Top 38 Financial planner Jobs in Napa Ca

Financial Professional
New York LIfe —Napa, CA
- $80,000 - $110,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- No experience needed
- Paid training
- Health insurance
Quick Apply
Financial Professional (Career Development)
Truvant Financial Solutions —Petaluma, CA
- $61,386.11 - $150,000.00 a year
- Full-time
- No experience needed
- Office
- Business development
- Paid training
- Health insurance
Quick Apply
Wealth Management Associate
Equitable Advisors —San Rafael, CA
- $55,000 - $110,000 a year
- Full-time
- Hybrid work
- Sales
- Business development
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Wealth Manager
Redwood Credit Union —Napa, CA
- $141,979 - $167,039 a year
- Full-time
- Up to 50% travel
- Word processing
- Computer literacy
- Paid holidays
- Health insurance
Quick Apply
Financial Advisor
First Command Financial Services, Inc. —Fairfield, CA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Financial Solutions Advisor- North Napa Financial Center
Bank of America —Napa, CA
- Full-time
- Background check
- Writing skills
- Mid-level
Trust Officer
BANK OF MARIN —Novato, CA
- $99,487 - $146,615 a year
- Full-time
- CPA
- 5 years
- Office
- Profit sharing
- Health insurance
Quick Apply
Financial Aid Advisor - Strategic Enrollment Management
California State University —Vallejo, CA
- Full-time
- Background check
- English
- Research
- Health insurance
- Dental insurance
9d
Financial Solutions Advisor - Fairfield/Concord Area
Bank of America —Vallejo, CA
- Full-time
- Background check
- Writing skills
- Mid-level
9d
Financial Solutions Advisor Registration Candidate - Fairfield/Concord Market
Bank of America —Vallejo, CA
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
Financial Services Representative - State Farm Agent Team Member
Jeff Marks - State Farm Agent —Pinole, CA
- $50,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Paid time off
- 401(k) matching
Quick Apply
Registered Representative - State Farm Agent Team Member
Jeff Marks - State Farm Agent —Pinole, CA
- $50,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Paid time off
- 401(k) matching
Quick Apply
Insurance and Financial Services Account Manager - State Farm Team Member
Lino Amaral - State Farm Agent —Pinole, CA
- $20 - $30 an hour
- Full-time
- Mid-level
- Office
- 2 years
Quick Apply
Insurance and Financial Services Position - State Farm Team Member
Lino Amaral - State Farm Agent —Pinole, CA
- $22 - $27 an hour
- Full-time
- Mid-level
- 3 years
- Communication skills
Quick Apply
Regional Vice President of Sales (Ohio Valley)
Fisher Investments —United States
- From $175,000 a year
- Full-time
- 5 years
- In-person
- Senior level
- Health insurance
- Dental insurance

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financial planner jobs near napa ca

Financial Professional

New York LIfe -
Napa, CA

Quick Apply

Job Details

Full-time
$80,000 - $110,000 a year

Benefits

Paid training
Health insurance
Dental insurance
401(k)
Paid time off
Work from home
Vision insurance
401(k) matching
Flexible schedule
Life insurance

Qualifications

Sales
Lead generation
Entrepreneurship
Prospecting
Financial education

Full Job Description

Build a Business. Develop as a Leader. Make an Impact.

Are you competitive, entrepreneurial, coachable, self-disciplined, and motivated by helping clients build financial security?

New York Life is looking for driven professionals who want more than their next job. This is an opportunity to build a career in financial services with the training, resources, mentorship, and brand strength of a Fortune 100 company behind you.

You’ll begin as a Financial Professional, developing the skills and experience to build a client-based practice. From there, you can pursue a path toward becoming an Investment Advisor or, for those with leadership aspirations, work toward New York Life’s Associate Partner training program and a career developing and leading other financial professionals.

Who We’re Looking For

Successful candidates often come from backgrounds in:

Sales or business development
Entrepreneurship or business ownership
Management or team leadership
Coaching, recruiting, or talent development
Client-facing professional services

Financial services experience is not required. We are more interested in your track record, mindset, ability to build relationships, and willingness to learn.

A bachelor’s or MBA degree is preferred but not required.

As a Financial Professional, you’ll learn how to:

Build and maintain long-term client relationships
Understand clients’ financial goals and needs
Develop personalized financial strategies utilizing appropriate insurance and financial products
Build your business through networking, referrals, prospecting, and community relationships
Use CRM technology, including Salesforce, to manage your pipeline and client activity
Complete required licensing and achieve key development milestones
Develop the skills necessary to build a sustainable, long-term financial services practice

This opportunity offers multiple paths for growth.

Advisor Path
For those who want to deepen their work with clients, New York Life provides training and education to help qualified Financial Professionals pursue the appropriate securities licenses and develop toward a registered investment advisory career with our investment advisory division, Eagle Strategies .

Leadership Path
For those interested in building and leading teams, qualified Financial Professionals may have the opportunity to enter New York Life’s Associate Partner training program, an intensive development program designed to prepare candidates for management responsibilities, including recruiting, coaching, and developing Financial Professionals.

Training & Development support includes:

Structured training from the beginning of your career
Hands-on coaching and mentorship
Sales, communication, and business-development training
Licensing support and education
Leadership development opportunities
Access to New York Life’s resources, technology, and support network

Compensation & Benefits

This is a performance-driven career with compensation tied to individual production and results, in other words, commission based.

Target first year compensation range: $75,000–$140,000 annually, with opportunity to grow year over year
W-2 training allowance for eligible candidates
Benefits may include medical, dental, and vision coverage
401(k) matching and retirement benefits
Pension eligibility
Life insurance
Paid training and other benefits based on eligibility

This Opportunity May Be a Strong Fit If You:

Want to build a career rather than simply take another job
Have an entrepreneurial mindset and enjoy creating opportunities
Are comfortable prospecting, networking, and developing new relationships
Are competitive and motivated by measurable goals
Respond well to coaching and accountability
Want your income potential to reflect your performance
Enjoy helping people make important financial decisions
Have an interest in eventually leading, coaching, or developing others

About New York Life

New York Life is a Fortune 100 mutual life insurance and financial services company with a long history of helping individuals, families, and businesses achieve greater financial security. We combine the resources and stability of an established financial services organization with a career model that gives professionals the opportunity to build their own client relationships and grow into increasingly sophisticated advisory or leadership roles.

Location Requirement

This position is primarily remote/hybrid, but candidates must reside in Northern California.

Please apply only if you currently reside in Northern California or are relocating to the area.

This is a flexible position but it is full-time.

Job Type: Full-time

Pay: $80,000.00 - $110,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Paid time off
Vision insurance
Work from home

Work Location: Hybrid remote in Napa, CA 94559

Quick Apply

Refine Your Search

financial planner jobs in napa ca

Financial Professional

Financial Professional (Career Development)

Wealth Management Associate

Wealth Manager

Financial Advisor

Financial Solutions Advisor- North Napa Financial Center

Trust Officer

Financial Aid Advisor - Strategic Enrollment Management

Financial Solutions Advisor - Fairfield/Concord Area

Financial Solutions Advisor Registration Candidate - Fairfield/Concord Market

Financial Services Representative - State Farm Agent Team Member

Registered Representative - State Farm Agent Team Member

Insurance and Financial Services Account Manager - State Farm Team Member

Insurance and Financial Services Position - State Farm Team Member

Regional Vice President of Sales (Ohio Valley)

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