Financial advisor Jobs in Oakland, CA
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Financial advisor • oakland ca
Last updated: 1 day ago
At SteelPeak Wealth, we operate with a growth mindset.We are seeking Bay Area-based advisors who are ready to join an RIA that surrounds them with resources and talent so they can focus on what the...Show moreLast updated: 11 days ago
We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives.
We have a passion to make a positive impact on the f...Show moreLast updated: 6 days ago
Napa Valley office in CA is looking for a.Our team members work together to meet company objectives for customer service quality, client retention and sales growth.
In the spirit of pay transparency...Show moreLast updated: 4 days ago
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther's founders are leaders and in...Show moreLast updated: 2 days ago
Have you ever considered getting state-licensed in life insurance and or investment accounts? If so, you can recruit and build your team.
This is the perfect opportunity to get your foot in the door...Show moreLast updated: 30+ days ago
Must be in San Francisco Bay Area.At Northwestern Mutual, Build a Business for Yourself, but Not by Yourself.Northwestern Mutual was named one of the World’s Most Admired Companies® in our industry...Show moreLast updated: 7 days ago
Financial Advisor Position Overview Major wealth management firm dedicated to providing personalized investment solutions that help clients achieve their financial goals seeks a highly motivated an...Show moreLast updated: 2 days ago
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative f...Show moreLast updated: 30+ days ago
Are you a leader who has the following traits?.If the answer is yes, consider becoming an insurance agent / financial advisor to drive positive impact in the lives of families every day.At New York ...Show moreLast updated: 30+ days ago
Talent Focus is proud to collaborate with a renowned international wealth management institution to recruit an exceptional.
High Net-worth Private Client practice in the vibrant city of San Francisc...Show moreLast updated: 30+ days ago
A company is looking for a Financial Advisor to guide clients in achieving financial clarity and building long-term relationships.
Key ResponsibilitiesBuild and manage a financial practice focused o...Show moreLast updated: 6 days ago
Interested candidates should be Bay Area locals with a passion for personalized wealth management.Manage client portfolios, overseeing assets ranging from $1-3M+.
Provide tailored financial advice c...Show moreLast updated: 30+ days ago
Want to work in a fun and friendly office with a supportive, collaborative team? Are you someone who always puts clients’ interests first, believes in fiduciary standards, has a hunger to learn, co...Show moreLast updated: 30+ days ago
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you.Financial advisors partner with clients to help them achieve their long-term finan...Show moreLast updated: 1 day ago
Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families.
We are professional fiduciaries with an entrepreneurial spirit.F...Show moreLast updated: 30+ days ago
About Empirical Wealth Management.Empirical Wealth Management is a rapidly growing financial services firms, currently directing the financial lives and managing assets for hundreds of individuals ...Show moreLast updated: 11 days ago
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clien...Show moreLast updated: 30+ days ago
- Promoted
Financial Advisor
SteelPeak WealthSan Francisco Bay Area, United StatesFull-time
- Promoted
Financial Advisor
Equitable AdvisorsSan Francisco, CA, United States$125,000.00 yearly
Full-time
- Promoted
Financial Advisor
Wealth EnhancementNapa County, CA, United States$125,000.00–$130,000.00 yearly
Full-time
- Promoted
Senior Financial Advisor
Tbwa Chiat / Day IncSan Francisco, CA, USFull-time
Financial Advisor / Insurance Agent
Primerica Financial Services - Lake ElsinoreCon Lake, CA, US$2,000.00 monthly
Quick Apply
- Promoted
Financial Advisor (Career Changers Encouraged, Training & Mentorship Provided)
Northwestern MutualAlameda, CA, United States$250,000.00 yearly
Full-time
Financial Advisor
insurecruitOakland, CA, USFull-time
Quick Apply
Financial Advisor
Northern Trust CorporationSan Francisco, CAFull-time
Financial Advisor
New York LifeLake County, CA$124,000.30 yearly
Full-time
- Promoted
High Net-worth Financial Advisor (San Francisco)
Talent Focus Executive Search and ConsultingAlameda, CA, United StatesFull-time
- Promoted
Colorado Licensed Financial Advisor
VirtualVocationsOakland, California, United StatesFull-time
Financial Advisor - Gamma Eta (California State - Long Beach)
Gamma Phi BetaCalifornia Application Deadline : June 1, 2024.A financial advisor promotes chapter financial wellness by ensuring executive council officers understand and maintain sound financial management practices and as...Show moreLast updated: 30+ days ago
- Promoted
Financial Advisor
Innovations PSISan Francisco, CA, United States$115,000.00–$225,000.00 yearly
Full-time
- Promoted
Associate Financial Advisor
Brio Financial GroupAlameda, CA, United StatesFull-time
- Promoted
Financial Advisor - Certification Provided
Edward JonesCalifornia, United States$45,000.00–$100,000.00 yearly
Full-time
- Promoted
Financial Advisor San Francisco Bay Area (Associate Level)
Lenox AdvisorsAlameda, CA, United StatesFull-time
Financial Advisor
Empirical Wealth ManagementSan Francisco, California, United States, 94104$100,000.00–$250,000.00 yearly
Full-time
Merrill Experienced Financial Advisor
Bank of AmericaSan FranciscoFull-time
Patient Financial Advisor (On-Call)
Kaiser PermanenteRichmond, California Under direct supervision, the Patient Financial Advisor (PFA) is a professional responsible for identifying appropriate financial sponsorship for members and non-members and determining their cost ...Show moreLast updated: 30+ days ago
Financial Advisor
SteelPeak WealthSan Francisco Bay Area, United States11 days ago
Job type
- Full-time
Job descriptionYou get to be part of a firm that values your growth and development We're one of the nation’s fastest-growing RIAs (according to Forbes) with a 26% CAGR over the past 10 years Competitive salary and bonuses Health, dental, and vision insurance 401(k) matching program Professional development opportunities
At SteelPeak Wealth, we operate with a growth mindset. We are seeking Bay Area-based advisors who are ready to join an RIA that surrounds them with resources and talent so they can focus on what they do best – taking care of clients and growing assets. You would be our first hire in the Bay Area and help establish our presence there.
Key Responsibilities :
- Provide personalized financial advice and strategies to clients based on their financial goals and risk tolerance.
- Develop and maintain long-term relationships with clients, ensuring their financial needs are met and exceeded.
- Conduct regular reviews of clients' financial portfolios and provide recommendations for adjustments and improvements.
- Stay informed about market trends, investment products, and regulatory changes to offer up-to-date advice.
- Collaborate with other team members to deliver comprehensive financial planning services.
- Assist clients with retirement planning, estate planning, tax strategies, and insurance needs.
- Maintain accurate and detailed records of client interactions and financial plans.
Why Join SteelPeak?