Financial Advisor Jobs in Martinez, CA (4,516)
Digital-First Banking Client Advisor
U.S. Bank
Martinez, CA
New
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
New
PTO
Dental Insurance
Vision Insurance
$90k / year
Financial Advisor
Northwestern Mutual
Walnut Creek, CA
Dental Insurance
Vision Insurance
$61k - $119k / year
Financial Advisor
Northwestern Mutual Life Insurance
San Francisco, CA
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Strategic Financial Advisor & Planner
Koitecc Solutions
Concord, CA
‌
Financial Advisor
Empirical Financial Services
Walnut Creek, CA
Dental Insurance
$100k - $250k / year
‌
Financial Advisor
City National Bank
Walnut Creek, CA
Dental Insurance
Vision Insurance
Education
$95k / year
‌
Financial Advisor
First Command
Fairfield, CA
New
Hourly
‌
Financial Advisor
Unavailable
Walnut Creek, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Financial Advisor
Empirical Wealth Management
San Francisco, CA
New
Dental Insurance
‌
Financial Advisor
First Command Financial Services
Fairfield, CA
New
Hourly
‌
Financial Advisor
Homesearchindia
San Francisco, CA
New
Vision Insurance
$100k - $145k / year
‌
Family Office Advisor/Financial Planner (UHNW)
Next Level Recruiting
San Francisco, CA
New
‌
Financial Advisor
Bmo
Walnut Creek, CA
New
Part-Time
Health Insurance
Education
$63.3k - $117.2k / year
‌
Financial Planning & Investment Solutions Advisor
Bank of America
Concord, CA
New
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Merrill Experienced Financial Advisor
Arizona Staffing
San Francisco, CA
New
‌
Wealth Advisor: Financial Planning & Growth
Bmo
Berkeley, CA
Health Insurance
‌
Financial Advisor
David White & Associates
San Ramon, CA
‌
Financial Advisor
Koitecc Solutions
Concord, CA
Health Insurance
Education
$63.3k - $117.2k / year
‌
Financial Advisor
BMO Financial Group
Concord, CA
New
Part-Time
Health Insurance
Education
$63.3k - $117.2k / year
‌
Financial Advisor
BMO U.S
Concord, CA
Health Insurance
Education
$63.3k - $117.2k / year
‌
Financial Advisor
Bank of Montreal
Concord, CA
New
Part-Time
Health Insurance
Education
$63.3k - $117.2k / year
‌
Merrill Experienced Financial Advisor
Bank of America
San Francisco, CA
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Financial Advisor
Insight Global
San Francisco, CA
New
‌
Associate Financial Advisor
Summit Financial Group
San Ramon, CA
New
PTO
$2,500 / month
‌
Strategic Financial Advisor - Wealth Planning & Growth
BMO U.S
Walnut Creek, CA
New
Health Insurance
Education
$63.3k - $117.2k / year
‌
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$85k - $135k / year
‌
Investment Counselor (Financial Advisor Alternative)
Fisher Investments Careers
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$85k - $135k / year
‌
Wealth & Investment Advisor: Custom Financial Plans
Bank of America
Corte Madera, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Investment Counselor (Financial Advisor Alternative)
myGwork - LGBTQ+ Business Community
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
‌
Strategic Financial Planner & Client Advisor
Bank of America
Martinez, CA
New
Diversity Leader
Eco-Friendly
‌
Financial Advisor
Hispanic Alliance for Career Enhancement
Berkeley, CA
New
Part-Time
Health Insurance
Education
$63.3k - $117.2k / year
Job Description
Working as a Financial Advisor in Martinez, CA
There are 4,516 Financial Advisor opportunities available in Martinez, 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 Martinez, CA
Financial Advisors in Martinez, CA Resume Data
Average Experience for Financial Advisors in Martinez, CA
- More than 10 years: 62%
- 6-10 years: 23%
- 3-5 years: 12%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Advisors in Martinez, CA
- Bachelors: 52%
- Masters: 23%
- Diploma: 14%
- Associates: 9%
- Doctorate: 2%
Top Skill for Financial Advisors in Martinez, CA
- Customer focus & orientation: 17%
- Attention to detail: 16%
- Sales skills: 13%
- Administrative assistant/receptionist: 10%
- Bookkeeping: 8%
- Spreadsheets with Microsoft Excel: 8%
- Management & leadership skills: Planning & execution: 7%
- Project timeline management: 7%
- Customer service: 6%
- Scheduling: 6%
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