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67 wealth advisor jobs at 31 companies in Berkeley, CA

1mo
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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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1mo
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Associate Wealth Advisor
Walnut Creek or United States
$80k-$100k/yr OnsiteFull Time
Earned
Earned: Provides comprehensive financial, tax, and wealth planning for doctors.
1+ YOEBachelors required, Series 65 required, CFP preferred, 1+ year wealth management experience (3+ preferred), strong analytical and communication skills, CRM and financial planning software familiarity, willingness to be available when clients are.
Salesforce, MoneyGuidePro, Orion, Fidelity WealthScape
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1w
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Wealth Management Advisor
Pleasanton or Walnut Creek or San Jose or Redwood City or Roseville
$200k-$400k/yr HybridFull Time
Golden Summit Wealth
Golden Summit Wealth: Provides personalized financial planning and insurance brokerage services.
Build and grow client relationships, develop financial strategies for protection, retirement, wealth accumulation and legacy planning; coachable, relationship-driven background preferred.
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2w
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Wealth Advisor
Pasadena or San Diego or Portland or Phoenix or Palo Alto or Seattle or Bellevue
$80k-$95k/yr OnsiteFull Time
TIAA
TIAA: Provides retirement and financial services for academic and non-profit sectors.
3+ YOE3+ years financial services experience; Series 7, 63 and 65 (or 66) to be completed within 120 days of start; university degree preferred; client relationship, investment strategy, and sales experience.
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21h
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Senior Wealth Advisor - Hybrid
Oakland, California, United States
$110k-$275k/yr HybridFull Time
Cetera Financial Group
Cetera Financial Group: Provides wealth management and independent broker-dealer services.
5+ YOE5+ years in financial services, 3+ years planning-based advisor experience, Series 65 or Series 7 and 66 required, proficient with Microsoft Office and CRMs, CFP preferred.
Microsoft Office Suite, CRMs
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2mo
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Wealth Strategies Advisor
Los Angeles or Chicago or San Francisco
$180k-$255k/yr HybridFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
5+ YOE5 years wealth planning experience; proven sales with high net worth clients; JD/CPA/MBA/CFA/CTFA/CFP preferred; strong communication and relationship skills; team player.
Wealth Planning Tools, Tax Planning Software, CRM, Office Suite
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2mo
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Senior Wealth Advisor
Irvine or Walnut Creek or San Diego or Los Angeles or Sacramento or Eugene or Santa Rosa or Medford or San Jose
OnsiteFull Time
Columbia Bank
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
5+ YOE5+ years in investment/wealth management; bachelor’s degree preferred; CFA, CFP, CIMA, CWS, CEPA, or AIF credentials; strong marketing, business development, and client relationship skills; willing to travel.
CRM, Financial planning software, Microsoft Office
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1mo
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Wealth Advisor - Hightower Signature Wealth
San Ramon, California, United States
$100k-$120k/yr OnsiteFull Time
Hightower
Hightower: Provides independent wealth management and financial planning services.
5+ YOE5+ years as a licensed financial services professional, bachelor's degree required, CFP or ability to attain within 12 months, Series 65 or 66, clean U4 record, experience with eMoney, Salesforce, Tamarac, strong quantitative and communication skills, knowledge of tax/asset/estate/retirement planning.
eMoney, Salesforce, Tamarac
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1w
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Wealth Advisor, Schwab Wealth Advisory
Walnut Creek, California, United States
$120k-$174k/yr OnsiteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
Bachelor's degree and FINRA Series 7 and 66 (may be obtained within 120 days), CFP®/CFA preferred; strong client relationship, financial planning, time management, and communication skills.
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ASSOCIATE, WEALTH ADVISOR
San Francisco, California, United States
$85k-$130k/yr OnsiteFull Time
Cresset
Cresset: Cresset provides personalized wealth management and family office services.
2+ YOEBachelor's degree required, Series 65 required (or obtained within 120 days), 2+ years financial services experience preferred, strong communication and numerical skills, proficiency with Microsoft Office; ethics and regulatory compliance required.
