67 Results for

Certified Financial Planner Jobs in San Francisco, CA

Jobs

New!

San Francisco, CA5 days ago

$130,000–$135,000

Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business; Additional product licenses may be required. 4+ years of business experience in a financial advisor or relationship manager or client engaging related role within financial services with experience communicating directly with clients.

San Francisco, CA30+ days ago

$122,535–$208,715 Per Year

Support Sr Wealth Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, Income Taxation, Philanthropy, and Asset Protection, and Investments, with an emphasis on business owner wealth and succession planning. * Demonstrable expertise at easily explaining complex strategies to clients and COIs; and quickly identifies and pursues to a successful sale Bank product or service solutions that align with the best interest of the client.

San Francisco, CA30+ days ago

Full-time

The successful candidate will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. The successful individual should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.

New!

San Francisco, California6 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

New!

Walnut Creek, CA5 days ago

$108,000–$149,000

Supporting project management on community planning assignments under the direction of a Project Manager, including general plans, community plans, specific plans, housing elements, and related policy documents, with increasing responsibility over time. BKF is seeking an experienced Assistant Project Manager, Senior Planner to support the delivery of Community Planning projects and help grow our Community Planning services across California.

Palo Alto, CA30+ days ago

$133,000–$210,000 Per Year

Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. You should approach clients with a goal-oriented approach; to that end, you will need to learn about the various products and platforms (investment, banking and lending) available to our advisors across JPMWM in order to identify issues and opportunities to engage with clients.

Walnut Creek, CA30+ days ago

$145,000–$170,000 Per Year

Most of our work happens in the office to spark creativity and community, but we also offer flexibility so team members have the autonomy to work outside the office when needed to support their work-life balance and personal commitments. We're seeking someone who not only understands finance and planning best practices but is also driven by continuous improvement, people leadership, and a hands-on approach to problem-solving.

San Francisco, CA30+ days ago

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

San Francisco, CA30+ days ago

San Mateo, California30+ days ago

This includes comparing and evaluating possible investment options for individual clients, identifying investment strategies and potential investments based on market conditions and clients’ particular circumstances, and assessing the timing of investments by analyzing market conditions to determine the optimum times to conduct securities transactions for clients. Ability to communicate successfully and in a professional manner with clients, above average math aptitude, excellent oral and written communication skills, excellent decision making and problem-solving skills, superior amount of computer literacy and proofreading capabilities and strong organizational skills.

San Francisco, CA30+ days ago

Full-time

New!

San Francisco, CA5 days ago

Full-time

A premier global investment banking and wealth management firm is seeking two high-performing Financial Advisors to join our expanding advisory teams in the San Francisco, New York, Houston, and Chicago markets. We are seeking entrepreneurial professionals with proven success serving high-net-worth individuals and families who are ready to elevate their practice, increase earnings potential, and build long-term enterprise value.

Daly City, California30+ days ago

Obtains signed patient acknowledgement of financial responsibility, interviews patients as referred, obtains and completes information for MSP, coordination of benefits (COB) and other regulatory forms as required, collaborates with AHMC Seton Medical Center Business Services collections staff to monitor patient accounts. Gathers and analyzes all patient information on medical needs, financial resources and circumstances, residential status, duration/type of care, patient eligibility for private, federal, state and county program coverage; provide full documentation for billing within limits specified by the appropriate agency and coverage source.

Mountain View, CA16 days ago

Full-time
Employee

The goal of financial planning and analysis (FP&A) is to create financial insights that make Google better by unpacking business problems to drive business growth, reveal opportunities, manage risk, and steward scarce resources. From developing forward-thinking analysis to generating management reports to scaling our automated financial processes, the Finance organization is an important partner and advisor to the business.

