Personal Financial Advisor Jobs in Van Nuys, 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
- Los Angeles, CA (20 miles from Van Nuys, CA)
- 4 days ago
- Los Angeles, CA (20 miles from Van Nuys, CA)
- 4 days ago
plans and portfolios for clients....
Wealth Advisor, Schwab Wealth Advisory
- Los Angeles, CA (20 miles from Van Nuys, CA)
- 5 days ago
- Los Angeles, CA (20 miles from Van Nuys, 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...
- Los Angeles, CA (20 miles from Van Nuys, CA)
- 30+ days ago
- Los Angeles, CA (20 miles from Van Nuys, 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 (20 miles from Van Nuys, CA)
- 30+ days ago
- Los Angeles, CA (20 miles from Van Nuys, 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 (20 miles from Van Nuys, CA)
- 30+ days ago
- Los Angeles, CA (20 miles from Van Nuys, 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...
- Beverly Hills, CA (9 miles from Van Nuys, CA)
- 90+ days ago
- Beverly Hills, CA (9 miles from Van Nuys, 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 (20 miles from Van Nuys, CA)
- 90+ days ago
- Los Angeles, CA (20 miles from Van Nuys, CA)
- 90+ days ago
planning process....
Demographic Data for Van Nuys, CA
Moving to Van Nuys, CA? Find some basic demographic data about Van Nuys, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Van Nuys, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Van Nuys, 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
- BSA
- Retirement Planning
- Financial Modeling
- Relationship Management
- Wealth Management
- Accruals
- Investment Banking
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- E-Verify
- Portfolio Management
- Risk Analysis
- Due Diligence
- Customer Retention
- Asset Management
- Client Services
- Finance
- Sales Management
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Written Communication
- Presentation
- Collaboration
- Reporting
- Coaching
- 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
Personal Financial Advisor Related Career Advice Articles
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »