Financial advisor jobs in Oakland, California - Page 2Create job alerts

Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and fin

Assurance Advisor - Financial Services Office - Senior Manager. Must have 4 years of managerial experience training project teams in a professional services environment.

A forward-thinking wealth management firm in San Francisco is seeking an Associate Financial Advisor. The role emphasizes supporting advisors and clients with financial expertise and exceptional service.

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, a

A leading financial services firm is looking for an Associate Wealth Advisor who will develop and present financial plans, monitor client investment strategies, and provide excellent client support. This role requires a Bachelor’s Degree and at least 2 years of financial service experience.

Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. Join Our Team as a Financial Advisor at CAPTRUST!. Provide Financial Planning: Offer ongoing financial planning and inv

Key Responsibilities Serve as the primary point of contact for a portfolio of high-net-worth client relationships Lead client meetings, deliver comprehensive financial advice, and guide decision-making across planning areas Build trust quickly and maintain deep, long-term relationships with clients

A global consulting firm is seeking an Assurance Advisor - Senior Manager in San Francisco. This role involves leading audit advisory services, managing diverse teams, and identifying new business opportunities.

A leading wealth management firm in San Francisco is looking for an Associate Financial Advisor. This client-facing role involves managing relationships, supporting financial planning, and contributing to business development. The ideal candidate should have at least 2 years in financial services an

A financial services company is seeking candidates for part-time remote work that offers the potential to earn an extra $1,000-$2,000 monthly.

A financial services company is seeking a Financial Professional to educate and assist clients with their financial goals. Responsibilities include guiding clients through financial strategies and ensuring compliance with regulatory requirements.

Personalized financial advisory aligned with the AI resilience thesis. Every recommendation reflects both sound financial principles and a clear‑eyed view of what’s coming. The world is changing quickly, and the best advisors are the ones who can revise their thinking when new information comes

A leading financial services firm in San Francisco is seeking an Associate Wealth Advisor to develop and present financial plans to high-net-worth clients. Candidates should have at least 2 years of financial services experience and be able to work independently in client communications.

A leading financial services firm in San Francisco is seeking a Financial Services Advisor to assist clients with their financial goals.

The Role We are looking for a client-centred Investment Advisor to join our growing advisory team. What You Will Do Meet with clients to understand their financial goals, risk tolerance, investment horizon, tax and estate considerations, and overall financial situation. Ensure all advisory activiti

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financi

Knowledge of financial industry, financial products, and financial planning concepts. NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. The Associate Wealth Advisor is a

Under this model Financial Advisors are not employees of LPL Financial. This employment opportunity at San Francisco Federal Credit Union in San Francisco, CA would allow you to join the Investment Program at San Francisco Federal Credit Union as a Financial Advisor associated with LPL Financial. As

The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios.Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationshi

As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that sa

A leading financial services firm in San Francisco is seeking a Senior Private Wealth Advisor. The position offers a competitive salary, flexible work environment, and opportunities for career growth.

A financial services firm is looking for a Senior Wealth Advisor, Practice Lead, in the Greater San Francisco Bay area.

Position Description Reports to: Tyler Patterson, Financial Advisor & Associate Manager Date: Immediately Status: Full Time/Exempt Work environment: Hybrid (50%/month) Job Summary The Associate Financial Advisor (AFA) is a client-facing advisor‑in‑training role responsible for managing and grow

The pay is dependent on the region in the United States) Overview The Financial Aid Advisor is responsible for assisting students in their application for Financial Assistance to attend Gurnick. We are currently seeking a Financial Aid Advisor. A minimum of one year of Financial Aid Experience is r

Roles: Family Office Advisors & Financial Planners (Experienced), UHNW. This isn’t the backseat—you’re driving strategy on tax planning, financial planning, estate structuring, investments, and advisory. Drive strategy on tax planning, financial planning, estate structuring, investments, and a

A leading consulting firm in San Francisco is offering an exciting opportunity for a passionate individual to enhance families’ financial well-being.

Our team is looking for a Financial Analyst, Consultant to steer financial performance toward Blue Shield goals. The Corporate Services Finance team ensures financial stewardship of the Corporate Services administrative budget and serves as the trusted financial advisor to executive leadership. Driv

A financial services company is seeking licensed Life Insurance Agents to provide retirement accounts to interested clients in a fully remote setting.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor_24007333). Lateral-US/job/Honolulu/Merrill-

A financial services firm in San Francisco seeks motivated individuals to join as Financial Professionals. No prior financial experience is needed, and comprehensive training will be provided. In this role, you will educate and assist clients with financial strategies while working remotely or in a

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of cli

At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Be knowledgeable about Northwestern Mutual financial products and financial market trends. Financial Managemen

A financial services firm in San Francisco seeks a knowledgeable Investment Advisor to support U. The ideal candidate will have 5+ years in financial planning, hold securities qualifications, and possess a strong analytical mindset. This role offers competitive compensation and a vibrant workplace f

As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that sa

Under this model Financial Advisors are not employees of LPL Financial. This employment opportunity at BMO Bank in Berkeley, CA would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. As an advisor associated with LPL Financial, you benefit fr

As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospe

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaini

Boutique wealth management firm in Irvine, CA serving high net worth clientele seeks a Financial Advisor to support client relationships, present financial plans, and deliver a high-touch client experience in a growing firm. Support client relationships as the day-to-day point of contact, running re

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recomme

The Patient Financial Advisor (PFA) offers financial advice and assistance to patients regarding medical bills. Director of Patient Financial Services. Work with pharmacies and pharmacy insurance programs to make sure prescribed medications are covered by the patient's financial resources.

The Private Family Office provides proactive financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Join an advisor team(s) and help service clients and their fam

As a Family Office Advisor, you will be instrumental in shaping the financial futures of our firm's most strategic clients. Advanced Financial Analysis: Prepare and critically review sophisticated financial statements (balance sheets, income statements, and cash flow statements) to uncover trends, i

Basic Qualifications - Bachelor's degree, or equivalent work experience - Three to five years of experience in a financial sales position, preferably working with the affluent client segment - FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license Preferred Skills/Experience -