Personal Financial Advisor Jobs in Soquel, CA
- BMO (Bank of Montreal)
- San Jose, CA (21 miles from Soquel, CA)
- 18 hours ago
- San Jose, CA (21 miles from Soquel, CA)
- 18 hours ago
General knowledge of financial planning and wealth management. Working towards a financial planning designation preferred. Proficiency in office software and sales management software....
In PersonWealth Advisor - Mechanics Bank
- LPL Financial Services
- Santa Cruz, CA (12 miles from Soquel, CA)
- 19 hours ago
- Santa Cruz, CA (12 miles from Soquel, CA)
- 19 hours 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 PersonPWM Private Wealth Advisor Partner
- U.S. Bancorp
- San Jose, CA (21 miles from Soquel, CA)
- 3 days ago
- San Jose, CA (21 miles from Soquel, CA)
- 3 days ago
Job Description Private Wealth Management (PWM)) Private Wealth Advisor Partner have the shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM....
In Person- US Bank
- San Jose, CA (21 miles from Soquel, CA)
- 12 days ago
- San Jose, CA (21 miles from Soquel, CA)
- 12 days ago
Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management....
In Person- TradeJobsWorkForce
- Campbell, CA (17 miles from Soquel, CA)
- 13 days ago
- Campbell, CA (17 miles from Soquel, CA)
- 13 days ago
Offer a diverse range of investment, insurance, and advisory solutions with a commitment to financial planning....
In Person- Fifth Third Bank
- San Jose, CA (21 miles from Soquel, CA)
- 22 days ago
- San Jose, CA (21 miles from Soquel, CA)
- 22 days ago
Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management....
In Person- Columbia Banking System, Inc.
- San Jose, CA (21 miles from Soquel, CA)
- 60+ days ago
- San Jose, CA (21 miles from Soquel, CA)
- 60+ days ago
financial planner, investment advisor Representative, or wealth manager....
In Person- Beacon Pointe Advisors LLC.
- Campbell, CA (17 miles from Soquel, CA)
- 90+ days ago
- Campbell, CA (17 miles from Soquel, CA)
- 90+ days ago
financial planning software, CRM and portfolio management systems....
In PersonDemographic Data for Soquel, CA
Moving to Soquel, CA? Find some basic demographic data about Soquel, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Soquel, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Soquel, 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
- Nationwide Mortgage Licensing System & Registry
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Estate Planning
- Accruals
- BSA
- OFAC
- Retirement Planning
- Wealth Management
- Investment Banking
- Management Consulting
- Client Relationships
- Tax Planning
- Lending
- Financial Planning
- Portfolio Management
- Investment Management
- Risk Analysis
- Mortgage Processing
- Financial Services
- Asset Management
- Customer Retention
- Client Services
- Market Research
- Reimbursement
- Strategy Development
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Consulting
- Presentation
- Business Development
- Reporting
- Collaboration
- Microsoft PowerPoint
- Policy Development
- Coaching
- Team Building
- Bachelor's Degree
- Sales
- Research Skills
- Regulations
- Problem Solving
- Microsoft Office
- Microsoft Excel
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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