Top 63 Wealth management advisor Jobs in Mill Valley, Ca

Associate Financial Advisor
Edward Jones —Piedmont, CA
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
11d
Registered Wealth Management Client Associate
Bank of America —Mill Valley, CA
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Senior Wealth Advisor
Current —San Francisco, CA
- $150,000 - $600,000 a year
- Full-time
- Remote
- Business development
- Mentoring
- Financial services
- Disability insurance
- Health insurance
Wealth Management Analyst
Morgan Stanley —San Francisco, CA
- $75,000 - $125,000 a year
- Full-time
- Computer literacy
- Writing skills
- Mid-level
Wealth Management Associate
Equitable Advisors LLC —San Francisco, CA
- $39,000 - $125,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Quick Apply
Asset & Wealth Management - Private Wealth Advisor - San Francisco
Goldman Sachs —San Francisco, CA
- $75,000 - $270,000 a year
- Full-time
- Office
- Business development
- Analysis skills
- Disability insurance
- Health insurance
Financial Advisor
City National Bank —San Francisco, CA
- $95,000 a year
- Office
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
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 Director, Wealth Management
IEQ Capital —San Francisco, CA
- $135,000 - $175,000 a year
- Hybrid work
- Research
- Bachelor's degree
- Organizational skills
Wealth Management Advisor - San Francisco, CA
TIAA —San Francisco, CA
- Online Application
- 5 years
- Business development
- Continuous improvement
- Tuition reimbursement
- Retirement plan
13d
Asset & Wealth Management, Private Family Office, Family Office Advisor, Vice President - San Francisco
Goldman Sachs —San Francisco, CA
- $85,000 - $270,000 a year
- Full-time
- 7 years
- Management
- CPA
- Disability insurance
- Health insurance
Investment Consultant - Relationship Manager
Morgan Stanley —San Francisco, CA
- $68,000 - $135,000 a year
- Full-time
- 5 years
- Office
- Business development
Director, Wealth Advisor
The Bank of New York Mellon Corporation —San Francisco, CA
- $127,000 - $250,000 a year
- Full-time
- Bilingual
- Business development
- Bachelor's degree
Senior Wealth Advisor
Beacon Pointe Advisors LLC —San Francisco Bay Area, CA
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
Client Advisor
Stifel —San Francisco, CA
- $130,000 - $170,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Mid-level
- Dental insurance
- Flexible spending account
6d
Senior Wealth Advisor - Hybrid
Cetera Financial Group —Oakland, CA
- $275,000 a year
- Full-time
- Hybrid work
- Research
- 3 years
- Business development
- Paid parental leave
- Paid holidays
12d
Associate, Client Advisory
Jordan Park Group —San Francisco, CA
- $125,000 - $150,000 a year
- Mid-level
- 3 years
- Finance
- Commuter assistance
- Health insurance
Wealth Management Associate
Equitable Advisors —San Francisco, CA
- $40,900 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Financial Planning Associate
Perigon Wealth Management —San Francisco, CA
- Hybrid work
- Microsoft Excel
- Research
- Finance
- Dental insurance
- 401(k)
ASSOCIATE, WEALTH ADVISOR
CCM ADMINISTRATIVE SERVICES LLC —San Francisco, CA
- $85,000 - $130,000 a year
- Overtime
- Customer service
- Writing skills
- Mid-level
- Health savings account
- Disability insurance
Quick Apply

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Associate Financial Advisor

Edward Jones -
Piedmont, CA

Apply Now

Job Details

Full-time
11 days ago

Benefits

Profit sharing
Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Employee assistance program
Vision insurance

Qualifications

Financial planning software
Research
Experience practicing in the securities industry

Full Job Description

This job posting is anticipated to remain open for 30 days, from 22-Jul-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

There's power in partnership. It's how we work — and how we help our clients achieve financial fulfillment. Demand for human-delivered, personalized financial advice has never been greater — and right now, qualified financial advisors are in short supply. If you're a driven professional ready to build something meaningful, this is your moment to step into a career with real impact, firm-wide support and long-term growth potential.

As an associate financial advisor at Edward Jones, you’ll work with the broader practice team — collaborating with one or more financial advisors and client support teammates — to deliver personalized financial strategies and exceptional client service. In partnership with the financial advisor, you’ll play a critical role in sourcing new clients, building and maintaining client relationships and contributing to the practice’s overall business outcomes.

What you’ll do?

Build and deepen client relationships by supporting discovery conversations, gathering key financial information, and helping advance personalized financial plans aligned with client goals and priorities
Support comprehensive financial planning by preparing analysis, modeling scenarios, and helping align investments to client goals, life events, and long-term priorities
Guide portfolio strategy and implementation by researching performance, allocation, and costs; preparing proposals; and supporting investment adjustments in alignment with suitability and firm guidance
Partner with the financial advisor and practice team to deliver ongoing financial planning, including monitoring progress, preparing reviews, and adjusting strategies as client needs evolve
Contribute to client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to a relationship-based financial planning experience

What experience you’ll need?

A bachelor's degree, equivalent professional experience, or a background in financial services, sales, or a field that has developed your ability to build relationships and achieve results
Demonstrated experience in sales, business development, client relationship management, or a role requiring strong interpersonal communication skills
Self-motivation and a strong drive to achieve goals — you hold yourself accountable and thrive in a performance-oriented environment
Clear, confident communication skills — able to simplify complex concepts and guide meaningful client conversations
Willingness to obtain Series 7, Series 66, and state insurance licenses within three months of hire — all licensing is fully sponsored and supported by Edward Jones

What could set you apart?

Partial securities licensing (such as the SIE exam) is a genuine plus — but please don't let an incomplete licensing profile stop you from applying. If you bring strong sales instincts or a passion for financial services, we want to hear from you.
3–5 years of experience in financial services, investment advisory or wealth management
CFP® (Certified Financial Planner) designation or active progress toward it
Familiarity with financial planning tools such as MoneyGuide or Salesforce

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

As a salaried professional, you can also expect…

A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
- Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

You'll be competitively compensated…

Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.

Apply Now

Refine Your Search

wealth management advisor jobs in mill valley, ca

Associate Financial Advisor

Registered Wealth Management Client Associate

Senior Wealth Advisor

Wealth Management Analyst

Wealth Management Associate

Asset & Wealth Management - Private Wealth Advisor - San Francisco

Financial Advisor

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

Associate Director, Wealth Management

Wealth Management Advisor - San Francisco, CA

Asset & Wealth Management, Private Family Office, Family Office Advisor, Vice President - San Francisco

Investment Consultant - Relationship Manager

Director, Wealth Advisor

Senior Wealth Advisor

Client Advisor

Senior Wealth Advisor - Hybrid

Associate, Client Advisory

Wealth Management Associate

Financial Planning Associate

ASSOCIATE, WEALTH ADVISOR

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