Top 81 Cfp Jobs in San Francisco, Ca

Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
Charles Schwab —Walnut Creek, CA
- $168,000 - $228,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
11d
Financial Advisor
City National Bank —San Francisco, CA
- $95,000 a year
- Office
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Sales Advisor Seeking Former Educator/Coach
Northwestern Mutual - San Francisco —San Francisco, CA
- $72,000 - $92,000 a year
- Full-time
- Hybrid work
- 18 years or older
- High school
- Office
- Health insurance
- Dental insurance
Quick Apply
4d
Private Wealth Management, Wealth Management Associate (CFP preferred)
Morgan Stanley —San Francisco, CA
- $68,000 - $120,000 a year
- Full-time
- Microsoft Excel
- 5 years
- Research
Wealth Advisor
Aprio —San Francisco, CA
- $150,000 - $250,000 a year
- Full-time
- Hybrid work
- 5 years
- Bachelor's degree
- Senior level
- Profit sharing
- Wellness program
Senior Associate Wealth Advisor
Focus Partners Wealth —San Francisco, CA
- $124,000 - $140,000 a year
- Overtime
- Hybrid work
- CPA
- 5 years
- Office
- Health insurance
- Dental insurance
3d
PWM Private Wealth Advisor
U.S. Bank National Association —San Francisco, CA
- $170,255 - $220,330 a year
- Full-time
- Writing skills
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
6d
Client Advisor
Bessemer Trust Company, N.A. —San Francisco, CA
- $135,000 - $185,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Profit sharing
- Paid parental leave
Fiduciary Officer - San Francisco
First Citizens Bank —San Francisco, CA
- $140,000 - $165,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
Client Associate, Neuberger Wealth
Neuberger Berman —San Francisco, CA
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- US work authorization
- Health insurance
- Dental insurance
Private Banker
City National Bank —San Francisco, CA
- $122,535 - $208,715 a year
- Full-time
- 8 years
- Bachelor's degree
- Team management
- Health insurance
- Dental insurance
Financial Advisor - 10 Years Required
Bedell Frazier —Walnut Creek, CA
- $135,000 - $175,000 a year
- Full-time
- Background check
- Writing skills
- Office
- Health insurance
- Dental insurance
Quick Apply
4d
Financial Advisor
City National Bank —Walnut Creek, CA
- $95,000 a year
- Office
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Sales Executive (Investment Management Sales)
Everforth —San Francisco, CA
- Full-time
- 5 years
- Finance
- Driver's License
- Dental insurance
- 401(k)
Quick Apply
6d
Senior Associate Wealth Advisor
Focus Financial Partners —San Francisco, CA
- $124,000 - $140,000 a year
- Overtime
- Hybrid work
- CPA
- 5 years
- Office
- Health insurance
- Dental insurance
3d
Vice President, Client Advisory
Jordan Park Group —San Francisco, CA
- $175,000 - $200,000 a year
- Finance
- Bachelor's degree
- Mentoring
- Commuter assistance
- 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
VP, Wealth Management Advisor - San Francisco Bay Area
Fidelity Investments —San Francisco, CA
- $96,000 - $210,000 a year
- Full-time
- 11+ years
- Bachelor's degree
- Organizational skills
- Loan repayment program
- Tuition reimbursement
Director, Family Office Solutions
Northern Trust Corp. —San Francisco, CA
- $236,555 - $414,115 a year
- Full-time
- CPA
- 11+ years
- Finance
- Health insurance
- Dental insurance
Planning Consultant - Burlingame, CA
Fidelity Investments —Burlingame, CA
- $66,000 - $125,000 a year
- Full-time
- Mid-level
- Mentoring
- Organizational skills
- Loan repayment program
- Tuition reimbursement

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Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

Charles Schwab -
Walnut Creek, CA

Apply Now

Job Details

$168,000 - $228,000 a year
11 days ago

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Tax planning
Customer relationship building
Coaching
Series 7
Schedule management
Bachelor's degree
Portfolio management advisory services
Client retention
Investment client management
Risk management
Financial goal setting advisory services
Experience practicing in the securities industry

Full Job Description

Walnut Creek, CA

Requisition ID 2026-123237 Category Financial Planning Position type Regular Pay range USD $168,000.00 - $228,000.00 / Year Application deadline 2026-07-06

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.

Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long‑term goals.

This role is ideal for someone who thrives in a relationship‑driven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, long‑term retention, and advisory excellence.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

What you have

Required Qualifications

Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
Time Management: Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs.
Financial Planning: Proven ability to develop and communicate holistic financial plans for high-complexity scenarios (e.g., concentrated positions, tax-aware strategies, multi-goal planning), synthesizing inputs into recommendations that align portfolios to client objectives, risk profile, and long-term outcomes.
Coachability: Demonstrates a senior learning mindset by seeking input from peers and leaders, integrating feedback into measurable behavior changes, and sharing best practices—coaching others informally to raise advisory quality and client experience.
Self-Awareness: Exercises sound judgment and risk awareness—recognizing when situations exceed scope or require additional expertise, surfacing concerns early, and escalating with clear context and options to protect the client experience and meet fiduciary and regulatory expectations.

Additional Requirements

CFP® designation or CFA® designation
Bachelor’s degree
Active FINRA Series 7 license
- May be obtained with a 120-day condition of employment
Active FINRA Series 66 license (or equivalent)
- May be obtained within the first 120 days

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

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Eligible Schwabbies receive

Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment

Apply Now

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cfp jobs in san francisco, ca

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Your opportunity

What you have

Required Qualifications

Additional Requirements

What’s in it for you

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Eligible Schwabbies receive

Medical, dental and vision benefits

401(k) and employee stock purchase plans

Tuition reimbursement to keep developing your career

Paid parental leave and adoption/family building benefits

Sabbatical leave available after five years of employment