Personal Financial Advisor Jobs in Santa Monica, 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.
Private Wealth Advisor Director
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 12 hours ago
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 12 hours ago
Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....
Wealth Advisor, Schwab Wealth Advisory - Century City
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 3 days ago
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 3 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 - Century City
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 3 days ago
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 3 days ago
plans and portfolios for clients....
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 30+ days ago
- Los Angeles, CA (14 miles from Santa Monica, 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...
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 30+ days ago
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 30+ days ago
their wealth Work with clients' other advisors (attorney or CPA) to facilitate wealth planning and monitor progress Create asset allocation scenarios and produce recommendations and narratives that...
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 30+ days ago
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 30+ days ago
PCS is the only division within CG that works directly with our clients to meet their unique goals and objectives with respect to asset allocation, financial planning, wealth transfer or trust services...
- Torrance, CA (16 miles from Santa Monica, CA)
- 45+ days ago
- Torrance, CA (16 miles from Santa Monica, CA)
- 45+ days ago
Job Details Job Location: Torrance CA - Torrance, CA Position Type: Full Time Salary Range: $90000.00 - $120000.00 Salary Job Category: Advisor Description EP Wealth Advisors (EPWA) is a wealth management...
Associate Wealth Management Advisor: Rancho Palos Verde
- Rancho Palos Verdes, CA (19 miles from Santa Monica, CA)
- 60+ days ago
- Rancho Palos Verdes, CA (19 miles from Santa Monica, CA)
- 60+ days ago
Preferred Skills/Experience - Basic knowledge of the securities industry and markets - Well-developed analytical and decision-making skills to provide customized investment and financial planning advice...
- Beverly Hills, CA (6 miles from Santa Monica, CA)
- 90+ days ago
- Beverly Hills, CA (6 miles from Santa Monica, CA)
- 90+ days ago
What you will do Prepare in-depth sales proposals through the creation of: Detailed fixed income and equity analyses; Current asset allocation overviews; Cash flow and scenario analyses; Comparisons...
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 90+ days ago
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 90+ days ago
planning process....
Senior Wealth Advisor - Downey, CA
- Downey, CA (21 miles from Santa Monica, CA)
- 90+ days ago
- Downey, CA (21 miles from Santa Monica, 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...
Demographic Data for Santa Monica, CA
Moving to Santa Monica, CA? Find some basic demographic data about Santa Monica, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Santa Monica, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Santa Monica, 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
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Quantitative Analysis
- 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
- Policy Development
- Coaching
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
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