111 Results for

Financial Advisor Jobs in Oakland, CA

Jobs

San Francisco, CA7 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, California8 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!

Foster City, CA2 days ago

$150,000–$225,000 Per Year

Advisors maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships while contributing to organic growth through client referrals, COI relationships, and partnership with the firm’s Business Development team. The Senior Financial Advisor (SFA) serves as the primary relationship owner for high-net-worth clients, delivering comprehensive financial planning and investment guidance.

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 Francisco, CA7 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.

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.

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.

San Jose, CA8 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).

San Jose, CA8 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.

San Francisco, CA30+ days ago

Full-time

San Francisco, California7 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.

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.

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

San Francisco, CA30+ days ago

$87,590–$132,700 Per Year

Provides 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 and ensure client meetings are properly prepared for in advance. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world.

San Francisco, CA30+ days ago

Full-time

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.

Palo Alto, CA30+ days ago

Full-time

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.

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, CA8 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.

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.

San Francisco, CA30+ days ago

This role is responsible for ensuring that fund operations, financial management, investor reporting, and internal systems run efficiently and reliably, enabling the investment team to focus on core strategic activities. The firm operates with a small, highly collaborative team and is focused on building a strong institutional platform while maintaining the agility of an early-stage investor.

San Francisco, CA30+ days ago

Oakland, CA30+ days ago

Walnut Creek, CA30+ days ago

Union City, CA30+ days ago

Full-time

San Francisco, CA30+ days ago

Full-time

Corte Madera, CA27 days ago

Full-time

Millbrae, CA30+ days ago

Full-time

Palo Alto, CA30+ days ago

Full-time

San Francisco, CA30+ days ago

Full-time

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.

Menlo Park, CA27 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.

San Francisco, California30+ days ago

Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Participate in all steps related to the origination of a mortgage loan including but not limited to, meeting with prospects, counseling borrowers, taking mortgage applications, collecting relevant documents and information to satisfy loan conditions, primary face to face, as well as by phone.

San Francisco, CA30+ days ago

Established in 2003, Ocean Tomo, LLC provides Financial Expert, Management Consulting, and Advisory services related to intellectual property (IP) and other intangible assets; corporate accounting investigations; regulatory and reporting obligations; solvency and restructuring; and contractual or competition disputes. As a Director, you will focus on the daily management of these engagements; including meeting with clients and/or counsel to collect information for the creation of reports and financial analyses/models, analyzing and critiquing opposing parties' claims, management of staff and working closely with the Managing Directors of the firm.

San Francisco, CA10 days ago

Other responsibilities include reviewing transactions for appropriate classification, executing internal controls, drafting technical accounting and policy documents, and assisting with the preparation of financial statements, including 10-Q and 10-K filings. The successful candidate will bring a strong technical background, proactive approach, and ability to work cross-functionally to support financial and strategic objectives.

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.

Palo Alto, CA30+ days ago

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. + Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.

San Francisco, CA30+ days ago

$70,304–$73,000 Per Year

In addition to the direct student work, CPAs are expected to manage a variety of administrative tasks, including but not limited to: documentation of advising sessions and outreach, tracking Scholar document submissions, looking at data to analyze engagement trends, and noticing trends across school clusters. Foster rapport with students through consistent and non-judgmental communication in advising sessions, as well as through proactive identification of supports that address the unique needs of first-generation and low-income students.

Palo Alto, CA30+ days ago

Full-time

Whether you're an experienced professional or just starting out, Legacy Harbor Advisors invites you to join us as a Sales Advisor under a 1099 contract. Products Offered: Indexed Universal Life (IUL), Annuities, Life Insurance, and other financial solutions.

New!

San Francisco, CA4 days ago

Remote

$95,000–$170,000

We’re looking for a Healthcare Strategy Consultant to advise healthcare organizations, payers, providers, and life sciences companies on growth, operations, and transformation initiatives. To access roles like this and work with us directly, go to: https://www.careerlaunch.ai/ and apply on the site.

Pleasanton, CA8 days ago

$200,000–$400,000 Per Year

If you’re passionate about holistic wealth planning and want a platform that matches your ambition, MassMutual Northern California offers just that. Location: Pleasanton | Walnut Creek | San Jose | San Mateo | Roseville (Hybrid).

