Client Advisor Salaries in California

You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security.

$70,000 - $90,000 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

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions…

$28.85 - $33.65 an hour

Oversee new client onboarding activities including the collection of required documentation, partnering with internal operations teams on process execution,…

$60,500 - $90,000 a year

Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and…

$100,000 - $275,000 a year

Respond to clients’ requests via phone calls or emails. Professional and pleasant phone demeanor. Your expertise in the firm’s policy, procedures, and…

$105,000 - $115,000 a year