Personal Financial Advisor Jobs in Brea, CA
- Irvine, CA (14 miles from Brea, CA)
- 1 day ago
- Irvine, CA (14 miles from Brea, CA)
- 1 day ago
field Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required Knowledge of the financial...
- Los Angeles, CA (21 miles from Brea, CA)
- 9 days ago
- Los Angeles, CA (21 miles from Brea, CA)
- 9 days ago
Financial Coach International Rescue Committee - 4.2 Los Angeles, CA Job Details Full-time $25 - $27 an hour 14 hours ago Benefits 403(b) matching Disability insurance Health insurance Dental...
Senior Wealth Strategy Associate
- Newport Beach, CA (23 miles from Brea, CA)
- 10 days ago
- Newport Beach, CA (23 miles from Brea, CA)
- 10 days ago
Are you skilled at developing wealth management strategies? Does financial data excite you?...
Wealth Advisor - Mechanics Bank
- Downey, CA (14 miles from Brea, CA)
- 10 days ago
- Downey, CA (14 miles from Brea, CA)
- 10 days ago
management needs of its clients....
Strategic Analysis & Financial Planning Advisor Strategic Analysis & Financial Planning Advisor
- Rosemead, CA (14 miles from Brea, CA)
- 12 days ago
- Rosemead, CA (14 miles from Brea, CA)
- 12 days ago
Minimum Qualifications Seven or more years of experience in financial planning, modeling and/or forecasting....
Strategic Analysis & Financial Planning Advisor
- Rosemead, CA (14 miles from Brea, CA)
- 16 days ago
- Rosemead, CA (14 miles from Brea, CA)
- 16 days ago
Minimum Qualifications Seven or more years of experience in financial planning, modeling and/or forecasting....
Remote Work- Seal Beach, CA (16 miles from Brea, CA)
- 30+ days ago
- Seal Beach, CA (16 miles from Brea, CA)
- 30+ days ago
Are you skilled at developing wealth management strategies? Does financial data excite you?...
- Newport Beach, CA (23 miles from Brea, CA)
- 45+ days ago
- Newport Beach, CA (23 miles from Brea, CA)
- 45+ days ago
financial planning software, CRM and portfolio management systems....
- Costa Mesa, CA (17 miles from Brea, CA)
- 45+ days ago
- Costa Mesa, CA (17 miles from Brea, CA)
- 45+ days ago
planning process....
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory - Century City
- Los Angeles, CA (21 miles from Brea, CA)
- 45+ days ago
- Los Angeles, CA (21 miles from Brea, CA)
- 45+ days ago
plans and portfolios for clients....
Wealth Advisor, Schwab Wealth Advisory - Century City
- Los Angeles, CA (21 miles from Brea, CA)
- 45+ days ago
- Los Angeles, CA (21 miles from Brea, CA)
- 45+ days ago
If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the...
- Irvine, CA (14 miles from Brea, CA)
- 60+ days ago
- Irvine, CA (14 miles from Brea, CA)
- 60+ days ago
financial planner, investment advisor Representative, or wealth manager....
Advisor, Wealth Management and Retirement Plans
- Irvine, CA (14 miles from Brea, CA)
- 90+ days ago
- Irvine, CA (14 miles from Brea, CA)
- 90+ days ago
PRIMARY RESPONSIBILITIES: Utilize your substantial book of business in Wealth Management and Retirement Plans to diversify and strengthen our financial portfolio....
- Los Angeles, CA (21 miles from Brea, CA)
- 90+ days ago
- Los Angeles, CA (21 miles from Brea, CA)
- 90+ 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 (21 miles from Brea, CA)
- 90+ days ago
- Los Angeles, CA (21 miles from Brea, CA)
- 90+ 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...
Demographic Data for Brea, CA
Moving to Brea, CA? Find some basic demographic data about Brea, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Brea, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Brea, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Asset Allocation
- Private Banking
- Mutual Funds
- Alternative Investments
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- Accruals
- BSA
- Retirement Planning
- OFAC
- Investment Banking
- Wealth Management
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Risk Analysis
- Mortgage Processing
- Portfolio Management
- Financial Services
- Financial Modeling
- Due Diligence
- Customer Retention
- Asset Management
- Client Services
- Financial Analysis
- Sales Management
- Strategy Development
- Reimbursement
- Risk Management
- Relationship Management
- Finance
- Written Communication
- Business Development
- Collaboration
- Presentation
- Coaching
- Regulations
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Team Building
- Research Skills
- Microsoft Office
- Sales
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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