Personal Financial Advisor Jobs in Granada Hills, CA
- TIAA
- Pasadena, CA (23 miles from Granada Hills, CA)
- 7 days ago
- Pasadena, CA (23 miles from Granada Hills, CA)
- 7 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 Person- Gerber Kawasaki
- Santa Monica, CA (19 miles from Granada Hills, CA)
- 10 days ago
- Santa Monica, CA (19 miles from Granada Hills, CA)
- 10 days ago
This position is ideal for a motivated professional who is passionate about finance and eager to build a long-term career in wealth management....
In PersonWealth Advisor - Mechanics Bank
- LPL Financial Services
- Pasadena, CA (23 miles from Granada Hills, CA)
- 19 days ago
- Pasadena, CA (23 miles from Granada Hills, CA)
- 19 days ago
management needs of its clients....
In PersonWealth Advisor - Mechanics Bank
- Lplfinancial
- Hollywood, CA (16 miles from Granada Hills, CA)
- 20 days ago
- Hollywood, CA (16 miles from Granada Hills, CA)
- 20 days ago
management needs of its clients....
In PersonDemographic Data for Granada Hills, CA
Moving to Granada Hills, CA? Find some basic demographic data about Granada Hills, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Granada Hills, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Granada Hills, 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
- Financial Accounting Standards
- Private Banking
- Mutual Funds
- Alternative Investments
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- BSA
- Retirement Planning
- OFAC
- Wealth Management
- Investment Banking
- Lending
- Client Relationships
- Investment Management
- Financial Planning
- Risk Analysis
- Mortgage Processing
- Financial Modeling
- Portfolio Management
- Financial Services
- Due Diligence
- 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
- Team Building
- Research Skills
- Microsoft Office
- Sales
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
Other Career Titles
Here are some other career titles that require similar skills