Personal Financial Advisor Jobs in California
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.
Assist Private Bankers in performing financial planning analyses. Collaborate closely with Tax and Financial Planning team....
Leveraging cutting-edge research, sophisticated financial planning tools, and world-class investment strategies, you will empower your clients to achieve their financial objectives and enhance their...
This experienced advisor will provide comprehensive wealth management strategies to high-net-worth clients, conducting in-depth financial planning meetings and addressing complex planning topics....
Senior Wealth Advisor Wealth Management Portland,Oregon Boise,Idaho Bellevue,Washington Vancouver,Washington Seattle,Washington Tacoma,Washington Sacramento,California Henderson,Nevada Scottsdale,Arizona...
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
- Los Angeles, CA
- 3 days ago
- Los Angeles, CA
- 3 days ago
plans and portfolios for clients....
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...
Asset & Wealth Management, Financial Planning Advisor , Vice President - San Francisco
- San Francisco, CA
- 6 days ago
- San Francisco, CA
- 6 days ago
Minimum 7 years of experience in financial planning, wealth management, tax, consulting, or a related field. Proven track record of working with ultra-high net worth clients....
Wealth Advisor Business Development, Ultra-High Net Worth
- Los Angeles, CA
- 14 days ago
- Los Angeles, CA
- 14 days ago
Apply Description Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services....
net worth clients in financial services, law or consulting....
Financial Planner (CFP) designation required....
Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....
planning, accounting, legal or other organization that provides relevant experience Series 65, CFP or CFA required Skills & Knowledge Wealth management experience with fee-based consulting, tax, mutual...
Financial Planner (CFP) designation required....
Minimum Qualifications Seven or more years of experience in financial planning, modeling and/or forecasting....
Remote WorkFinancial Planner (CFP) designation required....
Demographic Data for California
Moving to California? Find some basic demographic data about California below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in California
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in California offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Alternative Investments
- Financial Planning
- Mutual Funds
- Retirement Planning
- BSA
- Wealth Management
- Accruals
- Capital Markets
- Relationship Management
- Investment Banking
- Anti-Money Laundering
- Investment Management
- Lending
- Financial Services
- Financial Analysis
- Mortgage Processing
- Client Relationships
- Portfolio Management
- Tax Planning
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Finance
- Accounting
- Strategy Development
- Relationship Management
- Business Development
- Written Communication
- Presentation
- Collaboration
- Mentoring
- Coaching
- Microsoft PowerPoint
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
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