Financial Consultant Salaries in Berkeley, CA

Candidates in other markets may also be considered based on their book of business and licensing profile. That’s why we’ve built a platform designed to give our…

$150,000 - $600,000 a year

Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill…

$28.85 - $33.65 an hour

*Professional Growth:* encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…

$39,000 - $125,000 a year

14 days ago

A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.

$70,320 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

CFP certification preferred, or willingness to pursue certification. Conduct research and analysis on financial planning topics such as retirement income…

$90,000 - $105,000 a year