Personal Financial Advisor Jobs in Santa Susana, CA
- Gerber Kawasaki
- Santa Monica, CA (22 miles from Santa Susana, CA)
- 27 days ago
- Santa Monica, CA (22 miles from Santa Susana, CA)
- 27 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
- Burbank, CA (22 miles from Santa Susana, CA)
- 30+ days ago
- Burbank, CA (22 miles from Santa Susana, CA)
- 30+ 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 (24 miles from Santa Susana, CA)
- 30+ days ago
- Hollywood, CA (24 miles from Santa Susana, CA)
- 30+ days ago
LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs....
In PersonDemographic Data for Santa Susana, CA
Moving to Santa Susana, CA? Find some basic demographic data about Santa Susana, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Santa Susana, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Santa Susana, 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
- Estate Planning
- BSA
- Wealth Management
- OFAC
- Investment Banking
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Financial Modeling
- Risk Analysis
- Financial Services
- Mortgage Processing
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Sales Management
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- Reporting
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Research Skills
- Team Building
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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