Senior Financial Planner Salaries in California

While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or…

$165,000 - $220,000 a year

Using the client’s proven consultative framework, you’ll assess each prospect’s retirement situation, educate them on advanced tax planning strategies, and help…

$90,000 - $360,000 a year

Rather than working directly with clients, the Senior Associate will help design and evolve our wealth planning platform, developing tools and insights that…

$85,000 - $110,000 a year

Combines technical knowledge with fact finding and analysis to develop advice-driven solutions for clients. Cultivates relationships with referral sources and…

$189,290 - $331,200 a year

Gather and compile client’s financial information to prepare net worth, cash flow, investment planning, insurance summaries and other tools for use in wealth…

$92,000 - $125,000 a year

14 days ago

Identifying opportunities to design and develop visualizations and dashboards that enable effective and repeatable analysis of large transactional datasets.

$110,700 - $218,300 a year