Wealth Management Advisor Salaries in Sunnyvale, CA

*Complete Flexibility:* Manage your own schedule with a flexible, hybrid work setup based out of San Jose, CA. Lucrative client and advisor referral programs.

$30,000 - $100,000 a year

5 days ago

Receive client calls and resolve questions/issues as needed. Alongside the advisor, the wealth planner will develop individualized financial plans and…

$70,000 - $75,000 a year

Combines technical knowledge with fact finding and analysis to develop advice-driven solutions for clients. Cultivates relationships with referral sources and…

$189,290 - $331,200 a year

Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team,…

$75,000 - $125,000 a year

1 day ago

Provide spreadsheet analysis on an ad-hoc basis for more advanced financial topics and other specialty requests such as tax-loss harvesting, stock option, and…

$85,000 - $105,000 a year

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

8 hours ago