Top 11 Wealth management advisor Jobs in Davis Ca

Financial Advisor
Pure Financial Advisors, Inc. —Davis, CA
- From $125,000 a year
- Email
- CPA
- 5 years
- Presentation skills
- Health savings account
- AD&D insurance
VP, Wealth Management Advisor - San Francisco Bay Area
Fidelity Investments —Sacramento, CA
- $96,000 - $210,000 a year
- Full-time
- 11+ years
- Bachelor's degree
- Organizational skills
- Loan repayment program
- Tuition reimbursement
Senior Wealth Strategy Consultant
Curvion Blue —Sacramento, CA
- $90,000 - $360,000 a year
- Full-time
- Remote
- Presentation skills
- Senior level
- Communication skills
- Flexible schedule
Quick Apply
Financial Advisor
WestPac —Sacramento, CA
- Full-time
- Business development
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Advisor Development Program - Financial Solutions Advisor Trainee: Fort Sutter Financial Center
Bank of America —Sacramento, CA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Spanish
- Office
Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Northern California
Empower Annuity Insurance Company of America —Sacramento, CA
- $136,800 - $198,375 a year
- Remote
- Bachelor's degree
- Team management
- Travel
- Paid parental leave
- Paid holidays
9d
Merrill Advisor Development Program - Financial Advisor: Sacramento Market
Bank of America —Sacramento, CA
- $80,000 - $90,000 a year
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
Financial Advisor
First Command Financial Services, Inc. —Sacramento, CA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Financial Advisor - Vacaville
Navy Federal Credit Union —Vacaville, CA
- $70,304 - $75,000 a year
- Online Application
- Word processing
- Mid-level
- Office
- Referral program

Discover related jobs

Based on your search for wealth management advisor jobs.

Financial Advisor
Edward Jones —Citrus Heights, CA
As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your branch team, a home-office team and other regional…
$45,000 - $100,000 a year
4d
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
Charles Schwab —Walnut Creek, CA
Active FINRA Series 66 license (or equivalent). Financial Planning: Proven ability to develop and communicate holistic financial plans for high-complexity…
$168,000 - $228,000 a year
10d

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Financial Advisor
KEMBA Financial Credit Union —Columbus, OH
On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs.
$48,000 a year
Quick Apply
Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for wealth management advisor in davis ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth management advisor jobs near davis ca

Financial Advisor

Pure Financial Advisors, Inc.
Davis, CA

Apply Now

Job Details

From $125,000 a year

Benefits

Health savings account
AD&D insurance
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching

Qualifications

Cash flow planning
Income tax planning
Financial goal setting advisory services
Financial needs assessment
Investment risk management
Financial services
Strategic asset allocation in risk management
Estate planning
Retirement planning advisory services

Full Job Description

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $11.05 billion in assets (as of February 12th, 2026) and services clients across the nation. We are headquartered in San Diego and have several branch offices in California (Brea, Davis, Irvine, and Los Angeles), as well as outside California, and we are looking to expand to other locations.

If you are a CERTIFIED FINANCIAL PLANNER® professional, Certified Public Accountant, or Chartered Financial Analyst®, and have at least five years of financial planning experience, please contact us about joining our team and helping us meet the demand of potential clients who want to do business with our firm.

Why become an Advisor with Pure? We provide specialized support so that our Advisors can spend their time where they need to – in front of clients, managing the client relationship, and providing comprehensive financial planning advice. Below are examples of how we provide support to our Advisors:

Marketing & Business Development– We generate the leads so that our Advisors don’t have to invest their time on marketing efforts. This is done in various ways, including our educational classes and client events, as well as, Your Money, Your Wealth® television and podcast shows. We have teams focused on marketing and business development to handle calls from numerous prospective clients – people that want to sit down with an experienced financial professional. We also set the appointments, so that the Advisor can spend the time meeting with prospective clients, gaining a better understanding of their needs and how we can help them meet their financial goals.
Financial Planning– Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life. We take a deep and PURE dive into planning.
Investment Management– Pure’s trading department works with Advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax loss harvesting, asset location, etc.
Operations and Client Services– We have client service teams to handle everything – they work with the custodians to ensure all transactions are taken care of and take the paperwork off the Advisor’s “to-do” list!
Unparalleled Professional Development– Advisors receive constant training on new regulations, concepts, planning ideas, etc. We are dedicated to providing growth and development to not only our Advisors but all members of our team.

Requirements:

Pure’s financial advisors are generally required to be CERTIFIED FINANCIAL PLANNER® professionals, Certified Public Accountants, or Chartered Financial Analysts, and have at least five years of financial planning experience. Pure’s advisors may also hold additional credentials to indicate their commitment to their profession.
Ability to assess a prospective client’s needs and their financial goals.
A solid understanding of retirement planning, estate planning, tax planning, cash flow, investment and asset allocation strategies, and risk management.
Effective communication skills. Ability to deliver comprehensive financial plans to clients.
Previous experience teaching classes or presenting is a plus.

Additional Details:

Salaried position + Benefits.
Starting base salary: $125,000; however, salary will move to a variable compensation structure (that exceeds the base salary) if/when certain milestones are achieved.
Salary may also be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and ability to bring clients subject to contractual release.

Benefits package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as a generous paid time off policy.

Interested?

We are looking for high-quality individuals who can provide comprehensive retirement planning solutions and tax-optimized investment management strategies that will adhere to fiduciary standards and act in the best interest of our clients.

Candidates should submit a resume to [email protected].

Apply Now

Refine Your Search

wealth management advisor jobs in davis ca

Financial Advisor

VP, Wealth Management Advisor - San Francisco Bay Area

Senior Wealth Strategy Consultant

Financial Advisor

Advisor Development Program - Financial Solutions Advisor Trainee: Fort Sutter Financial Center

Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Northern California

Merrill Advisor Development Program - Financial Advisor: Sacramento Market

Financial Advisor

Financial Advisor - Vacaville

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for wealth management advisor in davis ca

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected