Personal Financial Advisor Jobs in Los Osos, CA
Wealth Advisor - Mechanics Bank
- San Luis Obispo, CA (11 miles from Los Osos, CA)
- 90+ days ago
- San Luis Obispo, CA (11 miles from Los Osos, 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 Los Osos, CA
Moving to Los Osos, CA? Find some basic demographic data about Los Osos, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Los Osos, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Los Osos, 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
- Risk Analysis
- Mortgage Processing
- Financial Planning
- Portfolio Management
- Financial Services
- Financial Modeling
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Sales Management
- Strategy Development
- Risk Management
- Relationship Management
- Finance
- Written Communication
- Business Development
- Collaboration
- Presentation
- Coaching
- Policy Development
- Microsoft PowerPoint
- Regulations
- Team Building
- Bachelor's Degree
- Research Skills
- Microsoft Office
- Microsoft Excel
- Sales
- Organization
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
Other Career Titles
Here are some other career titles that require similar skills