Personal Financial Advisor Jobs in Brea, CA
Senior Wealth Strategy Associate
- UBS
- Corona del Mar, CA (22 miles from Brea, CA)
- 3 days ago
- Corona del Mar, CA (22 miles from Brea, CA)
- 3 days ago
Your role Are you skilled at developing wealth management strategies? Does financial data excite you?...
In PersonSenior Wealth Advisor SAFE ACT
- Citigroup
- Los Angeles, CA (21 miles from Brea, CA)
- 5 days ago
- Los Angeles, CA (21 miles from Brea, CA)
- 5 days ago
planning software preferred; knowledge of Bloomberg a definite asset Ability to communicate with co-workers and clients....
In PersonSenior Wealth Advisor - The Baldwin Group Financial Services
- The Baldwin Group
- Irvine, CA (14 miles from Brea, CA)
- 6 days ago
- Irvine, CA (14 miles from Brea, CA)
- 6 days ago
As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform....
In Person- Cerity Partners
- Los Angeles, CA (21 miles from Brea, CA)
- 7 days ago
- Los Angeles, CA (21 miles from Brea, CA)
- 7 days ago
Coordinate with internal departments (tax, legal, investment teams etc.) to ensure a holistic approach to each clients financial plan....
In PersonSenior Wealth Advisor & Practice Lead - Wealth Management - Los Angeles
- Empower
- Los Angeles, CA (21 miles from Brea, CA)
- 7 days ago
- Los Angeles, CA (21 miles from Brea, CA)
- 7 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 - Wealth Management - Los Angeles
- Empower
- Los Angeles, CA (21 miles from Brea, CA)
- 7 days ago
- Los Angeles, CA (21 miles from Brea, CA)
- 7 days ago
management strategies, financial planning, tax and income optimization, and estate planning Experience managing a book of clients in the wealth management arena Detail oriented and able to manage many...
Hybrid- Corient Services LLC
- Newport Beach, CA (23 miles from Brea, CA)
- 8 days ago
- Newport Beach, CA (23 miles from Brea, CA)
- 8 days ago
management....
In PersonSr. Manager, Wealth Advisor - Schwab Wealth Advisory
- Charles Schwab Corporation
- Los Angeles, CA (21 miles from Brea, CA)
- 8 days ago
- Los Angeles, CA (21 miles from Brea, CA)
- 8 days ago
plans and portfolios for clients....
In PersonPrivate Wealth Advisor Los Angeles, CA, USA
- Capital Group
- Los Angeles, CA (21 miles from Brea, CA)
- 21 days ago
- Los Angeles, CA (21 miles from Brea, CA)
- 21 days ago
You have at 15+ years of wealth management experience (ideally as an independent Registered Investment Advisor)....
In PersonPrivate Wealth Advisor Private Wealth Advisor
- Capital Group
- Los Angeles, CA (21 miles from Brea, CA)
- 21 days ago
- Los Angeles, CA (21 miles from Brea, CA)
- 21 days ago
You have at 15+ years of wealth management experience (ideally as an independent Registered Investment Advisor)....
In Person- Bank of Montreal
- Los Angeles, CA (21 miles from Brea, CA)
- 21 days ago
- Los Angeles, CA (21 miles from Brea, CA)
- 21 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- Beacon Pointe Advisors LLC.
- Los Angeles, CA (21 miles from Brea, CA)
- 22 days ago
- Los Angeles, CA (21 miles from Brea, CA)
- 22 days ago
financial planning software, CRM and portfolio management systems....
In Person- UBS
- Seal Beach, CA (16 miles from Brea, CA)
- 22 days ago
- Seal Beach, CA (16 miles from Brea, CA)
- 22 days ago
Are you skilled at developing wealth management strategies? Does financial data excite you?...
In Person- Capital Group
- Los Angeles, CA (21 miles from Brea, CA)
- 24 days ago
- Los Angeles, CA (21 miles from Brea, CA)
- 24 days ago
You have at 15+ years of wealth management experience (ideally as an independent Registered Investment Advisor)....
In PersonSenior Wealth Advisor SAFE Act
- Professional
- Chino Hills, CA (9 miles from Brea, CA)
- 30+ days ago
- Chino Hills, CA (9 miles from Brea, CA)
- 30+ days ago
Planning Services ------------------------------------------------------ Time Type: ------------------------------------------------------ Primary Location: Chino Hills California United States ---...
In PersonDemographic 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
- Private Banking
- Nationwide Mortgage Licensing System & Registry
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Estate Planning
- Accruals
- BSA
- OFAC
- Retirement Planning
- Wealth Management
- Investment Banking
- Management Consulting
- Client Relationships
- Tax Planning
- Lending
- Portfolio Management
- Investment Management
- Financial Planning
- Risk Analysis
- Mortgage Processing
- Financial Services
- Asset Management
- Customer Retention
- Business Analysis
- Client Services
- Market Research
- Reimbursement
- Strategy Development
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Consulting
- Presentation
- Business Development
- Reporting
- 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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