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Financial advisor Jobs in Richmond, CA

Last updated: 10 hours ago
  • Promoted
Financial Advisor

Financial Advisor

SteelPeak WealthSan Francisco Bay Area, United States
Full-time
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: 2 days ago
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FINANCIAL ADVISOR, WEALTH MANAGEMENT

FINANCIAL ADVISOR, WEALTH MANAGEMENT

Credit Union of Southern CaliforniaCA, United States
$78,000.00 yearly
Full-time
This role at CU SoCal in Financial Services would allow you to join the.Wealth Management team as a Financial Advisor.Under this model Financial Advisors are NOT employees of LPL Financial.Financia...Show moreLast updated: 2 days ago
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State Licensed Financial Advisor

State Licensed Financial Advisor

VirtualVocationsOakland, California, United States
Full-time
A company is looking for a Financial Professional- Advisor Assist.Key ResponsibilitiesProactively contact clients via phone, email, and chat to establish relationshipsProvide a single point of cont...Show moreLast updated: 1 day ago
Financial Advisor / Insurance Agent

Financial Advisor / Insurance Agent

Primerica Financial Services - Lake ElsinoreCon Lake, CA, US
$2,000.00 monthly
Quick Apply
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
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FINANCIAL AID ADVISOR (2 POSITIONS)

FINANCIAL AID ADVISOR (2 POSITIONS)

Glendale Community CollegeCA, United States
$6,000.00–$7,269.76 monthly
Full-time
The Student Financial Aid Department is currently looking to fill two Financial Aid Advisor vacancies.One position will focus on outreach, engaging with students to provide guidance on the financia...Show moreLast updated: 1 day ago
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Financial Analyst

Financial Analyst

Psychological Assessment, IncOakland, CA, US
Full-time
Salary : Salary Range : 45,000 65,000 USD.We are seeking an experienced Financial Analyst with a strong background in finance to join our team. This is a remote position offering flexibility to accomm...Show moreLast updated: 30+ days ago
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Financial Solutions Advisor - Consumer Investments- Central CA Region

Financial Solutions Advisor - Consumer Investments- Central CA Region

Bank of AmericaOakland, CA, United States
$70,000.00–$80,000.00 yearly
Full-time
Financial Solutions Advisor - Consumer Investments- Central CA Region.Danville, California;Brentwood, California; Vallejo, California. Sacramento, California; Oakland, California; Clovis, Californi...Show moreLast updated: 10 hours ago
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Associate Financial Advisor

Associate Financial Advisor

Brio Financial GroupSan Francisco Bay Area, United States
Full-time
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: 22 days ago
Financial Advisor - Gamma Eta (California State - Long Beach)

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
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FINANCIAL ANALYST

FINANCIAL ANALYST

GLOVIS AmericaCA, United States
$53,000.00–$63,000.00 yearly
Full-time
Irvine Headquarters - Irvine, CA.About Hyundai GLOVIS America Inc.Since our inception in 2002, we are committed to delivering our customer's products via truck, rail, or ocean vessel throughout the...Show moreLast updated: 9 days ago
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FINANCIAL ADVISOR - CAREER CHANGE OPPORTUNITY

FINANCIAL ADVISOR - CAREER CHANGE OPPORTUNITY

Edward JonesCA, United States
$45,000.00–$100,000.00 yearly
Full-time
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
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Financial Professional

Financial Professional

Equitable AdvisorsSan Francisco Bay Area, United States
$135,000.00 yearly
Full-time
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: 22 days ago
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High Net-worth Financial Advisor (San Francisco)

High Net-worth Financial Advisor (San Francisco)

Talent Focus Executive Search and ConsultingSan Francisco Bay Area, United States
Full-time
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: 22 days ago
Patient Financial Advisor (On-Call)

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
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Financial Advisor San Francisco Bay Area (Associate Level)

Financial Advisor San Francisco Bay Area (Associate Level)

Lenox AdvisorsSan Francisco Bay Area, United States
Full-time
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: 22 days ago
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Financial Analyst

Financial Analyst

University of California - RiversideOakland, CA, United States
$34.70 hourly
Reporting to the Chief Financial And Administrative Officer for the School of Medicine (SOM), the Financial Analyst will be responsible for providing financial and analytical support to various dep...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

SteelPeak WealthSan Francisco Bay Area, United States
2 days ago
Job type
  • Full-time
Job description

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?

  • You 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