Top 202 Financial advisor Jobs in Benicia, Ca

Financial Advisor - 10 Years Required
Bedell Frazier —Walnut Creek, CA
- $135,000 - $175,000 a year
- Full-time
- Background check
- Writing skills
- Office
- Health insurance
- Dental insurance
Quick Apply
Lenox Advisors - Financial Advisor
Lenox Advisors —Walnut Creek, CA
- $75,000 - $100,000 a year
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
David White & Associates —San Ramon, CA
- $50,000 - $150,000 a year
- Full-time
- Background check
- Sales
- Office
- Profit sharing
- Health insurance
Quick Apply
Financial Advisor (Career Changers Encouraged - Training & Mentorship Provided)
Northwestern Mutual —Walnut Creek, CA
- $80,000 - $200,000 a year
- Full-time
- Background check
- Sales
- Office
- Paid training
- Disability insurance
Quick Apply
Investment Executive (Financial Advisor) Northern, CA - East Bay
Fifth Third Bank —Walnut Creek, CA
- Full-time
- Office
- Travel
- Mentoring
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Walnut Creek, CA
- $120,000 - $191,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
Financial Advisor
Allworth Financial —Walnut Creek, CA
- $140,000 - $150,000 a year
- Full-time
- 5 years
- Office
- Mentoring
- Health savings account
- Paid holidays
1d
Financial Solutions Advisor - Diablo Market
Bank of America —Pleasant Hill, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Walnut Creek, CA
- $101,000 - $113,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
Financial Planning Associate
Burton Enright Welch —Walnut Creek, CA
- $85,000 - $110,000 a year
- Full-time
- CPA
- Writing skills
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
Private Client Advisor II
Bank of America —Walnut Creek, CA
- $100,000 - $275,000 a year
- Full-time
- Background check
- CPA
- Mid-level
Financial Planning Consultant (Walnut Creek, CA)
Raymond James Financial, Inc. —Walnut Creek, CA
- $70,304 - $100,000 a year
- Full-time
- Data analysis skills
- Research
- Mid-level
- Paid holidays
- Health insurance
Financial Advisor - AI Trainer
DataAnnotation —Oakland, CA
- $50 - $100 an hour
- Part-time
- Remote
- English
- Master's degree
- Analysis skills
Quick Apply
Associate Wealth Advisor - Hightower Signature Wealth
HighTower Advisors —San Ramon, CA
- $75,000 - $80,000 a year
- Full-time
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Health savings account
Quick Apply
Entry Level - Wealth Management Associate
Equitable Advisors —San Francisco, CA
- $39,000 - $125,000 a year
- Full-time
- Sales
- Office
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Quick Apply
Senior Personal Finance & Tax Expert - AI Training
Braintrust —San Francisco, CA
- $96 an hour
- Remote
- CPA
- Senior level
- 10 years
14h
Financial Advisor with Healthcare Background
Walnut Creek - Northwestern Mutual —Walnut Creek, CA
- $84,000 - $95,000 a year
- Full-time
- Hybrid work
- 11+ years
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
11d
Financial Consultant - Berkeley, CA
Fidelity Investments —Berkeley, CA
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Mentoring
- Loan repayment program
- Health insurance
12d
Financial Services Advisor
Kestra Financial —Walnut Creek, CA
- Full-time
- Office
- Senior level
- Communication skills
Quick Apply
Financial Advisor
First Command Financial Services, Inc. —Fairfield, CA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training

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financial advisor jobs near benicia, ca

Financial Advisor - 10 Years Required

Bedell Frazier
Walnut Creek, CA

Quick Apply

Job Details

Full-time
$135,000 - $175,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Customer communication
Teamwork
Investment management advisory services
Professional ethics
Regulatory compliance
Estate planning advisory services
Financial goal setting advisory services
Insurance planning
Financial services
Financial regulatory compliance
Series 65
Account management
Retirement planning advisory services

Full Job Description

About Us
We are a professional, client-focused team dedicated to making a meaningful difference in the lives of those we serve. Our work is driven by a commitment to excellence, integrity, and long-term client success.

