Top 83 Financial advisor Jobs in Fair Oaks, Ca

Senior Private Wealth Advisor, Practice Lead - Sacramento
Empower —Sacramento, CA
- $125,400 - $181,875 a year
- Remote
- Bachelor's degree
- Travel
- Fingerprint clearance
- Paid parental leave
- Paid holidays
4h
Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Remote/Northern California
Empower —Sacramento, CA
- $136,800 - $198,375 a year
- Remote
- Bachelor's degree
- Travel
- Fingerprint clearance
- Paid parental leave
- Paid holidays
4h
Financial Services Professional
Principal Financial Group —Roseville, CA
- $50,000 - $200,000 a year
- Full-time
- Background check
- Management
- Sales
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
WestPac —Roseville, CA
- Full-time
- Business development
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Financial Advisor
Edward Jones —Citrus Heights, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Director, Defined Contribution Specialist
Janus Henderson —Sacramento, CA
- $180,000 - $200,000 a year
- Hybrid work
- Bachelor's degree
- Senior level
- Master of Business Administration
- Health insurance
- Parental leave
2d
Investment Advisor Representative/Trainee
Desert Capital Management Group —Gold River, CA
- $50,000 - $250,000 a year
- Choose your own hours
- Marketing
- Finance
- Bachelor's degree
Quick Apply
Financial Advisor
WestPac —Sacramento, CA
- Full-time
- Business development
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Financial Advisor Trainee
Northwestern Mutual —Roseville, CA
- $60,000 - $150,000 a year
- Full-time
- Office
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
2d
Financial Advisor
Edward Jones —Sacramento, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor Trainee
Northwestern Mutual —Sacramento, CA
- $64,000 - $150,000 a year
- Full-time
- Business development
- Bachelor's degree
- US work authorization
- Paid training
- Health savings account
Quick Apply
16h
Financial Advisor
Edward Jones —Cameron Park, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Representative - Folsom, CA
Fidelity Investments —Folsom, CA
- $45,000 - $75,000 a year
- Full-time
- Organizational skills
- Entry level
- Loan repayment program
- Tuition reimbursement
13h
Entry Level - Financial Services Representative
Osman and Co. —Rancho Cordova, CA
- $60,000 - $120,000 a year
- Part-time
- Hybrid work
- Background check
- No experience needed
- Financial services
- Professional development assistance
- Opportunities for advancement
Quick Apply
2d
Financial Consultant - Sacramento, CA
Fidelity Investments —Sacramento, CA
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Mentoring
- Loan repayment program
- Tuition reimbursement
PT Financial Coach (Contractor) - GERMANY
My Secure Advantage —Roseville, CA
- $30 - $35 an hour
- Part-time
- Remote
- Background check
- CPA
- Pass drug screening
- Flexible schedule
Quick Apply
Fast Track to Partner
New York Life - Roseville —Roseville, CA
- $95,000 - $150,000 a year
- Full-time
- Mid-level
- Office
- Recruiting
- Disability insurance
- Health insurance
Quick Apply
3d
Associate Financial Wellness Specialist
My Secure Advantage —Roseville, CA
- $58,000 - $72,000 a year
- Full-time
- Hybrid work
- Background check
- Pass drug screening
- Mid-level
- Health insurance
- Dental 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
Wealth Management Senior Relationship Manager - Sacramento, CA Area
Fidelity Investments —Roseville, CA
- $79,000 - $153,000 a year
- Full-time
- 5 years
- Office
- Bachelor's degree
- Loan repayment program
- Tuition reimbursement

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Senior Private Wealth Advisor, Practice Lead - Sacramento

Empower -
Sacramento, CA

Apply Now

Job Details

$125,400 - $181,875 a year
4 hours ago

Benefits

Paid parental leave
Internal mobility program
Paid holidays
Disability insurance
Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Parental leave
Vision insurance
401(k) matching
Life insurance

Qualifications

Estate planning needs analysis
Financial client presentations
Investment client management
Financial services
Series 65

Full Job Description

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Ideal candidate lives in the Sacramento area and is excited to meet with clients in person, based on client needs.

**This position offers competitive bonus compensation on top of the base pay**

The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays a vital role in helping clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for high-net-worth client households. This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach.

At Empower, our mission is to empower financial freedom for all, and our vision is to transform financial lives through advice, people, and technology. As a Sr. Private Wealth Advisor – Practice Lead, you bring that mission and vision to life—ensuring that every client interaction is Easy, Personal, and Enlightening.

This role requires a natural leader, someone who can confidently serve as the lead advisor within a dedicated client practice team, which includes a Wealth Advisor and a Client Experience Specialist. While not a people management position, this role will set the tone for how the team shows up for clients: leading with empathy, clarity, and insight to deliver a first-class experience.

This is an opportunity to help build a first-class client experience and make a meaningful impact on the financial lives of the clients we serve.

What You Will Do

Serve as the lead advisor within a dedicated client team, working in close collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of high net worth Empower clients
Provide a first-in-class client experience servicing needs related to client onboarding, financial planning, and investor education. Collaborate with your advisory team resources to grow and maintain strong long-term relationships with highly valued clients
Comprehensive relationship management to be conducted via phone, email, and virtual meetings. Engagement is both proactive and reactive.
Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness.
Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients.
An ability to clearly explain the ‘Personal Strategy’ investment strategy; recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives, and engage with clients on portfolio, market, and economic discussions.
Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, income optimization, tax-advantaged savings strategies, and education planning. This role will collaborate with Financial Planning Specialists on complex issues or comprehensive financial plans.
Effectively coordinate with advisory team and various EPW stakeholders for client-related requests.
Willingness and ability to effectively delegate, coach, train, and develop colleagues and resources.
Travel required to meet with clients face-to-face and build strong relationships.

What You Will Bring

10+ years related work experience in financial services and client experience
Demonstrated success with high-net-worth clients, complicated planning, NPS, and client retention
Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor is required.
Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills
Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients
Bachelor’s degree in business or related discipline or equivalent experience
FINRA Series 65 required
FINRA fingerprinting required
CFP strongly preferred

#PJPW

#PJHTF

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

$125,400.00 - $181,875.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer • Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

08-18-2026

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Workplace Flexibility: Remote - Must reside within territory

Apply Now

Refine Your Search

financial advisor jobs in fair oaks, ca

Senior Private Wealth Advisor, Practice Lead - Sacramento

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

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Financial Representative - Folsom, CA

Entry Level - Financial Services Representative

Financial Consultant - Sacramento, CA

PT Financial Coach (Contractor) - GERMANY

Fast Track to Partner

Associate Financial Wellness Specialist

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

Wealth Management Senior Relationship Manager - Sacramento, CA Area

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