Personal Financial Advisor Jobs in Pasadena, CA
Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans....
In Person- CommunityAmerica Credit Union
- Torrance, CA (24 miles from Pasadena, CA)
- 8 hours ago
- Torrance, CA (24 miles from Pasadena, CA)
- 8 hours 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 Person- Columbia Banking System, Inc.
- Los Angeles, CA (13 miles from Pasadena, CA)
- 17 days ago
- Los Angeles, CA (13 miles from Pasadena, CA)
- 17 days ago
financial planner, investment advisor Representative, or wealth manager....
In Person- M&T Bank
- Los Angeles, CA (13 miles from Pasadena, CA)
- 17 days ago
- Los Angeles, CA (13 miles from Pasadena, CA)
- 17 days ago
planning process....
In Person- TIAA
- Los Angeles, CA (13 miles from Pasadena, CA)
- 23 days ago
- Los Angeles, CA (13 miles from Pasadena, 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...
In Person- Accenture
- Los Angeles, CA (13 miles from Pasadena, CA)
- 29 days ago
- Los Angeles, CA (13 miles from Pasadena, CA)
- 29 days ago
Job Description No industry can escape digital's disruption, especially not Wealth Management....
In Person- Gerber Kawasaki
- Santa Monica, CA (22 miles from Pasadena, CA)
- 60+ days ago
- Santa Monica, CA (22 miles from Pasadena, CA)
- 60+ days ago
This position is ideal for a motivated professional who is passionate about finance and eager to build a long-term career in wealth management....
In PersonWealth Advisor - Mechanics Bank
- LPL Financial Services
- Downey, CA (14 miles from Pasadena, CA)
- 90+ days ago
- Downey, CA (14 miles from Pasadena, CA)
- 90+ days ago
management needs of its clients....
In PersonWealth Advisor - Mechanics Bank
- Lplfinancial
- Hollywood, CA (11 miles from Pasadena, CA)
- 90+ days ago
- Hollywood, CA (11 miles from Pasadena, CA)
- 90+ days ago
management needs of its clients....
In Person- Citigroup Inc.
- Los Angeles, CA (13 miles from Pasadena, CA)
- 90+ days ago
- Los Angeles, CA (13 miles from Pasadena, CA)
- 90+ days ago
Planning Services ----------------------------------------------------- Time Type: Full time ----------------------------------------------------- Primary Location: San Francisco California United...
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
- Estate Planning
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Accruals
- Wealth Management
- BSA
- OFAC
- Investment Banking
- Retirement Planning
- Management Consulting
- Federal Acquisitions Regulations (FAR)
- Anti-Money Laundering
- Client Relationships
- Lending
- Investment Management
- Portfolio Management
- Mortgage Processing
- Financial Planning
- Risk Analysis
- Financial Services
- Asset Management
- Customer Retention
- Market Research
- Client Services
- Business Analysis
- Financial Analysis
- Strategy Development
- Risk Management
- Relationship Management
- Finance
- Written Communication
- Business Development
- Collaboration
- Consulting
- Presentation
- Reporting
- Policy Development
- Coaching
- Microsoft PowerPoint
- Bachelor's Degree
- Regulations
- Sales
- Research Skills
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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