Personal Financial Advisor Jobs in Berkeley, CA
- Corient Services LLC
- San Francisco, CA (10 miles from Berkeley, CA)
- 1 hour ago
- San Francisco, CA (10 miles from Berkeley, CA)
- 1 hour ago
management....
In Person- U.S. Bancorp
- Walnut Creek, CA (10 miles from Berkeley, CA)
- 6 days ago
- Walnut Creek, CA (10 miles from Berkeley, CA)
- 6 days ago
Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management....
In Person- Nationwide Mutual Insurance Company
- San Francisco, CA (10 miles from Berkeley, CA)
- 8 days ago
- San Francisco, CA (10 miles from Berkeley, CA)
- 8 days ago
Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and...
Remote- UBS
- San Francisco, CA (10 miles from Berkeley, CA)
- 13 days ago
- San Francisco, CA (10 miles from Berkeley, CA)
- 13 days ago
Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Wealth Strategy Associate to: keep management systems up-to-date with client information...
In Person- Aprio
- San Francisco, CA (10 miles from Berkeley, CA)
- 13 days ago
- San Francisco, CA (10 miles from Berkeley, CA)
- 13 days ago
Qualifications: Bachelor's degree CFP designation, or working towards it 5+ years' experience working in Financial Planning for an RIA or Wealth Management Firm Series 7 & 63 licenses required for the...
Hybrid- Beacon Pointe Advisors LLC.
- Mill Valley, CA (16 miles from Berkeley, CA)
- 14 days ago
- Mill Valley, CA (16 miles from Berkeley, CA)
- 14 days ago
We are a dynamic, growing wealth management team based in the Bay Area, offering comprehensive wealth management services to individuals and families....
Remote- Fifth Third Bank
- San Francisco, CA (10 miles from Berkeley, CA)
- 15 days ago
- San Francisco, CA (10 miles from Berkeley, CA)
- 15 days ago
Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management....
In Person- Bessemer Trust Company, N.A.
- San Francisco, CA (10 miles from Berkeley, CA)
- 19 days ago
- San Francisco, CA (10 miles from Berkeley, CA)
- 19 days ago
Develop proficiency in asset allocation modeling and analysis of investment portfolios, fixed income portfolios, and tax transitions....
HybridWealth Advisor - Mechanics Bank
- LPL Financial Services
- El Cerrito, CA (3 miles from Berkeley, CA)
- 21 days ago
- El Cerrito, CA (3 miles from Berkeley, CA)
- 21 days ago
Dedicated to meeting the banking, lending, and wealth management needs of its clients, Mechanics Bank is deeply committed to giving back to communities across the Golden State....
In Person- Bank of Montreal
- San Francisco, CA (10 miles from Berkeley, CA)
- 25 days ago
- San Francisco, CA (10 miles from Berkeley, CA)
- 25 days ago
General knowledge of financial planning and wealth management. Working towards a financial planning designation preferred. Proficiency in office software and sales management software....
In Person- Focus Financial Partners
- Walnut Creek, CA (10 miles from Berkeley, CA)
- 26 days ago
- Walnut Creek, CA (10 miles from Berkeley, CA)
- 26 days ago
#LI-JS1 Focus is a leading partnership of fiduciary wealth management and related financial services firms....
Remote- Bank of Montreal
- San Francisco, CA (10 miles from Berkeley, CA)
- 28 days ago
- San Francisco, CA (10 miles from Berkeley, CA)
- 28 days ago
In-depth experience with financial planning products and related technologies....
In Person- Goldman Sachs, Inc.
- San Francisco, CA (10 miles from Berkeley, CA)
- 30+ days ago
- San Francisco, CA (10 miles from Berkeley, CA)
- 30+ days ago
Asset & Wealth Management, Private Family Office Financial Planning Advisor, Vice President - San FranciscoJob Description ABOUT THIS JOB The Goldman Sachs Private Family Office provides financial counseling...
In Person Part Time- EP Wealth Advisors
- Walnut Creek, CA (10 miles from Berkeley, CA)
- 30+ days ago
- Walnut Creek, CA (10 miles from Berkeley, CA)
- 30+ days ago
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, serving predominately high net worth individuals....
HybridSenior Wealth Strategy Associate
- UBS
- San Francisco, CA (10 miles from Berkeley, CA)
- 45+ days ago
- San Francisco, CA (10 miles from Berkeley, CA)
- 45+ days ago
Are you skilled at developing wealth management strategies? Does financial data excite you?...
In PersonDemographic Data for Berkeley, CA
Moving to Berkeley, CA? Find some basic demographic data about Berkeley, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Berkeley, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Berkeley, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Private Banking
- Nationwide Mortgage Licensing System & Registry
- Asset Allocation
- Mutual Funds
- Estate Planning
- Accruals
- BSA
- OFAC
- Retirement Planning
- Wealth Management
- Investment Banking
- Management Consulting
- Client Relationships
- Lending
- Tax Planning
- Investment Management
- Mortgage Processing
- Portfolio Management
- Financial Planning
- Risk Analysis
- Due Diligence
- Financial Services
- Asset Management
- Customer Retention
- Market Research
- Business Analysis
- Client Services
- Strategy Development
- Reimbursement
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Business Development
- Consulting
- Presentation
- Collaboration
- Coaching
- Microsoft PowerPoint
- Policy Development
- Team Building
- Bachelor's Degree
- Sales
- Research Skills
- Regulations
- Problem Solving
- Microsoft Office
- Microsoft Excel
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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