Financial Planner Jobs in San Leandro, CA (6,297)
Strategic Financial Planner & Investment Advisor
Bank of America
San Leandro, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
Financial Planner
cainwattersassociates
San Francisco, CA
New
401(k)
PTO
Health Insurance
Vision Insurance
Parental Leave
Associate Financial Planner
Edelman Financial Engines
Danville, CA
New
Health Insurance
Dental Insurance
$83.5k - $111.3k / year
Associate Financial Planner
cainwattersassociates
San Francisco, CA
New
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
Wealth Planner: Financial Planning
Cerity Partners
Los Altos, CA
PTO
‌
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
‌
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
‌
Senior Financial Planner & Strategy Expert (Hybrid)
Jonus Group
Fremont, CA
Hybrid
Health Insurance
‌
Remote Financial Planner: Personal Wealth & Tax Strategy
cainwattersassociates
🌎 Remote
New
Remote
PTO
Health Insurance
‌
Associate Financial Planner: Build Clients, Grow Your Practice
Edelman Financial Engines
Danville, CA
New
‌
Financial Planner
Jonus Group
Fremont, CA
New
Hybrid
Dental Insurance
Vision Insurance
$100k - $125k / year
‌
Financial Planner
Destination Wealth Management
Walnut Creek, CA
New
‌
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
‌
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
‌
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
New
Diversity Leader
‌
Financial Advisor
Northwestern Mutual
San Francisco, CA
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Financial Advisor
Northwestern Mutual Life Insurance
San Francisco, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Wealth Planner & Investment Advisor
Koitecc Solutions
San Francisco, CA
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
‌
Senior Utility Financial Planner - Rates & Planning
City of Palo Alto
Palo Alto, CA
New
Job Description
Working as a Financial Planner in San Leandro, CA
There are 6,297 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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