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233 cfp jobs at 78 companies in California

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Financial Planner (CFP®) - Private Banking
Beverly Hills or San Francisco or Palo Alto or Walnut Creek or El Segundo or Newport Beach
$63k-$121k/yr OnsiteFull Time
Flagstar
FlagstarNYSE: FLG: Provides personal banking, mortgage lending, and commercial financial services.
4+ YOEUndergraduate degree, 4+ years in financial planning or wealth management, CFP certification or progress toward designation, and experience with financial planning software and CRM tools.
eMoney, MoneyGuidePro, CRM
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2mo
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Financial Advisor, CFP Professional
Irvine, California, United States
$85k-$100k/yr RemoteFull Time
Tax Alchemy
Tax Alchemy: Premier tax strategy firm helping business owners and real estate investors reduce taxes.
3+ YOEActive Series 65/66 license; 3+ years client-facing financial planning & advisory experience; strong investments, tax-aware planning, retirement, risk management, and estate knowledge; ability to manage relationships independently.
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3mo
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J.P. Morgan Wealth Management – Private Client Advisor - East Inland Empire, CA (Area)
Palm Springs, California, United States
$70k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOEAt least 2 years in a financial advisor role or equivalent; active Series 7 and Series 66 licenses; Life, Health and Long Term Care license; bachelor’s degree preferred; CFP preferred.
Series 7, Series 66, Life Insurance License, Health Insurance License, CFP
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2mo
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Associate Director, Wealth Management
Los Angeles, California, United States
$135k-$175k/yr OnsiteFull Time
IEQ Capital
IEQ Capital: Provides wealth management and investment services for high-net-worth clients.
3+ YOE3-5+ years wealth management; strong organization and communication; CFA/ CFP/ CAIA a plus; CFA/ CFP/ CAIA and Fidelity experience a plus; bachelor’s degree required.
Salesforce, Fidelity Investments
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2mo
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Wealth Advisor (Santa Barbara, CA)
Santa Barbara, California, United States
$85k-$145k/yr HybridFull Time
Mercer Advisors
Mercer Advisors: Provides integrated wealth management and financial planning for families.
5+ YOEBachelor's degree; 5+ years of related experience; CFP preferred with other certifications
MS Word, MS Excel, MS PowerPoint, Outlook, Salesforce, Financial planning software
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2mo
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Wealth Advisor
San Diego, California, United States
$90k-$135k/yr OnsiteFull Time
Mariner Wealth Advisors
Mariner Wealth Advisors: National wealth management firm providing comprehensive financial planning and advisory services.
5+ YOEBachelor’s degree; 5+ years in financial planning or related field; Series 65, CFP or CFA required.
eMoney, MoneyGuide Pro
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3mo
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Financial Advisor
Newport Beach, California, United States
OnsiteFull Time
Northern Trust
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
5+ YOEMinimum 5+ years securities industry and sales experience; Series 7 and 66 licenses; CFP preferred.
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2mo
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Regional Vice President - Honolulu, HI
Honolulu or San Francisco or Seattle
$100k/yr OnsiteFull Time
E.A. Buck Financial Services
E.A. Buck Financial Services: Independent financial firm providing retirement and wealth planning services.
10+ YOE3+ Mgmt10+ years in financial services with leadership; Series 65 or Series 7 with 66 and Life & Health licenses; CFP preferred.
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3w
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Senior Financial Planning Consultant
Fort Mill or San Diego
$76k-$127k/yr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
5+ YOECFP designation,5+ years financial services experience,strong communication and planning knowledge,proficiency with Microsoft Office and SmartSheet.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, SmartSheet, eMoney, WealthVision, MoneyGuide, RightCapital
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3mo
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Senior Associate - Planning, Strategy & Research
San Diego or Los Angeles or San Francisco or Mountain View or Irvine or Austin or Minneapolis or Milwaukee or Cincinnati or New York
$85k-$110k/yr HybridFull Time
Aspiriant
Aspiriant: Comprehensive wealth management and investment advisory for families.
