Personal Financial Advisor Jobs in Compton, CA
- Fifth Third Bank
- Los Angeles, CA (6 miles from Compton, CA)
- 1 day ago
- Los Angeles, CA (6 miles from Compton, CA)
- 1 day ago
Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management....
In Person- US Bank
- Pasadena, CA (19 miles from Compton, CA)
- 1 day ago
- Pasadena, CA (19 miles from Compton, CA)
- 1 day 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- Insight Global
- Los Angeles, CA (6 miles from Compton, CA)
- 9 days ago
- Los Angeles, CA (6 miles from Compton, CA)
- 9 days ago
Background in investment banking or wealth management. Familiarity with brokerage investments and financial products....
In PersonSenior Wealth Advisor SAFE ACT
- Citigroup
- Los Angeles, CA (6 miles from Compton, CA)
- 16 days ago
- Los Angeles, CA (6 miles from Compton, CA)
- 16 days ago
planning software preferred; knowledge of Bloomberg a definite asset Ability to communicate with co-workers and clients....
In Person- Cerity Partners
- Los Angeles, CA (6 miles from Compton, CA)
- 17 days ago
- Los Angeles, CA (6 miles from Compton, CA)
- 17 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 (6 miles from Compton, CA)
- 18 days ago
- Los Angeles, CA (6 miles from Compton, CA)
- 18 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 (6 miles from Compton, CA)
- 18 days ago
- Los Angeles, CA (6 miles from Compton, CA)
- 18 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...
HybridSr. Manager, Wealth Advisor - Schwab Wealth Advisory
- Charles Schwab Corporation
- Los Angeles, CA (6 miles from Compton, CA)
- 19 days ago
- Los Angeles, CA (6 miles from Compton, CA)
- 19 days ago
plans and portfolios for clients....
In Person- Bank of Montreal
- Los Angeles, CA (6 miles from Compton, CA)
- 30+ days ago
- Los Angeles, CA (6 miles from Compton, CA)
- 30+ 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 (6 miles from Compton, CA)
- 30+ days ago
- Los Angeles, CA (6 miles from Compton, CA)
- 30+ days ago
financial planning software, CRM and portfolio management systems....
In Person- UBS
- Seal Beach, CA (12 miles from Compton, CA)
- 30+ days ago
- Seal Beach, CA (12 miles from Compton, CA)
- 30+ days ago
Are you skilled at developing wealth management strategies? Does financial data excite you?...
In Person- TIAA
- Pasadena, CA (19 miles from Compton, CA)
- 45+ days ago
- Pasadena, CA (19 miles from Compton, CA)
- 45+ days ago
Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans....
In PersonWealth Advisor, Schwab Wealth Advisory
- Charles Schwab Corporation
- Los Angeles, CA (6 miles from Compton, CA)
- 45+ days ago
- Los Angeles, CA (6 miles from Compton, 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...
In PersonWealth Advisor - Greater Irvine/Orange County Area
- California Bank & Trust
- Anaheim, CA (16 miles from Compton, CA)
- 45+ days ago
- Anaheim, CA (16 miles from Compton, CA)
- 45+ days ago
Process a keen understanding of financial planning....
In Person- CommunityAmerica Credit Union
- Torrance, CA (5 miles from Compton, CA)
- 60+ days ago
- Torrance, CA (5 miles from Compton, CA)
- 60+ days ago
In this role, you will partner closely with members to help them achieve long-term financial success through personalized financial planning and thoughtful investment strategies....
In PersonDemographic Data for Compton, CA
Moving to Compton, CA? Find some basic demographic data about Compton, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Compton, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Compton, 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
- Client Relationships
- Tax Planning
- Investment Management
- Lending
- Financial Planning
- Portfolio Management
- Risk Analysis
- Mortgage Processing
- Financial Services
- Due Diligence
- Customer Retention
- Asset Management
- Client Services
- Reimbursement
- Strategy Development
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Presentation
- Business Development
- Reporting
- Collaboration
- Microsoft PowerPoint
- Policy Development
- Coaching
- Team Building
- Bachelor's Degree
- Sales
- Research Skills
- Regulations
- Problem Solving
- Microsoft Office
- Microsoft Excel
- Customer Service
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
Other Career Titles
Here are some other career titles that require similar skills