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Financial Advisor Jobs in Aptos, CA (838)

Associate Wealth Advisor, Schwab Wealth Advisory

Charles Schwab Careers
Campbell, California
New
Dental Insurance
Vision Insurance
Education
Parental Leave

Investment Counselor (Financial Advisor Alternative)

Fisher Investments Careers
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
Icon: salary
$85k - $135k / year

Remote Senior Financial Analyst - AI Trainer ($50-$60 per hour)

Data Annotation
🌎 Remote
New
Remote
Hourly
Icon: salary
$50 - $60 / hour

Wealth Advisor Financial Guidance

Charles Schwab
Campbell, CA

Financial Advisor

Northwestern Mutual
Campbell, CA
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year

Financial Planning & Investment Advisor

Bank of America
Campbell, CA
New
Diversity Leader
Eco-Friendly
‌

Merrill Experienced Financial Advisor

Bank of America
San Jose, CA
New
Diversity Leader
Eco-Friendly
Icon: salary
$48k - $100k / year
‌

Financial Advisor

New York Life
San Jose, CA
Dental Insurance
Vision Insurance
Icon: salary
$117.4k / year
‌

Financial Advisor

BMO U.S
Santa Cruz, CA
Health Insurance
Education
Icon: salary
$57.5k - $106.5k / year
‌

Financial Advisor

Edward Jones
Soquel, CA
New
Dental Insurance
Vision Insurance
Education
Parental Leave
‌

Senior Financial Consultant & Client Growth Advisor

Mysalinasinsurance
Santa Cruz, CA
New
‌

Financial Advisor

Bmo
San Jose, CA
New
Part-Time
Health Insurance
Education
Icon: salary
$69k - $127.8k / year
‌

Financial Advisor

MassMutual Alabama
San Jose, CA
Entry-Level
‌

Impactful Financial Advisor - Build Wealth & Security

New York Life
San Jose, CA
Icon: salary
$117k / year
‌

Wealth Advisor: Strategic Financial Planning & Client Growth

Charles Schwab
Campbell, CA
‌

Personal Financial Advisor

Sales Match
San Jose, CA
New
Hourly
Icon: salary
$30 - $45 / hour
‌

Financial Solutions Advisor- Cupertino Financial Center

Bank of America
Cupertino, CA
Diversity Leader
Eco-Friendly
Icon: salary
$70k - $80k / year
‌

Financial Advisor/Financial Services Sale Professional

New York Life Insurance
San Jose, CA
Health Insurance
Dental Insurance
‌

Licensed Financial Solutions Advisor

Bank of America
Capitola, CA
New
Diversity Leader
Eco-Friendly
Icon: salary
$70k - $80k / year
‌

Wealth & Investment Advisor

BMO U.S
Santa Cruz, CA
Health Insurance
Icon: salary
$57.5k - $106.5k / year
‌

Financial Aid Advisor

Unitek Education
San Jose, CA
New
Hourly
401(k)
Dental Insurance
Vision Insurance
Icon: salary
$25 - $31 / hour
‌

Financial Advisor Early Career

MassMutual Northern California
San Jose, CA
Icon: salary
$110k - $300k / year
‌

Client-Focused Financial Solutions Advisor

Bank of America
Santa Cruz, CA
Diversity Leader
Eco-Friendly
Icon: salary
$70k - $80k / year
‌

Special Programs & Financial Aid Advisor

San Jose State University
San Jose, CA
‌

Community-Focused Financial Advisor

Modern Woodmen
San Jose, CA
‌

Financial Advisor: Licensing, Mentorship & Growth

Northwestern Mutual
San Jose, CA
‌

Financial Solutions Advisor- San Jose Area

Bank of America
Campbell, CA
New
Diversity Leader
Eco-Friendly
Icon: salary
$70k - $80k / year
‌

Financial Solutions Advisor: Build Custom Financial Plans

Bank of America
Cupertino, CA
Diversity Leader
Eco-Friendly
‌

Licensed Financial Solutions Advisor Start Licensing

Dormont Manufacturing
Gilroy, CA
New
Hourly
Icon: salary
$28.85 - $33.65 / hour
‌

Wealth Management Advisor: Investment & Planning

U.S. Bank
San Jose, CA
‌

Financial Solutions Advisor- Saratoga, Santa Cruz, Monterey Areas

Bank of America
Capitola, CA
New
Diversity Leader
Eco-Friendly
Icon: salary
$70k - $80k / year
‌

Campus Financial Aid Advisor (Onsite)

Unitek Education
San Jose, CA
New
Hourly
401(k)
Dental Insurance
Vision Insurance
Icon: salary
$25 - $31 / hour
‌

Investment Counselor (Financial Advisor Alternative)

Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
Icon: salary
$85k - $135k / year
‌

Investment Counselor (Financial Advisor Alternative)

myGwork - LGBTQ+ Business Community
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
Icon: salary
$10k / month

Job Description

Working as a Financial Advisor in Aptos, CA

There are 838 Financial Advisor opportunities available in Aptos, 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 Aptos, CA

  • San Jose, CA
  • Santa Clara, CA
  • Palo Alto, CA

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