Financial Professional Salaries in California

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to…

$70,000 - $80,000 a year

Conduct thorough financial needs assessments and develop customized strategies encompassing investments, retirement planning, insurance, and other financial…

$80,000 - $175,000 a year

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions…

$28.85 - $33.65 an hour

Introduces clients to investment strategies and works with clients to develop a financial plan utilizing appropriate guidance tools.

$57,500 - $106,500 a year

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to…

$70,000 - $80,000 a year

Handles inbound inquiries from leads regarding Merrill offerings. Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel.

$80,000 - $90,000 a year