Financial Advisor Jobs in Daly City, CA (4,773)
PATIENT FINANCIAL ADVISOR
Admitting
Daly City, CA
New
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$80k - $135k / year
Wealth Financial Advisor
CAPTRUST
San Francisco, CA
New
PTO
Health Insurance
Dental Insurance
Vision Insurance
$90k / year
Financial Advisor
Northwestern Mutual
San Francisco, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
Financial Advisor
Northwestern Mutual Life Insurance
San Francisco, CA
Dental Insurance
Vision Insurance
$61k - $119k / year
Financial Advisor
City National Bank
San Francisco, CA
New
Dental Insurance
Vision Insurance
Education
$95k / year
‌
Financial Advisor
Edward Jones
Menlo Park, CA
New
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
‌
Financial Advisor
Teacher's Pension and Insurance Services
Belmont, CA
New
403(b)
Education
$50k - $75k / year
‌
Merrill Experienced Financial Advisor
Bank of America
San Francisco, CA
New
Diversity Leader
Eco-Friendly
‌
VP Financial Advisor
Wealth Enhancement Group
South San Francisco, CA
401(k)
PTO
Dental Insurance
Vision Insurance
Education
Parental Leave
$164k - $250k / year
‌
Financial Advisor
Bmo
San Francisco, CA
New
Part-Time
Health Insurance
Education
$69k - $127.8k / year
‌
Financial Advisor
Bank of Montreal
San Francisco, CA
Part-Time
Health Insurance
Education
$69k - $127.8k / year
‌
Financial Advisor
CivicMinds
San Francisco, CA
New
‌
Licensed Financial Advisor Opportunities
Valued Merchant Service
San Francisco, CA
New
Health Insurance
Dental Insurance
Vision Insurance
$75k - $90k / year
‌
Lead Financial Advisor
Claire Myers Consulting
San Francisco, CA
$130k - $180k / year
‌
Strategic Financial Planner & Investment Advisor
Bank of America
San Leandro, CA
New
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Wealth Management Advisor or Financial Advisor
Hire'in Solutions
San Francisco, CA
‌
Wealth & Investment Advisor: Custom Financial Plans
Bank of America
Corte Madera, CA
New
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Investment & Financial Planning Advisor
Bank of America
Daly City, CA
New
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Financial Advisor
San Francisco Federal Credit Union
San Francisco, CA
PTO
Health Insurance
Education
‌
Financial Advisor
Empirical Wealth Management
San Francisco, CA
Dental Insurance
‌
Financial Advisor
The Lawton Firm
San Francisco, CA
Vision Insurance
$100k - $145k / year
‌
Financial Advisor
Summitry
Foster City, CA
‌
Financial Advisor
Empirical Financial Services
San Mateo, CA
Dental Insurance
$100k - $250k / year
‌
Financial Advisor
Unavailable
San Francisco, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Family Office Advisor/Financial Planner (UHNW)
Next Level Recruiting
San Francisco, CA
‌
Wealth Planning & Financial Solutions Advisor
Bank of America
Castro Valley, CA
New
Diversity Leader
Eco-Friendly
‌
Senior/Financial Advisor
Summitry
Foster City, CA
New
Dental Insurance
Vision Insurance
‌
Financial Advisor
BMO U.S
San Francisco, CA
Part-Time
Health Insurance
Education
$69k - $127.8k / year
‌
Financial Advisor: Build Trusted Wealth & Relationships
San Francisco Federal Credit Union
San Francisco, CA
‌
Wealth Advisor & Financial Planning Specialist
Charles Schwab
Menlo Park, CA
New
Parental Leave
‌
Associate Financial Advisor
Summitry
Foster City, CA
$85 - $115 / hour
‌
Investment Counselor (Financial Advisor Alternative)
myGwork - LGBTQ+ Business Community
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
‌
Remote Financial Advisor & Investment Planner
Wescom Financial
🌎 Remote
New
Remote
Job Description
Working as a Financial Advisor in Daly City, CA
There are 4,773 Financial Advisor opportunities available in Daly City, 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 Daly City, CA
Financial Advisors in Daly City, CA Resume Data
Average Experience for Financial Advisors in Daly City, CA
- More than 10 years: 65%
- 6-10 years: 20%
- 3-5 years: 13%
- Less than 1 year: 1%
- 1-2 years: 1%
Educational Background for Financial Advisors in Daly City, CA
- Bachelors: 55%
- Masters: 25%
- Diploma: 11%
- Associates: 7%
- Doctorate: 2%
Top Skill for Financial Advisors in Daly City, CA
- Customer focus & orientation: 18%
- Attention to detail: 12%
- Sales skills: 12%
- Spreadsheets with Microsoft Excel: 11%
- Work style: Reliability: 11%
- Customer service: 9%
- Bookkeeping: 8%
- Management & leadership skills: Planning & execution: 8%
- Principles of accounting: 6%
- Office manager: 6%
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