- Robert Half Finance & Accounting (Orinda, CA)
- …+ Transportation benefits including covered BART pass or parking + Educational support for CFP (R) coursework, exam prep, and continuing education + Beautiful ... grow under expert guidance? Join a boutique, fee-only wealth management firm known for deep client relationships, thoughtful financial plans, and a strong culture of… more
- TIAA (Walnut Creek, CA)
- … CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred **Physical ... to serve. We are proud that we've been recognized for being one of the world's most ethical companies...State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred… more
- Robert Half Finance & Accounting (Orinda, CA)
- …+ Bonus + Outstanding Retirement Contributions Message Jennifer Fukumae on LinkedIn for fastest consideration! Are you early in your financial planning career and ... Join a boutique, fee-only wealth management firm that's known for its deep relationships, thoughtful planning, and strong mentorship...If you're currently in (or about to begin) a CFP (R) program and want to apply what you're learning… more
- Magellan Health Services (Fresno, CA)
- …$53,125 Salary Maximum: $84,995 This information reflects the anticipated base salary range for this position based on current national data. Minimums ... needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal… more
- Magellan Health Services (Stockton, CA)
- …$53,125 Salary Maximum: $84,995 This information reflects the anticipated base salary range for this position based on current national data. Minimums ... needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal… more
- Charles Schwab (Irvine, CA)
- …Series 7 license + (May be obtained with a 120-day condition of employment for certified and current CFP (R) designation or CFA(R) designation holders, verified ... interpersonal, communication and presentation skills, attention to detail **In addition to the salary range, this role is also eligible for bonus or incentive… more
- City National Bank (Los Angeles, CA)
- …FINRA Series 7 and 63 securities licenses and state insurance license required. * CFP designation highly preferred. *WHAT'S IN IT FOR YOU?* *Compensation* This ... (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business...MBA and 3-5 years of experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation.… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …role? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration. Role: Senior Wealth Advisor Location: San Francisco; hybrid (2 days ... in office) Salary : $120-190k+ DOE + bonus + benefits We're excited...experience + Series 65 + 5+ years experience working for a wealth management or RIA firm with financial… more
- Principal Financial Group (Fresno, CA)
- …in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will ... named to the Forbes list of America's Best Employers for Diversity in 2025. This is our sixth year...on the list. *Heavy incentive component in addition to salary listed. Join us! **Who You Are** + Requires… more
- Guardian Life (Sacramento, CA)
- …estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, ... Doctor (JD) law degree required + CPA preferred + CFP /CLU/ChFC preferred + Expert knowledge of tax planning, exit... for Results + Information Seeking + Respect for Diversity + Self-Assurance ** Salary Range:** $116,350.00… more