Wealth Management Advisor Salaries in Pleasanton, CA
$223,333
avg per year
The average salary for Wealth Management Advisor jobs near Pleasanton, CA is $223,333.*
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Top Wealth Management Advisor jobs near Pleasanton, CA
View AllAssociate Wealth Advisor
Mariner Wealth Advisors
Pleasanton, CA
Bachelor’s degree (degrees in finance or related field are a plus). Actively develop skills in various software programs for investment and financial planning.
$85,000 - $120,000 a year
1 day ago
Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab
Walnut Creek, CA
Prioritization Management: Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth…
$101,000 - $113,000 a year
Wealth Advisor (Walnut Creek)
EP Wealth Advisors, LLC
Walnut Creek, CA
Interest to develop career within financial services industry; working towards CFP certification preferred. Basic knowledge of financial and investment concepts…
$60,000 - $120,000 a year
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab
Walnut Creek, CA
Active FINRA Series 66 license (or equivalent). May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA®…
$120,000 - $191,000 a year
Financial Advisor
Allworth Financial
Walnut Creek, CA
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
1 day ago
Wealth Management Senior Relationship Manager - Sacramento, CA Area
Fidelity Investments
Walnut Creek, CA
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
Similar Locations
- San Francisco, CA51 jobs
- Walnut Creek, CA20 jobs
- Sacramento, CA8 jobs
- Folsom, CA7 jobs
- San Jose, CA7 jobs
- Menlo Park, CA6 jobs
* Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.