Top 31 Financial planner Jobs in San Luis Obispo, Ca

Part-Time Lecturer Pool - Finance (AY 26/27)
California State University —San Luis Obispo, CA
- Temporary
- Background check
- English
- Mid-level
Relationship Banker - San Luis Obispo Market - San Luis Obispo, CA and Surrounding Areas
JPMorganChase —San Luis Obispo, CA
- $22.50 - $30.29 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Wealth Advisor
EP Wealth Advisors, LLC —San Luis Obispo, CA
- $60,000 - $120,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
Financial Solutions Advisor - CA Coastal Region
Bank of America —San Luis Obispo, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Vice President, Advisor (San Luis Obispo)
EP Wealth Advisors, LLC —San Luis Obispo, CA
- $150,000 - $200,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Paid parental leave
- Health savings account
Quick Apply
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
Retirement Planner
Empower —United States
- $60,000 - $78,000 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays
9d
Wealth Solutions Investment Advisor
Empower —United States
- $50,300 - $69,125 a year
- Remote
- Mid-level
- Finance
- Business development
- Paid parental leave
- Paid holidays
Empower Financial Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays
Retirement Planner
Empower —United States
- $60,000 - $78,000 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays
5h

More jobs to discover

Find similar jobs that you might be interested in.

Relationship Banker - San Luis Obispo Market - San Luis Obispo, CA and Surrounding Areas
JPMorganChase —San Luis Obispo, CA
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
$22.50 - $30.29 an hour
Branch Operations Lead - San Luis Obispo Market - San Luis Obispo, CA and Surrounding Areas
JPMorganChase —San Luis Obispo, CA
Lead branch operations, including managing cash devices like the cash vault and ATM. Demonstrate genuine care and concern during interactions, assisting with…
$25.87 - $31.73 an hour
2d

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Financial Planner
Peak Retirement Planning, Inc. —Columbus, OH
CFP® professional or actively pursuing CFP® certification. Participate in an in-depth training program to sharpen your skills and build technical knowledge.
$50,000 - $200,000 a year
Financial Planning & Investment Specialist (Wealth Management)
Comprehensive Wealth Partners (Ameriprise Financial Services, LLC) —Powell, OH
Minimum 2 years of experience in financial planning, wealth management, investment research, trading, or a related field.
$65,000 - $95,000 a year
Quick Apply
2d

Show more jobs in cities nearby

I want to receive the latest job alert for financial planner in san luis obispo, ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial planner jobs near san luis obispo, ca

Vice President jobs in San Luis Obispo, CA

Financial Advisor jobs in San Luis Obispo, CA

Lecturer jobs in San Luis Obispo, CA

Relationship Banker jobs in San Luis Obispo, CA

Bronx Borough President jobs in Bronx, NY

Vice President jobs in Myrtle Beach, SC

Vice President jobs in Washington, DC

Vice President jobs in Berks County, PA

Vice President jobs in York, PA

Financial Advisor jobs in Fayetteville, AR

Financial Advisor jobs in Arkansas

Financial Advisor jobs in Sugar Land, TX

College Academic Advisor Remote jobs in Boston, MA

Service Advisor jobs in Pittsburgh, PA

College Advisor jobs in San Antonio, TX

Entry Level Financial Analyst jobs in Texas

Financial Advisor jobs in Lynnwood, WA

Investment Consultant jobs in Chicago, IL

Investment Consultant jobs in Providence, RI

Investment Consultant jobs in Jenkintown, PA

Part-Time Lecturer Pool - Finance (AY 26/27)

California State University -
San Luis Obispo, CA

Apply Now

Job Details

Temporary | Part-time

Qualifications

English
Bachelor's degree
Financial services

Full Job Description

Job no: 557275
Work type: Instructional Faculty - Temporary/Lecturer
Location: Cal Poly - San Luis Obispo Campus
Categories: Unit 3 - CFA - California Faculty Association, Temporary, Part Time, Faculty - Business/Management, On-site (work in-person at business location)

APPOINTMENTS FROM THE PART-TIME POOL ARE TEMPORARY AND OFTEN MADE JUST PRIOR TO THE START OF THE ACADEMIC TERM. APPLICANTS MUST BE AVAILABLE ON VERY SHORT NOTICE.

The Finance Area in the Orfalea College of Business at Cal Poly is seeking applications for a pool of part-time lecturers. Positions are available as determined by need and funding for teaching assignments in investments, real estate finance, fixed income securities, corporate finance, and international financial management during the Fall and/or Spring semesters of the 2026-27 academic year, which begins August 17, 2026. Assignments are contingent upon class availability, scheduling, budget and enrollments.

