Financial Planner Jobs in Oakland, CA (3,796)
Strategic Financial Planner & Investment Advisor
Bank of America
San Leandro, CA
New
Diversity Leader
Eco-Friendly
$70k - $80k / year
Associate Financial Planner
Edelman Financial Engines
Danville, CA
Health Insurance
Dental Insurance
$83.5k - $111.3k / year
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
Financial Planner, Scotia Financial Planning - Richmond, Vancouver
Scotiabank
Richmond, CA
New
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
‌
Senior Financial Planner & Strategy Expert (Hybrid)
Jonus Group
Fremont, CA
New
Hybrid
Health Insurance
‌
Associate Financial Planner: Build Clients, Grow Your Practice
Edelman Financial Engines
Danville, CA
‌
Financial Advisor
Unavailable
San Francisco, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Financial Advisor
Northwestern Mutual Life Insurance
Walnut Creek, CA
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Remote Personal Financial Advisor (Private Wealth)
Micro1
🌎 Remote
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
‌
Wealth Planner & Investment Advisor
Koitecc Solutions
San Francisco, CA
New
Health Insurance
‌
Remote Financial Advisor Personal Retirement Planner
Corebridge Financial
🌎 Remote
Remote
‌
Financial Planner
Jonus Group
Fremont, CA
New
Hybrid
Dental Insurance
Vision Insurance
$100k - $125k / year
‌
Strategic Financial Advisor & Planner
Koitecc Solutions
Concord, CA
New
‌
Family Office Advisor/Financial Planner (UHNW)
Next Level Recruiting
San Francisco, CA
‌
Financial Solutions Advisor & Wealth Planner
Bank of America
Oakland, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Financial Planner, Product
Recruiting from Scratch
San Francisco, CA
New
$138k - $190k / year
‌
Entry Level - Financial Planner
Equitable Advisors
San Francisco, CA
Part-Time
Dental Insurance
Vision Insurance
Flexible Schedule
$250 - $1,000 / week
‌
Financial Planner - Granville & 64th
The Toronto-Dominion Bank (Canada)
Richmond, CA
‌
Hybrid Wealth Advisor: Strategic Financial Planner
Mercer Advisors
Menlo Park, CA
New
Hybrid
‌
Entrepreneurial Financial Planner: Growth & Client Advisory
Scotiabank
Richmond, CA
New
‌
UHNW Private Family Office Financial Planner
Goldman Sachs
San Francisco, CA
Diversity Leader
‌
Financial Advisor
Northwestern Mutual
San Francisco, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Financial Solutions Advisor - South Shore Financial Center
Bank of America
Alameda, CA
New
Diversity Leader
Eco-Friendly
$70k - $80k / 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- 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
Redwood City, CA
New
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Remote Financial Advisor - Retirement Planner
Corebridge Financial
🌎 Remote
Part-Time
Remote
Flexible Schedule
‌
Financial Solutions Advisor & Wealth Planner
Bank of America
Oakland, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
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 3,796 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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