Personal Financial Advisor Jobs in Santa Rosa, CA
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- Santa Rosa, CA
- 29 days ago
Demographic Data for Santa Rosa, CA
Moving to Santa Rosa, CA? Find some basic demographic data about Santa Rosa, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Santa Rosa, CA
Top Hiring Companies
Top hiring companies in your area for Personal Financial Advisor positions
Licensing / Certification
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
- Bachelor's Degree (52.1%)
- Master's Degree (31.4%)
- High School or GED (4.7%)
- Vocational Degree or Certification (4.3%)
- Associate's Degree (4.2%)
- Doctorate Degree (2.7%)
- Some College (0.6%)
- Some High School (0.1%)
Average Work Experience
- 2-4 years (39.1%)
- 4-6 years (21.7%)
- None (17.4%)
- 1-2 years (13.0%)
- Less than 1 year (8.7%)
Qualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
= trending- Customer Relationship Management
- Relationship Management
- Accounting
- Anti-Money Laundering
- Asset Allocation
- Brokerage
- Business Development
- Business Planning
- Candidate Sourcing
- Capital Markets
- Communication Skills
- Customer Relations
- Customer Service
- Due Diligence
- Finance
- Financial Accounting Standards
- Financial Planning
- Financial Services
- Fixed Income
- Investment Management
- Leadership
- Lending
- Management
- Mentoring
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Mortgage Processing
- Onboarding
- Planning
- Portfolio Management
- Problem Solving
- Prospecting
- Regulations
- Relationship Building
- Relationship Management
- Retirement Planning
- Risk Management
- Salary Negotiation
- Sales
- Sales Presentations
- Tax Planning
- Training and Development
- Wealth Management
Other Titles
Here are some other career titles that require similar skills
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