Financial Planner Salaries in San Jose, CA

Drafting correspondence and needs summaries. Aptitude for financial and investment concepts. CFP designation is strongly preferred but candidates willing to…

Flexible Schedule* - Set your own hours, with the ability to work full-time or part-time (5–40 hours per week). Strong communication and interpersonal skills.

$25,000 - $75,000 a year

Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus. A required Bachelor’s degree in business administration, finance, or similarly…

$118,500 a year

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 - $174,000 a year

Prioritization Management: Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth…

$46.15 - $63.46 an hour

Using the client’s proven consultative framework, you’ll assess each prospect’s retirement situation, educate them on advanced tax planning strategies, and help…

$90,000 - $360,000 a year