Personal Financial Advisor Jobs in Santa Monica, CA
Private Wealth Advisor (Managing Director)
- Bank of Montreal
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 5 days ago
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 5 days ago
Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....
In PersonEntry Level Financial Planning Consultant (REMOTE/WFH) in Los Angeles
- Energy Jobline ZR
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 5 days ago
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 5 days ago
Job DescriptionJob Description About Us At Strong Capital Enterprises, we're on a mission to disrupt the financial services industry by combining fintech innovation with a modern, agent-first business...
Remote- TIAA
- Pasadena, CA (22 miles from Santa Monica, CA)
- 11 days ago
- Pasadena, CA (22 miles from Santa Monica, CA)
- 11 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 PersonThis position is ideal for a motivated professional who is passionate about finance and eager to build a long-term career in wealth management....
In Person- International Rescue Committee
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 22 days ago
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 22 days ago
Financial Coach International Rescue Committee - 4.2 Los Angeles, CA Job Details Full-time $25 - $27 an hour 14 hours ago Benefits 403(b) matching Disability insurance Health insurance Dental...
HybridWealth Advisor - Mechanics Bank
- LPL Financial Services
- Downey, CA (21 miles from Santa Monica, CA)
- 24 days ago
- Downey, CA (21 miles from Santa Monica, CA)
- 24 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
- Hollywood, CA (11 miles from Santa Monica, CA)
- 24 days ago
- Hollywood, CA (11 miles from Santa Monica, CA)
- 24 days ago
LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs....
In PersonStrategic Analysis & Financial Planning Advisor Strategic Analysis & Financial Planning Advisor
- Southern California Edison
- Rosemead, CA (23 miles from Santa Monica, CA)
- 25 days ago
- Rosemead, CA (23 miles from Santa Monica, CA)
- 25 days ago
Minimum Qualifications Seven or more years of experience in financial planning, modeling and/or forecasting....
HybridStrategic Analysis & Financial Planning Advisor
- Edison International
- Rosemead, CA (23 miles from Santa Monica, CA)
- 30+ days ago
- Rosemead, CA (23 miles from Santa Monica, CA)
- 30+ days ago
Minimum Qualifications Seven or more years of experience in financial planning, modeling and/or forecasting....
Remote- Citigroup Inc.
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 30+ days ago
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 30+ days ago
Planning Services ----------------------------------------------------- Time Type: Full time ----------------------------------------------------- Primary Location: San Francisco California United...
In PersonSr. Manager, Wealth Advisor - Schwab Wealth Advisory - Century City
- Charles Schwab Corporation
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 60+ days ago
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 60+ days ago
plans and portfolios for clients....
In Person- The Capital Group Companies Inc
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 90+ days ago
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 90+ days ago
their wealth Work with clients' other advisors (attorney or CPA) to facilitate wealth planning and monitor progress Create asset allocation scenarios and produce recommendations and narratives that...
In PersonAssociate Wealth Management Advisor: Rancho Palos Verde
- U.S. Bancorp
- Rancho Palos Verdes, CA (19 miles from Santa Monica, CA)
- 90+ days ago
- Rancho Palos Verdes, CA (19 miles from Santa Monica, CA)
- 90+ days ago
Preferred Skills/Experience - Basic knowledge of the securities industry and markets - Well-developed analytical and decision-making skills to provide customized investment and financial planning advice...
In PersonDemographic Data for Santa Monica, CA
Moving to Santa Monica, CA? Find some basic demographic data about Santa Monica, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Santa Monica, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Santa Monica, 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
- Wealth Management
- OFAC
- Retirement Planning
- Investment Banking
- Lending
- Client Relationships
- Investment Management
- Financial Planning
- Risk Analysis
- Portfolio Management
- Financial Services
- Mortgage Processing
- Financial Modeling
- 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
- Coaching
- Presentation
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Team Building
- Research Skills
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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