Financial Advisor Jobs in Suisun City, CA (126)
Financial Advisor - Paid Training Provided
Edward Jones
Dixon, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote
Analog Capital Partners
🌎 Remote
Remote
Sr Premier Relationship Manager Licensed
BMO Financial
Vacaville, CA
New
Part-Time
Health Insurance
Education
$56k - $104k / year
Senior Financial Advisor/Financial Advisor - Summitry
Aspen Standard Wealth
Sonoma, CA
401(k)
Dental Insurance
Vision Insurance
$115 - $225 / day
Financial Advisor
SteelPeak Wealth
Sonoma, CA
New
Dental Insurance
Vision Insurance
Financial Advisor (CFP)
S Piper Staffing
Sonoma, CA
New
Dental Insurance
$100k - $250k / year
‌
Financial Advisor | Investment Advisory Firm (RIA)
Mission Creek Capital Partners
Sonoma, CA
Hybrid
‌
Financial Advisor
Innovations PSI
Sonoma, CA
$115k - $225k / year
‌
Associate Financial Advisor
Brio Financial Group
Sonoma, CA
‌
High Net-worth Financial Advisor (San Francisco)
Talent Focus Executive Search and Consulting
Sonoma, CA
‌
Associate Wealth Advisor
Confidential
Sonoma, CA
New
‌
Financial Planning Director
Morgan Stanley
Walnut Creek, CA
New
‌
Senior Vice President of Wealth Management
Leah Yosef International
Sonoma, CA
New
‌
Financial Professional
Equitable Advisors
Walnut Creek, CA
New
Health Insurance
Dental Insurance
Vision Insurance
$250 - $1,000 / week
‌
Licensed Financial Consultant
Madison Professional Group- Financial Advisory Recruiters
Sonoma, CA
New
Education
‌
Financial Analyst - Consultant
Amplytics
Sonoma, CA
New
‌
Private Equity Investment Sales Associate
Paulson Investment Company
Sonoma, CA
‌
Registered Client Service Associate (CSA)
Morgan Stanley
Sonoma, CA
New
$35k - $85k / year
‌
Private Client Advisor - CFP Required
Innovations PSI
Sonoma, CA
$85k - $100k / year
‌
Wealth Advisor & Financial Planner
Elevation Wealth Partners
🌎 Remote
New
Part-Time
Remote
PTO
Dental Insurance
Flexible Schedule
$60 / hour
‌
Financial Advisor
Mosaic Retirement Planning
🌎 Remote
New
Part-Time
Remote
Hourly
‌
Financial Advisor
State Farm
🌎 Remote
New
Remote
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
Education
$48k - $60k / year
‌
Financial Advisor San Francisco Bay Area (Associate Level)
Lenox Advisors
Walnut Creek, CA
‌
Wealth Managment Advisor
Equitable Advisors
Sonoma, CA
‌
Wealth Management Associate
Equitable Advisors
Sonoma, CA
Health Insurance
Dental Insurance
Vision Insurance
$250 - $1,000 / week
‌
Advisor Development Program - Financial Solutions Advisor Trainee: Antioch Financial Center
Bank of America
Antioch, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $32 / hour
‌
Merrill Financial Solutions Advisor - East Bay & Associates Market
Bank of America
Napa, 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
Napa, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Oracle Cloud Financial Consultant
Accenture
Walnut Creek, CA
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
‌
Senior Premier Relationship Manager (Licensed)
BMO Financial Group
Vacaville, CA
Part-Time
Health Insurance
Education
$56k - $104k / year
‌
Sales Operations Analyst
AssetMark
Concord, CA
New
401(k)
Dental Insurance
Vision Insurance
$90k - $110k / year
Job Description
Working as a Financial Advisor in Suisun City, CA
There are 126 Financial Advisor opportunities available in Suisun City, 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 Suisun City, CA
Financial Advisors in Suisun City, CA Resume Data
Average Experience for Financial Advisors in Suisun City, CA
- More than 10 years: 66%
- 6-10 years: 21%
- 3-5 years: 11%
- 1-2 years: 2%
Educational Background for Financial Advisors in Suisun City, CA
- Bachelors: 49%
- Diploma: 22%
- Masters: 16%
- Associates: 12%
- Doctorate: 1%
Top Skill for Financial Advisors in Suisun City, CA
- Customer focus & orientation: 18%
- Attention to detail: 17%
- Administrative assistant/receptionist: 12%
- Sales skills: 12%
- Customer service: 8%
- Management & leadership skills: Planning & execution: 8%
- Supervisory skills: Motivating & assessing employees: 8%
- Project timeline management: 7%
- Bookkeeping: 5%
- Business math: 5%
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