Personal Financial Advisor Jobs in California
Divisional Wealth Management Consultant - San Fernando/Sacramento/Reno
- Capital Group
- Sacramento, CA
- 1 day ago
- Sacramento, CA
- 1 day ago
As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area...
In PersonSenior Private Wealth Advisor, Practice Lead (Personal Strategy) - Bay Area
- Empower
- San Francisco, CA
- 5 days ago
- San Francisco, CA
- 5 days ago
FINRA Series 65 required FINRA fingerprinting required CFP strongly preferred Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning...
HybridWealth Advisor - Vice President
- Focus Financial Partners
- Los Angeles, CA
- 6 days ago
- Los Angeles, CA
- 6 days ago
#LI-KP1 About Focus Financial Partners Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services....
In PersonJob Description No industry can escape digital's disruption, especially not Wealth Management....
In PersonAre you skilled at developing wealth management strategies? Does financial data excite you?...
In Person- JDH Wealth Management, LLC
- Santa Rosa, CA
- 7 days ago
- Santa Rosa, CA
- 7 days ago
Associate Wealth Advisor (santa rosa) JDH Wealth Management, LLC 181 Concourse Blvd near Airport Blvd compensation: $35/hour - $50/hour employment type: experience level: entry level job title: Associate...
In PersonCOMPANY OVERVIEW Seaside Wealth Management, Inc....
In PersonWealth Advisor, Schwab Wealth Advisory San Francisco, CA, USA
- Charles Schwab
- San Francisco, CA
- 10 days ago
- San Francisco, CA
- 10 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 Person- LPL Financial Services
- Mount Shasta, CA
- 12 days ago
- Mount Shasta, CA
- 12 days ago
planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer...
In Personplanning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer...
In PersonWealth Advisor, Guided Investing (San Diego, CA)
- Mercer Advisors
- San Diego, CA
- 12 days ago
- San Diego, CA
- 12 days ago
Financial Planner (CFP) designation required....
HybridWealth Advisor, Schwab Wealth Advisory
- Charles Schwab Corporation
- Irvine, CA
- 14 days ago
- Irvine, CA
- 14 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 Advisor (San Francisco Bay Area)
- Mercer Advisors
- San Francisco, CA
- 14 days ago
- San Francisco, CA
- 14 days ago
Financial Planner (CFP) designation required....
HybridWealth Advisor (Santa Barbara, CA)
- Mercer Advisors
- Santa Barbara, CA
- 14 days ago
- Santa Barbara, CA
- 14 days ago
Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment...
HybridWealth Advisor (San Francsico Bay Area)
- Mercer Advisors
- San Francisco, CA
- 14 days ago
- San Francisco, CA
- 14 days ago
Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment...
HybridDemographic Data for California
Moving to California? Find some basic demographic data about California below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in California
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in California 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
- Financial Accounting Standards
- Asset Allocation
- Nationwide Mortgage Licensing System & Registry
- Investment Analysis
- Mutual Funds
- Accruals
- BSA
- Wealth Management
- Investment Banking
- OFAC
- Retirement Planning
- Estate Planning
- Investment Management
- Tax Planning
- Financial Planning
- Client Relationships
- Portfolio Management
- E-Verify
- Mortgage Processing
- Customer Retention
- Due Diligence
- Financial Services
- Asset Management
- Client Services
- Financial Analysis
- Reimbursement
- Strategy Development
- Written Communication
- Risk Management
- Relationship Management
- Finance
- Presentation
- Business Development
- Coaching
- Collaboration
- Policy Development
- Team Building
- Microsoft PowerPoint
- Sales
- Bachelor's Degree
- Regulations
- Microsoft Excel
- Research Skills
- Problem Solving
- Microsoft Office
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
Other Career Titles
Here are some other career titles that require similar skills