa Ana, CA)
- 13 days ago
- Irvine, CA (6 miles from Santa Ana, CA)
- 13 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...
- Seal Beach, CA (12 miles from Santa Ana, CA)
- 20 days ago
- Seal Beach, CA (12 miles from Santa Ana, CA)
- 20 days ago
Are you skilled at developing wealth management strategies? Does financial data excite you?...
- Long Beach, CA (23 miles from Santa Ana, CA)
- 21 days ago
- Long Beach, CA (23 miles from Santa Ana, CA)
- 21 days ago
Wealth Management Advisors at Northwestern Mutual help their clients through our personalized approach to financial planning....
- Newport Beach, CA (10 miles from Santa Ana, CA)
- 30+ days ago
- Newport Beach, CA (10 miles from Santa Ana, CA)
- 30+ days ago
Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or...
- Irvine, CA (6 miles from Santa Ana, CA)
- 30+ days ago
- Irvine, CA (6 miles from Santa Ana, CA)
- 30+ days ago
Job Details Job Location: Irvine CA - Irvine, CA Position Type: Full Time Salary Range: $90000.00 - $120000.00 Salary Job Category: Advisor Description EP Wealth Advisors (EPWA) is a wealth management...
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
- Irvine, CA (6 miles from Santa Ana, CA)
- 45+ days ago
- Irvine, CA (6 miles from Santa Ana, CA)
- 45+ days ago
plans and portfolios for clients....
Wealth Advisor, Schwab Wealth Advisory
- Irvine, CA (6 miles from Santa Ana, CA)
- 45+ days ago
- Irvine, CA (6 miles from Santa Ana, CA)
- 45+ 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)
- 60+ days ago
- Irvine, CA (6 miles from Santa Ana, CA)
- 60+ days ago
Assist Private Bankers in performing financial planning analyses. Collaborate closely with Tax and Financial Planning team....
Wealth Advisor - California Bank & Trust
- Laguna Hills, CA (12 miles from Santa Ana, CA)
- 90+ days ago
- Laguna Hills, CA (12 miles from Santa Ana, CA)
- 90+ 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)
- 90+ days ago
- Downey, CA (20 miles from Santa Ana, CA)
- 90+ 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....
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
- Public Speaking
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Alternative Investments
- Mutual Funds
- Financial Planning
- BSA
- Financial Modeling
- Retirement Planning
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- Portfolio Management
- Risk Analysis
- Customer Retention
- Due Diligence
- Asset Management
- Client Services
- Finance
- Sales Management
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Presentation
- Written Communication
- Collaboration
- Coaching
- Reporting
- Bachelor's Degree
- Regulations
- Policy Development
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- 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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