Top 309 financial planner Jobs in berkeley, ca

Licensed Client Services Administrator
In Touch Financial Services —Emeryville, CA
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- Administrative experience
- Financial services
- Health insurance
- 401(k)
Quick Apply
Accelerated Path to Management
New York Life —San Francisco, CA
- $68,000 - $285,000 a year
- Full-time
- Background check
- Customer service
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Services Representative path to Financial Advisor
New York Life —San Francisco, CA
- $69,000 - $185,000 a year
- Full-time
- Hybrid work
- US work authorization
- Entry level
- Disability insurance
- Health insurance
Quick Apply
7d
Bilingual Financial Representative- Chinese/English
True Path Financial —Burlingame, CA
- $50,000 - $150,000 a year
- Full-time
- No experience needed
- English
- US work authorization
- Paid training
- Health insurance
Quick Apply
Fast Track to Management
New York Life/NYLIFE Securities, LLC —San Francisco, CA
- $68,640 - $285,000 a year
- Full-time
- Background check
- Sales
- Customer service
- AD&D insurance
- Disability insurance
Quick Apply
Financial Consultant - Marin, CA
Fidelity Investments —Larkspur, CA
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- Mentoring
- Communication skills
- Loan repayment program
- Tuition reimbursement
Financial Advisor
New York Life/NYLIFE Securities, LLC —San Francisco, CA
- $68,640 - $120,555 a year
- Full-time
- Hybrid work
- Background check
- US work authorization
- Entry level
- Disability insurance
- Health 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 Professional
New York LIfe —San Rafael, CA
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Bachelor's degree
- Paid training
- Health savings account
Quick Apply
Financial Advisor - Associate
New York Life —San Mateo, CA
- $82,017 - $150,613 a year
- Full-time
- Hybrid work
- Sales
- Customer service
- Mid-level
- Profit sharing
- Paid training
Quick Apply
Financial Advisor - AI Trainer
DataAnnotation —San Francisco, CA
- $50 - $60 an hour
- Part-time
- Remote
- English
- Master's degree
- Doctor of Philosophy
Quick Apply
7d
Financial Advisor - AI Trainer
DataAnnotation —Oakland, CA
- $50 - $60 an hour
- Part-time
- Remote
- English
- Master's degree
- Analysis skills
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
CNO Financial Advisor - Hybrid Remote (CA)
CNO Financial Group, Inc. —Pleasanton, CA
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Wealth Management Trainee
Bankers Life —Pleasanton, CA
- $70,000 - $100,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Entry-Level - Wealth Management Advisor
New York Life —San Mateo, CA
- $52,217 - $183,294 a year
- Full-time
- Bilingual
- Background check
- Management
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor
City National Bank —Walnut Creek, CA
- $95,000 a year
- Office
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Client Services Officer - WMT (Wealth Management)
BANK OF MARIN —Novato, CA
- $30.61 - $41.31 an hour
- Full-time
- Sales
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Quick Apply
Licensed Financial Professional
Walnut Creek - Northwestern Mutual —Walnut Creek, CA
- $79,000 - $125,000 a year
- Full-time
- Hybrid work
- 11+ years
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
4d
Senior Director, Client Executive
BNY —San Francisco, CA
- Full-time
- Bilingual
- Business development
- Bachelor's degree
4d

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Licensed Client Services Administrator

In Touch Financial Services
Emeryville, CA

Quick Apply

Job Details

Full-time
$70,000 - $90,000 a year

Benefits

Health insurance
401(k)
Paid time off

Qualifications

Customer communication
Account maintenance
iOS
Client file management
Administrative experience
Series 7
Client services
macOS
Financial services
Productivity software
Appointment scheduling
Practicing in the securities industry
Documentation Handling
Technical Proficiency

Full Job Description

Position Overview

In Touch Financial Services is seeking an experienced, Licensed Client Services Administrator who brings initiative, sound judgment, and genuine care to their work. We are seeking a Licensed Client Services Administrator to deliver exceptional client service, provide technical and administrative support to the Lead Advisor, and ensure efficient operation of the practice. This role requires strong attention to detail, excellent communication skills, and the ability to manage client needs with professionalism and care. This role is ideal for someone who doesn’t wait to be told what to do — they anticipate needs, think critically, and take ownership of both the client experience and the daily operations of the firm. You will serve as a trusted point of contact for clients and a key partner to the Lead Advisor, ensuring that nothing falls through the cracks and that clients feel supported, informed, and valued at every stage of the relationship. This is not a task-only administrative role. The right person will be proactive, thoughtful, and dependable — someone who takes pride in follow-through and understands the importance of both accuracy and compassion in financial services.