San Francisco, CA17 days ago

Full-time

Hanwha Qcells America Inc seeks an experienced and energetic Financial Planning & Analysis Manager to lead financial planning and risk analysis functions for the Corporate consolidate level as one stop Energy Solution Provider on Residential & Commercial Community and Industrial sectors including solar energy service business, Development and EPC, and Solar financing business. MobilityStanding 20% of time Sitting 70% of time Walking 10% of time StrengthPulling up to 10 Pounds Pushing up to 10 Pounds Carrying up to 10 Pounds Lifting up to 10 Pounds Dexterity(F = Frequently, O = Occasionally, N = Never)Typing F Handling F Reaching F Agility(F = Frequently, O = Occasionally, N = Never)Turning F Twisting F Bending O Crouching O Balancing N Climbing N Crawling N Kneeling N .

Menlo Park, CA25 days ago

Full-time

Work closely with Specialists, including Private Client Advisors, Financial Planners, Home Lending Advisors, and Business Relationship Managers, to link clients with experts who can address their unique financial needs. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

New!

San Francisco, California5 days ago

Remote

The SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. Strong understanding of financial planning and the investment process including familiarity with mapping clients’ investment needs to asset allocation models, structuring client investment portfolios, and portfolio analytics.

Mountain View, CA16 days ago

Full-time
Employee

Support Marketing’s resource allocation processes, including headcount and payroll planning, provide data-driven insights to support decision-making, ensuring alignment with business objectives. Support monthly, quarterly and annual financial planning cycles, driving visibility into Google’s Marketing spend and resource planning decisions, contribute to Marketing’s Plan and Annual Planning processes and deliverables.

San Francisco, California11 days ago

Remote

$90–$150 Per Hour

For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome. Mercor connects elite creative and technical talent with leading AI research labs.

San Francisco, CA30+ days ago

This role is ideal for a seasoned senior finance leader—someone who has served as a CFO or VP of Finance in high-growth venture-backed startups and is eager to make an impact across multiple companies while building a thriving fractional CFO practice. You will be supported by a high-caliber team of FP&A and accounting professionals, including alumni of Big 4 accounting firms and bulge bracket investment banks, enabling you to focus your time on strategic, high-impact leadership.

San Francisco, CA30+ days ago

Good communication skills: Strong communication (verbal and written) and interpersonal skills, with the ability to effectively collaborate with cross-functional teams and communicate complex concepts to senior management and regulatory agencies. The successful candidate will play a key role in creating a funding plan to support the Op Plan and all other planning sessions, support preparation of the ALCO meeting and support of strategic initiatives across multiple functions.

Sunnyvale, CA14 days ago

Full-time
Employee

Note: By applying to this position you will have an opportunity to share your preferred working location from the following: Sunnyvale, CA, USA; Chicago, IL, USA.Minimum qualifications: Bachelor's degree in Business, Finance, Economics, Statistics, or another quantitative field, or equivalent practical experience. Identify, evaluate, and prioritize risks followed by coordinated and economical application of resources to minimize, monitor, and control the probability or impact of unfortunate events or to maximize the realization of opportunities.

New!

San Jose, CA6 days ago

$300,000–$500,000 Per Year

At MassMutual Northern California, experienced advisors can align with a firm that values independence while providing the infrastructure and resources to scale. Location: Pleasanton | Walnut Creek | San Jose | San Mateo | Roseville (Hybrid).

New!

San Jose, CA6 days ago

$110,000–$300,000 Per Year

Golden Summit positions itself as a place where advisors can run their practice with flexibility while tapping into a collaborative team, integrated planning resources, and dedicated support. You may have started building relationships and advising clients, but you are now looking for a firm that offers stronger support, more planning resources, and room to grow.

Sunnyvale, CA29 days ago

Full-time
Employee

Support New Product Introduction (NPI) initiatives by creating unit economics analyses of products such as newly built AI agents and building comprehensive profit and loss for new products and monetization channels of Gemini Enterprise. Influence the product roadmap through partnership with product development teams to provide a financial risk analysis to help define product pricing strategies and quota limits that provide guardrails to protect long-term margins.

New!

Sunnyvale, CAToday

Full-time
Employee

The Google Data Center team builds and operates private data center fleets in the world, and Google powers that fleet with renewable energy. From developing forward-thinking analysis to generating management reports to scaling our automated financial processes, the Finance organization is an important partner and advisor to the business.