3+ YOEThree+ years in wealth management; CFP designation; experience supporting wealth planning and advisory operations; non-client-facing role.
eMoney, wealth planning tools
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2mo
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Chief Financial Officer
Nashville or Miami or West Hollywood
$71k-$150k/yr OnsiteFull Time
Tri Star Sports and Entertainment Group: Business and financial management for athletes and entertainers.
15+ YOE5+ MgmtLead finance, accounting, reporting; drive profitability; 15+ years in finance, entertainment/music preferred; CPA/CFP/CMA preferred.
ERP systems, Accounting software, Excel
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3mo
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Wealth Analyst
San Francisco, California, United States
$90k-$120k/yr HybridFull Time
Laird Norton Wetherby
Laird Norton Wetherby: Provides wealth management and trust services to high-net-worth clients.
4+ YOEBachelor's in finance or related field; 4-6 years client service/financial planning; MS Office; CFP/CPA/CFA preferred.
Microsoft Office, Financial software
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3w
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Senior Financial Planning Consultant
Fort Mill or San Diego
$76k-$127k/yr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides independent financial advisory and wealth management services.
5+ YOECFP required,5+ years financial services experience,strong communication,collaboration,and financial planning knowledge; familiarity with planning software preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, SmartSheet, eMoney, WealthVision, MoneyGuide, RightCapital
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2mo
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AVP, Financial Consulting
San Diego, California, United States
$90k-$98k/yr OnsiteFull Time
Axos Financial
Axos FinancialNYSE: AX: Provides digital-first banking and diverse financial services to customers.
7+ YOE1+ Mgmt7+ years asset/wealth distribution; FINRA Series 7/66 required; Series 24 preferred; Bachelor’s degree; CFA/CFP a plus.
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2mo
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PWM Private Wealth Advisor
Rancho Cucamonga, California, United States
$150k-$176k/yr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
10+ YOE10+ years in high net worth wealth management; bachelor's degree; CFA or CFP preferred; NMLS registration and background/credit checks required.
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3mo
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Client Advisor
San Francisco, California, United States
$100k-$150k/yr HybridFull Time
Bessemer Trust
Bessemer Trust: Wealth management and family office services for affluent clients.
10+ YOEBachelor's degree and 10+ years related business experience; Series 7/63 desired; CTFA/CFP/CFA a plus; proficient in MS Office and Salesforce.
Salesforce, Microsoft Office Suite, Excel, Outlook, PowerPoint, Word
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3mo
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Private Client Relationship Manager
San Francisco, California, United States
$151k-$189k/yr OnsiteFull Time
Capital Group
Capital Group: Providing active investment management and research-driven financial strategies
Bachelor’s degree required; Series 65 within 60 days; CFP preferred; strong sales and service orientation; client relationship management and collaboration skills.
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2mo
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Wealth Planner
Irvine, California, United States
$78k-$113k/yr OnsiteFull Time
Sunflower Bank
Sunflower BankNASDAQ: FSUN: Provides full-service commercial, retail, and wealth management banking services.
3+ YOE2-3 years wealth management/financial planning; Bachelor's in Finance/Economics/Business; CFP preferred; additional certifications (CFA, ChFC, CPA) a plus.
Financial planning software, Microsoft Office
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3mo
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Retirement Plan Consultant II - Riverside County
Riverside or Remote
RemoteFull Time
Corebridge Financial
Corebridge FinancialNYSE: CRBG: Provides life insurance and retirement products in the United States.
Bachelor's degree preferred; Series 7/66 and state licenses required; CFP/ChFC desirable; excellent presentation skills; bilingual Spanish/English a plus.
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3w
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Relationship Manager
Campbell, California, United States
$90k-$115k/yr OnsiteFull Time
Modern Wealth Management
Modern Wealth Management: Provides personalized financial planning and investment management services.
Bachelor's degree required, Series 65 required, CFP preferred, prior client-facing financial services experience preferred, strong organizational and communication skills.
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