This is an outstanding opportunity to join a respected firm in the financial services industry.

We're seeking a collaborative, experienced client facing professional who is interested in a long-term role contributing to the continued growth and evolution of a well-established investment management and financial planning firm. The ideal candidate will possess strong communication and relationship-building skills, meticulous attention to detail, a service-oriented mindset, and the ability to manage multiple priorities in a dynamic, fast-paced environment.

This role requires a commitment to the highest standards of client service, professionalism, and ethical conduct. The successful candidate will be expected to operate with a strong understanding of regulatory requirements and a focus on delivering exceptional outcomes for our clients.

Our office environment is fast-paced and mission-driven, with a culture centered on enhancing the financial well-being of our clients.

Ideal Candidate Attributes:

Unwavering client-first mindset
Strong personal work ethic and sense of accountability
Demonstrates respect and professionalism in all interactions
High level of integrity and trustworthiness
Deep understanding of investments, financial markets, and planning strategies for high-net-worth individuals
Exceptional communication skills, both written and verbal
Operates in a fiduciary capacity, always acting in the best interest of the client
Remains composed and solutions-oriented under pressure
Proven ability to develop new relationships and convert prospective clients
Active and empathetic listener, inquisitive nature
Self-motivated and driven to excel
Strategic thinker with strong problem-solving abilities and a forward-looking mindset
Positive, enthusiastic attitude
Flexible and adaptable to evolving client needs and firm priorities
High energy with a proactive approach to challenges
Creative thinker with a passion for continuous learning and professional growth
Highly organized with strong attention to detail
Discreet, with a strong understanding of confidentiality and compliance obligations

Key Responsibilities:

Serve as the primary point of contact to cultivate and enhance long-term client relationships
Clearly communicate investment strategies and financial planning recommendations on an ongoing basis
Lead client meetings with thorough preparation and manage all follow-up tasks in a timely manner
Maintain accurate and detailed documentation of all client interactions
Contribute to firm growth by fostering new client relationships
Identify opportunities to consolidate external assets into the firm
Regularly review and update clients’ financial plans to ensure alignment with their goals

This is a full-time, in office position, in Walnut Creek, conveniently located near the Walnut Creek Bart station.

Compensation and Benefits:

$135,000 to $175,000, based on experience plus performance based bonus opportunities

401(k) with match
Health, dental, vision insurance
Flexible spending account
Life insurance
Paid time off

Experience:

Client-facing: 10 years (Required)

License/Certification:

Series 65 (or equivalent) (Required)
CFP (Preferred)

To be employed within the financial services industry, candidate must pass a thorough background check. This includes DMV, credit and criminal. A clean U-4 is also required.

We are working directly with a recruiter, so please do not contact our office.

Please submit cover letter and resume in Word or PDF format.

Instructions for applying for this position:
Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Please follow these instructions to ensure your resume will be reviewed. We look forward to your submission!

Job Type: Full-time

Pay: $135,000.00 - $175,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Experience:

Financial Advisor: 10 years (Preferred)

License/Certification:

Series 65 or equivalent (Required)

Work Location: In person

Quick Apply

Refine Your Search

financial advisor jobs in benicia, ca

Financial Advisor - 10 Years Required

Lenox Advisors - Financial Advisor

Financial Advisor

Financial Advisor (Career Changers Encouraged - Training & Mentorship Provided)

Investment Executive (Financial Advisor) Northern, CA - East Bay

Wealth Advisor, Schwab Wealth Advisory

Financial Advisor

Financial Solutions Advisor - Diablo Market

Associate Wealth Advisor, Schwab Wealth Advisory

Financial Planning Associate

Private Client Advisor II

Financial Planning Consultant (Walnut Creek, CA)

Financial Advisor - AI Trainer

Associate Wealth Advisor - Hightower Signature Wealth

Entry Level - Wealth Management Associate

Senior Personal Finance & Tax Expert - AI Training

Financial Advisor with Healthcare Background

Financial Consultant - Berkeley, CA

Financial Services Advisor

Financial Advisor

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