Mountain View, CA16 days ago

Full-time
Employee

From developing forward-thinking analysis to generating management reports to scaling our automated financial processes, the Finance organization is an important partner and advisor to the business. As someone who knows the workings of the core Finance team inside and out, you'll lead individual projects to transform planning, tracking and control processes.

San Bruno, CA12 days ago

Full-time
Employee

As a part of the YouTube Finance team, you will be a part of the broader Strategy, Analytics, and Finance team (SAF) whose mission is to make YouTube commercially sustainable and more valuable by identifying and steering the business towards the biggest opportunities, guiding the organization to make the best possible decisions, and enabling effective implementation with proactive and trusted risk management. You will be a well-rounded performer in a high-energy growth environment, bringing excellent data analysis skills, including SQL proficiency and modeling expertise, performing in-depth search into underlying assumptions while recommending efficient, scalable approaches.

Sunnyvale, CA14 days ago

Full-time
Employee

Note: By applying to this position you will have an opportunity to share your preferred working location from the following: Sunnyvale, CA, USA; Chicago, IL, USA; Kirkland, WA, USA.Minimum qualifications: Bachelor's degree in Business, Finance, Economics, Statistics, or another quantitative field, or equivalent practical experience. We are hiring across the Google Cloud ecosystem and you will have the opportunity to support unique areas ranging from Cloud Product and Infrastructure cost management to Go-to-Market (GTM) strategy for AI solutions and professional services.

Mountain View, CA16 days ago

Full-time
Employee

You will be responsible for examining user behavior trends, competitive analysis, as well as conducting/reviewing incrementality studies, and developing scalable financial tools to drive strategic decisions and optimize investment levels. From developing forward-thinking analysis to generating management reports to scaling our automated financial processes, the Finance organization is an important partner and advisor to the business.

Benicia, CA12 days ago

Full-time

Yandell Companies delivers fully integrated supply chain solutions for the wine, specialty food, and beverage industries combining transportation, warehousing, fulfillment, and value-added services into one seamless platform. This role goes beyond traditional reporting — you will work directly with Sales, Operations, and Accounting to understand what’s driving performance, surface insights, and help leadership make better decisions.

Walnut Creek, CA30+ days ago

$110,000–$165,000

Long-term, BEW expects the Advisor to progress to a Lead Advisor, which would include leading Firm initiatives, managing Associate Advisors, participating in business development efforts, and taking more of a primary role with BEW’s new and existing relationships. Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial planning and investment management firm in Walnut Creek, CA with over $1 billion in assets under management.

Walnut Creek, CA30+ days ago

$85,000–$110,000

Long-term, BEW expects the Associate Advisor to progress to an Advisor, which would include greater responsibility in leading meetings, acting as a financial planning subject matter expert, and serving as the primary point of contact with clients. Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial planning and investment management firm in Walnut Creek, CA with over $1 billion in assets under management.

Pleasant Hill, CA30+ days ago

This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families. 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.

San Francisco, California30+ days ago

$170,000–$225,000 Per Year

San Francisco, California30+ days ago

$140,000–$165,000 Per Year

San Francisco, California30+ days ago

$130,000–$160,000 Per Year

Strong investment and capital markets knowledge is essential, along with the ability to represent Allspring’s expanding tax-aware solutions, especially those offered through Remi, our platform for direct indexing and custom fixed income SMAs. Collaborate with regional leadership and advice leaders, Investment Specialists and Client PMs to adopt Allspring's strategies more broadly and optimally become an extension to their firms’ sales execution effort.

New!

Walnut Creek, CA6 days ago

The Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.

San Mateo, CA30+ days ago

As an ABM, you are on a direct path to become a Branch Manager, a critical leader role within our Investor Services organization, which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. In more than 300 branch offices in 45 U.S. states, youll find Branch Managers leading and coaching their teams as they work directly with our clients to achieve their financial goals.

San Francisco, CA30+ days ago

$146,000–$200,000 Per Year

The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.

