Personal Financial Advisor Remote & Hybrid Only 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.
Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Bay Area
- Empower
- San Francisco, CA
- 5 days ago
- San Francisco, CA
- 5 days ago
FINRA Series 65 required FINRA fingerprinting required CFP strongly preferred Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning...
HybridWealth Advisor, Guided Investing (San Diego, CA)
- Mercer Advisors
- San Diego, CA
- 12 days ago
- San Diego, CA
- 12 days ago
Financial Planner (CFP) designation required....
HybridWealth Advisor (San Francisco Bay Area)
- Mercer Advisors
- San Francisco, CA
- 14 days ago
- San Francisco, CA
- 14 days ago
Financial Planner (CFP) designation required....
HybridWealth Advisor (Santa Barbara, CA)
- Mercer Advisors
- Santa Barbara, CA
- 14 days ago
- Santa Barbara, CA
- 14 days ago
Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment...
HybridWealth Advisor (San Francsico Bay Area)
- Mercer Advisors
- San Francisco, CA
- 14 days ago
- San Francisco, CA
- 14 days ago
Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment...
HybridAssociate Wealth Advisor, UHNW (San Francisco Bay Area)
- Mercer Advisors
- San Francisco, CA
- 14 days ago
- San Francisco, CA
- 14 days ago
Join us and be part of this exciting journey as we shape the future of financial planning and wealth management....
Hybridmanagement strategies, financial planning, tax and income optimization, and estate planning Excellent verbal and written communication skills, including presentation skills Detail oriented while managing...
Hybridregular client meetings and reviews to assess goals, risk tolerance, and progress; present clear, actionable recommendations.Develop and implement tailored wealth management strategies and financial...
HybridSenior Regional Consultant - Wealth Management Sacramento, CA, USA Hybrid
- MFS Investment Management
- Sacramento, CA
- 27 days ago
- Sacramento, CA
- 27 days ago
THE ROLE The Senior Regional Consultant - Wealth Management will sell MFS Investment products and services through Enterprise RIA firms, Bank Trust, and Private Bank intermediaries in California, Nevada...
HybridAssociate Client Manager, Retirement -The Baldwin Group Wealth Advisors
- The Baldwin Group
- Irvine, CA
- 29 days ago
- Irvine, CA
- 29 days ago
Working knowledge of mutual funds. Working knowledge of 401(k), preferred but not required. Strong written and oral communication skills....
HybridSr. Wealth Advisor (San Francisco/Menlo Park/Walnut Creek)
- Mercer Advisors
- San Francisco, CA
- 30+ days ago
- San Francisco, CA
- 30+ days ago
Join us and be part of this exciting journey as we shape the future of financial planning and wealth management....
HybridSenior Private Wealth Advisor - Practice Lead
- Empower
- Los Angeles, CA
- 30+ days ago
- Los Angeles, CA
- 30+ days ago
management strategies, financial planning, tax and income optimization, and estate planning Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present...
Hybrid- Focus Financial Partners
- Santa Rosa, CA
- 30+ days ago
- Santa Rosa, CA
- 30+ days ago
#LI-KT1 About Focus Financial Partners Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services....
RemoteSenior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Northern California
- Empower
- San Francisco, CA
- 45+ days ago
- San Francisco, CA
- 45+ days ago
management strategies, financial planning, tax and income optimization, and estate planning Experience managing a book of clients in a wealth management setting Exceptional at delivering effective...
HybridWealth Advisor - The Baldwin Group Financial Services
- BRP Group, Inc.
- Irvine, CA
- 60+ days ago
- Irvine, CA
- 60+ days ago
Foundational understanding of investment principles, asset allocation, risk/return tradeoffs, and personal financial planning concepts, with the desire to deepen expertise in advanced wealth strategies...
HybridDemographic 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
- Financial Planning
- Financial Accounting Standards
- Mutual Funds
- Wealth Management
- Investment Analysis
- Investment Banking
- Accruals
- BSA
- Retirement Planning
- Estate Planning
- Investment Management
- Relationship Management
- Financial Analysis
- Tax Planning
- Client Relationships
- Portfolio Management
- E-Verify
- Mortgage Processing
- Customer Retention
- Financial Services
- Due Diligence
- Asset Management
- Client Services
- Finance
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Written Communication
- Business Development
- Presentation
- Coaching
- Policy Development
- Team Building
- Collaboration
- Microsoft PowerPoint
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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