Financial Planner Jobs in Oakland, CA (2,652)
VP, Financial Consultant- San Mateo, CA
Charles Schwab
San Mateo, CA
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
Regional Vice President of Sales
Sourcing Solutions Recruiting
San Francisco, California
401(k)
Dental Insurance
Vision Insurance
Financial Solutions Advisor & Wealth Planner
Bank of America
Oakland, CA
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
Financial Planner
Jonus Group
Fremont, CA
New
Hybrid
Dental Insurance
Vision Insurance
$100k - $125k / year
Associate Financial Planner
Edelman Financial Engines
Danville, CA
Health Insurance
Dental Insurance
$83.5k - $111.3k / year
‌
Strategic Financial Advisor & Planner
Koitecc Solutions
Concord, CA
New
‌
Family Office Advisor/Financial Planner (UHNW)
Next Level Recruiting
San Francisco, CA
‌
Entry Level - Financial Planner
Equitable Advisors
San Francisco, CA
Part-Time
Dental Insurance
Vision Insurance
Flexible Schedule
$250 - $1,000 / week
‌
Hybrid Wealth Advisor: Strategic Financial Planner
Mercer Advisors
Menlo Park, CA
New
Hybrid
‌
Financial Planner (San Francisco Bay Area)
Mercer Advisors
San Francisco, CA
Hospitality
Vision Insurance
Parental Leave
‌
Senior Financial Planner (San Francisco Bay Area)
Mercer Advisors
San Francisco, CA
Hospitality
Vision Insurance
Parental Leave
$73.5k - $86.5k / year
‌
Hybrid Senior Financial Planner Path to Advisor Role
Mercer Advisors
San Francisco, CA
Hybrid
$73.5k - $86.5k / year
‌
Senior Financial Planner & Client Strategy Lead
Mercer Advisors
San Francisco, CA
‌
UHNW Private Family Office Financial Planner
Goldman Sachs
San Francisco, CA
Diversity Leader
‌
Senior Financial Planner & Strategy Expert (Hybrid)
Jonus Group
Fremont, CA
New
Hybrid
Health Insurance
‌
Financial Advisor
Northwestern Mutual
San Francisco, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Associate Financial Planner: Build Clients, Grow Your Practice
Edelman Financial Engines
Danville, CA
‌
Wealth Planner & Investment Advisor
Koitecc Solutions
San Francisco, CA
New
Health Insurance
‌
Financial Advisor
Unavailable
Walnut Creek, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Financial Solutions Advisor - South Shore Financial Center
Bank of America
Alameda, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Merrill Experienced Financial Advisor
Bank of America
San Francisco, CA
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Financial Solutions Advisor- Hayward and Milpitas Area
Bank of America
Castro Valley, CA
Diversity Leader
Eco-Friendly
‌
Financial Solutions Advisor- Peninsula Area
Bank of America
San Mateo, CA
New
Diversity Leader
Eco-Friendly
‌
Financial Solutions Advisor- Silicon Valley Area
Bank of America
San Carlos, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Financial Solutions Advisor- Napa, Marin, Sonoma Areas
Bank of America
San Rafael, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Financial Solutions Advisor- Saratoga, Santa Cruz, Monterey Areas
Bank of America
San Francisco, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Investment Consultant: Path to Financial Advisor
Charles Schwab
San Ramon, CA
Health Insurance
‌
Associate Wealth Advisor, UHNW (San Francisco Bay Area)
Mercer Advisors
San Francisco, CA
Hospitality
Vision Insurance
Parental Leave
$300 / day
‌
West Regional Advisor Consultant | Hybrid Financial Sales
EmergencyMD
San Francisco, CA
Hybrid
‌
Remote Financial Advisor Retirement Planner
Corebridge Financial
🌎 Remote
New
Remote
‌
Remote Financial Advisor - Retirement Planner
Corebridge Financial
🌎 Remote
Part-Time
Remote
Flexible Schedule
‌
Remote Financial Wealth Advisor Retirement Planner
The Variable Annuity Life Insurance
🌎 Remote
New
Remote
Health Insurance
Dental Insurance
Financial Planner Salary in Oakland
Financial Planners working in Oakland, CA make an average annual salary of $73K and a maximum annual salary of around $134K.
Job Description
Working as a Financial Planner in Oakland, CA
There are 2,652 Financial Planner opportunities available in Oakland, 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 Oakland, CA
Financial Planners in Oakland, CA Resume Data
Average Experience for Financial Planners in Oakland, CA
- More than 10 years: 69%
- 6-10 years: 22%
- 3-5 years: 8%
- 1-2 years: 1%
Educational Background for Financial Planners in Oakland, CA
- Bachelors: 53%
- Masters: 29%
- Diploma: 9%
- Associates: 8%
- Doctorate: 2%
Top Skill for Financial Planners in Oakland, CA
- Attention to detail: 17%
- Customer focus & orientation: 14%
- Administrative assistant/receptionist: 13%
- Sales skills: 10%
- Spreadsheets with Microsoft Excel: 9%
- Work style: Reliability: 8%
- Scheduling: 8%
- Project timeline management: 7%
- Management & leadership skills: Impact & influence: 7%
- Management & leadership skills: Planning & execution: 6%
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