Financial Planner Salaries in California

Performs financial planning analyses for clients including, but not limited to retirement, investments, estate, tax, education funding, real estate, and risk…

You will partner directly with members to understand their goals, design tailored strategies, manage implementation, and monitor performance.

$110,000 - $300,000 a year

10 days ago

Built for experienced advisors - not entry-level advisors or product-led sales roles. The total rewards package at Current includes base salary and benefits.

$150,000 - $600,000 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

Engage daily with new and existing clients to understand their goals and needs, design tailored strategies, and present customized solutions.

$50,000 - $150,000 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