Personal Financial Advisors in Berkeley, CA
O*NET Code: 13-2052.00
Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. May also buy and sell financial assets for clients.
Top Companies:
Fidelity InvestmentsBank of AmericaNorthwestern MutualWealthBridge Financial GroupA.O. Garcia AgencyRelated Occupations:
1,260 Personal Financial Advisors jobs near Berkeley, CA for all time
Date