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Financial Planner Jobs in Sunnyvale, CA (2,042)

VP, Financial Consultant- San Mateo, CA

Charles Schwab
San Mateo, CA
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave

Financial Consultant (Remote)

Melius Consulting
🌎 Remote
Part-Time
Remote

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

Strategic Financial Planner & Investment Advisor

Bank of America
Milpitas, CA
New
Diversity Leader
Eco-Friendly
Icon: salary
$70k - $80k / year

Wealth Planner - Client-Focused Financial Planning

Cerity Partners
Los Altos, CA
New
‌

Wealth Planner: Build Custom Financial Plans & Client Experience

Cerity Partners
Los Altos, CA
PTO
Health Insurance
Icon: salary
$70k - $75k / year
‌

Senior Financial Planner & Strategy Expert (Hybrid)

Jonus Group
Fremont, CA
New
Hybrid
Health Insurance
‌

Financial Advisor

Northwestern Mutual
Campbell, CA
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

Financial Solutions Advisor- Cupertino Financial Center

Bank of America
Cupertino, CA
New
Diversity Leader
Eco-Friendly
Icon: salary
$70k - $80k / year
‌

Remote Personal Financial Advisor (Private Wealth)

Micro1
🌎 Remote
Remote
Hourly
Icon: salary
$80 - $110 / hour
‌

Financial Solutions Advisor- Silicon Valley Area

Bank of America
Sunnyvale, CA
New
Diversity Leader
Eco-Friendly
Icon: salary
$70k - $80k / year
‌

Private Wealth Relationship Manager

Citigroup
Mountain View, CA
New
‌

Financial Solutions Advisor- Hayward and Milpitas Area

Bank of America
San Jose, CA
New
Diversity Leader
Eco-Friendly
‌

Financial Solutions Advisor- Saratoga, Santa Cruz, Monterey Areas

Bank of America
San Jose, CA
Diversity Leader
Eco-Friendly
Icon: salary
$70k - $80k / year
‌

Financial Advisor

Johnson Financial Group
San Jose, CA
‌

Remote Financial Advisor: Retirement Planner

Corebridge Financial
🌎 Remote
Remote
‌

Remote Financial Advisor Personal Retirement Planner

Corebridge Financial
🌎 Remote
Remote
‌

Investment Advisor/Financial Planner

SupportFinity
Mountain View, CA
New
PTO
Health Insurance
Parental Leave
Icon: salary
$110k / year
‌

Senior Investment Advisor & Financial Planner

SupportFinity
Mountain View, CA
New
Health Insurance
‌

Financial Planner

Jonus Group
Fremont, CA
New
Hybrid
Dental Insurance
Vision Insurance
Icon: salary
$100k - $125k / year
‌

Hybrid Wealth Advisor: Strategic Financial Planner

Mercer Advisors
Menlo Park, CA
Hybrid
‌

Wealth Planner & Financial Planning Specialist

Dormont Manufacturing
San Jose, CA
New
‌

Senior Utility Financial Planner - Rates & Planning

City of Palo Alto
Palo Alto, CA
New
‌

Financial Solutions Advisor- San Jose Area

Bank of America
Santa Clara, CA
New
Diversity Leader
Eco-Friendly
Icon: salary
$70k - $80k / year
‌

Financial Solutions Advisor- Peninsula Area

Bank of America
San Mateo, CA
New
Diversity Leader
Eco-Friendly
‌

Wealth Advisor (San Francisco/Menlo Park/Walnut Creek)

Mercer Advisors
Menlo Park, CA
Hospitality
Vision Insurance
Parental Leave
Icon: salary
$85k - $145k / year
‌

Associate Portfolio Manager (Bay Area, CA, Hybrid)

Edelman Financial Engines
Santa Clara, CA
Hybrid
Health Insurance
Dental Insurance
Icon: salary
$112.3k - $149.7k / year
‌

Financial Advisor

Hispanic Alliance for Career Enhancement
San Jose, CA
Part-Time
Health Insurance
Education
Icon: salary
$69k - $127.8k / year
‌

Financial Advisor

Empirical Wealth Management
Menlo Park, CA
Dental Insurance
Icon: salary
$100k - $250k / year
‌

Financial Advisor

Empirical Financial Services
Menlo Park, CA
New
Dental Insurance
Icon: salary
$100k - $250k / year
‌

Financial Advisor

MassMutual Alabama
San Jose, CA
New
Entry-Level
‌

Remote Financial Advisor - Retirement Planner

Corebridge Financial
🌎 Remote
Part-Time
Remote
Flexible Schedule

Financial Planner Salary in Sunnyvale

Financial Planners working in Sunnyvale, CA make an average annual salary of $82K and a maximum annual salary of around $144K.

Disclaimer

Job Description

Working as a Financial Planner in Sunnyvale, CA

There are 2,042 Financial Planner opportunities available in Sunnyvale, 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 Sunnyvale, CA

  • San Francisco, CA
  • San Jose, CA
  • Oakland, CA

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    Financial Planner jobs near Sunnyvale, CA

    • Santa Clara, CA
    • Palo Alto, CA
    • Fremont, CA
    • Mountain View, CA
    • San Mateo, CA
    • Walnut Creek, CA
    • Berkeley, CA
    • Hayward, CA
    • Cupertino, CA
    • Redwood City, CA
    • Pleasanton, CA
    • Milpitas, CA
    • San Leandro, CA
    • Livermore, CA
    • Santa Cruz, CA
    • Burlingame, CA