Top 160 Financial advisor Jobs in Concord Ca

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 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
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
Financial Advisor - AI Trainer
DataAnnotation —Oakland, CA
- $50 - $100 an hour
- Part-time
- Remote
- English
- Master's degree
- Analysis skills
Quick Apply
Financial Advisor
City National Bank —San Francisco, CA
- $95,000 a year
- Office
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
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 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
Client Service Associate - Associate Financial Advisor
Pollak & Pollak Wealth Management —Orinda, CA
- $65,000 - $100,000 a year
- 8 hour shift
- Office
- Administrative experience
- Bachelor's degree
- Profit sharing
- Paid training
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
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
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 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
Sales Advisor Seeking Former Educator/Coach
Northwestern Mutual - San Francisco —San Francisco, CA
- $72,000 - $92,000 a year
- Full-time
- Hybrid work
- 18 years or older
- High school
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor II
Patelco Credit Union —San Francisco, CA
- $32.50 an hour
- Full-time
- 5 years
- Computer literacy
- Basic math
- Paid holidays
- Health insurance
Financial Advisor
City National Bank —Walnut Creek, CA
- $95,000 a year
- Office
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
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
Associate Wealth Advisor
Beacon Pointe Advisors LLC —Pleasant Hill, CA
- $85,000 - $100,000 a year
- Microsoft Excel
- Writing skills
- Research
Client Service Manager
Heffernan Financial —Walnut Creek, CA
- $90,000 - $105,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Research
- Office
Quick Apply
Wealth Management Advisor - Walnut Creek, CA
TIAA —Walnut Creek, CA
- $100,000 - $110,000 a year
- Online Application
- 5 years
- Office
- Business development
Associate Wealth Management Advisor
U.S. Bank National Association —Walnut Creek, CA
- $65,000 - $80,200 a year
- Full-time
- Mid-level
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
17h

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financial advisor jobs near concord ca

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

Northwestern Mutual -
Walnut Creek, CA

Quick Apply

Job Details

Full-time
$80,000 - $200,000 a year

Benefits

Paid training
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Pension plan
Parental leave
Vision insurance
401(k) matching
Flexible schedule
Life insurance
Retirement plan

Qualifications

Sales
Bachelor's degree
Experience practicing in the securities industry

Full Job Description

Financial Advisor

*Must be in San Francisco Bay Area. (Offices in San Francisco, Walnut Creek, Redwood City and Monterey)

Build a Business for Yourself, but Not by Yourself.

Northwestern Mutual was named one of the World’s Most Admired Companies® in our industry by Fortune’s annual survey in 2024 and ranked 111 by Fortune 500®, affirming we are among America’s premier companies. For over 165 years, our Financial Advisors have helped clients through comprehensive and innovative financial planning, keeping them consistent and on track to meet their financial goals.

As a Northwestern Mutual Financial Advisor, you’ll build lasting relationships with your clients, help them achieve their financial goals, and help solidify your future, too.

Through our award-winning training and development programs, career changers like yourself are assigned a mentor and receive ongoing support to help you build your career. Your hard work will be rewarded with opportunities for growth and unlimited income potential, including the chance to pursue a leadership role that offers growth opportunities through recruitment, development, and retention.

At the San Francisco Bay Area Group (SFBAG), we value an inclusive and belonging workplace where everyone’s unique viewpoints are respected. We strive to create a culture that reflects our communities and fosters an environment where everyone is welcomed, valued, and heard.

We Can Count on Our Financial Advisors To:

Build a client base by growing relationships with your network
Educate beyond training through sponsored licensing and knowledge of Northwestern Mutual financial products and market trends with support from our Training and Development Team.
Influence and present clients with an integrated financial plan (insurance and investments) with expert perspectives and recommendations with support from our Financial Planning Team.
Own your business’s development and management as you master your craft. Maintain client relationships to review and update your client’s financial goals.

Within 1 Month, You’ll:

Attend and graduate from our 16-day Financial Planning Academy
Work with our Development team to develop a business plan unique to you
Launch your website and digital presence with our Marketing team
Run client facing meetings with support from a mentor and seasoned Financial Advisors

Within 3 - 6 Months, You’ll:

Participate in your first monthly peer-to-peer study group in our San Francisco office
Build your clientele while working with individuals, families and businesses on personal insurance and investment planning
Pass your SIE, Series 6, and series 63 exams to fully registered
Qualify to attend NM’S Trailblazer Academy at our Headquarters in Milwaukee

Within 6 months - 1 Year, You’ll:

Impact at least 60 clients with integrated financial plans
Attend Regional and Annual Conferences
Leverage NM’s Development Programs

Benefits of Working with Northwestern Mutual:

Medical - High deductible and traditional co-pay plans available
Dental, Vision & Flexible Spending Accounts available
Retirement Package and Pension Plan funded by Northwestern Mutual
Life Insurance and Disability Income Insurance
Exceptional income potential that is directly related to your sales results and the relationships you develop with your clients. Financial representatives are compensated through commissions, renewals, and bonuses. (Average uncapped annual earnings of $70K-$250K+; based on 2015-2022 company average for representatives in the first 3 years)
Family Planning – Maternity, short-term disability, & adoption assistant available as well as access to family planning specialists
Wellbeing – A life assistance program that provides confidential and personalized content and tools to assist in all aspects of your life.
LGBTQ+ gender health services and transgender care
Study groups for insurance licensing, SIE, Series 6, Series 63

Your Areas of Knowledge and Expertise that Matter for this Role:

4-year degree; or equivalent professional work experience
3 or more years of experience in business or sales
Obtain your California Life, Accident and Health license within 30 days
Complete Securities Industry Essentials (SIE) exam within 60 days
Obtain securities license; Series 6 or 7 and Series 63 within 90 days
Entrepreneurial ambitions
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking and communication competencies
General knowledge of Microsoft Office
Legal authorization to work in the US without sponsorship
Ability to be in the office to attend in-person meetings 4 days per week

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

Job Type: Full-time

Pay: $80,000.00 - $200,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Life insurance
Paid training
Parental leave
Retirement plan
Vision insurance

Ability to commute/relocate:

Walnut Creek, CA 94596: Reliably commute or planning to relocate before starting work (Required)

Education:

Bachelor's (Preferred)

Experience:

Sales Experience: 2 years (Preferred)

Ability to Relocate:

Walnut Creek, CA 94596: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Refine Your Search

financial advisor jobs in concord ca

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

Financial Advisor - 10 Years Required

Financial Advisor

Financial Advisor - AI Trainer

Financial Advisor

Lenox Advisors - Financial Advisor

Financial Services Representative path to Financial Advisor

Client Service Associate - Associate Financial Advisor

CNO Financial Advisor - Hybrid Remote (CA)

Entry Level - Wealth Management Associate

Fast Track to Management

Financial Advisor

Sales Advisor Seeking Former Educator/Coach

Financial Advisor II

Financial Advisor

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Associate Wealth Advisor

Client Service Manager

Wealth Management Advisor - Walnut Creek, CA

Associate Wealth Management Advisor

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