Financial Advisor Jobs in San Rafael, CA (7,705)
Volkswagen Marin Service Advisor
indiGO Auto Group
San Rafael, CA
Hourly
$65k - $250k / year
Wealth Financial Advisor
CAPTRUST
San Francisco, CA
PTO
Health Insurance
Dental Insurance
Vision Insurance
$90k / year
Wealth Management Advisor or Financial Advisor
Hire'in Solutions
San Francisco, CA
New
Financial Advisor
City National Bank
Sausalito, CA
New
Dental Insurance
Vision Insurance
Education
$95k / year
Financial Advisor
Empirical Wealth Management
San Francisco, CA
New
Dental Insurance
Financial Advisor
Edward Jones
San Francisco, CA
New
‌
Financial Advisor
Unavailable
San Francisco, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Merrill Experienced Financial Advisor
Bank of America
San Francisco, CA
Diversity Leader
Eco-Friendly
‌
Financial Advisor
Bmo
San Francisco, CA
Part-Time
Health Insurance
Education
$69k - $127.8k / year
‌
Financial Advisor
BMO U.S
San Francisco, CA
New
Part-Time
Health Insurance
Education
$69k - $127.8k / year
‌
Financial Advisor
BMO Financial Group
San Francisco, CA
New
Part-Time
Health Insurance
Education
$69k - $127.8k / year
‌
Licensed Financial Advisor Opportunities
Valued Merchant Service
San Francisco, CA
Health Insurance
Dental Insurance
Vision Insurance
$75k - $90k / year
‌
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$80k - $135k / year
‌
Financial Planner with Investment Advisor Background
Loper District - Northwestern Mutual
🌎 Remote
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
‌
Investment Counselor (Financial Advisor Alternative)
myGwork - LGBTQ+ Business Community
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
‌
Wealth & Investment Advisor: Custom Financial Plans
Bank of America
Corte Madera, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Financial Advisor
Northwestern Mutual
San Francisco, CA
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Financial Advisor
Northwestern Mutual Life Insurance
San Francisco, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Financial Advisor
San Francisco Federal Credit Union
San Francisco, CA
New
PTO
Health Insurance
Education
‌
Investment & Financial Planning Advisor
Bank of America
Daly City, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Financial Advisor
The Lawton Firm
San Francisco, CA
New
Vision Insurance
$100k - $145k / year
‌
Financial Advisor
Claire Myers Consulting
San Francisco, CA
Hybrid
$130k / year
‌
Financial Advisor
Wealth Enhancement Group
South San Francisco, CA
Dental Insurance
Vision Insurance
Education
Parental Leave
$164k - $250k / year
‌
Family Office Advisor/Financial Planner (UHNW)
Next Level Recruiting
San Francisco, CA
New
‌
Financial Advisor
Bank of America
San Francisco, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Financial Advisor
Northern Trust
San Francisco, CA
$158k - $268.6k / year
‌
Financial Advisor
Bank of Montreal
San Francisco, CA
New
Health Insurance
Education
$69k - $127.8k / year
‌
Lead Financial Advisor
Claire Myers Consulting
San Francisco, CA
Hybrid
$130k / year
‌
Financial Advisor: Build Trusted Wealth & Relationships
San Francisco Federal Credit Union
San Francisco, CA
New
‌
Financial Advisor
HireRight Global
San Francisco, CA
$175k - $250k / year
‌
Financial Advisor
Blue Owl Capital
San Francisco, CA
New
‌
Financial Advisor
LSEG (London Stock Exchange Group)
San Francisco, CA
‌
Financial Advisor
LSEG
San Francisco, CA
‌
Financial Advisor
CivicMinds
San Francisco, CA
Job Description
Working as a Financial Advisor in San Rafael, CA
There are 7,705 Financial Advisor opportunities available in San Rafael, 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 San Rafael, CA
Financial Advisors in San Rafael, CA Resume Data
Average Experience for Financial Advisors in San Rafael, CA
- More than 10 years: 63%
- 6-10 years: 20%
- 3-5 years: 14%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Advisors in San Rafael, CA
- Bachelors: 58%
- Masters: 22%
- Diploma: 10%
- Associates: 8%
- Doctorate: 2%
Top Skill for Financial Advisors in San Rafael, CA
- Customer focus & orientation: 17%
- Attention to detail: 16%
- Sales skills: 14%
- Spreadsheets with Microsoft Excel: 11%
- Bookkeeping: 8%
- Management & leadership skills: Planning & execution: 8%
- Office manager: 6%
- Filing & organization: 6%
- Project timeline management: 6%
- Verbal communication: 6%
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