Top 8 Wealth management advisor Jobs in Monterey, Ca

Financial Advisor
First Command Financial Services, Inc. —Monterey, CA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Wealth Management Advisor - Monterey, California
U.S. Bank National Association —Monterey, CA
- $65,000 - $80,200 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance
Wealth Management Advisor - Hollister, CA
U.S. Bank National Association —Freedom, CA
- $65,000 - $80,200 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays

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wealth management advisor jobs near monterey, ca

Financial Advisor

First Command Financial Services, Inc. -
Monterey, CA

Apply Now

Job Details

Benefits

Paid training

Qualifications

Implementing risk management strategies
Military
Coaching
Community networking activities
Mid-level
Bachelor's degree
Portfolio management advisory services
Investment client management
Financial goal setting advisory services
Client acquisition
Insurance for risk management
Leadership
Banking

Full Job Description

Financial Advisor Jobs at First Command:

Shaping Positive Financial Behaviors since 1958

First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through one-on-one coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on a path to financial security.

3 out of 4 of our Financial Advisors are veterans or military spouses.

Many of our 165+ offices nationwide are located near military installations.

If you’re exploring what’s next in your career, First Command offers a path to become a Financial Advisor where leadership, entrepreneurship, and professional growth come together. Your experience matters — and here, it’s a foundation for building a meaningful, long‑term career.

What you’ll do:

- As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals.
- You will provide guidance to military families on managing day-to-day finances, building lifetime assets, and protecting against the unexpected.
- You will engage with the community to bring new clients to First Command, with the support of your local district team and Home Office.
- You will connect directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
- You will coach military families on how to build a comprehensive financial plan that includes:

- Savings/banking
- Investments/wealth management
- Insurance/risk management

Training and licensing support:

- First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.

- Sponsorship: First Command sponsors your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process.
- Licensing: You’ll receive structured training and test preparation to help you obtain the necessary securities and Life & Health licenses—no prior licensing is required.
- Role Progression: Upon completing licensing, you’ll have the opportunity to transition into a paid training role, partnering with a local district office and accelerating your professional development.
- Compensation: As you begin this career, your First Command Financial Advisor compensation will consist of an hourly wage for 3 months and then transition into a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.

Becoming an Advisor:

- Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve.
- Compensation: There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation.
- Professional Development: We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
- Independence: Set your own schedule to manage work-life balance.
- Flexibility: Mobile career opportunities throughout the United States which allow your career to move with you.

Desired Qualifications:

- Military experience or affiliation
- Bachelor’s degree
- Proven leadership skills

Learn more about First Command:

First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command.

©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

First Command does not discriminate in the recruiting of Financial Advisors on the basis of race, color, religion, national origin, sex, marital status, disability, age or veteran status. No information solicited by First Command from you is intended to be used in a discriminatory manner. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command.

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Required Skills

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wealth management advisor jobs in monterey, ca

Financial Advisor

Wealth Management Advisor - Monterey, California

Wealth Management Advisor - Hollister, CA

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Advisor

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