Financial Professional Salaries in California

Partner with the Wealth Planning Team and Associate Advisors to develop and present thoughtful, customized financial plans. CFP® or ChFC® designation required.

$140,000 - $150,000 a year

5 days ago

PSA is the liaison between patients and their insurance companies; often coordinating payments and answering questions from both parties.

$31.91 - $39.26 an hour

Experience working with financial planning tools (eMoney preferred). The Associate Financial Advisor (AFA) is a client-facing advisor-in-training role…

$85,000 - $115,000 a year

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and…

$200,000 - $250,000 a year

11 days ago

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

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