Personal Financial Advisor Jobs in Brentwood, CA
- Walnut Creek, CA (18 miles from Brentwood, CA)
- 2 days ago
- Walnut Creek, CA (18 miles from Brentwood, CA)
- 2 days ago
Partners with Private Wealth Management Product Specialists to provide counsel and expert advice in all areas of Private Wealth Management (Trust, Private Banking and Investments) to ensure comprehensive...
Wealth Management Advisor - Walnut Creek, CA
- Walnut Creek, CA (18 miles from Brentwood, CA)
- 30+ days ago
- Walnut Creek, CA (18 miles from Brentwood, CA)
- 30+ days ago
Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA...
Wealth Advisor - NuVision Credit Union
- Pleasanton, CA (18 miles from Brentwood, CA)
- 45+ days ago
- Pleasanton, CA (18 miles from Brentwood, CA)
- 45+ days ago
planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer...
Wealth Advisor - NuVision Credit Union
- Walnut Creek, CA (18 miles from Brentwood, CA)
- 45+ days ago
- Walnut Creek, CA (18 miles from Brentwood, CA)
- 45+ days ago
planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer...
Wealth Advisor - Mechanics Bank
- Danville, CA (11 miles from Brentwood, CA)
- 60+ days ago
- Danville, CA (11 miles from Brentwood, CA)
- 60+ 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....
Wealth Advisor - Mechanics Bank
- Walnut Creek, CA (18 miles from Brentwood, CA)
- 60+ days ago
- Walnut Creek, CA (18 miles from Brentwood, CA)
- 60+ 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....
Demographic Data for Brentwood, CA
Moving to Brentwood, CA? Find some basic demographic data about Brentwood, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Brentwood, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Brentwood, 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
- Alternative Investments
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- Mutual Funds
- Retirement Planning
- BSA
- Commercial Lending
- Accruals
- OFAC
- Wealth Management
- Investment Banking
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Portfolio Management
- Financial Services
- Due Diligence
- Financial Planning
- Customer Retention
- Asset Management
- Client Services
- Financial Analysis
- Reimbursement
- Strategy Development
- Risk Management
- Relationship Management
- Finance
- Written Communication
- Business Development
- Collaboration
- Presentation
- Coaching
- Reporting
- Flexibility
- Policy Development
- Microsoft PowerPoint
- Problem Solving
- Bachelor's Degree
- Regulations
- Microsoft Office
- Microsoft Excel
- Sales
- Research Skills
- Teamwork
- Organization
- Customer Service
- Leadership
- Communication Skills
- Relationship Management
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