Financial Advisor Jobs in Walnut Creek, CA (7,352)
Municipal Attorney: Governance & Public Policy Advisor
Wealth Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Merrill Experienced Financial Advisor
Financial Advisor
Financial Advisor
Investment Counselor (Financial Advisor Alternative)
Strategic Financial Planner & Investment Advisor
Investment Executive, Financial Advisor
Financial Advisor
Investment & Financial Planning Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Financial Planning & Investment Solutions Advisor
Financial Advisor
Investment Counselor (Financial Advisor Alternative)
Financial Solutions Advisor & Wealth Planner
Investment Consultant: Path to Financial Advisor
Investment & Financial Planning Advisor
Financial Advisor
Strategic Financial Advisor & Planner
Investment & Financial Planning Advisor
Financial Advisor - PNC Wealth Management
Family Office Advisor/Financial Planner (UHNW)
Financial Advisor
Associate Financial Advisor
Strategic Investment & Financial Planning Advisor
Financial Advisor
Financial Advisor
Financial Advisor: Wealth Planning & Portfolio Strategy
Remote Financial Advisor & Investment Planner
Job Description
Working as a Financial Advisor in Walnut Creek, CA
There are 7,352 Financial Advisor opportunities available in Walnut Creek, CA all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.
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Financial Advisor jobs near Walnut Creek, CA
Financial Advisors in Walnut Creek, CA Resume Data
Average Experience for Financial Advisors in Walnut Creek, CA
- More than 10 years: 62%
- 6-10 years: 24%
- 3-5 years: 12%
- 1-2 years: 2%
- Less than 1 year: 0%
Educational Background for Financial Advisors in Walnut Creek, CA
- Bachelors: 53%
- Masters: 22%
- Diploma: 14%
- Associates: 9%
- Doctorate: 2%
Top Skill for Financial Advisors in Walnut Creek, CA
- Customer focus & orientation: 18%
- Attention to detail: 16%
- Sales skills: 12%
- Administrative assistant/receptionist: 9%
- Spreadsheets with Microsoft Excel: 9%
- Management & leadership skills: Planning & execution: 9%
- Customer service: 8%
- Bookkeeping: 7%
- Project timeline management: 7%
- Principles of accounting: 6%
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