Personal Financial Advisor Jobs in Cayucos, CA
Wealth Advisor - Mechanics Bank
- San Luis Obispo, CA (22 miles from Cayucos, CA)
- 60+ days ago
- San Luis Obispo, CA (22 miles from Cayucos, 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 Cayucos, CA
Moving to Cayucos, CA? Find some basic demographic data about Cayucos, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Cayucos, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Cayucos, 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
- Alternative Investments
- Nationwide Mortgage Licensing System & Registry
- Private Banking
- Mutual Funds
- Retirement Planning
- BSA
- OFAC
- Accruals
- Wealth Management
- Investment Banking
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Financial Services
- Portfolio Management
- Financial Planning
- Risk Analysis
- Financial Modeling
- Due Diligence
- Customer Retention
- Asset Management
- Client Services
- Financial Analysis
- Reimbursement
- Sales Management
- Strategy Development
- Relationship Management
- Risk Management
- Written Communication
- Finance
- Business Development
- Presentation
- Collaboration
- Policy Development
- Coaching
- Public Speaking
- Microsoft PowerPoint
- Problem Solving
- Bachelor's Degree
- Microsoft Office
- Regulations
- Microsoft Excel
- Sales
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
- Relationship Management
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