Insurance Advisor Salaries in Walnut Creek, CA

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

Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).

$34,320 - $90,000 a year

Introduces clients to investment strategies and works with clients to develop a financial plan utilizing appropriate guidance tools.

$63,300 - $117,200 a year

Interest to develop career within financial services industry; working towards CFP certification preferred. EPWA fosters an inclusive environment that offers…

$60,000 - $120,000 a year

Manage a portfolio of high-touch customers by serving as their day-to-day contact for questions and issues via phone calls, emails, ZenDesk tickets, and in-…

$32.00 - $34.25 an hour

15 hours ago

We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

$70,000 - $80,000 a year