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76 cfp jobs at 46 companies in San Jose, CA

1w
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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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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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2mo
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Associate Wealth Advisor, UHNW (San Francisco Bay Area)
San Francisco, California, United States
$106k-$125k/yr HybridFull Time
Mercer Advisors
Mercer Advisors: Provides integrated wealth management and financial planning for families.
5+ YOEBachelor's degree; CFP required or acceptable alternatives; 5+ years experience; Series 65 required; travel up to 20%.
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3mo
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Sr Investment Associate
San Francisco, California, United States
$85k-$145k/yr OnsiteFull Time
Northern Trust
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
1+ YOE1-3 years in financial services; knowledge of investment products; strong analytical and communication skills; CFA/CFP coursework.
EDs, PIMS, IMS, PAS, GDWM
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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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3mo
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J.P. Morgan Advisors - Wealth Planner - San Francisco, CA
San Francisco, California, United States
$105k-$148k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
5+ YOE5+ years in financial services; FINRA Series 7 and 66; Bachelor's degree; CFP designation; self-starter; strong communication.
Financial planning software, Microsoft Word, Microsoft Excel, PowerPoint
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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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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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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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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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Associate Wealth Advisor - Hightower Signature Wealth
San Ramon, California, United States
$75k-$80k/yr OnsiteFull Time
Hightower
Hightower: Provides independent wealth management and financial planning services.
3+ YOE3+ years in investment management, CFP® or on-track, Series 65 or 66, knowledge of financial planning and regulatory requirements, strong communication and analytical skills.
eMoney, Salesforce, Tamarac
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3d
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Wealth Associate
San Francisco or New York City or Dallas or Seattle or San Diego or Naples
$75k-$95k/yr OnsiteFull Time
BakerAvenue
BakerAvenue: Provides wealth management and investment advisory services to high-net-worth clients.
Bachelor's degree required; CFA or CFP preferred. Interest in wealth management, strong communication, organization, collaboration, problem-solving, prioritization, and client-service skills.
401k
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2mo
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Wealth Advisor
Los Altos or San Jose
$165k-$175k/yr OnsiteFull Time
Cerity Partners
Cerity Partners: Provides financial planning, investment advisory, and wealth management services.
7+ YOEBachelor's degree, Series 65, CFP/CFA or other advanced designation, 7+ years industry experience, strong client relationship, wealth planning, and leadership skills.
e-Money, Salesforce, Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Outlook
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Lead Advisor, Pacific Northwest - KAR
United States or San Francisco or Seattle or Portland or Los Angeles or Hartford
$120k-$150k/yr RemoteFull Time
Virtus Investment Partners
Virtus Investment PartnersNYSE: VRTS: Provides investment management services to individual and institutional investors.
5+ YOEBachelor’s degree in finance or economics, 5+ years in financial services and wealth advisory client service, strong communication skills, and Series 65/66, CFP, or CFA.
eMoney, Microsoft, Salesforce
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4d
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Financial Advisor
Houston or Walnut Creek or Sacramento
$140k-$150k/yr HybridFull Time
Allworth Financial
Allworth Financial: Provides retirement planning and investment advisory services to individuals.
5+ YOERequires CFP or ChFC, Series 65 or 66, and at least five years of client-facing wealth management or financial planning experience, plus leadership, communication, and CRM proficiency.
MoneyGuidePro, Salesforce
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2w
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Financial Consultant - Berkeley, CA
Berkeley, California, United States
$60k-$75k/yr OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
FINRA Series 7 and 66 (or ability to acquire), appropriate state registrations, proven relationship-building and sales success, strong presentation and communication skills; degree or CFP helpful.
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3w
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Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Remote/Northern California
Sacramento or Oakland or Fresno or California
$137k-$198k/yr RemoteFull Time
Empower
Empower: Provides retirement plan administration and personal wealth management services.
10+ YOE10+ years financial services experience; Series 65 and FINRA fingerprinting required; CFP preferred; bachelor’s degree or equivalent; strong communication, planning, and client relationship skills.
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1mo
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Lead Advisor - San Francisco
San Francisco, California, United States
$140k-$300k/yr OnsiteFull Time
Brighton Jones
Brighton Jones: Provides fee-only wealth management and financial planning services.
6+ YOERequires a four-year degree and CFP designation, 6+ years in financial/estate planning, expertise in estate, tax, retirement, insurance and investment planning, leadership and client relationship management.
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Wealth Strategist
Houston or Menlo Park
$125k-$200k/yr OnsiteFull Time
Corient
Corient: Fiduciary wealth management services for high-net-worth individuals and families.
8+ YOERequires 8+ years in advanced financial planning or private wealth management, expertise in tax, estate, and wealth transfer planning, a bachelor's degree, CFP designation, and client presentation experience.
eMoney, Holistiplan, Vanilla
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1mo
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Senior Portfolio Manager
Palo Alto or Irvine
$165k-$220k/yr OnsiteFull Time
Mechanics Bank
Mechanics BankNASDAQ: MCHB: Full-service community bank providing personal and business financial services.
7+ YOEMinimum 7 years investment/wealth management experience, in-depth investment and trust knowledge, Bachelor’s preferred, CFA/CFP/CIMA preferred, strong communication, analytical, and compliance skills.
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