Top 90 Wealth management advisor Jobs in Berkeley, Ca

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
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 (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
Financial Consultant Partner- San Francisco-West Portal, CA
Charles Schwab —San Francisco, CA
- $32.84 - $54.18 an hour
- Mid-level
- Office
- Communication skills
- Paid parental leave
- Employee stock purchase plan
Financial Consultant Partner - Walnut Creek, CA
Charles Schwab —Walnut Creek, CA
- $67,000 - $110,500 a year
- Background check
- Mid-level
- Office
- Paid parental leave
- Employee stock purchase plan
Financial Advisor - OR, NY, NJ, FL, or CA
Current —San Francisco, CA
- $150,000 - $600,000 a year
- Full-time
- Remote
- Financial services
- Senior level
- Disability insurance
- Health insurance
Advisor Development Program - Financial Solutions Advisor Trainee: Eastshore Financial Center
Bank of America —Berkeley, CA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Office
- Bachelor's degree
Associate Wealth Advisor
Focus Financial Partners —Walnut Creek, CA
- $110,000 - $125,000 a year
- CPA
- Mid-level
- Office
- Health insurance
- Dental insurance
5d
Asset & Wealth Management, Private Family Office, Financial Planner, Associate - San Francisco
Goldman Sachs —San Francisco, CA
- $75,000 - $160,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Disability insurance
- Health insurance
Associate Wealth Advisor
Focus Partners Wealth —Walnut Creek, CA
- $110,000 - $125,000 a year
- CPA
- Mid-level
- Office
- Health insurance
- Dental insurance
5d
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
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
Financial Advisor
Equitable Advisors —San Francisco, CA
- $39,000 - $125,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Profit sharing
- Health savings account
Quick Apply
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
Charles Schwab —Walnut Creek, CA
- $168,000 - $228,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
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
Financial Consultant Partner- San Mateo, CA
Charles Schwab —San Mateo, CA
- $32.84 - $54.18 an hour
- Mid-level
- Office
- Communication skills
- Paid parental leave
- Employee stock purchase plan
Sales Representative - Entry Level
Walnut Creek - Northwestern Mutual —Walnut Creek, CA
- $60,000 - $80,000 a year
- Full-time
- Hybrid work
- 11+ years
- Office
- Business development
- Profit sharing
- Health insurance
Quick Apply
Advisor Development Program Client Associate - San Francisco
Bank of America —San Francisco, CA
- $35.90 an hour
- Full-time
- Background check
- Computer literacy
- Writing skills
6d
Wealth Management Analyst
Morgan Stanley —San Francisco, CA
- $75,000 - $125,000 a year
- Full-time
- Computer literacy
- Writing skills
- Mid-level
Sr. Banking Advisor
Northern Trust Corp. —San Francisco, CA
- $158,010 - $268,640 a year
- Full-time
- Senior level
- Leadership
- Communication skills
- Health insurance
- Dental insurance

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wealth management advisor jobs near berkeley, ca

Associate Wealth Advisor, Schwab Wealth Advisory

Charles Schwab -
Walnut Creek, CA

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Job Details

$101,000 - $113,000 a year

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Series 66
Series 7
Financial product expertise
Industry knowledge of financial regulations
FINRA License
Experience practicing in the securities industry
Financial markets knowledge

Full Job Description

Walnut Creek, CA

Requisition ID 2026-123404 Category Financial Planning Position type Regular Pay range USD $101,000.00 - $113,000.00 / Year Application deadline 2026-07-27

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.

Schwab Wealth Advisory is a fee based, non‑discretionary investment advisory solution built on trust, personalized service, and Schwab’s disciplined approach to investing. As an Associate Wealth Advisor, you’ll support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships while helping deliver customized financial planning support and address foundational portfolio needs.

This role is ideal for someone who thrives in a fast-moving, relationship‑driven environment and takes ownership of both client outcomes and personal growth. Your work directly supports client confidence, advisor effectiveness, and long‑term relationship success.

Through our Wealth Management Institute, mentorship, and ongoing coaching, you’ll build skills in client relationship management, asset allocation, risk awareness, and consultative communication. This position offers real client experience and a direct pathway to becoming a Wealth Advisor.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

What you have

Required Qualifications

Prioritization Management: Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth Advisors to ensure timely, accurate service delivery.
Proactivity: Demonstrates initiative by anticipating needs, identifying next steps early, and taking ownership to move work forward.
Coachability: Actively seeks, receives, and applies feedback, asking thoughtful questions and adjusting communication and behaviors to continuously improve client service and advisory support.
Adaptability: Adjusts effectively to changing priorities, evolving client needs, and new information in a virtual advisory environment.

Additional requirements:

Active and valid FINRA Series 7
Active and valid FINRA Series 66 (ability to obtain within a 120-day condition of employment)
Understands core investment products and markets
Applies regulatory and client‑facing fundamentals

Preferred Qualifications:

Experience servicing client relationships in financial services
Bachelor’s degree or equivalent professional experience

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

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Eligible Schwabbies receive

Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment

Apply Now

Refine Your Search

wealth management advisor jobs in berkeley, ca

Associate Wealth Advisor, Schwab Wealth Advisory

Entry-Level - Wealth Management Advisor

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

Financial Consultant Partner- San Francisco-West Portal, CA

Financial Consultant Partner - Walnut Creek, CA

Financial Advisor - OR, NY, NJ, FL, or CA

Advisor Development Program - Financial Solutions Advisor Trainee: Eastshore Financial Center

Associate Wealth Advisor

Asset & Wealth Management, Private Family Office, Financial Planner, Associate - San Francisco

Associate Wealth Advisor

Lenox Advisors - Financial Advisor

Entry Level - Wealth Management Associate

Financial Advisor

Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

Client Services Officer - WMT (Wealth Management)

Financial Consultant Partner- San Mateo, CA

Sales Representative - Entry Level

Advisor Development Program Client Associate - San Francisco

Wealth Management Analyst

Sr. Banking Advisor

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Eligible Schwabbies receive

Medical, dental and vision benefits

401(k) and employee stock purchase plans

Tuition reimbursement to keep developing your career

Paid parental leave and adoption/family building benefits

Sabbatical leave available after five years of employment

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