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

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

Assists with branch opening and closing procedures including cash replenishment and servicing of cash devices. Excellent written and oral communication skills.

$22 - $27 an hour

In addition, the FAA I will be responsible for explaining the payment requirements on unfunded balances and securing a signed payment plan from the student…

$19.80 - $29.15 an hour

6 days ago

Provides accurate, prompt, efficient, and courteous cash and non-cash transaction services. Completes departmental functions such as opening and closing branch…

$21.57 - $31.58 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