Personal Financial Advisor Jobs in National City, CA
Wealth Advisor - Mechanics Bank
- LPL Financial Services
- La Jolla, CA (16 miles from National City, CA)
- 30+ days ago
- La Jolla, CA (16 miles from National City, CA)
- 30+ days ago
LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs....
In PersonWealth Advisor - Mechanics Bank
- Lplfinancial
- San Diego, CA (6 miles from National City, CA)
- 30+ days ago
- San Diego, CA (6 miles from National City, CA)
- 30+ days ago
LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs....
In PersonWealth Management Advisor - La Jolla, CA
- US Bank
- La Jolla, CA (16 miles from National City, CA)
- 45+ days ago
- La Jolla, CA (16 miles from National City, CA)
- 45+ days ago
planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding Extensive knowledge of the securities industry, including investment and insurance...
In PersonDemographic Data for National City, CA
Moving to National City, CA? Find some basic demographic data about National City, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in National City, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in National City, 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
- Estate Planning
- BSA
- Wealth Management
- OFAC
- Investment Banking
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Financial Modeling
- Risk Analysis
- Financial Services
- Mortgage Processing
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Sales Management
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Research Skills
- Team Building
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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