Financial Advisor Jobs in Brentwood, CA (140)
Vice President, CRM Strategy & Transformation
Assetmark
Concord, California
401(k)
Dental Insurance
Vision Insurance
$200k - $280k / year
Branch Manager
Threadneedle group
Walnut Creek, California
Part-Time
Health Insurance
Director, Corporate & Advisor Communications
Assetmark
Concord, California
401(k)
Dental Insurance
Vision Insurance
$130k - $190k / year
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo)
Cetera Financial Group
Danville, California
Health Insurance
Treasury Manager New Pleasanton, CA
Tbwa Chiat/Day
Pleasanton, California
PTO
Dental Insurance
Vision Insurance
Parental Leave
$87k - $117.9k / year
Treasury Manager
Tekion
Pleasanton, California
PTO
Dental Insurance
Vision Insurance
Parental Leave
$87k / year
‌
Head of Investor Relations (hybrid)
Cerus
🌎 Remote
Remote
Hybrid
Health Insurance
Dental Insurance
Vision Insurance
Education
$265k - $368.5k / year
‌
Tax Manager
Bank Of Montreal
San Ramon, California
Part-Time
Health Insurance
Education
$79.8k - $148k / year
‌
Trial Attorney - Insurance Defense
State Farm
Concord, California
Dental Insurance
Parental Leave
$114.4k - $218.8k / year
‌
Senior Project Manager
Regency Centers
Walnut Creek, California
New
Part-Time
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Parental Leave
$187k - $195k / year
‌
Director, People Business Partner
Taiho Oncology
Pleasanton, California
$204k - $240k / year
‌
Technology Advisory Board Member (Course Credit Eligible / Community ServiceCredit Eligible / T[...]
Childhood Cancer Society
Stockton, California
‌
Tax Manager
BMO Financial Group
San Ramon, California
Part-Time
Health Insurance
Education
$79.8k - $148k / year
‌
Tax Manager or Tax Supervisor, CPA firm. Positions downtown, San Francisco, Oakland, Walnut Creek
Locke and KEY Recruiting, Hiring and Consulting Services
Walnut Creek, California
401(k)
‌
Tracy Branch - Member Service Specialist II (Full-Time/Part-Time)
Golden 1
Tracy, CA
New
Part-Time
Hourly
Vision Insurance
$21.50 / hour
‌
Block Advisors Receptionist
H&R Block
Pleasanton, CA
401(k)
‌
J.P. Morgan Wealth Management - Private Client Advisor - Walnut Creek, San Ramon, CA and Surround...
JPMorganChase
Walnut Creek, CA
New
Health Insurance
Education
$40 / hour
‌
Financial Solutions Advisor - Consumer Investments- Central CA Region
Bank of America
Brentwood, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Advisor Development Program - Financial Solutions Advisor Trainee: Antioch Financial Center
Bank of America
Antioch, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $32 / hour
‌
Merrill Financial Solutions Advisor - Sacramento Market
Bank of America
Stockton, CA
Diversity Leader
Eco-Friendly
$75k - $85k / year
‌
Financial Solutions Advisor - Consumer Investments - Alamo Financial Center
Bank of America
Alamo, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Pleasant Hill Financial Center
Bank of America
Pleasant Hill, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Oracle Cloud Financial Consultant
Accenture
Walnut Creek, CA
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
‌
Front Desk Associate
Allworth Financial
Walnut Creek, CA
Hospitality
401(k)
$60k - $66k / year
‌
Assignment Ready Counselor, PFC; Stockton, CA
Magellan Health
Stockton, CA
New
$53.1k / year
‌
Relationship Banker - Tracy area - Spanish Preferred
Bank of America
Tracy, CA
Hourly
Diversity Leader
Eco-Friendly
$24 - $25.96 / hour
‌
Senior Premier Relationship Manager
BMO Financial Group
Stockton, CA
Part-Time
Health Insurance
Education
$56k - $104k / year
‌
Financial Advisor
Northwestern Mutual
Walnut Creek, CA
Vision Insurance
Flexible Schedule
$70k - $250k / year
‌
Entry Level Financial Advisor
Equitable Advisors
Walnut Creek, CA
New
Part-Time
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education
$36k - $125k / year
‌
Financial Advisor San Francisco Bay Area (Associate Level)
Lenox Advisors
Walnut Creek, CA
‌
Financial Professional
Equitable Advisors
Walnut Creek, CA
Health Insurance
Dental Insurance
Vision Insurance
$250 - $1,000 / week
‌
Financial Advisor
Masis Professional Group
🌎 Remote
Remote
‌
Financial Advisor
State Farm
🌎 Remote
Remote
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
$80k - $140k / year
‌
Financial Advisor
Mosaic Retirement Planning
🌎 Remote
Part-Time
Remote
Hourly
‌
Financial Solutions Advisor - Consumer Investments- Central CA Region
Bank of America
Brentwood, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
Job Description
Working as a Financial Advisor in Brentwood, CA
There are 140 Financial Advisor opportunities available in Brentwood, CA all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.
Financial Advisor jobs near Brentwood, CA
Financial Advisors in Brentwood, CA Resume Data
Average Experience for Financial Advisors in Brentwood, CA
- More than 10 years: 63%
- 6-10 years: 24%
- 3-5 years: 11%
- 1-2 years: 1%
Educational Background for Financial Advisors in Brentwood, CA
- Bachelors: 55%
- Masters: 17%
- Diploma: 15%
- Associates: 12%
- Doctorate: 1%
Top Skill for Financial Advisors in Brentwood, CA
- Attention to detail: 17%
- Customer focus & orientation: 14%
- Sales skills: 13%
- Administrative assistant/receptionist: 10%
- Management & leadership skills: Planning & execution: 10%
- Project timeline management: 9%
- Scheduling: 9%
- Customer service: 7%
- Bookkeeping: 6%
- Analyzing data: 6%
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