Financial Planner Salaries in Danville, CA

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

A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment. A valid and active Series 66 (63/65), and Life and…

$28.85 - $39.90 an hour

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

Analyze financial planning strategies (e.g., tax planning, retirement spending, equity compensation) and work with Advisor/Lead Advisor to develop…

$85,000 - $110,000 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

Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire. Working as a dedicated Wealth Management team, using…

$79,000 - $153,000 a year