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Financial Advisor Jobs in San Jose, CA (4,245)

HVAC Comfort Advisor - in home sales - San Jose, CA

Atlas Trillo Heating & Air Conditioning
San Jose, CA
Dental Insurance
Vision Insurance
Icon: salary
$100 - $250 / day

Strategic Financial Planner & Investment Advisor

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

Financial Advisor

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

Financial Advisor

Golden Summit Wealth & Insurance Solutions a MassMutual Firm
San Jose, CA
Education

Investment & Financial Solutions Advisor

Bank of America
San Jose, CA
Diversity Leader
Eco-Friendly

Financial Advisor

Financial Planner Recruiting
Palo Alto, CA
New
‌

Financial Planning & Investment Advisor

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

Financial Advisor

KeyPoint CU
San Jose, CA
‌

Financial Advisor

Edward Jones
Scotts Valley, CA
New
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$45k - $100k / year
‌

Financial Services Advisor - Investment & Planning

Joe Frangieh - State Farm Agent
Campbell, CA
‌

Financial Advisor

Teacher's Pension and Insurance Services
Palo Alto, CA
403(b)
Education
Icon: salary
$50k - $75k / year
‌

Senior Financial Advisor

Boutique Recruiting
Mountain View, CA
Vision Insurance
Icon: salary
$135k - $250k / year
‌

Senior Financial Advisor

Pop-Up Talent
Santa Clara, CA
PTO
Health Insurance
Icon: salary
$140k - $200k / year
‌

Personal Financial Advisor

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

Financial Advisor

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

Financial Advisor

Koitecc Solutions
Santa Cruz, CA
New
Health Insurance
Education
Icon: salary
$57.5k - $106.5k / year
‌

Investment Counselor (Financial Advisor Alternative)

Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
Icon: salary
$80k - $135k / year
‌

Financial Planner with Investment Advisor Background

Loper District - Northwestern Mutual
🌎 Remote
New
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
‌

Investment Counselor (Financial Advisor Alternative)

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

Financial Advisor

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

Financial Advisor

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

Financial Advisor

New York Life Insurance
San Jose, CA
New
Entry-Level
Icon: salary
$118.5k / year
‌

Wealth Advisor Financial Guidance

Charles Schwab
Campbell, CA
New
‌

Investment Consultant: Path to Financial Advisor

Fairygodboss
Los Gatos, CA
New
‌

Financial Advisor

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

Merrill Experienced Financial Advisor

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

Financial Advisor

Empirical Financial Services
Menlo Park, CA
Dental Insurance
Icon: salary
$100k - $250k / year
‌

Financial Advisor

MassMutual Alabama
San Jose, CA
New
Entry-Level
‌

Wealth Advisor & Financial Planning Specialist

Charles Schwab
Fremont, CA
‌

Wealth Planning & Financial Solutions Advisor

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

Financial Advisor

Bmo
Santa Cruz, CA
Part-Time
Health Insurance
Education
Icon: salary
$57.5k - $106.5k / year
‌

Financial Advisor

Bank of Montreal
Santa Cruz, CA
Part-Time
Health Insurance
Education
Icon: salary
$57.5k - $106.5k / year
‌

Financial Solutions Advisor

Jobtailor
San Jose, CA
New
‌

Financial Solutions Advisor

Bank of America
San Jose, CA
New
Diversity Leader
Eco-Friendly

Financial Advisor Salary in San Jose

Financial Advisors working in San Jose, CA make an average annual salary of $75K and a maximum annual salary of around $179K.

Disclaimer

Job Description

Working as a Financial Advisor in San Jose, CA

There are 4,245 Financial Advisor opportunities available in San Jose, 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.

Similar Jobs to Financial Advisor

Financial Advisor jobs near San Jose, CA

Financial Advisors in San Jose, CA Resume Data

Average Experience for Financial Advisors in San Jose, CA

  • More than 10 years: 57%
  • 6-10 years: 28%
  • 3-5 years: 10%
  • 1-2 years: 2%
  • Less than 1 year: 1%

Educational Background for Financial Advisors in San Jose, CA

  • Bachelors: 64%
  • Masters: 20%
  • Diploma: 11%
  • Associates: 5%

Top Skill for Financial Advisors in San Jose, CA

  • Attention to detail: 16%
  • Sales skills: 16%
  • Customer focus & orientation: 12%
  • Principles of accounting: 10%
  • Customer service: 10%
  • Spreadsheets with Microsoft Excel: 10%
  • Bookkeeping: 8%
  • Work style: Reliability: 8%
  • Administrative assistant/receptionist: 6%
  • Analyzing data: 6%

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    Financial Advisor jobs near San Jose, CA