Top 30 Financial planner Jobs in Salinas, Ca

Financial Representative Entry Level
Northwestern Mutual - Monterey District —Monterey, CA
- $63,000 - $87,000 a year
- Full-time
- Hybrid work
- Office
- Business development
- Bachelor's degree
- Profit sharing
- Health insurance
Quick Apply
9d
WM Affluent Banker - Salinas, CA
U.S. Bank National Association —Salinas, CA
- $98,345 - $127,270 a year
- Full-time
- 5 years
- Writing skills
- Office
- Paid holidays
- Disability insurance
Financial Advisor
First Command Financial Services, Inc. —Monterey, CA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Financial Solutions Advisor Registration Candidate - Carmel Center
Bank of America —Carmel-by-the-Sea, CA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
Registered Client Service Associate
Ameriprise Financial —Monterey, CA
- $31.53 - $38.50 an hour
- Full-time
- Research
- Mid-level
- Office
- Dental insurance
- 401(k)
Financial Advisor
Northwestern Mutual —Monterey, CA
- $61,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Financial Aid Advisor
Central Coast College —Salinas, CA
- $23 - $26 an hour
- Full-time
- Mid-level
- 3 years
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
12d
Financial Solutions Advisor Registration Candidate- Saratoga-Monterey Market
Bank of America —Gilroy, CA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
Sales Advisor Seeking Former Educator/Coach
Northwestern Mutual - Monterey District —Monterey, CA
- $72,000 - $96,000 a year
- Full-time
- Hybrid work
- Mid-level
- Financial services
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
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
Wealth Management Advisor - Aptos, California
U.S. Bank National Association —Aptos, CA
- $65,000 - $80,200 a year
- Full-time
- Research
- Office
- Business development
- Paid holidays
- Disability insurance
Remote Financial Advisor
Tentek, Inc. —United States
- $100,000 - $500,000 a year
- Full-time
- Remote
- Mid-level
- US work authorization
- Communication skills
- Profit sharing
- Health insurance
Quick Apply

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In-Home Sales Inspector (base pay + uncapped commission)
Quinn Company —Salinas, CA
Must have CA drivers license in good standing. Contacts all contractors while on site to obtain necessary customer contact information for follow up.
$80,000 - $120,000 a year

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Edward Jones —Grove City, OH
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…
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Financial Advisor - Licensing Provided
Northwestern Mutual —Columbus, OH
*Educate*—Educate yourself beyond training with sponsored licensing and registration as well as ongoing development. Bonus programs and expense allowances.
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Financial Representative Entry Level

Northwestern Mutual - Monterey District
Monterey, CA

Quick Apply

Job Details

Full-time
$63,000 - $87,000 a year
9 days ago

Benefits

Profit sharing
Health insurance
Dental insurance
Work from home
Vision insurance
Opportunities for advancement
Flexible schedule

Qualifications

Insurance needs analysis
Referral-based lead generation
Investment management advisory services
Sales referrals
Community networking activities
Business development
Bachelor's degree
Investment client management
Financial goal setting advisory services
Business development within finance
Insurance planning
Financial services
Client referrals
Insurance sales
Relationship building in financial sales
Retirement planning advisory services
Communication skills
Entry level

Full Job Description

Benefits:

Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance

At Northwestern Mutual – Monterey District, our vision is rooted in building a culture of highly educated, integrated advisors who are committed to growing themselves and their clients with intention. With a strong emphasis on planning and a mission to create lasting financial security, we are proud to be part of a Top 10 Network Office recognized for recruiting and developing new advisors. Our culture is defined by family, growth, and community impact. We partner with local organizations that align with our values, investing in initiatives that promote diversity, equity, and inclusion, while also providing advisors with resources to connect meaningfully with their communities. Through leadership development, ongoing education, and field advisory councils, we nurture diverse pipelines of talent and create space for every voice to be heard. Beyond our work in financial planning, our district is deeply committed to giving back—supporting causes such as Toys for Tots, Samaritan House, Oakland Pride, and local events like the Walnut Creek Trunk or Treat and Salinas Rodeo. With over $11,000 donated directly into the community, we are proud to stand alongside organizations that make a meaningful difference in people’s lives.

Our thriving office is located at: 479 Pacific St, Ste 1, Monterey, CA 93940

A Glance at Northwestern Mutual (NM):

Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet Our Local Team:

Anthony Ivancich – Managing Director:

Time with NM: 14 years.
Prior Experience: Anthony studied Finance at Sonoma State University, where he enjoyed playing pick-up basketball and being active in the SAE fraternity. Unsure of his career path after college, a referral from his wife’s uncle to a Northwestern Mutual advisor set him on a rewarding journey that has grown into a long-term career.
Passionate About: Anthony is deeply committed to his community and faith. He actively volunteers at Calvary Monterey and supports organizations such as Fellowship of Christian Athletes, Tri-Valley Seek and Save, and 360 Serve. He loves traveling, spending time with his family, and is also a proud San Francisco 49ers fan.

Sarah Willson – Financial Representative:

Time with NM: 8 months.
Prior Experience: Born and raised in Aptos, California, Sarah began her academic journey at Cabrillo Community College before transferring to CSU Monterey Bay, where she earned her bachelor’s degree in Mathematics. After graduation, she began her career in the banking industry before transitioning into financial services.
Passionate About: Sarah enjoys spending quality time with her family and friends and lives a very active lifestyle. She regularly participates in CrossFit competitions, snowboards in the winter, and enjoys relaxing with Netflix during her downtime.

Chandler Sanguinetti – Associate Financial Advisor:

Time with NM: 3 years.
Prior Experience: Originally from Stockton, Chandler moved to Aptos to attend Cabrillo Community College before transferring to CSU Monterey Bay, where he earned a bachelor’s degree in Business Administration. He began his Northwestern Mutual journey as a college intern and has since grown into a full-time advisor.
Passionate About: Chandler is passionate about giving back through his role as treasurer of The Jackson 3 Foundation, a nonprofit that supports children who have lost a parent or guardian. He also loves spending time with family and friends, traveling, golfing, and playing baseball. A country music enthusiast, he proudly roots for the San Francisco Giants and the Raiders.

About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Key Responsibilities:

Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications:

Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits:

Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Retirement Benefits: Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Anthony Ivancich is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.

Quick Apply

Refine Your Search

financial planner jobs in salinas, ca

Financial Representative Entry Level

WM Affluent Banker - Salinas, CA

Financial Advisor

Financial Solutions Advisor Registration Candidate - Carmel Center

Registered Client Service Associate

Financial Advisor

Financial Aid Advisor

Financial Solutions Advisor Registration Candidate- Saratoga-Monterey Market

Sales Advisor Seeking Former Educator/Coach

Wealth Management Advisor - Hollister, CA

Wealth Management Advisor - Aptos, California

Remote Financial Advisor

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