Financial Planner Jobs in Mountain View, CA (3,565)
VP, Financial Consultant- San Mateo, CA
Charles Schwab
San Mateo, CA
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
Financial Consultant Partner- San Mateo, CA
Charles Schwab Careers
San Mateo, California
Dental Insurance
Vision Insurance
Education
Parental Leave
VP, Financial Consultant- Fremont, CA
Charles Schwab Careers
Fremont, California
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab Careers
Campbell, California
Dental Insurance
Vision Insurance
Education
Parental Leave
VP, Financial Consultant- San Jose, CA
Charles Schwab Careers
Milpitas, California
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
Private Wealth Relationship Manager
Citigroup
Mountain View, CA
‌
Strategic Financial Planner & Investment Advisor
Bank of America
Milpitas, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Wealth Planner: Financial Planning
Cerity Partners
Los Altos, CA
PTO
‌
Wealth Planner: Build Custom Financial Plans & Client Experience
Cerity Partners
Los Altos, CA
New
PTO
Health Insurance
$70k - $75k / year
‌
Senior Financial Planner & Strategy Expert (Hybrid)
Jonus Group
Fremont, CA
Hybrid
Health Insurance
‌
Financial Advisor
Northwestern Mutual
Campbell, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Financial Solutions Advisor- Cupertino Financial Center
Bank of America
Cupertino, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Remote Personal Financial Advisor (Private Wealth)
Micro1
🌎 Remote
New
Remote
Hourly
$80 - $110 / hour
‌
Financial Solutions Advisor- Silicon Valley Area
Bank of America
Mountain View, CA
New
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Financial Solutions Advisor- Hayward and Milpitas Area
Bank of America
Castro Valley, CA
Diversity Leader
Eco-Friendly
‌
Financial Solutions Advisor- Saratoga, Santa Cruz, Monterey Areas
Bank of America
San Jose, CA
New
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Wealth Planner
Cerity Partners
Los Altos, CA
New
PTO
Dental Insurance
Vision Insurance
Parental Leave
$70k - $75k / year
‌
Senior Wealth Advisor (San Francisco/Menlo Park/Walnut Creek)
Mercer Advisors
Menlo Park, CA
New
Hospitality
Dental Insurance
Vision Insurance
Parental Leave
$170k - $210k / year
‌
Remote Financial Advisor: Retirement Planner
Corebridge Financial
🌎 Remote
New
Remote
‌
Remote Financial Advisor Personal Retirement Planner
Corebridge Financial
🌎 Remote
New
Remote
‌
Financial Planner
Jonus Group
Fremont, CA
New
Hybrid
Dental Insurance
Vision Insurance
$100k - $125k / year
‌
Hybrid Wealth Advisor: Strategic Financial Planner
Mercer Advisors
Menlo Park, CA
New
Hybrid
‌
Senior Utility Financial Planner - Rates & Planning
City of Palo Alto
Palo Alto, CA
‌
Merrill Experienced Financial Advisor
Bank of America
San Jose, CA
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Financial Solutions Advisor- San Jose Area
Bank of America
Santa Clara, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Wealth Advisor (San Francisco/Menlo Park/Walnut Creek)
Mercer Advisors
Menlo Park, CA
Hospitality
Vision Insurance
Parental Leave
$85k - $145k / year
‌
Financial Advisor
Empirical Wealth Management
Menlo Park, CA
New
Dental Insurance
$100k - $250k / year
‌
Associate Portfolio Manager (Bay Area, CA, Hybrid)
Edelman Financial Engines
Santa Clara, CA
New
Hybrid
Health Insurance
Dental Insurance
$112.3k - $149.7k / year
‌
Financial Advisor
Empirical Financial Services
Menlo Park, CA
Dental Insurance
$100k - $250k / year
‌
Remote Financial Advisor - Retirement Planner
Corebridge Financial
🌎 Remote
New
Part-Time
Remote
Flexible Schedule
‌
Financial Solutions Advisor- Hayward and Milpitas Area
Dormont Manufacturing
Castro Valley, CA
New
$70k - $80k / year
‌
Financial Solutions Advisor - Boston West Market
Dormont Manufacturing
Belmont, CA
New
$65k - $80k / year
‌
Wealth Relationship Manager SAFE Act
Citigroup
Mountain View, CA
$88 / hour
Job Description
Working as a Financial Planner in Mountain View, CA
There are 3,565 Financial Planner opportunities available in Mountain View, 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 Mountain View, CA
Financial Planners in Mountain View, CA Resume Data
Average Experience for Financial Planners in Mountain View, CA
- More than 10 years: 70%
- 6-10 years: 20%
- 3-5 years: 9%
- 1-2 years: 1%
- Less than 1 year: 0%
Educational Background for Financial Planners in Mountain View, CA
- Bachelors: 50%
- Masters: 30%
- Associates: 10%
- Diploma: 7%
- Doctorate: 2%
Top Skill for Financial Planners in Mountain View, CA
- Attention to detail: 15%
- Customer focus & orientation: 14%
- Administrative assistant/receptionist: 13%
- Spreadsheets with Microsoft Excel: 12%
- Customer service: 8%
- Management & leadership skills: Impact & influence: 8%
- Sales skills: 8%
- Work style: Reliability: 8%
- Management & leadership skills: Planning & execution: 7%
- Data entry: Accuracy: 6%
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