Top 36 Financial planner Jobs in San Luis Obispo Ca

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
Financial Solutions Advisor Registration Candidate- CA Coastal Market
Bank of America —San Luis Obispo, CA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
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
Regional Vice President of Sales (Central Gulf)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
2d
Regional Vice President of Sales (Lower Midwest)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
2d
Regional Vice President of Sales (Pacific)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
2d
Regional Vice President of Sales (North Central)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
2d
Regional Vice President of Sales (Southeast)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
2d
Regional Vice President of Sales (South Atlantic)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
2d
Regional Vice President of Sales (Mid-Atlantic)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
2d
Regional Vice President of Sales (Great Lakes)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
2d
Regional Vice President of Sales (Rust Belt)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
2d
Senior Oracle Fusion Financials R2R Functional Consultant (Diversity Candidates Only) - W2 contract
Fortira Inc —United States
- $61.06 - $66.17 an hour
- Contract
- Remote
- Background check
- Oracle
- Senior level
Quick Apply
3d
Regional Vice President of Sales (Upper Midwest)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
2d
Regional Vice President of Sales
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
2d
Director of Planned Giving
The Christian Broadcasting Network —United States
- $140,000 - $160,000 a year
- Full-time
- Remote
- Analysis skills
- Bachelor's degree
- Continuous improvement
- Health insurance
Regional Vice President of Sales (Northeast)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
2d

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Financial Solutions Advisor - CA Coastal Region
Bank of America —San Luis Obispo, CA
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to…
$70,000 - $80,000 a year

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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
Associate Financial Advisor
TPM Placement —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office*.
$110,000 - $130,000 a year
Quick Apply

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Financial Solutions Advisor - CA Coastal Region

Bank of America -
San Luis Obispo, CA

Apply Now

Job Details

Full-time
$70,000 - $80,000 a year

Qualifications

Customer communication
Financial sales
Customer relationship building
Regulatory due diligence experience
High school diploma or GED
Series 7
Financial product expertise
Industry knowledge of financial regulations
Meeting or exceeding sales goals
Experience practicing in the securities industry
Experience conducting due diligence within finance

Full Job Description

Job Description:

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
Recommends banking and investments strategies that align with client financial goals and needs
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigates and controls risk as part of daily activities
Identifies and engages potential new clients through referrals or financial center clientele
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Required Qualifications:

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Sets and accomplishes goals, achieving whatever you put your mind to.
Builds and nurtures strong relationships.
Collaborates effectively with others to get things done.
Communicates effectively and confidently and is comfortable engaging all clients.
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
Likes to learn, adapts to new information and seeks the right solutions for clients.
Efficiently manages your time and capacity.
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired Qualifications:

Strong computer skills with an ability to multitask in a demanding environment.
At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
Obtained your insurance licenses

Skills:

Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Written Communications

Schedule:

Monday-Friday Open availability required + some Saturdays

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.

Please note that while this requisition includes multiple locations, there is not an immediate opening at every location listed.

Shift:

1st shift (United States of America)

Hours Per Week:

Apply Now

Refine Your Search

financial planner jobs in san luis obispo ca

Financial Solutions Advisor - CA Coastal Region

Financial Solutions Advisor Registration Candidate- CA Coastal Market

Vice President, Advisor (San Luis Obispo)

Regional Vice President of Sales (Central Gulf)

Regional Vice President of Sales (Lower Midwest)

Regional Vice President of Sales (Pacific)

Regional Vice President of Sales (North Central)

Regional Vice President of Sales (Southeast)

Regional Vice President of Sales (South Atlantic)

Regional Vice President of Sales (Mid-Atlantic)

Regional Vice President of Sales (Great Lakes)

Regional Vice President of Sales (Rust Belt)

Senior Oracle Fusion Financials R2R Functional Consultant (Diversity Candidates Only) - W2 contract

Regional Vice President of Sales (Upper Midwest)

Regional Vice President of Sales

Director of Planned Giving

Regional Vice President of Sales (Northeast)

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