Financial Advisor Jobs in Castro Valley, CA (4,650)
Family Service Advisor (Funeral & Cemetery Sales)
Catholic Funeral & Cemetery Services
Castro Valley, CA
Health Insurance
$100k / year
Financial Solutions Advisor & Wealth Planner
Bank of America
Oakland, CA
New
Diversity Leader
Eco-Friendly
$70k - $80k / year
Strategic Financial Planner & Investment Advisor
Bank of America
San Leandro, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
Wealth Financial Advisor
CAPTRUST
San Ramon, CA
PTO
Dental Insurance
Vision Insurance
$90k / year
Hybrid Wealth Advisor: Strategic Financial Planner
Mercer Advisors
Menlo Park, CA
Hybrid
Investment Consultant: Path to Financial Advisor
Charles Schwab
San Ramon, CA
New
Health Insurance
‌
Financial Advisor
Northwestern Mutual
San Francisco, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Investment & Financial Planning Advisor
Dormont Manufacturing
Castro Valley, CA
$70k - $80k / year
‌
Financial Advisor - PNC Wealth Management
Dormont Manufacturing
Dublin, CA
Part-Time
Health Insurance
Vision Insurance
Parental Leave
$75k / year
‌
Investment & Financial Planning Advisor
Bank of America
Foster City, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Financial Advisor
Summitry
Foster City, CA
New
‌
Strategic Financial Advisor & Planner
Koitecc Solutions
Concord, CA
‌
Financial Advisor
Empirical Financial Services
Walnut Creek, CA
New
Dental Insurance
$100k - $250k / year
‌
Financial Advisor
Empirical Wealth Management
Menlo Park, CA
New
Dental Insurance
$100k - $250k / year
‌
Family Office Advisor/Financial Planner (UHNW)
Next Level Recruiting
San Francisco, CA
New
‌
Financial Advisor
City National Bank
Walnut Creek, CA
Dental Insurance
Vision Insurance
Education
$95k / year
‌
Financial Advisor
Northwestern Mutual Life Insurance
Walnut Creek, CA
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Financial Advisor
Homesearchindia
San Francisco, CA
New
Vision Insurance
$100k - $145k / year
‌
Financial Advisor
Unavailable
Walnut Creek, CA
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Wealth Advisor & Financial Planning Specialist
Charles Schwab
Fremont, CA
‌
Financial Planning & Investment Solutions Advisor
Bank of America
Concord, CA
New
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Strategic Investment & Financial Planning Advisor
Dormont Manufacturing
El Cerrito, CA
‌
Financial Solutions Advisor: Wealth Planning & Brokerage
Dormont Manufacturing
Belmont, CA
$65k - $80k / year
‌
Associate Financial Advisor
Golden Summit Wealth & Insurance Solutions
Redwood City, CA
New
Part-Time
‌
Associate Financial Advisor
Summit Financial Group
San Ramon, CA
New
PTO
$2,500 / month
‌
Associate Financial Advisor
Summitry
Foster City, CA
New
$85 - $115 / hour
‌
Merrill Experienced Financial Advisor
Bank of America
San Francisco, CA
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Financial Advisor
BMO U.S
Walnut Creek, CA
New
Health Insurance
Education
$63.3k - $117.2k / year
‌
Financial Advisor
Koitecc Solutions
Berkeley, CA
New
Part-Time
Health Insurance
Education
$63.3k - $117.2k / year
‌
VP Financial Advisor
Wealth Enhancement Group
South San Francisco, CA
Dental Insurance
Vision Insurance
Education
Parental Leave
$164k - $250k / year
‌
Financial Advisor
Bank of Montreal
Concord, CA
New
Part-Time
Health Insurance
Education
$63.3k - $117.2k / year
‌
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$85k - $135k / year
‌
Investment Counselor (Financial Advisor Alternative)
myGwork - LGBTQ+ Business Community
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
‌
Remote Financial Wealth Advisor Retirement Planner
The Variable Annuity Life Insurance
🌎 Remote
Remote
Health Insurance
Dental Insurance
Job Description
Working as a Financial Advisor in Castro Valley, CA
There are 4,650 Financial Advisor opportunities available in Castro Valley, 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 Castro Valley, CA
Financial Advisors in Castro Valley, CA Resume Data
Average Experience for Financial Advisors in Castro Valley, CA
- More than 10 years: 64%
- 6-10 years: 22%
- 3-5 years: 12%
- 1-2 years: 1%
- Less than 1 year: 1%
Educational Background for Financial Advisors in Castro Valley, CA
- Bachelors: 58%
- Masters: 23%
- Diploma: 11%
- Associates: 7%
- Doctorate: 2%
Top Skill for Financial Advisors in Castro Valley, CA
- Attention to detail: 16%
- Customer focus & orientation: 16%
- Sales skills: 13%
- Spreadsheets with Microsoft Excel: 11%
- Management & leadership skills: Planning & execution: 9%
- Customer service: 8%
- Work style: Reliability: 7%
- Principles of accounting: 7%
- Bookkeeping: 7%
- Administrative assistant/receptionist: 7%
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