Financial Advisor Jobs in San Rafael, CA (1,191)
Financial Consultant - San Francisco, CA CA
Fidelity TalentSource
San Francisco, California
Education
Parental Leave
$55k - $75k / year
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab
San Francisco, CA
New
Dental Insurance
Vision Insurance
Education
Parental Leave
Merrill Financial Solutions Advisor: Greater Dallas Market
Bank of America
San Francisco, California
Diversity Leader
Eco-Friendly
$100k / year
Assurance Advisor - Financial Services Office - Manager - Multiple Positions - 1540439
Ernst & Young Advisory Services Sdn Bhd
San Francisco, California
Dental Insurance
$160.2k / year
Senior Wealth Advisor - San Francisco/Castro
Citi
San Francisco, California
Dental Insurance
$70k / year
Financial Sales Consultant
FACET
San Francisco, California
PTO
Dental Insurance
Vision Insurance
Parental Leave
$75k / year
‌
Financial Sales Consultant
Facet Decision Systems
San Francisco, California
PTO
Dental Insurance
Vision Insurance
Parental Leave
$75k / year
‌
Financial Analytics Consultant 3
Northstar Staffing Solutions
San Francisco, California
‌
Regional Vice President (Northern California - Bay Area)
Mercer Advisors
San Francisco, California
Hospitality
Vision Insurance
Parental Leave
$100k - $150k / year
‌
Senior Financial Aid Advisor
Emory University
🌎 Remote
Remote
‌
Charles Schwab | Wealth Advisor, Schwab Wealth Advisory | san francisco, ca
Charles Schwab
san francisco, CA
New
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Financial Advisor Assistant
Connect Search
🌎 Remote
New
Remote
$50 / hour
‌
Director, Tax Trust & Estate Specialist
Charles Schwab
San Francisco, CA
New
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Financial Advisor Trainee - PCG-San Francisco, CA
Raymond James Financial
San Francisco, CA
New
Health Insurance
‌
Sr Wealth Advisor (Silicon Valley)
Mercer Advisors
San Francisco, CA
New
Hospitality
Vision Insurance
Parental Leave
$240k - $300k / year
‌
Financial Planner
Rockefeller Capital Management
San Francisco, CA
New
Parental Leave
$70k - $80k / year
‌
Private Wealth Planner (San Francisco, CA)
Cedent Consulting
San Francisco, CA
‌
Wealth Management Associate - Retirement Benefits Group - CA, San Francisco (3742)
Equitable Advisors
San Francisco, CA
New
Hourly
Health Insurance
Dental Insurance
Vision Insurance
$546 - $762 / week
‌
J.P. Morgan Advisors - Senior Client Associate, San Francisco, CA
JPMorgan Chase
San Francisco, CA
Eco-Friendly
‌
Relationship Banker - Smith Ranch Financial Center
Bank of America
San Rafael, CA
Hourly
Diversity Leader
Eco-Friendly
$23 - $25.96 / hour
‌
Financial Advisor
Atria Wealth Solutions
San Francisco, CA
Health Insurance
‌
Merrill Experienced Financial Advisor
Bank of America
San Francisco, CA
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Merrill Financial Solutions Advisor - San Francisco Market
Bank of America
Mill Valley, CA
Diversity Leader
Eco-Friendly
$75k - $85k / year
‌
Financial Solutions Advisor - Consumer Investments- Central CA Region
Bank of America
Vallejo, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Pleasant Hill Financial Center
Bank of America
Pleasant Hill, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Financial Solutions Advisor Registration Candidate- Consumer Investments- Greater Bay Region
Bank of America
Greenbrae, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Financial Planner
Financial Planner Recruiting
San Francisco, CA
New
401(k)
Health Insurance
$120k - $150k / year
‌
Financial Services Consultant
Penske Automotive Group
Corte Madera, CA
New
‌
Oracle Cloud Financial Consultant
Accenture
San Francisco, CA
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
‌
Tax Manager, Investment Management, Private Wealth (West Region Office Locations)
Deloitte
San Francisco, CA
New
Diversity Leader
$85k - $193.4k / year
‌
Tax Senior Manager, Investment Management - Private Wealth (West Region Office Locations)
Deloitte
San Francisco, CA
New
Diversity Leader
$119.5k - $272.1k / year
‌
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
‌
Financial Planner
New Planner Recruiting
San Francisco, CA
New
Hospitality
‌
Associate | Wealth Planner (Summer 2025)
Cerity Partners
San Francisco, CA
New
401(k)
Health Insurance
Dental Insurance
Vision Insurance
$60k - $70k / year
‌
Relationship Banker - Smith Ranch Financial Center
Bank of America
San Rafael, CA
Hourly
Diversity Leader
Eco-Friendly
$23 - $25.96 / hour
Job Description
Working as a Financial Advisor in San Rafael, CA
There are 1,191 Financial Advisor opportunities available in San Rafael, CA all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.
Financial Advisor jobs near San Rafael, CA
Financial Advisors in San Rafael, CA Resume Data
Average Experience for Financial Advisors in San Rafael, CA
- More than 10 years: 63%
- 6-10 years: 20%
- 3-5 years: 14%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Advisors in San Rafael, CA
- Bachelors: 58%
- Masters: 22%
- Diploma: 10%
- Associates: 8%
- Doctorate: 2%
Top Skill for Financial Advisors in San Rafael, CA
- Customer focus & orientation: 17%
- Attention to detail: 16%
- Sales skills: 14%
- Spreadsheets with Microsoft Excel: 11%
- Bookkeeping: 8%
- Management & leadership skills: Planning & execution: 8%
- Office manager: 6%
- Filing & organization: 6%
- Project timeline management: 6%
- Verbal communication: 6%
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