Personal Financial Advisor Jobs in Pasadena, CA
Senior Wealth Advisor SAFE ACT
- Citigroup
- Los Angeles, CA (13 miles from Pasadena, CA)
- 1 day ago
- Los Angeles, CA (13 miles from Pasadena, CA)
- 1 day ago
planning software preferred; knowledge of Bloomberg a definite asset Ability to communicate with co-workers and clients....
In Person- Cerity Partners
- Los Angeles, CA (13 miles from Pasadena, CA)
- 2 days ago
- Los Angeles, CA (13 miles from Pasadena, CA)
- 2 days ago
Coordinate with internal departments (tax, legal, investment teams etc.) to ensure a holistic approach to each clients financial plan....
In PersonSenior Wealth Advisor & Practice Lead - Wealth Management - Los Angeles
- Empower
- Los Angeles, CA (13 miles from Pasadena, CA)
- 3 days ago
- Los Angeles, CA (13 miles from Pasadena, CA)
- 3 days ago
management strategies, financial planning, tax and income optimization, and estate planning Experience managing a book of clients in a wealth management setting Exceptional at delivering effective...
HybridWealth Advisor - Wealth Management - Los Angeles
- Empower
- Los Angeles, CA (13 miles from Pasadena, CA)
- 3 days ago
- Los Angeles, CA (13 miles from Pasadena, CA)
- 3 days ago
management strategies, financial planning, tax and income optimization, and estate planning Experience managing a book of clients in the wealth management arena Detail oriented and able to manage many...
HybridSr. Manager, Wealth Advisor - Schwab Wealth Advisory
- Charles Schwab Corporation
- Los Angeles, CA (13 miles from Pasadena, CA)
- 4 days ago
- Los Angeles, CA (13 miles from Pasadena, CA)
- 4 days ago
plans and portfolios for clients....
In PersonPrivate Wealth Advisor Los Angeles, CA, USA
- Capital Group
- Los Angeles, CA (13 miles from Pasadena, CA)
- 16 days ago
- Los Angeles, CA (13 miles from Pasadena, CA)
- 16 days ago
You have at 15+ years of wealth management experience (ideally as an independent Registered Investment Advisor)....
In PersonPrivate Wealth Advisor Private Wealth Advisor
- Capital Group
- Los Angeles, CA (13 miles from Pasadena, CA)
- 16 days ago
- Los Angeles, CA (13 miles from Pasadena, CA)
- 16 days ago
You have at 15+ years of wealth management experience (ideally as an independent Registered Investment Advisor)....
In Person- Bank of Montreal
- Los Angeles, CA (13 miles from Pasadena, CA)
- 17 days ago
- Los Angeles, CA (13 miles from Pasadena, CA)
- 17 days ago
General knowledge of financial planning and wealth management. Working towards a financial planning designation preferred. Proficiency in office software and sales management software....
In Person- Beacon Pointe Advisors LLC.
- Los Angeles, CA (13 miles from Pasadena, CA)
- 18 days ago
- Los Angeles, CA (13 miles from Pasadena, CA)
- 18 days ago
financial planning software, CRM and portfolio management systems....
In Person- Capital Group
- Los Angeles, CA (13 miles from Pasadena, CA)
- 20 days ago
- Los Angeles, CA (13 miles from Pasadena, CA)
- 20 days ago
You have at 15+ years of wealth management experience (ideally as an independent Registered Investment Advisor)....
In PersonTailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans....
In PersonIncumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management....
In PersonWealth Advisor, Schwab Wealth Advisory
- Charles Schwab Corporation
- Los Angeles, CA (13 miles from Pasadena, CA)
- 30+ days ago
- Los Angeles, CA (13 miles from Pasadena, CA)
- 30+ 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...
In PersonWealth Advisor - Greater Irvine/Orange County Area
- California Bank & Trust
- Anaheim, CA (23 miles from Pasadena, CA)
- 30+ days ago
- Anaheim, CA (23 miles from Pasadena, CA)
- 30+ days ago
Process a keen understanding of financial planning....
In Person- CommunityAmerica Credit Union
- Torrance, CA (24 miles from Pasadena, CA)
- 45+ days ago
- Torrance, CA (24 miles from Pasadena, CA)
- 45+ days ago
In this role, you will partner closely with members to help them achieve long-term financial success through personalized financial planning and thoughtful investment strategies....
In PersonDemographic Data for Pasadena, CA
Moving to Pasadena, CA? Find some basic demographic data about Pasadena, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Pasadena, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Pasadena, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Private Banking
- Nationwide Mortgage Licensing System & Registry
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Estate Planning
- Accruals
- BSA
- OFAC
- Retirement Planning
- Wealth Management
- Investment Banking
- Management Consulting
- Client Relationships
- Tax Planning
- Portfolio Management
- Investment Management
- Lending
- Mortgage Processing
- Financial Planning
- Risk Analysis
- Due Diligence
- Financial Services
- Asset Management
- Customer Retention
- Business Analysis
- Client Services
- Reimbursement
- Strategy Development
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Consulting
- Presentation
- Business Development
- Collaboration
- Coaching
- Microsoft PowerPoint
- Policy Development
- Team Building
- Bachelor's Degree
- Sales
- Research Skills
- Regulations
- Problem Solving
- Microsoft Office
- Microsoft Excel
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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