San Francisco, CA30+ days ago

$136,000–$165,000 Per Year

A Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

Santa Clara, CA30+ days ago

San Francisco, CA30+ days ago

Oakland, CA30+ days ago

Walnut Creek, CA30+ days ago

Palo Alto, CA30+ days ago

$70,300–$99,900 Per Year

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. + Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

San Francisco, CA30+ days ago

$70,300–$99,900 Per Year

Union City, CA30+ days ago

Full-time

San Francisco, CA30+ days ago

Full-time

Corte Madera, CA25 days ago

Full-time

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Certified Financial Planner Jobs in San Francisco, CA

Jobs

Relationship Manager - Wealth ManagementKforce Inc.

Wealth Strategist (Financial Planner)City National Bank

J.P. Morgan Wealth Management - Vice President - Private Wealth PlannerJPMorgan Chase Bank, N.A.

Financial AdvisorNorthwestern Mutual

Assistant Project Manager, Senior PlannerBKF

J.P. Morgan Wealth Management, Vice President, Wealth PlannerJPMorgan Chase

Director, Financial PlanningKinder's

J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Financial District and Surrounding Areas)JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Financial District San Francisco, CA and Surrounding Areas (Cantonese Bilingual Required)JPMorgan Chase

Financial Advisor IIPatelco Credit Union

J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Financial District and Surrounding Areas)JPMorgan Chase Bank, N.A.

Financial AdvisorValued Merchant Services

PATIENT FINANCIAL ADVISORAHMC Healthcare

Senior Financial Analyst, Google One AI SubscriptionsGoogle

Financial Planning & Analysis Manager (Korean Bilingual)Qcells

Sr Private Client Banker - Menlo Park Sand Hill Financial Center - Menlo Park, CAJPMorgan Chase Bank, N.A.

Financial AdvisorCity National Bank

Financial Analyst, Central Marketing FinanceGoogle

Personal Financial Advisor - AI TrainerMercor

Fractional CFOAlta Advisors

AVP, Treasury - Financial Planning and AnalysisSynchrony

Financial Analyst IIGoogle

Senior Financial Advisor — Experienced & Ready for ChangeGolden Summit Wealth & Insurance Solutions a MassMutual Firm

Financial AdvisorGolden Summit Wealth & Insurance Solutions a MassMutual Firm

Cloud Senior Financial Analyst, Gemini Enterprise and AgentsGoogle

Financial Analyst, Technical InfrastructureGoogle

Strategic Financial Analyst, Platforms and Devices Central FinanceGoogle

Financial Analyst, YouTubeGoogle

Financial Analyst, Google CloudGoogle

Financial Analyst, Ads Privacy, Safety, and RegulationsGoogle

Financial Planning & Analysis (FP&A) Analyst (On-Site)Yandell-SCW

AdvisorBurton Enright Welch

Associate AdvisorBurton Enright Welch

Associate Wealth AdvisorBeacon Pointe Advisors LLC

Senior Wealth Planning StrategistFirst Citizens Bank

Fiduciary Officer II - San FranciscoFirst Citizens Bank

Senior Wealth SpecialistAllspring Global Investments Holdings, LLC

Senior Wealth AdvisorColumbia Bank

VP, Assistant Branch ManagerCharles Schwab

Tax Senior Manager, Private Client Servicesbdo consulting

Tax Experienced Manager, Private Client Servicesbdo consulting

J.P. Morgan Wealth Management - Private Client Advisor - Santa Clara, CA (Homestead and Kiely)JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA - North Peninsula and Surrounding AreasJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Oakland, San Leandro, CA and Surrounding AreasJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Walnut Creek, San Ramon, CA and Surrounding areasJPMorgan Chase

J.P. Morgan Advisors - Senior Client Associate - Palo Alto, CAJPMorgan Chase

J.P. Morgan Advisors - Senior Client Associate, San Francisco, CAJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Union City, CA and Surrounding AreasJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Bilingual Chinese Cantonese/Mandarin)JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Marin County, CA and Surrounding AreasJPMorgan Chase Bank, N.A.

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