Top 11 Wealth advisor Jobs in Arroyo Grande Ca

Licensed Real Estate Agent
Wealth Managers —California
- $66,183.88 - $115,231.00 a year
- Call employer
- Remote
- Mid-level
- Real Estate License
- Commercial
- Work from home
- Professional development assistance
Quick Apply
Financial Advisor
Edward Jones —Santa Maria, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Regional Tax Director
Pivotal Talent Search —California
- $220,000 - $275,000 a year
- Full-time
- Hybrid work
- CPA
- Senior level
- Master of Business Administration
Quick Apply
Wealth Advisor
EP Wealth Advisors, LLC —San Luis Obispo, CA
- $60,000 - $120,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
9d
Emerging Partner Account Manager - San Luis Obispo/Santa Barbara
Human Interest —San Luis Obispo, CA
- $60,000 - $120,000 a year
- Remote
- Mid-level
- Fair chance
- 2 years
- Health insurance
- Dental insurance
Advisor, Business Operations
Entegris —San Luis Obispo, CA
- $75,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
5d
Wealth Management Trainee (CA)
Bankers Life —San Luis Obispo, CA
- $70,000 - $100,000 a year
- Full-time
- Entry level
Quick Apply
Vice President, Advisor (San Luis Obispo)
EP Wealth Advisors, LLC —San Luis Obispo, CA
- $150,000 - $200,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Paid parental leave
- Health savings account
Quick Apply
Financial Services Professional - Hybrid Remote (CA)
Bankers Life —San Luis Obispo, CA
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Financial Advisor
First Command Financial Services, Inc. —Santa Maria, CA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training

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Financial Advisor
Edward Jones —Santa Maria, CA
As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your branch team, a home-office team and other regional…
$45,000 - $100,000 a year
Financial Solutions Advisor - CA Coastal Region
Bank of America —San Luis Obispo, 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

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Associate Financial Advisor
TPM Placement —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office*.
$110,000 - $130,000 a year
Quick Apply
J.P. Morgan Wealth Management National Branch Personal Advisor - Westerville, OH
JPMorganChase —Westerville, OH
A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment.

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wealth advisor jobs near arroyo grande ca

Licensed Real Estate Agent

Wealth Managers -
California

Quick Apply

Job Details

Contract
$66,183.88 - $115,231.00 a year

Benefits

Work from home
Professional development assistance
Flexible schedule

Qualifications

Real estate sellers
Property showing
Real estate sales cycle
Real Estate License
Real estate salesperson license

Full Job Description

Overview

We are seeking applicants with a current or pending active California real estate license; please note that those currently studying should wait to apply until their license is secured. This is a commission-only role designed for flexibility and growth, open to new agents, experienced pros, and independent teams. Wealth Managers operates as a full-service investment advisor, brokerage, and lender with a distinct advantage: we charge no upfront, closing, or transaction fees. Monthly fee waived for agents with one annual transaction.

You can easily switch anytime between our 80% Mentorship, 90% Agent Support, and 100% Independent Agent plans to switch between the level of support needed between deals. Check out our plans or book a call with our broker: wealthmgrs.com/agents/

Responsibilities & Qualifications

Current California real estate agent license in good standing
Promote real estate in your area via social media
Show property to potential buyers, conduct open houses for sellers
Network, call leads, host open houses

100% Independent Agent commission plan:

$495 flat fee per side residential deals, low brokerage commission cap
Social Media Content Library (Buyer & Seller Content)
Buyer and seller leads, HubSpot® CRM at no cost, DBA's welcome
Transaction management software provided at no cost
Open House Sign-Up Registry, we find you open houses that need hosting
Keep your local MLS and association (non-MLS option and referral-only available)
No upfront, or transaction fees, E&O included
In-house lending, individual, and group Zoom training
Free business cards and @wealthmgrs.com email address for receiving
30% discount on CE , $1,000 real estate agent recruitment bonus
Regus conference room reimbursement statewide, work from home
Monthly fee waived for agents with one annual transaction.

90% Agent Support commission split:

Buyer and seller leads, HubSpot® CRM at no cost
Social Media Content Library (Buyer & Seller Content)
Open House Sign-Up Registry, we find you open houses that need hosting
Individual and group Zoom training, broker document review sessions
No upfront, transaction, or closing fees, E&O included
Transaction management software provided at no cost
Keep your local MLS and board (non-MLS option and referral-only available)
$1,000 agent recruiting bonus, 30% discount on CE
Free business cards and @wealthmgrs.com email address
Free listing yard signs, in-house lending, DBA's welcome
Residential and commercial deals, low brokerage commission cap
Regus conference room reimbursement statewide, work from home
Monthly fee waived for agents with one annual transaction.

80% Mentorship commission split includes:

All contracts prepared for you and your clients, sent direct via Docusign
Buyer agreement preparation, listing agreement preparation
Purchase agreement preparation, MLS listings created for you
Social Media Content Library (Buyer & Seller Content)
Open House Sign-Up Registry, we find you open houses that need hosting
Total back office support for contract preparation and escrow docs
Buyer and seller leads provided, HubSpot® CRM at no cost
Transaction management software provided at no cost
Individual and group Zoom training, after-hours and weekend Broker support
No upfront or transaction fees, E&O included
Keep your local MLS and association (non-MLS option/referral available)
Free business cards, yard signs, @wealthmgrs.com email address
$1,000 agent recruiting bonus, 30% discount on CE
In-house lending, low annual brokerage commission cap
Residential and commercial deals supported
Conference room reimbursement statewide, work from home
Monthly fee waived for agents with one annual transaction.

At Wealth Managers, our real estate agents are essential to the success of our real estate division, which is why we offer a $1,000 recruiting bonus for any agent referrals you bring to the brokerage. We are open to both full-time and part-time real estate professionals seeking a flexible career path with absolutely no minimum sales quotas and no required meetings. CA DRE #02139694 | NMLS #2114627 | www.wealthmgrs.com

Job Type: Contract

Pay: $66,183.88 - $115,231.00 per year

Benefits:

Flexible schedule
Professional development assistance

License/Certification:

California Real Estate license (Required)

Work Location: Remote

Quick Apply

Refine Your Search

wealth advisor jobs in arroyo grande ca

Licensed Real Estate Agent

Financial Advisor

Regional Tax Director

Wealth Advisor

Emerging Partner Account Manager - San Luis Obispo/Santa Barbara

Advisor, Business Operations

Wealth Management Trainee (CA)

Vice President, Advisor (San Luis Obispo)

Financial Services Professional - Hybrid Remote (CA)

Financial Advisor

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