Personal Financial Advisor Jobs in Oakland, CA
Wealth Advisor - Schwab Wealth Advisory
- San Bruno, CA (16 miles from Oakland, CA)
- 19 hours ago
- San Bruno, CA (16 miles from Oakland, CA)
- 19 hours 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...
Senior Premier Wealth Advisor & Bay Area Practice Lead (Personal Strategy)
- San Francisco, CA (11 miles from Oakland, CA)
- 19 hours ago
- San Francisco, CA (11 miles from Oakland, CA)
- 19 hours ago
This role will collaborate with Financial Planning Specialists on complex issues or comprehensive financial plans....
- Concord, CA (16 miles from Oakland, CA)
- 5 days ago
- Concord, CA (16 miles from Oakland, CA)
- 5 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....
Bilingual (Mandarin) Associate Wealth Advisor, Schwab Wealth Advisory (LP)
- San Francisco, CA (11 miles from Oakland, CA)
- 7 days ago
- San Francisco, CA (11 miles from Oakland, CA)
- 7 days 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...
- San Francisco, CA (11 miles from Oakland, CA)
- 14 days ago
- San Francisco, CA (11 miles from Oakland, CA)
- 14 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...
- San Francisco, CA (11 miles from Oakland, CA)
- 18 days ago
- San Francisco, CA (11 miles from Oakland, CA)
- 18 days ago
Deliver comprehensive wealth management solutions including financial planning, investment management, tax planning, and estate planning coordination....
Wealth Management Advisor - San Francisco, CA
- San Francisco, CA (11 miles from Oakland, CA)
- 23 days ago
- San Francisco, CA (11 miles from Oakland, CA)
- 23 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...
- San Francisco, CA (11 miles from Oakland, CA)
- 26 days ago
- San Francisco, CA (11 miles from Oakland, CA)
- 26 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...
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
- San Francisco, CA (11 miles from Oakland, CA)
- 30+ days ago
- San Francisco, CA (11 miles from Oakland, CA)
- 30+ days ago
plans and portfolios for clients....
Wealth Management Advisor - San Francisco, CA
- San Francisco, CA (11 miles from Oakland, CA)
- 45+ days ago
- San Francisco, CA (11 miles from Oakland, CA)
- 45+ 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....
- San Francisco, CA (11 miles from Oakland, CA)
- 60+ days ago
- San Francisco, CA (11 miles from Oakland, CA)
- 60+ days ago
Management....
- San Francisco, CA (11 miles from Oakland, CA)
- 60+ days ago
- San Francisco, CA (11 miles from Oakland, CA)
- 60+ days ago
Minimum 7 years of experience in financial planning, wealth management, tax, consulting, or a related field. Proven track record of working with ultra-high net worth clients....
Wealth Advisor - Mechanics Bank
- Danville, CA (16 miles from Oakland, CA)
- 60+ days ago
- Danville, CA (16 miles from Oakland, CA)
- 60+ 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....
Wealth Advisor - Mechanics Bank
- Walnut Creek, CA (10 miles from Oakland, CA)
- 60+ days ago
- Walnut Creek, CA (10 miles from Oakland, CA)
- 60+ 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....
Senior Wealth Advisor - Pacific Heights
- San Francisco, CA (11 miles from Oakland, CA)
- 90+ days ago
- San Francisco, CA (11 miles from Oakland, CA)
- 90+ 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...
Demographic Data for Oakland, CA
Moving to Oakland, CA? Find some basic demographic data about Oakland, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Oakland, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Oakland, 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
- Investment Analysis
- Wealth Management
- Lending
- Investment Management
- Client Relationships
- Risk Analysis
- Mortgage Processing
- Financial Planning
- Portfolio Management
- Due Diligence
- Financial Services
- Financial Modeling
- Customer Retention
- Asset Management
- Client Services
- Financial Analysis
- Sales Management
- Reimbursement
- Strategy Development
- Risk Management
- Relationship Management
- Finance
- Written Communication
- Business Development
- Collaboration
- Reporting
- Presentation
- Policy Development
- Coaching
- Microsoft PowerPoint
- Bachelor's Degree
- Regulations
- Microsoft Office
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Problem Solving
- Leadership
- Communication Skills
- Relationship Management
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