Financial Planner Jobs in Berkeley, CA (5,855)
Strategic Financial Planner & Investment Advisor
Bank of America
San Leandro, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
Financial Planner
cainwattersassociates
San Francisco, CA
401(k)
PTO
Health Insurance
Vision Insurance
Parental Leave
Associate Financial Planner
cainwattersassociates
San Francisco, CA
Hybrid
401(k)
PTO
Health Insurance
Vision Insurance
Parental Leave
$65k / year
CFP Financial Planner: Estate & Retirement Strategy Expert
Destination Wealth Management
Walnut Creek, CA
New
Financial Planner Career Changer Opportunity
Northwestern Mutual
🌎 Remote
New
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education
Senior Financial Planner (San Francisco Bay Area)
Mercer Advisors
San Francisco, CA
New
Hospitality
Vision Insurance
Parental Leave
$73.5k - $86.5k / year
‌
Financial Planner (San Francisco Bay Area)
Mercer Advisors
San Francisco, CA
Hospitality
Vision Insurance
Parental Leave
‌
Hybrid Senior Financial Planner Path to Advisor Role
Mercer Advisors
San Francisco, CA
New
Hybrid
$73.5k - $86.5k / year
‌
Remote Financial Planner: Personal Wealth & Tax Strategy
cainwattersassociates
🌎 Remote
Remote
PTO
Health Insurance
‌
Financial Advisor
Northwestern Mutual
Walnut Creek, CA
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Wealth Planner & Investment Advisor
Koitecc Solutions
San Francisco, CA
Health Insurance
‌
Financial Advisor
Unavailable
San Francisco, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Financial Solutions Advisor - Stonestown Financial Center
Bank of America
San Francisco, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Remote Personal Financial Advisor (Private Wealth)
Micro1
🌎 Remote
New
Remote
Hourly
$80 - $110 / hour
‌
Merrill Experienced Financial Advisor
Bank of America
San Francisco, CA
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Remote Financial Advisor: Retirement Planner
Corebridge Financial
🌎 Remote
New
Remote
‌
Remote Financial Advisor Personal Retirement Planner
Corebridge Financial
🌎 Remote
New
Remote
‌
Financial Planner
Destination Wealth Management
Walnut Creek, CA
‌
Strategic Financial Advisor & Planner
Koitecc Solutions
Concord, CA
‌
Family Office Advisor/Financial Planner (UHNW)
Next Level Recruiting
San Francisco, CA
New
‌
Financial Solutions Advisor & Wealth Planner
Bank of America
Oakland, CA
New
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Strategic Financial Planner & Client Advisor
Bank of America
Martinez, CA
Diversity Leader
Eco-Friendly
‌
Financial Planner, Product
Recruiting from Scratch
San Francisco, CA
New
$138k - $190k / year
‌
Entry Level - Financial Planner
Equitable Advisors
San Francisco, CA
New
Part-Time
Dental Insurance
Vision Insurance
Flexible Schedule
$250 - $1,000 / week
‌
Financial Planner - Granville & 64th
The Toronto-Dominion Bank (Canada)
Richmond, CA
New
‌
Associate Financial Planner (Danville, CA)
Edelman Financial Engines
Danville, CA
New
Health Insurance
Dental Insurance
$83.5k - $111.3k / year
‌
Financial Planner | Remote Options & Growth Path
Northwestern Mutual
🌎 Remote
Remote
‌
UHNW Private Family Office Financial Planner
Goldman Sachs
San Francisco, CA
New
Diversity Leader
‌
Financial Advisor
Northwestern Mutual Life Insurance
San Francisco, CA
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Entry Level - Wealth Manager
Equitable Advisors
San Francisco, CA
Part-Time
Dental Insurance
Vision Insurance
Flexible Schedule
$250 - $1,000 / week
‌
Financial Solutions Advisor- Smith Ranch Financial Center
Bank of America
San Rafael, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Remote Financial Advisor - Retirement Planner
Corebridge Financial
🌎 Remote
New
Part-Time
Remote
Flexible Schedule
‌
Financial Solutions Advisor - Stonestown Financial Center
Dormont Manufacturing
San Francisco, CA
New
$70k - $80k / year
Job Description
Working as a Financial Planner in Berkeley, CA
There are 5,855 Financial Planner opportunities available in Berkeley, CA all with unique requirements.
The financial planner has the responsibility of designing and implementing financial strategies for their clients. He or she helps clients build a complete financial plan: this is accomplished by setting objectives, drawing up, reviewing, and monitoring the financial plan. They produce resources that assist employers in choosing appropriate strategies and tools to meet the needs of businesses and individuals. A strong understanding of retirement planning, savings, investments, and taxation is necessary for this position.
Financial Planner jobs near Berkeley, CA
Financial Planners in Berkeley, CA Resume Data
Average Experience for Financial Planners in Berkeley, CA
- More than 10 years: 71%
- 6-10 years: 21%
- 3-5 years: 8%
- 1-2 years: 1%
Educational Background for Financial Planners in Berkeley, CA
- Bachelors: 53%
- Masters: 28%
- Diploma: 9%
- Associates: 8%
- Doctorate: 2%
Top Skill for Financial Planners in Berkeley, CA
- Attention to detail: 17%
- Customer focus & orientation: 14%
- Administrative assistant/receptionist: 14%
- Sales skills: 11%
- Spreadsheets with Microsoft Excel: 8%
- Scheduling: 8%
- Management & leadership skills: Impact & influence: 8%
- Project timeline management: 8%
- Work style: Reliability: 7%
- Management & leadership skills: Planning & execution: 6%
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