Top 203 Financial advisor Jobs in Vallejo Ca

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
3d
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
Financial Advisor
City National Bank —Walnut Creek, CA
- $95,000 a year
- Office
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
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
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
10d
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
8d
Financial Advisor
First Command Financial Services, Inc. —Fairfield, CA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Financial Advisor - OR, NY, NJ, FL, or CA
Current —San Francisco, CA
- $150,000 - $600,000 a year
- Full-time
- Remote
- Senior level
- Banking
- Disability insurance
- Health insurance
Client Services Officer - WMT (Wealth Management)
BANK OF MARIN —Novato, CA
- $30.61 - $41.31 an hour
- Full-time
- Sales
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Quick Apply
Financial Advisor
City National Bank —San Francisco, CA
- $95,000 a year
- Office
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Fast Track to Management
New York Life/NYLIFE Securities, LLC —San Francisco, CA
- $68,640 - $285,000 a year
- Full-time
- Background check
- Sales
- Customer service
- AD&D insurance
- Disability insurance
Quick Apply
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
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
3d
Financial Services Cybersecurity Senior Consultant
Crowe —San Francisco, CA
- $80,500 - $159,300 a year
- Full-time
- Azure
- Computer Science
- HIPAA
Quick Apply
Financial Solutions Advisor Registration Candidate - Virginia Hills Financial Center
Bank of America —Martinez, CA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
3d
Financial Solutions Advisor - Vacaville Financial Center
Bank of America —Vacaville, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
1d
Financial Solutions Advisor - Novato Financial Center
Bank of America —Novato, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Financial Advisor
BMO Financial Group —Concord, CA
- $63,300 - $117,200 a year
- Full-time
- Databases
- Business development
- Analysis skills
- Health insurance
- Tuition reimbursement
Investment Executive (Financial Advisor) Northern, CA - East Bay
Fifth Third Bank —Walnut Creek, CA
- Full-time
- Office
- Travel
- Mentoring
5d
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

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financial advisor jobs near vallejo ca

Financial Advisor - 10 Years Required

Bedell Frazier
Walnut Creek, CA

Quick Apply

Job Details

Full-time
$135,000 - $175,000 a year
3 days ago

Benefits

Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Customer communication
Teamwork
Professional ethics
Regulatory compliance
Attention to detail
Adaptability
Financial services
Financial regulatory compliance
Account management

Full Job Description

About Us
We are a professional, client-focused team dedicated to making a meaningful difference in the lives of those we serve. Our work is driven by a commitment to excellence, integrity, and long-term client success.

This is an outstanding opportunity to join a respected firm in the financial services industry.

We're seeking a collaborative, experienced client facing professional who is interested in a long-term role contributing to the continued growth and evolution of a well-established investment management and financial planning firm. The ideal candidate will possess strong communication and relationship-building skills, meticulous attention to detail, a service-oriented mindset, and the ability to manage multiple priorities in a dynamic, fast-paced environment.

This role requires a commitment to the highest standards of client service, professionalism, and ethical conduct. The successful candidate will be expected to operate with a strong understanding of regulatory requirements and a focus on delivering exceptional outcomes for our clients.

Our office environment is fast-paced and mission-driven, with a culture centered on enhancing the financial well-being of our clients.

Ideal Candidate Attributes:

Unwavering client-first mindset
Strong personal work ethic and sense of accountability
Demonstrates respect and professionalism in all interactions
High level of integrity and trustworthiness
Deep understanding of investments, financial markets, and planning strategies for high-net-worth individuals
Exceptional communication skills, both written and verbal
Operates in a fiduciary capacity, always acting in the best interest of the client
Remains composed and solutions-oriented under pressure
Proven ability to develop new relationships and convert prospective clients
Active and empathetic listener, inquisitive nature
Self-motivated and driven to excel
Strategic thinker with strong problem-solving abilities and a forward-looking mindset
Positive, enthusiastic attitude
Flexible and adaptable to evolving client needs and firm priorities
High energy with a proactive approach to challenges
Creative thinker with a passion for continuous learning and professional growth
Highly organized with strong attention to detail
Discreet, with a strong understanding of confidentiality and compliance obligations

Key Responsibilities:

Serve as the primary point of contact to cultivate and enhance long-term client relationships
Clearly communicate investment strategies and financial planning recommendations on an ongoing basis
Lead client meetings with thorough preparation and manage all follow-up tasks in a timely manner
Maintain accurate and detailed documentation of all client interactions
Contribute to firm growth by fostering new client relationships
Identify opportunities to consolidate external assets into the firm
Regularly review and update clients’ financial plans to ensure alignment with their goals

This is a full-time, in office position, in Walnut Creek, conveniently located near the Walnut Creek Bart station.

Compensation and Benefits:

$135,000 to $175,000, based on experience plus performance based bonus opportunities

401(k) with match
Health, dental, vision insurance
Flexible spending account
Life insurance
Paid time off

Experience:

Client-facing: 10 years (Required)

License/Certification:

Series 65 (or equivalent) (Required)
CFP (Preferred)

To be employed within the financial services industry, candidate must pass a thorough background check. This includes DMV, credit and criminal. A clean U-4 is also required.

We are working directly with a recruiter, so please do not contact our office.

Please submit cover letter and resume in Word or PDF format.

Instructions for applying for this position:
Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Please follow these instructions to ensure your resume will be reviewed. We look forward to your submission!

Job Type: Full-time

Pay: $135,000.00 - $175,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Experience:

Financial Advisor: 10 years (Preferred)

License/Certification:

Series 65 or equivalent (Required)

Work Location: In person

Quick Apply

Refine Your Search

financial advisor jobs in vallejo ca

Financial Advisor - 10 Years Required

Financial Advisor II

Financial Advisor

Financial Services Representative path to Financial Advisor

Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

Associate Wealth Advisor, Schwab Wealth Advisory

Financial Advisor

Financial Advisor - OR, NY, NJ, FL, or CA

Client Services Officer - WMT (Wealth Management)

Financial Advisor

Fast Track to Management

Entry Level - Wealth Management Associate

Sales Advisor Seeking Former Educator/Coach

Financial Services Cybersecurity Senior Consultant

Financial Solutions Advisor Registration Candidate - Virginia Hills Financial Center

Financial Solutions Advisor - Vacaville Financial Center

Financial Solutions Advisor - Novato Financial Center

Financial Advisor

Investment Executive (Financial Advisor) Northern, CA - East Bay

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

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