146 Results for

Financial Advisor Jobs in San Mateo, CA

Jobs

San Jose, CA14 days ago

You'll leverage your expertise to help us navigate growth challenges, optimize financial operations, and prepare for a successful IPO.Key ResponsibilitiesOffer strategic advice on financial planning, budgeting, and forecasting to support rapid scaling. Strong track record in financial strategy, fundraising, and scaling operations in a Silicon Valley or similar fast-paced environment.

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.

New!

San Jose, CA4 days ago

$170,000–$240,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The ideal candidate will have a strong background in sophisticated estate planning, wealth transfer strategies, and trust administration, with the ability to manage complex client relationships and deliver tailored legal solutions.

New!

San Jose, CA4 days ago

$120,000–$160,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Draft and review estate planning documents, including revocable and irrevocable trusts, wills, powers of attorney, advance healthcare directives, and beneficiary designations.

San Francisco, CA14 days ago

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. In joining Stifel’s Venture Banking team, a Managing Director (MD) is responsible for leading efforts to support venture backed companies and their investors across all their financial services needs.

San Francisco, CA14 days ago

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. The Assistant Vice President will be an integral part of business development, portfolio management, underwriting, and administration of the group working closely with the Head of West Coast Fund Banking.

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, 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 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

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 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

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, 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.

Campbell, CA30+ days ago

Remote

$90,000–$120,000

Assist financial advisors by handling administrative tasks, coordinating client communications, and managing client accounts to allow advisors to focus on strategic relationship-building and financial planning. Take ownership of day-to-day operational tasks by attending client meetings and coordinating follow-up tasks, coordinating portfolio updates, and resolving client requests in a timely and accurate manner.

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

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.

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.

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.

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 Jose, 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 Jose, CA28 days ago

Remote

$105,000–$120,000 Per Year

BrightPlan is a leader in Total Financial Wellness, delivering a comprehensive global solution that supports employees’ financial health at every stage of life, empowering HR teams to enhance the employee experience and better attract, retain, and engage talent. You will serve as the central point of coordination across multiple teams, ensuring that workflows run smoothly, deliverables are completed on time, and cross-functional efforts remain aligned.

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.

Corte Madera, CA27 days ago

Full-time

San Francisco, CA30+ days ago

Full-time

Millbrae, CA30+ days ago

Full-time

Union City, CA30+ days ago

Full-time

San Francisco, CA30+ days ago

Full-time

Palo Alto, CA30+ days ago

Full-time

San Jose, CA30+ days ago

Full-time

San Jose, CA30+ days ago

Full-time

San Jose, CA30+ days ago

Full-time

Santa Clara, CA30+ days ago

San Francisco, CA30+ days ago

Oakland, CA30+ days ago

Walnut Creek, CA30+ days ago

San Jose, CA30+ days ago

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 Jose, California30+ days ago

$81,900–$147,600 Per Year

Licenses and/or exams necessary for this position include: Resident state Life/Health and Variable Annuity license; non-resident state Life/Health and Variable Annuity licensing for all non-resident states in which business will be conducted. Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received.

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

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.

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

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.

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Financial Advisor Jobs in San Mateo, CA

Jobs

CFO AdvisorJoseph Michaels International

Relationship Manager - Wealth ManagementKforce Inc.

Trusts and Estates AttorneyJobot

Trusts and Estates ParalegalJobot

Managing Director, Venture Banking (Investor Coverage)Stifel

Assistant Vice President, Fund BankingStifel

Financial AdvisorNorthwestern Mutual

Senior Financial AdvisorSummitry

Financial AdvisorValued Merchant Services

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

PATIENT FINANCIAL ADVISORAHMC Healthcare

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.

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

Financial AdvisorGolden Summit Wealth & Insurance Solutions a MassMutual Firm

Financial AdvisorCity National Bank

Associate Advisor / Relationship Manager - Fully RemoteRIA Recruiting

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 - Senior Client Associate - Palo AltoJPMorgan Chase Bank, N.A.

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

AdvisorBurton Enright Welch

J.P. Morgan Advisors - Relationship Manager - San Francisco, CAJPMorgan Chase

Senior Wealth AdvisorColumbia Bank

Associate AdvisorBurton Enright Welch

Project Manager, Financial Advisory & EducationConfidential Company

CFO / Director of Finance and OperationsEvolve Talent Partners

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 - San Francisco, 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 - 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 - Menlo Park, CA and Surrounding AreasJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - South San Jose, CAJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - North San Jose, CAJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - San Jose, CA (Oakland Rd and Brokaw Rd)JPMorgan Chase Bank, N.A.

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 Wealth Management - Private Client Advisor - South San Jose, CAJPMorgan Chase

Wealth Strategist (Financial Planner)City National Bank

Managing Director - Principal Financial Network (San Jose, CA)Principal Financial Group

Financial Reporting ManagerAlliance Resource Group

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

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

Mortgage Loan AdvisorEast West Bank

Fractional CFOAlta Advisors

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