Personal Financial Advisor Jobs in West Hollywood, 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.
- El Segundo, CA (12 miles from West Hollywood, CA)
- 4 days ago
- El Segundo, CA (12 miles from West Hollywood, CA)
- 4 days ago
management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning Previous experience with high net worth or ultra-high net worth clients...
- Los Angeles, CA (9 miles from West Hollywood, CA)
- 13 days ago
- Los Angeles, CA (9 miles from West Hollywood, 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...
- Los Angeles, CA (9 miles from West Hollywood, CA)
- 16 days ago
- Los Angeles, CA (9 miles from West Hollywood, CA)
- 16 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 (9 miles from West Hollywood, CA)
- 16 days ago
- Los Angeles, CA (9 miles from West Hollywood, CA)
- 16 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 (17 miles from West Hollywood, CA)
- 19 days ago
- Torrance, CA (17 miles from West Hollywood, CA)
- 19 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...
- Long Beach, CA (18 miles from West Hollywood, CA)
- 21 days ago
- Long Beach, CA (18 miles from West Hollywood, CA)
- 21 days ago
Wealth Management Advisors at Northwestern Mutual help their clients through our personalized approach to financial planning....
Associate Wealth Management Advisor: Rancho Palos Verde
- Rancho Palos Verdes, CA (22 miles from West Hollywood, CA)
- 30+ days ago
- Rancho Palos Verdes, CA (22 miles from West Hollywood, CA)
- 30+ 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...
- Los Angeles, CA (9 miles from West Hollywood, CA)
- 45+ days ago
- Los Angeles, CA (9 miles from West Hollywood, CA)
- 45+ days ago
Assist Private Bankers in performing financial planning analyses. Collaborate closely with Tax and Financial Planning team....
Private Wealth Advisor Director
- Los Angeles, CA (9 miles from West Hollywood, CA)
- 60+ days ago
- Los Angeles, CA (9 miles from West Hollywood, CA)
- 60+ days ago
Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....
- Beverly Hills, CA (4 miles from West Hollywood, CA)
- 90+ days ago
- Beverly Hills, CA (4 miles from West Hollywood, 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 (9 miles from West Hollywood, CA)
- 90+ days ago
- Los Angeles, CA (9 miles from West Hollywood, CA)
- 90+ days ago
planning process....
Senior Wealth Advisor - Downey, CA
- Downey, CA (15 miles from West Hollywood, CA)
- 90+ days ago
- Downey, CA (15 miles from West Hollywood, 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 West Hollywood, CA
Moving to West Hollywood, CA? Find some basic demographic data about West Hollywood, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in West Hollywood, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in West Hollywood, 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
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Here are some other career titles that require similar skills
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