What Success Looks Like in This Role

A successful candidate:
Thinks two steps ahead of clients and advisor needs
Notices what needs attention and takes action without being asked
Follows responsibilities through to completion with consistency and care
Communicates proactively, clearly, and kindly
Brings calm, organization, and accountability to a fast-paced environment

Key Responsibilities:

Client Experience & Relationship Support

Serve as a primary point of contact for client service requests, inquiries, and follow-ups
Anticipate client needs by proactively monitoring accounts, pending items, and upcoming milestones
Communicate with warmth, professionalism, and clarity — clients should feel genuinely cared for
Prepare materials and documentation for client meetings and ensure timely post-meeting follow-through
Maintain the firm’s client calendar, including scheduling, confirming, and coordinating appointments for both current and prospective clients
Ensure all meetings are properly prepared for, documented, and followed up on

Account Administration & Operations

Coordinate new account openings, transfers, account maintenance, and custodial paperwork
Process service items including cashiering requests, contributions, withdrawals, RMDs, and account updates
Track outstanding service items and ensure completion — nothing should remain unresolved
Maintain accurate, detailed CRM records and client documentation

Advisor & Practice Support

Anticipate the advisor’s needs by staying aware of priorities, deadlines, and workflows Provide trading and investment support under advisor direction, within licensing guidelines
Identify gaps or inefficiencies in processes and suggest thoughtful improvements
Support special projects and evolving firm needs as the practice grows

Required Qualifications

Active Series 7 and Series 66 (or Series 63/65 combination)
Minimum 2+ years of experience in a wealth management or financial services environment
Demonstrated experience working withinApple iOS and macOS systems, including calendar management and related applications
Strong proficiency in Microsoft Office; CRM and custodial platform experience strongly preferred
Experience handling custodial paperwork, account servicing, and operational workflows

The Right Person for This Role Is:

A self-starter who takes initiative and does not require constant direction
A strong, independent thinker with good judgment and problem-solving ability
Exceptionally organized, detail-oriented, and known for excellent follow-through
Smart, compassionate, and personable — clients feel comfortable and supported
Calm, dependable, and accountable under pressure
Someone who takes pride in being proactive, reliable, and thoughtful in their work

This role requires comfort with independently managing schedules, priorities, and details, while maintaining a high level of responsiveness, professionalism, and genuine care for clients.

Why Join In Touch Financial Services

You will be an integral part of a growing, client-focused practice where your contributions truly matter. The right person will be trusted, valued, and relied upon as a key member of the team, with the opportunity to make a meaningful impact on both client experience and firm operations.

This position is best suited for someone who enjoys taking ownership, thinking ahead, and being accountable for outcomes — not just completing assigned tasks

Pay: $70,000.00 - $90,000.00 per year

Benefits:

401(k)
Health insurance
Paid time off

Application Question(s):

Think about the last time you had a really full or high‑pressure day, with several things competing for your attention. What’s your personal system for staying organized, deciding priorities, and making sure nothing gets missed?
Think about a situation from the last week or the past month where you noticed something needed attention before anyone pointed it out. What tipped you off and what made you decide to act when you did?

Work Location: In person

Quick Apply

Refine Your Search

financial planner jobs in berkeley, ca

Licensed Client Services Administrator

Accelerated Path to Management

Financial Services Representative path to Financial Advisor

Bilingual Financial Representative- Chinese/English

Fast Track to Management

Financial Consultant - Marin, CA

Financial Advisor

Lenox Advisors - Financial Advisor

Financial Professional

Financial Advisor - Associate

Financial Advisor - AI Trainer

Financial Advisor - AI Trainer

Entry Level - Wealth Management Associate

CNO Financial Advisor - Hybrid Remote (CA)

Wealth Management Trainee

Entry-Level - Wealth Management Advisor

Financial Advisor

Client Services Officer - WMT (Wealth Management)

Licensed Financial Professional

Senior Director, Client Executive

I want to receive the latest job alert for financial planner in berkeley, ca

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