Top 3 Cfp Jobs in San Luis Obispo, Ca

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
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Financial Solutions Advisor - CA Coastal Region
Bank of America —San Luis Obispo, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
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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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Financial Planner
Peak Retirement Planning, Inc. —Columbus, OH
CFP® professional or actively pursuing CFP® certification. Participate in an in-depth training program to sharpen your skills and build technical knowledge.
$50,000 - $200,000 a year
Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. CFP® candidate or actively pursuing CFP® certification. We are not a firm for everyone.
$50,000 - $100,000 a year

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Wealth Advisor

EP Wealth Advisors, LLC
San Luis Obispo, CA

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Job Details

Full-time
$60,000 - $120,000 a year

Benefits

Paid parental leave
Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Flexible schedule
Life insurance
Referral program

Qualifications

Financial sales
Client database systems
Bachelor's degree
Relationship management

Full Job Description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

The Wealth Advisor is responsible for providing comprehensive service to an assigned number of existing clients, as well as assisting in developing new business through inbound generated leads. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurship, Inclusion and Connection.

Total cash target is $60,000-120,000 annually, inclusive of incentive compensation

Duties and Responsibilities

Work closely with branch team to provide service to a defined group of clients
Support internal marketing efforts by qualifying leads and referring to appropriate advisor team
Liaise with advisory team internal team members including portfolio management, operations and financial planning on client meeting preparation and monitoring workflow associated with servicing clients
Document client interactions and client related workflows in contact management system
Engage resources to stay current with information regarding regulatory requirements, financial services, and other functions pertinent to duties.
Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance
Perform additional functions, duties and specific tasks of a similar nature and scope as necessary in order to achieve the firm's business development and client retention objectives.

Qualifications

Undergraduate degree required, preferably in business related major
Series 65 or equivalent
Minimum 2 years of relationship management/sales experience with a minimum of 1 year in financial services
Interest to develop career within financial services industry; working towards CFP certification preferred
Basic knowledge of financial and investment concepts
Excellent written and verbal communication skills
Demonstrated interpersonal skills with the ability to work well within a collaborative environment
Reliable, organized and goal-oriented
Ability to work independently, self-directed, and exercise discretion without immediate supervision at all times
Ability to multi-task under pressure, prioritize workflow and assignments in a deadline oriented environment
Demonstrated knowledge of CRM software and Microsoft Office including Word, Excel, PowerPoint, Outlook

What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

11 Paid Holidays + 2 Floating Holidays
PTO
Paid Parental Leave
Paid Volunteer Time
Flexible Work Schedule
Highly subsidized Health, Dental, and Vision Plans
401k Retirement Account with company match contributions
Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
Flexible Spending Accounts and Health Savings Accounts
Employee Financial Education
Employee Educational Expense Reimbursement
Employee Charitable Donations
Employee Referral Incentives
Employee Team Building Activities
Employee Assistance Program

#LI-Hybrid

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

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cfp jobs in san luis obispo, ca

Wealth Advisor

Financial Solutions Advisor - CA Coastal Region

Relationship Manager – Private Wealth & Tax Solutions

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