Initial rank and salary for lecturer faculty are based on professional experience and educational background and are determined by the hiring department. Most new lecturers are hired at the Lecturer A or B rank. As of July 2024, the classification salary ranges for the respective ranks are:

Lecturer A: $5,507-$6,677
Lecturer B: $6,221-$13,224
Lecturer C: $6,825-$14,523
Lecturer D: $8,593-$15,211

Equal Opportunity and Excellence in Education and Employment

This position is open and available to all regardless of race, sex, color, ethnicity or national origin. Consistent with California law and federal civil rights laws, Cal Poly provides equal opportunity in education and employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin. Our commitment to equal opportunity means ensuring that every student and employee has access to the resources and support they need to thrive and succeed in a university environment and in their communities. Cal Poly complies with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California’s Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti-discrimination laws, and CSU’s Nondiscrimination Policy. We prohibit discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of discrimination, harassment, and retaliation in all university programs, policies, and practices.

Cal Poly is a diverse community of individuals who represent many perspectives, beliefs and identities, committed to fostering an inclusive, respectful, and intellectually vibrant environment. We cultivate a culture of open dialogue, mutual respect, and belonging to support educational excellence and student success. Through academic programs, student organizations and activities, faculty initiatives, and community partnerships, we encourage meaningful engagement with diverse perspectives. As a higher education institution, we are dedicated to advancing knowledge and empowering individuals to reach their full potential by prioritizing inclusive curriculum development, faculty and staff training, student mentorship, and comprehensive support programs. At Cal Poly, excellence is built on merit, talent, diversity, accessibility, and equal opportunity for all.

Due to CSU policies, the person hired must reside in the state of California at the time of hire and for the entirety of the appointment.

REQUIRED QUALIFICATIONS

Bachelor’s degree in Business or a closely related discipline. Demonstrated currency in the financial services field through ongoing work, training, or engagement with industry trends. Substantial and relevant industry experience, showing depth of knowledge and practical application in the financial services industry.

Demonstrated proficiency in written and oral use of the English language is required.

PREFERRED QUALIFICATIONS

Master's degree or in business or related discipline, and professional certification. The Certified Financial Analyst (CFA®) or Certified Financial Planner (CFP®) designation is preferred.

SPECIAL CONDITIONS

Following a conditional offer of employment, a background check (including a criminal records check) must be completed satisfactorily before any candidate may start work with Cal Poly. Failure to satisfactorily complete the background check may result in the withdrawal of the offer of employment. Note: Cal Poly cannot deny an applicant a position solely or in part due to a criminal conviction history until it has performed an individualized assessment and linked the relevant conviction history with specific job duties in the position being sought.

Cal Poly will not sponsor an H-1B for this position.

The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.

Please note: Current employees who are offered positions on campus will be required to undergo a background check for any position where a background check is required by law or that Cal Poly has designated as sensitive. Sensitive positions are those requiring heightened scrutiny of individuals holding the position based on potential for harm to children, concerns for the safety and security of people, animals, or property, or heightened risk of financial loss to Cal Poly or individuals in the university community.

For health and well-being, Cal Poly is a smoke & tobacco-free campus. The university is committed to promoting a healthy environment for all members of our community.

In accordance with the California State University (CSU) Out-of-State Employment Policy, the CSU is a state entity whose business operations reside within the State of California and prohibits hiring employees to perform CSU related work outside of California.

HOW TO APPLY

For full consideration, please attach a cover letter, resume/CV, copy of unofficial transcripts of highest degree earned (official sealed transcripts of highest degree will be required of all finalists prior to appointment), and teaching effectiveness to your online faculty application. If applicable, please also attach a list of CSU courses previously taught and courses requesting consideration to teach. Please be prepared to provide three professional references with names and email addresses when completing your application. Cal Poly will solicit letters from the people listed by applicants.

For questions, please contact the Finance Area in the Orfalea College of Business by email at [email protected].

Advertised: Jul 30 2026 Pacific Daylight Time
Applications close: Mar 31 2027 Pacific Daylight Time

Apply Now

Refine Your Search

financial planner jobs in san luis obispo, ca

Part-Time Lecturer Pool - Finance (AY 26/27)

Relationship Banker - San Luis Obispo Market - San Luis Obispo, CA and Surrounding Areas

Wealth Advisor

Financial Solutions Advisor - CA Coastal Region

Vice President, Advisor (San Luis Obispo)

Relationship Manager – Private Wealth & Tax Solutions

Retirement Planner

Wealth Solutions Investment Advisor

Empower Financial Planner

Retirement Planner

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for financial planner in san luis obispo, ca

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected