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60 wealth advisor jobs at 33 companies in Vallejo, CA

3mo
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Senior Wealth Advisor
San Francisco, California, United States
$125k-$175k/yr OnsiteFull Time
Beacon Pointe Advisors
Beacon Pointe Advisors: Independent firm providing wealth management and investment advisory services.
5+ YOE5+ years as a financial/wealth advisor, proven client acquisition and asset growth, experience in wirehouse/BD/bank/RIA, CFP®/CFA preferred, bachelor’s degree preferred, strong communication and sales orientation.
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2d
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Associate Wealth Advisor
Pleasanton, California, United States
$85k-$120k/yr OnsiteFull Time
Mariner Wealth Advisors
Mariner Wealth Advisors: National wealth management firm providing comprehensive financial planning and advisory services.
2+ YOEBachelor's degree, 2+ years of relevant financial planning experience, and CFP designation or Series 65 required. Requires wealth management knowledge, financial planning software experience, and strong communication skills.
eMoney, MoneyGuide Pro
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1w
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Experienced Wealth Advisor
Pleasanton, California, United States
$150k-$500k/yr HybridFull Time
Golden Summit Wealth
Golden Summit Wealth: Provides personalized financial planning and insurance brokerage services.
Securities-licensed advisor with active Series 7 and 66 (or Series 6,63,65), state insurance licenses preferred; proven client development and compliance knowledge; bachelor’s degree preferred.
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2mo
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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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1mo
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Wealth Advisor
Pasadena or Seattle or Palo Alto or San Diego or Portland or Phoenix or Bellevue
$80k-$95k/yr OnsiteFull Time
TIAA
TIAA: Financial services organization providing retirement, asset management, and investments.
3+ YOE3+ years financial services experience required; Series 7,63 and 65 (or 66) completed within 120 days of start; university degree preferred; experience with client relationship management and financial planning.
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1mo
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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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3w
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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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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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3mo
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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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3w
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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 licensed financial services experience, Bachelor's degree, clean U4, CFP or ability to attain in 12 months, Series 65/66, strong communication and analytical skills, knowledge of tax, estate, insurance, and retirement planning.
eMoney, Salesforce, Tamarac
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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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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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1mo
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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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6d
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Affluent Wealth Advisor
Menlo Park or San Francisco or Santa Clara
$106k-$150k/yr OnsiteFull Time
First Citizens Bank
First Citizens BankNasdaq: FCNCA: Provides full-service consumer, commercial, and wealth management banking.
2+ YOEBachelor's degree plus 2 years of financial services experience, or high school diploma/GED plus 6 years. Requires Series 7, 63, 65 or 66, and state insurance licenses.
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2mo
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PWM Private Wealth Advisor
Walnut Creek or San Jose
$170k-$200k/yr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
10+ YOENMLS registration required; bachelor’s degree or equivalent experience; 10+ years in high/ultra-high net worth wealth management; CFA/CFP preferred; strong relationship management, business development, analytical, and communication skills; background and credit check required.
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3d
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Asset & Wealth Management - Private Wealth Advisor - San Francisco
San Francisco, California, United States
$85k-$270k/yr OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Global investment banking, securities, and investment management firm.
4+ YOERequires four-plus years in private wealth management, financial services, or related experience; Series 7, 63, and 3 licenses; client connectivity, sales, analytical, interpersonal, and relationship management skills.
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1d
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Wealth Strategies Advisor- Private Bank
Los Angeles or San Francisco or Chicago
$180k-$255k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
5+ YOERequires 5 years of wealth planning experience, advanced knowledge of estate, tax, trust, investment, retirement, and philanthropic planning, sales experience, communication, presentation, and relationship management skills.
FDIC
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2mo
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Wealth Advisor - Banner Bank
Chico or Davis or Folsom or Elk Grove or Mount Shasta
$70k-$90k/yr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
2+ YOETwo years investment sales experience; licenses in financial products; bachelor’s degree preferred.
Microsoft Office, PowerPoint
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2mo
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Wealth Advisor - Banner Bank
Chico or Davis or Folsom or Redding or Elk Grove or Mount Shasta
$70k-$90k/yr 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 (Series 7, 63, 65/66); life license; state license as required; computer skills.
Microsoft Office, PowerPoint
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1w
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Wealth Management Advisor II
San Francisco or Sacramento or San Jose or Fresno or Bakersfield or Palo Alto
$122k-$262k/yr OnsiteFull Time
Fifth Third Bank
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
8+ YOE8+ years financial services sales/client experience; bachelor’s or equivalent; industry certifications (CFP/CFA/CPWA or JD/CPA) required within policy; NMLS and state life and health insurance licenses; strong communication and analytical skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
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