Personal Financial Advisor Jobs in Lompoc, CA
Wealth Advisor - Mechanics Bank
- Santa Maria, CA (23 miles from Lompoc, CA)
- 90+ days ago
- Santa Maria, CA (23 miles from Lompoc, 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....
Demographic Data for Lompoc, CA
Moving to Lompoc, CA? Find some basic demographic data about Lompoc, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Lompoc, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Lompoc, 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
- Investment Management
- Client Relationships
- Financial Planning
- Risk Analysis
- Portfolio Management
- Mortgage Processing
- Financial Services
- Financial Modeling
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Sales Management
- Strategy Development
- Reimbursement
- Risk Management
- Relationship Management
- Finance
- Written Communication
- Business Development
- Collaboration
- Presentation
- Coaching
- Policy Development
- Microsoft PowerPoint
- Regulations
- Bachelor's Degree
- Research Skills
- Microsoft Office
- Microsoft Excel
- Sales
- Organization
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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