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696 financial advisor jobs at 139 companies in California

3mo
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Financial Advisor
Mill Valley, California, United States
RemoteContract
Boldin
Boldin: A fee-only investment advisory firm focused on clear financial advice.
5+ YOECFP or CFA required; 5+ years as a financial advisor with client relationships; fee-only planning experience; knowledge of portfolio management, Roth conversions, Medicare, retirement income.
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18h
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Experienced Financial Advisor
El Segundo or Los Angeles
$100k-$200k/yr HybridFull Time
Sagient
Sagient: Provides holistic financial planning and wealth management services.
Established financial advisor or planning professional with active Series 7 and Series 66 or equivalent licenses, client relationship experience, and financial solutions delivery experience; life and health insurance license preferred.
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2mo
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Financial Advisor (Pasadena)
Pasadena, California, United States
$115k-$150k/yr HybridFull Time
Summitry
Summitry: Provides personalized wealth management and financial planning services.
5+ YOEMinimum 5 years in financial services with relationship management and business development; CFP or equivalent lead-advisor experience; experience serving high-net-worth clients; proficiency with eMoney and CRM; strong communication skills.
eMoney, CRM
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3d
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Financial Advisor
Napa, California, United States
$45k-$100k/yr OnsiteFull Time
Edward Jones
Edward Jones: Provides personalized financial advice and wealth management services.
Bachelor's degree or equivalent financial services experience preferred; financial services or sales experience, relationship-building, critical thinking, and required FINRA and state insurance registrations.
SIE, Series 7, Series 66, FINRA, SEC
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1d
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Financial Advisor
Pasadena, California, United States
$71k-$260k/yr HybridFull Time
MassMutual Pacific
MassMutual Pacific: Provides wealth management and insurance solutions to California families.
Strong communication and relationship-building skills, entrepreneurial mindset, networking ability, willingness to obtain financial services licenses, and a high school diploma or equivalent. No prior financial services experience required.
technology, marketing resources
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3mo
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Financial Advisor
San Francisco, California, United States
$69k-$128k/yr OnsiteFull Time
BMO
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
4+ YOEProvide financial and investment advice, meet sales targets, develop client plans, and manage banking relationships.
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3mo
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Financial Advisor
San Francisco or New York City or Houston or Chicago
$75k-$90k/yr OnsiteFull Time
Valued Merchant Services
Valued Merchant Services: Provides electronic payment processing and point-of-sale systems for businesses.
3+ YOE3-5 years of financial advisory experience; success with high-net-worth clients; existing book of business; FINRA licenses.
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3mo
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Financial Advisor - Sacramento, CA
Roseville, California, United States
RemoteFull Time
Corebridge Financial
Corebridge FinancialNYSE: CRBG: Provides life insurance and retirement products in the United States.
2+ YOE2+ years as a Financial Advisor; active FINRA Series 7; Series 63/65/66; life and health license; high school diploma; strong sales track record; willing to travel up to 25%.
FINRA, Sales tools, Marketing support tools
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2mo
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Financial Advisor
Costa Mesa, California, United States
$50k-$150k/yr OnsiteFull Time
Goldbook Financial
Goldbook Financial: Provides wealth management, insurance, and financial planning services.
Bachelor's or equivalent experience; preferred 3+ years in financial services or insurance; licensing required; business development, sales, and relationship-building skills; strong communication and interpersonal abilities.
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1w
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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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5d
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Financial Advisor
Panorama City, California, United States
$22-$26/hr OnsiteFull Time
Mission Community Hospital
Mission Community Hospital: Acute care hospital providing medical and behavioral health services.
High school diploma or equivalent required; healthcare financial counseling, billing, insurance, or patient access experience preferred. Strong communication, customer service, and organizational skills required.
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2w
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Financial Advisor
Roseville, California, United States
$110k-$300k/yr HybridFull Time
Golden Summit Wealth
Golden Summit Wealth: Provides personalized financial planning and insurance brokerage services.
1+ YOE1–3 years experience in financial services or insurance; active insurance license and/or Series 7/66 or Series 6/63/65; strong client relationship and advisory skills; entrepreneurial mindset.
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1mo
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Financial Advisor
Houston or San Diego
HybridFull Time
BBVA
BBVABolsas y Mercados Españoles: BBVA: Provides global banking, insurance, and investment management services.
6+ YOE6+ years private banking/financial services with UHNW/HNW clients in Latin America, bachelor\u0002s required, Series 65 or equivalent mandatory, established book of business, proven sales, Spanish fluency.
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1mo
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Senior Financial Advisor – Experienced Professionals
Oceanside, California, United States
FieldFull Time
First Command Financial Services
First Command Financial Services: Financial planning, banking, and insurance for military families.
Requires securities licenses (Series 7 & 66 or Series 6/63/65), life & health insurance license, and demonstrated experience as a financial advisor; CFP/ChFC/RICP preferred.
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2w
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VP, Financial Advisor
San Francisco or Sacramento or California
$200k-$250k/yr RemoteFull Time
Wealth Enhancement Group
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
5+ YOEBachelor's degree or equivalent experience in business, finance, economics, or related field; 5 consecutive years as a registered representative with Series 65, Series 7/66, or advanced designation; complex financial planning and client conversion experience.
Microsoft Office Suite, Salesforce, Support Org
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1mo
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Financial Advisor
Bakersfield, California, United States
$50k-$100k/yr FieldMultiple Commitments Available
Teacher's Pension
Teacher's Pension: Provides retirement planning and financial education for school employees.
Life insurance license required, Series 65 or willingness to obtain, E&O coverage, proven consultative sales record, strong communication and presentation skills.
Salesforce, Office 365
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1w
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Financial Advisor
San Francisco, California, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, motivation, time management, continuous learning, and US work authorization without sponsorship.
Northwestern Mutual's proprietary planning software
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3mo
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Financial Advisor
Pasadena, California, United States
$70k-$115k/yr OnsiteFull Time
Wescom Credit Union
Wescom Credit Union: Provides consumer banking, lending, and investment services to members.
5+ YOEBachelor's degree, 5+ years investment sales experience, required FINRA Series 7 and Series 65 or 66, California life & disability license, proficiency with Microsoft Office, strong communication and sales skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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1mo
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Financial Advisor
Campbell, California, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
Bachelor's degree, ability to build client relationships, obtain life/accident & health and securities licenses (SIE, Series 6,7,63), US work authorization required.
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1w
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Financial Advisor
West Covina or Chino Valley
OnsiteFull Time
SchoolsFirst Federal Credit Union
SchoolsFirst Federal Credit Union: Provides financial banking and lending services to members.
7+ YOEHigh school diploma/GED and bachelor's degree in a related field or equivalent experience. Requires 7–10 years of relevant experience, Series 7 and 66 or Series 63 and 65, and California insurance license.
BSA
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