Personal Financial Advisor Jobs in Scotts Valley, CA
Senior Wealth Advisor - Mountain View, CA
- Mountain View, CA (24 miles from Scotts Valley, CA)
- 10 days ago
- Mountain View, CA (24 miles from Scotts Valley, CA)
- 10 days ago
Planning Services ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Los Angeles California United...
- Campbell, CA (18 miles from Scotts Valley, CA)
- 23 days ago
- Campbell, CA (18 miles from Scotts Valley, CA)
- 23 days ago
financial planning software, CRM and portfolio management systems....
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....
Demographic Data for Scotts Valley, CA
Moving to Scotts Valley, CA? Find some basic demographic data about Scotts Valley, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Scotts Valley, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Scotts Valley, 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
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- Accruals
- BSA
- Retirement Planning
- OFAC
- Investment Banking
- Wealth Management
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Risk Analysis
- Mortgage Processing
- Portfolio Management
- Financial Services
- Financial Modeling
- Due Diligence
- Customer Retention
- Asset Management
- Client Services
- Financial Analysis
- Sales Management
- Strategy Development
- Reimbursement
- Risk Management
- Relationship Management
- Finance
- 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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