San Francisco, CA30 days ago

Full-time

Research Advisors promote a collaborative, cutting-edge, and self-sustaining research and policy-making environment, by producing briefings, memos, and other material on economic conditions and policy matters for the Bank's President and Boards of Directors; generating research papers for high-level conference venues and professional publications; contributing to Bank and external publications and making public presentations to support the Bank’s public engagement goals; and providing management and service support for the activities of the Department, the Bank, and System. Research Advisors are typically on a confirmed path to being a leading scholar in her/his field of research, as established by impactful and growing contributions to the advancement of research in their field, particularly via publications in external peer-reviewed scholarly journals and other highly respected research outlets.

San Francisco, California22 days ago

$91,000–$121,000 Per Year

The ideal candidate will possess the sales acumen to independently identify, manage, and close core product opportunities, combined with the technical proficiency to streamline internal processes and develop high-impact client presentations. Preferred Skills: • Sales Execution & Coordination: Proven ability to navigate and manage the internal complexities of the sales cycle, ensuring a frictionless client experience and total alignment across internal stakeholder groups.

Berkeley, CA30+ days ago

Full-time

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.

Milpitas, CA30+ days ago

Full-time

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.

San Rafael, CA30+ days ago

Full-time

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.

San Francisco, CA30+ days ago

Full-time

You will understand the wealth and asset management industries, tax management, custody and/or financial technology and all facets of RIA business management, including growth strategies, investment solutions, technology infrastructure, and operations. Your role will encompass a range of capabilities such as Scaled Tax-Smart implementation and rebalancing, Tax-Smart portfolio transitions, Automated, ongoing tax loss harvesting, Tax-Smart withdrawals, Tax benefit reporting, and representing J.P.

San Francisco, CA26 days ago

Full-time

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.

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Financial Advisor Jobs in Oakland, CA

Jobs

Relationship Manager - Wealth ManagementKforce Inc.

Financial AdvisorNorthwestern Mutual

Senior Financial AdvisorSummitry

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 AdvisorValued Merchant Services

Financial Advisor IIPatelco Credit Union

PATIENT FINANCIAL ADVISORAHMC Healthcare

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

Financial AdvisorGolden Summit Wealth & Insurance Solutions a MassMutual Firm

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

Financial AdvisorCity National Bank

Associate Wealth AdvisorBeacon Pointe Advisors LLC

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 Advisors - Relationship Manager - San Francisco, CAJPMorgan Chase

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

J.P. Morgan Advisors - Senior Client Associate - Palo AltoJPMorgan Chase Bank, N.A.

AdvisorBurton Enright Welch

Senior Wealth AdvisorColumbia Bank

Associate AdvisorBurton Enright Welch

CFO / Director of Finance and OperationsEvolve Talent Partners

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 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.

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

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

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

Wealth Strategist (Financial Planner)City National Bank

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

Mortgage Loan AdvisorEast West Bank

Director, IP Dispute Resolution (Financial Expert Practice)Ocean Tomo, LLC

Financial Reporting ManagerAlliance Resource Group

Fractional CFOAlta Advisors

Senior Home Lending Advisor, Palo Alto, CAJPMorgan Chase

College Persistence AdvisorSEO (Sponsors for Educational Opportunity)

Virtual Sales Advisor - Work from Anywhere, AnytimeLegacy Harbor Advisors

Healthcare Strategy Advisor (Growth & OperationsCareer Launch AI

Wealth Management Advisor — Mid to Senior LevelGolden Summit Wealth & Insurance Solutions a MassMutual Firm

Research AdvisorFederal Reserve Bank (FRB)

Global Treasury & Payments Advisor/AssociateFirst Citizens Bank

Senior Home Lending Advisor - Berkeley, CAJPMorgan Chase Bank, N.A.

Senior Home Lending Advisor, Milpitas, CAJPMorgan Chase Bank, N.A.

Senior Home Lending Advisor, San Rafael, CAJPMorgan Chase Bank, N.A.

Asset Management - Platform Solutions Client Advisor, West Region - Vice PresidentJPMorgan Chase Bank, N.A.

Senior Home Lending Advisor - San Francisco, CAJPMorgan Chase Bank, N.A.

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