Top 303 Financial advisor Jobs in San Leandro Ca

Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Walnut Creek, CA
- $101,000 - $113,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
11d
Investment Consultant - San Ramon, CA
Charles Schwab —San Ramon, CA
- $32.84 - $54.18 an hour
- Mid-level
- Office
- 2 years
- Paid parental leave
- Employee stock purchase plan
5d
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
5d
Financial Advisor - AI Trainer
DataAnnotation —Oakland, CA
- $50 - $60 an hour
- Part-time
- Remote
- English
- Master's degree
- Analysis skills
Quick Apply
Radiation Oncology Nurse Practitioner
University of California San Francisco —San Francisco, CA
- $105.50 - $136.83 an hour
- 8 hour shift
- Nursing
- RN License
- BLS Certification
- Health savings account
- Relocation assistance
Quick Apply
6d
Lenox Advisors - Financial Advisor
Lenox Advisors —Walnut Creek, CA
- $75,000 - $100,000 a year
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Wealth Advisor - AI Trainer
DataAnnotation —San Francisco, CA
- $50 - $60 an hour
- Part-time
- Remote
- English
- Master's degree
- Doctor of Philosophy
Quick Apply
Financial Advisor - AI Trainer
DataAnnotation —San Francisco, CA
- $50 - $60 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Wealth Management Trainee
Bankers Life —Pleasanton, CA
- $70,000 - $100,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Entry-Level - Wealth Management Advisor
New York Life —San Mateo, CA
- $52,217 - $183,294 a year
- Full-time
- Bilingual
- Background check
- Management
- Paid training
- AD&D insurance
Quick Apply
Nurse Practitioner-Adult Epilepsy Service
University of California San Francisco —San Francisco, CA
- $105.50 - $136.83 an hour
- Full-time
- Nursing
- RN License
- BLS Certification
- Health savings account
- Relocation assistance
Quick Apply
5d
Financial Advisor II
Patelco Credit Union —San Francisco, CA
- $32.50 an hour
- Full-time
- 5 years
- Computer literacy
- Basic math
- Paid holidays
- Health insurance
Entry Level - Wealth Management Associate
Equitable Advisors —San Francisco, CA
- $39,000 - $125,000 a year
- Full-time
- Sales
- Office
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Quick Apply
Financial Advisor
City National Bank —Walnut Creek, CA
- $95,000 a year
- Office
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Financial Advisor
David White & Associates —San Ramon, CA
- $50,000 - $150,000 a year
- Full-time
- Background check
- Sales
- Office
- Profit sharing
- Health insurance
Quick Apply
Accelerated Path to Management
New York Life —San Francisco, CA
- $68,000 - $285,000 a year
- Full-time
- Background check
- Customer service
- Business development
- Paid training
- AD&D insurance
Quick Apply
CNO Financial Advisor - Hybrid Remote (CA)
CNO Financial Group, Inc. —Pleasanton, CA
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Financial Advisor
Edward Jones —Redwood City, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
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
5d
VP, Financial Consultant- San Mateo, CA
Charles Schwab —San Mateo, CA
- $75,000 - $120,000 a year
- Background check
- Office
- Senior level
- Paid parental leave
- Employee stock purchase plan

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financial advisor jobs near san leandro ca

Associate Wealth Advisor, Schwab Wealth Advisory

Charles Schwab -
Walnut Creek, CA

Apply Now

Job Details

$101,000 - $113,000 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

Series 66
Series 7
Financial product expertise
Industry knowledge of financial regulations
FINRA License
Experience practicing in the securities industry
Financial markets knowledge

Full Job Description

Walnut Creek, CA

Requisition ID 2026-123404 Category Financial Planning Position type Regular Pay range USD $101,000.00 - $113,000.00 / Year Application deadline 2026-07-13

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.

Schwab Wealth Advisory is a fee based, non‑discretionary investment advisory solution built on trust, personalized service, and Schwab’s disciplined approach to investing. As an Associate Wealth Advisor, you’ll support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships while helping deliver customized financial planning support and address foundational portfolio needs.

This role is ideal for someone who thrives in a fast-moving, relationship‑driven environment and takes ownership of both client outcomes and personal growth. Your work directly supports client confidence, advisor effectiveness, and long‑term relationship success.

Through our Wealth Management Institute, mentorship, and ongoing coaching, you’ll build skills in client relationship management, asset allocation, risk awareness, and consultative communication. This position offers real client experience and a direct pathway to becoming a Wealth Advisor.

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

Prioritization Management: Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth Advisors to ensure timely, accurate service delivery.
Proactivity: Demonstrates initiative by anticipating needs, identifying next steps early, and taking ownership to move work forward.
Coachability: Actively seeks, receives, and applies feedback, asking thoughtful questions and adjusting communication and behaviors to continuously improve client service and advisory support.
Adaptability: Adjusts effectively to changing priorities, evolving client needs, and new information in a virtual advisory environment.

Additional requirements:

Active and valid FINRA Series 7
Active and valid FINRA Series 66 (ability to obtain within a 120-day condition of employment)
Understands core investment products and markets
Applies regulatory and client‑facing fundamentals

Preferred Qualifications:

Experience servicing client relationships in financial services
Bachelor’s degree or equivalent professional experience

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

Refine Your Search

financial advisor jobs in san leandro ca

Associate Wealth Advisor, Schwab Wealth Advisory

Investment Consultant - San Ramon, CA

Financial Advisor - 10 Years Required

Financial Advisor - AI Trainer

Radiation Oncology Nurse Practitioner

Lenox Advisors - Financial Advisor

Wealth Advisor - AI Trainer

Financial Advisor - AI Trainer

Wealth Management Trainee

Entry-Level - Wealth Management Advisor

Nurse Practitioner-Adult Epilepsy Service

Financial Advisor II

Entry Level - Wealth Management Associate

Financial Advisor

Financial Advisor

Accelerated Path to Management

CNO Financial Advisor - Hybrid Remote (CA)

Financial Advisor

Sales Advisor Seeking Former Educator/Coach

VP, Financial Consultant- San Mateo, CA

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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

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