Top 210 Financial advisor Jobs in Vallejo, Ca

Retirement Plan Advisor
Empower —San Francisco, CA
- $86,600 - $122,375 a year
- Remote
- Microsoft Word
- Mid-level
- 3 years
- Paid parental leave
- Paid holidays
6h
Wealth Advisor (Walnut Creek)
EP Wealth Advisors, LLC —Walnut Creek, 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- North Napa Financial Center
Bank of America —Napa, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Instructor Pool - Online Business Programs - UC Berkeley Extension
University of California Berkeley —Berkeley, CA
- $1,425 - $18,000 a month
- Online Application
- Google Workspace
- CPA
- PMP
Wealth Management Advisor - Walnut Creek, CA
TIAA —Walnut Creek, CA
- $100,000 - $110,000 a year
- Online Application
- 5 years
- Office
- Business development
Financial Advisor - AI Trainer
DataAnnotation —Oakland, CA
- $50 - $100 an hour
- Part-time
- Remote
- English
- Master's degree
- Analysis skills
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
Financial Services Representative path to Financial Advisor
New York Life —San Francisco, CA
- $69,000 - $185,000 a year
- Full-time
- Hybrid work
- US work authorization
- Entry level
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor
City National Bank —San Francisco, CA
- $95,000 a year
- Office
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
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
Financial Professional
New York Life/NYLIFE Securities, LLC —San Francisco, CA
- $70,000 - $120,555 a year
- Full-time
- Hybrid work
- Background check
- Sales
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
5d
Associate Financial Advisor
Edward Jones —Piedmont, CA
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
11d
VP, Financial Consultant- Oakland, CA
Charles Schwab —Oakland, CA
- $75,000 - $120,000 a year
- Business development
- Senior level
- Communication skills
- Paid parental leave
- Employee stock purchase plan
3d
Financial Advisor (Career Changers Encouraged - Training & Mentorship Provided)
Northwestern Mutual —Walnut Creek, CA
- $80,000 - $200,000 a year
- Full-time
- Background check
- Sales
- Office
- Paid training
- Disability insurance
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 Planner Career Changer Opportunity
Northwestern Mutual - San Francisco —San Francisco, CA
- $68,000 - $78,000 a year
- Full-time
- Hybrid work
- 18 years or older
- High school
- Office
- Health insurance
- Dental insurance
Quick Apply
1d
Client Advisor Seeking Former Athlete
Walnut Creek - Northwestern Mutual —Walnut Creek, CA
- $70,000 - $90,000 a year
- Full-time
- Hybrid work
- 11+ years
- Office
- Finance
- Profit sharing
- Health insurance
Quick Apply
1d
Advisor Development Program - Financial Solutions Advisor Trainee: Eastshore Financial Center
Bank of America —Berkeley, CA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Office
- Bachelor's degree
Citi Private Bank - UHNW Banker - San Francisco & Palo Alto
Citi —San Francisco, CA
- $200,000 - $300,000 a year
- Full-time
- Hybrid work
- 11+ years
- Office
- Master's degree
- Paid holidays
- Disability insurance
Senior Wealth Advisor
Current —San Francisco, CA
- $150,000 - $600,000 a year
- Full-time
- Remote
- Business development
- Mentoring
- Financial services
- Disability insurance
- Health insurance

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Retirement Plan Advisor

Empower -
San Francisco, CA

Apply Now

Job Details

$86,600 - $122,375 a year
6 hours ago

Benefits

Paid parental leave
Internal mobility program
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Parental leave
Vision insurance
401(k) matching
Life insurance

Qualifications

Microsoft Word
Series 6
Customer relationship building
Presentation software
Financial client presentations
Sales presentations
Sales territory planning
FINRA License
Series 65
Experience practicing in the securities industry
Series 63

Full Job Description

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution 401(k) plan participants. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.

This Retirement Plan Advisor will work with a new 401(k) plan in San Francisco. The Advisor must be based in this territory.

What you will do

Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes
Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans
Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner
Manage meeting schedule, including travel booking
Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants
Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance
Achieve plan level and individual goals to help achieve service level agreements and business results
Participate in client meetings, sales finals, or other external meetings as needed
Work collaboratively across internal service and management teams to improve effectiveness

What you will bring

Bachelor's degree or equivalent work experience in lieu of a degree
3 – 5 years relevant financial services experience
Strong presentation skills required
Proficiency in MS Word, Excel, PowerPoint, and Teams required
Strategic thinker who can work independently required
Strong relationship building and territory management skills required
FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred
FINRA fingerprinting required upon hire

What will set you apart

Working knowledge of Salesforce preferred
Working knowledge of building blocks for successful retirement planning preferred
Basic understanding of defined contribution plans preferred
Practical experience providing high-level, consultative client interactions preferred

#PJRPA

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

$86,600.00 - $122,375.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer • Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

08-15-2026

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Workplace Flexibility: Remote - Must reside within territory

Apply Now

Refine Your Search

financial advisor jobs in vallejo, ca

Retirement Plan Advisor

Wealth Advisor (Walnut Creek)

Financial Solutions Advisor- North Napa Financial Center

Instructor Pool - Online Business Programs - UC Berkeley Extension

Wealth Management Advisor - Walnut Creek, CA

Financial Advisor - AI Trainer

Accelerated Path to Management

Financial Services Representative path to Financial Advisor

Financial Advisor

Lenox Advisors - Financial Advisor

Financial Professional

Associate Financial Advisor

VP, Financial Consultant- Oakland, CA

Financial Advisor (Career Changers Encouraged - Training & Mentorship Provided)

Financial Advisor

Financial Planner Career Changer Opportunity

Client Advisor Seeking Former Athlete

Advisor Development Program - Financial Solutions Advisor Trainee: Eastshore Financial Center

Citi Private Bank - UHNW Banker - San Francisco & Palo Alto

Senior Wealth Advisor

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