Personal Financial Advisor Jobs in Union City, CA
- Calamos Asset Management, Inc.
- San Francisco, CA (23 miles from Union City, CA)
- 2 days ago
- San Francisco, CA (23 miles from Union City, CA)
- 2 days ago
Summary: The VP, Senior Wealth Advisor is the primary contact for Calamos Wealth Management clients and liaison to the Portfolio Management team....
In PersonBilingual (Mandarin) Associate Wealth Advisor, Schwab Wealth Advisory (LP)
- Charles Schwab Corporation
- San Francisco, CA (23 miles from Union City, CA)
- 5 days ago
- San Francisco, CA (23 miles from Union City, CA)
- 5 days ago
You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues...
In PersonWealth Advisor (Hybrid: San Francisco)
- Energy Jobline ZR
- San Francisco, CA (23 miles from Union City, CA)
- 9 days ago
- San Francisco, CA (23 miles from Union City, CA)
- 9 days ago
Financial Planner (CFP) designation required....
Hybrid- Saturna Capital Corporation
- San Francisco, CA (23 miles from Union City, CA)
- 15 days ago
- San Francisco, CA (23 miles from Union City, CA)
- 15 days ago
The ideal candidate will blend financial planning expertise, sophisticated wealth management strategies, and an understanding of Islamic financial principles....
In PersonWealth Advisor - Mechanics Bank
- LPL Financial Services
- San Carlos, CA (14 miles from Union City, CA)
- 20 days ago
- San Carlos, CA (14 miles from Union City, CA)
- 20 days ago
management needs of its clients....
In Person- Cerity Partners
- San Francisco, CA (23 miles from Union City, CA)
- 21 days ago
- San Francisco, CA (23 miles from Union City, CA)
- 21 days ago
Primary Responsibilities: As a Wealth Management Principal, you will serve our clients with a range of financial planning services, which require the following responsibilities: Work collaboratively...
In PersonSenior Wealth Advisor - Mountain View, CA
- Citigroup
- Mountain View, CA (12 miles from Union City, CA)
- 21 days ago
- Mountain View, CA (12 miles from Union City, CA)
- 21 days ago
Planning Services ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Los Angeles California United...
In Person- Bank of New Hampshire
- Concord, CA (24 miles from Union City, CA)
- 29 days ago
- Concord, CA (24 miles from Union City, CA)
- 29 days ago
Join Our Award-Winning Wealth Management Team at Bank of New Hampshire! Position: Wealth Management Consultant This position is Full-time and will be based out of our Concord Heights office....
In Person- Beacon Pointe Advisors LLC.
- Campbell, CA (22 miles from Union City, CA)
- 30+ days ago
- Campbell, CA (22 miles from Union City, CA)
- 30+ days ago
financial planning software, CRM and portfolio management systems....
In Person- Adviser Investments, LLC.
- San Francisco, CA (23 miles from Union City, CA)
- 30+ days ago
- San Francisco, CA (23 miles from Union City, CA)
- 30+ days ago
Deliver comprehensive wealth management solutions including financial planning, investment management, tax planning, and estate planning coordination....
In PersonWealth Management Advisor - Palo Alto, CA
- TIAA
- Palo Alto, CA (12 miles from Union City, CA)
- 45+ days ago
- Palo Alto, CA (12 miles from Union City, CA)
- 45+ 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 PersonSr. Manager, Wealth Advisor - Schwab Wealth Advisory
- Charles Schwab Corporation
- San Francisco, CA (23 miles from Union City, CA)
- 45+ days ago
- San Francisco, CA (23 miles from Union City, CA)
- 45+ days ago
plans and portfolios for clients....
In PersonWealth Advisor - Schwab Wealth Advisory
- Charles Schwab Corporation
- San Francisco, CA (23 miles from Union City, CA)
- 45+ days ago
- San Francisco, CA (23 miles from Union City, CA)
- 45+ days ago
If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the...
In PersonWealth Management Advisor - San Francisco, CA
- U.S. Bancorp
- San Francisco, CA (23 miles from Union City, CA)
- 60+ days ago
- San Francisco, CA (23 miles from Union City, CA)
- 60+ 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 Person- Comerica
- San Francisco, CA (23 miles from Union City, CA)
- 60+ days ago
- San Francisco, CA (23 miles from Union City, CA)
- 60+ days ago
Management....
In PersonDemographic Data for Union City, CA
Moving to Union City, CA? Find some basic demographic data about Union City, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Union City, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Union City, 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
- 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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