Financial Planner Jobs in San Leandro, CA (4,928)
Strategic Financial Planner & Investment Advisor
Bank of America
Union City, CA
Diversity Leader
Eco-Friendly
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
New
Financial Solutions Advisor & Wealth Planner
Bank of America
Oakland, CA
New
Diversity Leader
Eco-Friendly
$70k - $80k / year
Entry Level - Financial Planner
Equitable Advisors
San Francisco, CA
New
Part-Time
Dental Insurance
Vision Insurance
Flexible Schedule
$250 - $1,000 / week
‌
Associate Financial Planner (Danville, CA)
Edelman Financial Engines
Danville, CA
New
Health Insurance
Dental Insurance
$83.5k - $111.3k / year
‌
Hybrid Wealth Advisor: Strategic Financial Planner
Mercer Advisors
Menlo Park, CA
New
Hybrid
‌
Financial Planner (San Francisco Bay Area)
Mercer Advisors
San Francisco, CA
New
Hospitality
Vision Insurance
Parental Leave
‌
Senior Financial Planner (San Francisco Bay Area)
Mercer Advisors
San Francisco, CA
New
Hospitality
Vision Insurance
Parental Leave
$73.5k - $86.5k / year
‌
Entrepreneurial Financial Planner: Growth & Client Advisory
Scotiabank
Richmond, CA
New
‌
Financial Planner, Scotia Financial Planning - Richmond, Vancouver
Scotiabank
Richmond, CA
New
‌
Hybrid Senior Financial Planner Path to Advisor Role
Mercer Advisors
San Francisco, CA
New
Hybrid
$73.5k - $86.5k / year
‌
Senior Financial Planner & Client Strategy Lead
Mercer Advisors
San Francisco, CA
New
‌
Wealth Planner: Build Custom Financial Plans & Client Experience
Cerity Partners
Los Altos, CA
New
PTO
Health Insurance
$70k - $75k / year
‌
UHNW Private Family Office Financial Planner
Goldman Sachs
San Francisco, CA
New
Diversity Leader
‌
Senior Financial Planner & Strategy Expert (Hybrid)
Jonus Group
Fremont, CA
New
Hybrid
Health Insurance
‌
Senior Utility Financial Planner - Rates & Planning
City of Palo Alto
Palo Alto, CA
Education
‌
Financial Advisor
Northwestern Mutual
San Francisco, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
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 Advisor
Northwestern Mutual Life Insurance
Walnut Creek, CA
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Merrill Experienced Financial Advisor
Bank of America
San Francisco, CA
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Financial Solutions Advisor - Corte Madera Financial Center
Bank of America
Corte Madera, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Financial Solutions Advisor - Parkside Financial Center
Dormont Manufacturing
San Francisco, CA
New
$70k - $80k / year
‌
Financial Solutions Advisor- Hayward and Milpitas Area
Dormont Manufacturing
Castro Valley, CA
New
$70k - $80k / year
‌
Financial Solutions Advisor- Hayward and Milpitas Area
Bank of America
Castro Valley, CA
Diversity Leader
Eco-Friendly
‌
Financial Solutions Advisor- Silicon Valley Area
Bank of America
Redwood City, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Private Wealth Relationship Manager
Citigroup
Mountain View, CA
New
‌
Investment Consultant: Path to Financial Advisor
Charles Schwab
San Ramon, CA
New
Health Insurance
‌
Remote Financial Advisor - Retirement Planner
Corebridge Financial
🌎 Remote
New
Part-Time
Remote
Flexible Schedule
‌
Remote Financial Advisor: Retirement Planner
Corebridge Financial
🌎 Remote
New
Remote
‌
Remote Financial Wealth Advisor Retirement Planner
The Variable Annuity Life Insurance
🌎 Remote
New
Remote
Health Insurance
Dental Insurance
Job Description
Working as a Financial Planner in San Leandro, CA
There are 4,928 Financial Planner opportunities available in San Leandro, 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.
Similar Jobs to Financial Planner
Financial Planner jobs near San Leandro, CA
Financial Planners in San Leandro, CA Resume Data
Average Experience for Financial Planners in San Leandro, CA
- More than 10 years: 71%
- 6-10 years: 21%
- 3-5 years: 8%
- 1-2 years: 1%
Educational Background for Financial Planners in San Leandro, CA
- Bachelors: 52%
- Masters: 30%
- Diploma: 8%
- Associates: 8%
- Doctorate: 2%
Top Skill for Financial Planners in San Leandro, CA
- Attention to detail: 17%
- Customer focus & orientation: 13%
- Administrative assistant/receptionist: 13%
- Sales skills: 11%
- Spreadsheets with Microsoft Excel: 10%
- Work style: Reliability: 8%
- Project timeline management: 7%
- Management & leadership skills: Impact & influence: 7%
- Scheduling: 7%
- Management & leadership skills: Planning & execution: 6%
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