• Wealth Management Advisor

    TIAA (Sherman Oaks, CA)
    …License (Resident State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred Or + Chartered ... Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost...certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon… more
    TIAA (08/22/25)
    - Related Jobs

  • Paraplanner for Established East Bay Firm

    Robert Half Finance & Accounting (Orinda, CA)
    …in client meetings. If you're currently enrolled or planning to start the CFP (R) program, this role offers an unparalleled opportunity to apply your education in ... roles + Enrolled in or planning to begin the CFP (R) certification program + Eager to learn and grow...covered BART pass or parking + Educational support for CFP (R) coursework, exam prep, and continuing education + Beautiful… more
    Robert Half Finance & Accounting (08/09/25)
    - Related Jobs

  • Personal Financial Counselor, PFC - Assignment…

    Magellan Health Services (Port Hueneme, CA)
    …following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant (ChFC). General Job Information ... Certifications - Required AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered… more
    Magellan Health Services (08/23/25)
    - Related Jobs

  • Associate Wealth Advisor!

    Robert Half Finance & Accounting (San Mateo, CA)
    …of financial planning experience in a RIA + Must be at least already in the CFP program if currently not a CFP + Must have strong communication and relationship ... building skills Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at… more
    Robert Half Finance & Accounting (08/14/25)
    - Related Jobs

  • Private Client Advisor

    Umpqua Bank (Sacramento, CA)
    …assigned. **About** **You:** + Bachelor's degree, required. + Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. + 5-10 years of experience in banking and ... decisions independently. + Professional designation such as JD, MBA, MSF, CFA, or CFP is preferred. + Occasional travel **Job Location(s):** This posting is part of… more
    Umpqua Bank (08/09/25)
    - Related Jobs

  • Personal Financial Counselor, PFC

    Magellan Health Services (Camp Pendleton, CA)
    …following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant (ChFC). General Job Information ... and Certifications - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial… more
    Magellan Health Services (08/09/25)
    - Related Jobs

  • Wealth Advisor, Schwab Wealth Advisory

    Charles Schwab (San Diego, CA)
    …be obtained with a 120-day condition of employment for certified and current CFP (R) designation or CFA(R) designation holders, verified before hire) + Active FINRA ... financial services industry working directly with clients **Preferred Qualifications** + CFP or CFA + Superior relationship management and client retention… more
    Charles Schwab (08/08/25)
    - Related Jobs

  • Financial Advisor Senior

    City National Bank (Los Angeles, CA)
    …in financial services or an MBA and 3-5 years of experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and ... 63 securities licenses and state insurance license required. * CFP designation highly preferred. *WHAT'S IN IT FOR YOU?* *Compensation* Starting base salary:… more
    City National Bank (08/07/25)
    - Related Jobs

  • Lead Advisor

    Robert Half Finance & Accounting (San Francisco, CA)
    …Rosario - I'd love to connect! Requirements Qualifications: + Bachelor's degree required; CFP (R) designation is mandatory + Minimum of 6 years of experience in ... financial or estate planning, preferably within a professional financial services or wealth management firm + Deep expertise in estate, tax, retirement, insurance, investment, and cash flow planning + Strong leadership, communication, and presentation skills +… more
    Robert Half Finance & Accounting (08/27/25)
    - Related Jobs

  • Advisor

    Robert Half Finance & Accounting (San Francisco, CA)
    …- I'd love to connect! Requirements Qualifications: + Bachelor's degree required + CFP (R) designation required + Minimum of 4 years of experience in financial ... planning, wealth management, or related fields + Proficiency in Microsoft Office Suite; ability to learn additional systems on the job + Strong organizational skills and ability to manage multiple client relationships + Excellent communication and… more
    Robert Half Finance & Accounting (08/27/25)
    - Related Jobs