Financial Advisor Jobs in San Francisco, CA (1,029)
Financial Analyst, Consultant
Blue Shield of California
Oakland, CA
$1,641 / week
Financial Advisor - Paid Training Provided
Edward Jones
Pleasant Hill, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
Merrill Financial Solutions Advisor: Greater Dallas Market
Bank of America
San Francisco, California
Diversity Leader
Eco-Friendly
$100k / year
Senior Wealth Advisor
Support.com
San Francisco, California
PTO
Dental Insurance
Vision Insurance
Parental Leave
Senior Wealth Advisor - San Francisco/Castro
Citi
San Francisco, California
Dental Insurance
$70k / year
Vice President, Marketing & Communications
San Francisco SPCA
San Francisco, California
New
Hospitality
Vision Insurance
Parental Leave
$100k - $150k / year
‌
Regional Vice President (Northern California - Bay Area)
Mercer Advisors
San Francisco, California
Hospitality
Vision Insurance
Parental Leave
$100k - $150k / year
‌
Senior Wealth Advisor - Irvine, CA
Citigroup
San Francisco, California
New
Dental Insurance
Vision Insurance
$160k / year
‌
Financial Consultant
Ironclad Wealth Partners
San Francisco, California
Part-Time
Flexible Schedule
‌
Merrill Market Client Relationship Manager
Bank of America
San Francisco, California
Diversity Leader
Eco-Friendly
401(k)
$110k - $155k / year
‌
Tax Senior Manager - private wealth, flow-throughs, partnerships, entities
Baker Tilly
San Francisco, California
$122.3k - $265k / year
‌
Director, Charitable Consulting
Charles Schwab
San Francisco, California
Dental Insurance
Vision Insurance
Education
Parental Leave
$175k - $225k / year
‌
Asset & Wealth Management, Private, Life Sciences, Vice President - San Francisco San Francisco[...]
Goldman Sachs Bank AG
San Francisco, California
Part-Time
$150k - $300k / year
‌
Assistant Vice President, Venture Lending-Banking (Enterprise)
CareerArc
San Francisco, California
401(k)
Dental Insurance
Vision Insurance
‌
Client Advisor
OTB Group
San Francisco, CA
$18 - $19 / hour
‌
Remote Certified Financial Planner
TalentWealth
🌎 Remote
Remote
‌
CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote
Analog Capital Partners
🌎 Remote
Remote
‌
Financial Advisor
Atria Wealth Solutions
San Francisco, CA
Health Insurance
‌
Merrill Experienced Financial Advisor
Bank of America
San Francisco, CA
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Merrill Financial Solutions Advisor - San Francisco Market
Bank of America
San Francisco, 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
‌
Advisor Development Program - Financial Solutions Advisor Trainee: San Leandro Industrial Center
Bank of America
San Leandro, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $32 / hour
‌
Financial Solutions Advisor Registration Candidate- Consumer Investments- Greater Bay Region
Bank of America
San Francisco, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
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
‌
Financial Consultant Partner - San Mateo, CA
Charles Schwab
San Mateo, CA
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Vice President, BlackRock Portfolio Design Specialist
BlackRock
🌎 Remote
Remote
Eco-Friendly
Education
$110k / year
‌
Tax Manager, Investment Management, Private Wealth (West Region Office Locations)
Deloitte
San Francisco, CA
Diversity Leader
$85k - $193.4k / year
‌
Tax Senior Manager, Investment Management - Private Wealth (West Region Office Locations)
Deloitte
San Francisco, CA
Diversity Leader
$119.5k - $272.1k / year
‌
Oracle Cloud Financial Consultant
Accenture
San Francisco, CA
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
‌
Business Development Officer- San Francisco, CA- (North CA/PacWest Region)
Charles Schwab
San Francisco, CA
Dental Insurance
Vision Insurance
Education
Parental Leave
$225k / year
‌
Wealth Management Seasonal Client Associate
Bank of America
San Francisco, CA
Part-Time
Hourly
Diversity Leader
Eco-Friendly
$24 - $30 / hour
‌
Wealth Management Client Associate
Bank of America
San Francisco, CA
Hourly
Diversity Leader
Eco-Friendly
$25 - $37 / hour
‌
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
‌
Client Advisor
OTB Group
San Francisco, CA
$18 - $19 / hour
Financial Advisor Salary in San Francisco
Financial Advisors working in San Francisco, CA make an average annual salary of $86K and a maximum annual salary of around $179K.
Job Description
Working as a Financial Advisor in San Francisco, CA
There are 1,029 Financial Advisor opportunities available in San Francisco, 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 San Francisco, CA
Financial Advisors in San Francisco, CA Resume Data
Average Experience for Financial Advisors in San Francisco, CA
- More than 10 years: 66%
- 6-10 years: 20%
- 3-5 years: 12%
- 1-2 years: 1%
- Less than 1 year: 1%
Educational Background for Financial Advisors in San Francisco, CA
- Bachelors: 58%
- Masters: 23%
- Diploma: 9%
- Associates: 7%
- Doctorate: 2%
Top Skill for Financial Advisors in San Francisco, CA
- Customer focus & orientation: 17%
- Attention to detail: 16%
- Sales skills: 15%
- Spreadsheets with Microsoft Excel: 9%
- Management & leadership skills: Planning & execution: 9%
- Bookkeeping: 8%
- Customer service: 8%
- Work style: Reliability: 8%
- Administrative assistant/receptionist: 7%
- Principles of accounting: 6%
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