Microsoft Office, eMoney, Salesforce, Addepar
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1mo
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ASSOCIATE, WEALTH ADVISOR
San Francisco, California, United States
$85k-$130k/yr OnsiteFull Time
Cresset
Cresset: Independent multi-family office and private investment firm.
2+ YOEBachelor's degree required; Series 65 required (obtain within 120 days if unlicensed); 2+ years financial services experience preferred; strong communication, numerical aptitude, and regulatory compliance awareness.
Microsoft Office, eMoney, Salesforce, Addepar
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4d
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Associate Wealth Advisor
Menlo Park or Walnut Creek
$110k-$125k/yr OnsiteFull Time
Focus Partners Wealth
Focus Partners Wealth: Provides personalized wealth management and financial planning services.
4+ YOEBachelor's degree, Series 65,4+ years financial services experience; CFP/ChFC/CPA+PFS preferred; strong financial analysis, planning, communication skills; CRM and planning software proficiency.
planning software, CRM, custodian websites, financial software
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4d
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Associate Wealth Advisor
Menlo Park or Walnut Creek
$110k-$125k/yr OnsiteFull Time
Focus Financial Partners
Focus Financial Partners: Global partnership of independent fiduciary wealth management firms.
4+ YOEBachelor's degree, Series 65,4+ years in financial services, proficiency in financial analysis/modeling, strong interpersonal and communication skills, and experience with financial planning and CRM tools.
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2mo
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Wealth Advisor - Westamerica Bank
Napa or Sonoma
$70k/yr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
2+ YOEHigh school diploma; two years investment sales; active Life Insurance, Series 7, Series 63/65/66 licenses; state requirements; computer literacy.
Microsoft Office, PowerPoint
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2mo
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Wealth Advisor - Westamerica Bank
Napa or Sonoma
OnsiteFull Time
Central Pacific Bank
Central Pacific BankNYSE: CPF: Regional bank providing commercial and personal banking in Hawaii.
2+ YOEHigh school diploma; 2+ years investment sales; active FINRA licenses; state licenses; MS Office proficiency.
Microsoft Office, PowerPoint, Broker-dealer software
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3w
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Senior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay area region
San Francisco or San Jose or Oakland or Los Angeles County
$105k-$148k/yr RemoteFull Time
Empower
Empower: Provides retirement plan administration and personal wealth management services.
4+ YOEBachelor's degree or equivalent, 4+ years licensed advisory experience, FINRA Series 65 required, FINRA fingerprinting, ability to meet Bay Area clients, advanced wealth management and financial planning knowledge, strong communication skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Salesforce, NetX360
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3mo
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Director, Wealth Advisor
San Francisco, California, United States
$160k-$250k/yr OnsiteFull Time
BNY
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
10+ YOEBachelor’s degree; 10-12 years financial services experience; licenses/certifications as required; bilingual capabilities helpful.
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1w
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VP, Wealth Management Advisor - Sacramento, CA Area
Roseville or Sacramento or Walnut Creek
$96k-$210k/yr OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
12+ YOEFINRA Series 7 & 66 (or ability to acquire), minimum 12 years financial services experience, Bachelor's degree required, deep wealth planning and portfolio management expertise.
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3w
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PWM Private Wealth Advisor
San Francisco, California, United States
$180k-$220k/yr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
10+ YOE10+ years managing high and ultra-high net worth client relationships; Bachelor's degree or equivalent; NMLS registration required; BLS not relevant; CFA/CFP preferred; strong relationship management, analytical, and communication skills.
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2mo
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Senior Wealth Advisor (San Francisco, CA)
San Francisco, California, United States
$170k-$210k/yr HybridFull Time
Mercer Advisors
Mercer Advisors: Provides integrated wealth management and financial planning for families.
10+ YOE10+ years of experience with high-net-worth clients; CFP required; Series 65; Bachelor's degree required; Master’s preferred; ability to travel up to 20%
financial planning software
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