Personal Financial Advisor Jobs in Watsonville, CA
Wealth Advisor - Mechanics Bank
- Salinas, CA (19 miles from Watsonville, CA)
- 60+ days ago
- Salinas, CA (19 miles from Watsonville, CA)
- 60+ days 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....
Wealth Management Advisor - Monterey, California
- Watsonville, CA
- 90+ days ago
- Watsonville, CA
- 90+ 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....
Demographic Data for Watsonville, CA
Moving to Watsonville, CA? Find some basic demographic data about Watsonville, CA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Watsonville, CA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Watsonville, 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
- Investment Analysis
- Wealth Management
- Lending
- Investment Management
- Client Relationships
- Risk Analysis
- Mortgage Processing
- Financial Planning
- Portfolio Management
- Due Diligence
- Financial Services
- Financial Modeling
- Customer Retention
- Asset Management
- Client Services
- Financial Analysis
- Sales Management
- Reimbursement
- Strategy Development
- Risk Management
- Relationship Management
- Finance
- Written Communication
- Business Development
- Collaboration
- Reporting
- Presentation
- Policy Development
- Coaching
- Microsoft PowerPoint
- Bachelor's Degree
- Regulations
- Microsoft Office
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Problem Solving
- Leadership
- Communication Skills
- Relationship Management
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