Personal Financial Advisor Jobs in San Juan Bautista, CA
Wealth Advisor - Mechanics Bank
- LPL Financial Services
- Salinas, CA (14 miles from San Juan Bautista, CA)
- 90+ days ago
- Salinas, CA (14 miles from San Juan Bautista, 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....
In PersonWealth Management Advisor - Monterey, California
- US Bank
- Watsonville, CA (12 miles from San Juan Bautista, CA)
- 90+ days ago
- Watsonville, CA (12 miles from San Juan Bautista, CA)
- 90+ 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....
In PersonDemographic Data for San Juan Bautista, CA
Moving to San Juan Bautista, CA? Find some basic demographic data about San Juan Bautista, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in San Juan Bautista, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in San Juan Bautista, 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
- Financial Accounting Standards
- Private Banking
- Mutual Funds
- Alternative Investments
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- BSA
- Retirement Planning
- OFAC
- Wealth Management
- Investment Banking
- Lending
- Client Relationships
- Investment Management
- Financial Planning
- Risk Analysis
- Mortgage Processing
- Financial Modeling
- Portfolio Management
- Financial Services
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Sales Management
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Presentation
- Coaching
- Regulations
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Team Building
- Research Skills
- Microsoft Office
- Sales
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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