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Financial Advisor Jobs in Lafayette, CA (4,453)

Remote Sales and Service Advisor

HMG Careers
🌎 Remote
Part-Time
Remote
Dental Insurance
Flexible Schedule
Education
Icon: salary
$69k / year

Strategic Financial Planner & Investment Advisor

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

Financial Advisor

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

Financial Advisor

City National Bank
Walnut Creek, CA
New
Dental Insurance
Vision Insurance
Education
Icon: salary
$95k / year

Financial Advisor

Empirical Financial Services
Walnut Creek, CA
New
Dental Insurance
Icon: salary
$100k - $250k / year

Investment & Financial Planning Advisor

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

Financial Advisor

Empirical Wealth Management
San Francisco, CA
Dental Insurance
‌

Financial Advisor

Homesearchindia
San Francisco, CA
Vision Insurance
Icon: salary
$100k - $145k / year
‌

Financial Planning & Investment Solutions Advisor

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

Financial Advisor

Bmo
Berkeley, CA
New
Part-Time
Health Insurance
Education
Icon: salary
$63.3k - $117.2k / year
‌

Financial Advisor

Koitecc Solutions
Concord, CA
Health Insurance
Education
Icon: salary
$63.3k - $117.2k / year
‌

Financial Advisor

Hispanic Alliance for Career Enhancement
Berkeley, CA
New
Part-Time
Health Insurance
Education
Icon: salary
$63.3k - $117.2k / year
‌

Merrill Experienced Financial Advisor

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

Associate Financial Advisor

Summitry
Foster City, CA
New
Icon: salary
$85 - $115 / hour
‌

Associate Financial Advisor

Summit Financial Group
San Ramon, CA
New
PTO
Icon: salary
$2,500 / month
‌

Financial Advisor

Insight Global
San Francisco, CA
New
‌

Advisor Development Program - Financial Solutions Advisor Trainee: Eastshore Financial Center

Bank of America
Berkeley, CA
Hourly
Diversity Leader
Eco-Friendly
Icon: salary
$28.85 - $33.65 / 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)

Fisher Investments Careers
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
Icon: salary
$10k / month
‌

Wealth & Investment Advisor: Custom Financial Plans

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

Investment Counselor (Financial Advisor Alternative)

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

Financial Solutions Advisor & Wealth Planner

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

Wealth Financial Advisor

CAPTRUST
San Ramon, CA
PTO
Dental Insurance
Vision Insurance
Icon: salary
$90k / year
‌

Financial Advisor

Northwestern Mutual Life Insurance
San Francisco, CA
New
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

Strategic Financial Advisor & Planner

Koitecc Solutions
Concord, CA
‌

Financial Advisor

Unavailable
Walnut Creek, CA
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

Financial Advisor

Summitry
Foster City, CA
‌

Strategic Financial Planner & Client Advisor

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

Family Office Advisor/Financial Planner (UHNW)

Next Level Recruiting
San Francisco, CA
New
‌

Senior Financial Advisor

Summitry
Foster City, CA
New
Icon: salary
$150 - $225 / day
‌

Financial Advisor

BMO U.S
Walnut Creek, CA
New
Health Insurance
Education
Icon: salary
$63.3k - $117.2k / year
‌

Strategic Financial Advisor - Wealth Planning & Growth

BMO U.S
Walnut Creek, CA
New
Health Insurance
Education
Icon: salary
$63.3k - $117.2k / year
‌

VP Financial Advisor

Wealth Enhancement Group
South San Francisco, CA
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$164k - $250k / year
‌

Financial Advisor

Bank of Montreal
San Francisco, CA
Health Insurance
Education
Icon: salary
$69k - $127.8k / year

Job Description

Working as a Financial Advisor in Lafayette, CA

There are 4,453 Financial Advisor opportunities available in Lafayette, 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 Lafayette, CA

  • San Francisco, CA
  • San Jose, CA
  • Novato, CA

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