Personal Financial Advisor Jobs in El Sobrante, CA
Bilingual (Mandarin) Associate Wealth Advisor, Schwab Wealth Advisory (LP)
- Charles Schwab Corporation
- San Francisco, CA (14 miles from El Sobrante, CA)
- 1 day ago
- San Francisco, CA (14 miles from El Sobrante, CA)
- 1 day ago
You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues...
In PersonWealth Advisor (Hybrid: San Francisco)
- Energy Jobline ZR
- San Francisco, CA (14 miles from El Sobrante, CA)
- 4 days ago
- San Francisco, CA (14 miles from El Sobrante, CA)
- 4 days ago
Financial Planner (CFP) designation required....
Hybrid- Saturna Capital Corporation
- San Francisco, CA (14 miles from El Sobrante, CA)
- 10 days ago
- San Francisco, CA (14 miles from El Sobrante, CA)
- 10 days ago
The ideal candidate will blend financial planning expertise, sophisticated wealth management strategies, and an understanding of Islamic financial principles....
In Person- Cerity Partners
- San Francisco, CA (14 miles from El Sobrante, CA)
- 16 days ago
- San Francisco, CA (14 miles from El Sobrante, CA)
- 16 days ago
Primary Responsibilities: As a Wealth Management Principal, you will serve our clients with a range of financial planning services, which require the following responsibilities: Work collaboratively...
In Person- Bank of New Hampshire
- Concord, CA (14 miles from El Sobrante, CA)
- 24 days ago
- Concord, CA (14 miles from El Sobrante, CA)
- 24 days ago
Join Our Award-Winning Wealth Management Team at Bank of New Hampshire! Position: Wealth Management Consultant This position is Full-time and will be based out of our Concord Heights office....
In Person- Citigroup Inc.
- San Francisco, CA (14 miles from El Sobrante, CA)
- 30+ days ago
- San Francisco, CA (14 miles from El Sobrante, CA)
- 30+ days ago
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...
In Person- Adviser Investments, LLC.
- San Francisco, CA (14 miles from El Sobrante, CA)
- 30+ days ago
- San Francisco, CA (14 miles from El Sobrante, CA)
- 30+ days ago
Deliver comprehensive wealth management solutions including financial planning, investment management, tax planning, and estate planning coordination....
In PersonSr. Manager, Wealth Advisor - Schwab Wealth Advisory
- Charles Schwab Corporation
- San Francisco, CA (14 miles from El Sobrante, CA)
- 45+ days ago
- San Francisco, CA (14 miles from El Sobrante, CA)
- 45+ days ago
plans and portfolios for clients....
In PersonWealth Advisor - Schwab Wealth Advisory
- Charles Schwab Corporation
- San Francisco, CA (14 miles from El Sobrante, CA)
- 45+ days ago
- San Francisco, CA (14 miles from El Sobrante, 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 Management Advisor - Walnut Creek, CA
- TIAA
- Walnut Creek, CA (13 miles from El Sobrante, CA)
- 60+ days ago
- Walnut Creek, CA (13 miles from El Sobrante, CA)
- 60+ 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...
In PersonWealth Management Advisor - San Francisco, CA
- U.S. Bancorp
- San Francisco, CA (14 miles from El Sobrante, CA)
- 60+ days ago
- San Francisco, CA (14 miles from El Sobrante, CA)
- 60+ days ago
planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding - Considerable knowledge of the securities industry, including U.S....
In Person- Comerica
- San Francisco, CA (14 miles from El Sobrante, CA)
- 60+ days ago
- San Francisco, CA (14 miles from El Sobrante, CA)
- 60+ days ago
Management....
In Person- Goldman Sachs
- San Francisco, CA (14 miles from El Sobrante, CA)
- 90+ days ago
- San Francisco, CA (14 miles from El Sobrante, CA)
- 90+ days ago
wealth management, tax, consulting, or a related field....
In PersonWealth Advisor - Mechanics Bank
- LPL Financial Services
- Sonoma, CA (21 miles from El Sobrante, CA)
- 90+ days ago
- Sonoma, CA (21 miles from El Sobrante, CA)
- 90+ 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....
In PersonWealth Advisor - Mechanics Bank
- Lplfinancial
- Walnut Creek, CA (13 miles from El Sobrante, CA)
- 90+ days ago
- Walnut Creek, CA (13 miles from El Sobrante, CA)
- 90+ 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....
In PersonDemographic Data for El Sobrante, CA
Moving to El Sobrante, CA? Find some basic demographic data about El Sobrante, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in El Sobrante, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in El Sobrante, 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
- Client Relationships
- Investment Management
- Financial Planning
- Mortgage Processing
- Risk Analysis
- Portfolio Management
- Financial Modeling
- Due Diligence
- Financial Services
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Sales Management
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Presentation
- Coaching
- Regulations
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Research Skills
- Microsoft Office
- Sales
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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