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This role is ideal for a financial planning professional with several years of experience supporting high-net-worth clients and financial advisors. Be part of a nationally recognized, independent wealth management firm committed to making a meaningful impact on clients' financial lives.

Gerber Kawasaki

Senior Wealth Planning Associate

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This role is ideal for a financial planning professional with several years of experience supporting high-net-worth clients and financial advisors. Be part of a nationally recognized, independent wealth management firm committed to making a meaningful impact on clients financial lives.

Gerber Kawasaki Wealth & Investment Management Inc

Founded by experienced industry professionals who left a large institutional platform to build something different, the firm combines institutional-caliber resources with an entrepreneurial culture focused on client outcomes, innovation, and long-term partnership. Unlike many consolidators and private-equity-backed organizations, this firm is intentionally building an environment where advisors have a voice, ownership opportunities, and the ability to help shape the future of the business.

MRISpokane

Senior Wealth Advisor

Crelate

The expected salary range for this particular position is $120,000-$200,000, (New York, San Francisco), $99,000-$176,000, (Chicago, Los Angeles), $90,000-$160,000, (Denver, Minneapolis) depending on your experience, skills, and registration status, market conditions and business needs. As an Alternatives Investment Strategist for RBC US Wealth Management you will work alongside the Multi-Asset Portfolio Strategist, Wealth Strategists, Alternatives Consultants and other internal teams on developing, coordinating, and executing our alternatives ambitions.

YEAR

Royal Bank of Canada

Alternative Investment Strategist

A minimum of 7 years of experience helping financial advisors and/or professional service firms grow, scale, and strengthen their businesses through roles in talent management, human resources, organizational development, coaching, consulting, practice management, or leadership within advisory firms. An ideal candidate possesses a background as a Chief People Officer, Head of Talent, HR leader, COO, business owner, coach, or consultant with substantial real-world experience helping service businesses build and scale high-performing teams, and is experienced and networked in the wealth management industry.

Program Director, Practice Management Consultant

Client Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member <a href="http://www.sipc.org/" target="_blank">SIPC</a>) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. <br><br>The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

The Charles Schwab Corp

Wealth Advisor, Schwab Wealth Advisory

We are a profitable, mission-driven fintech company building financial solutions for people whose needs go unmet by traditional institutions - people with disabilities, older adults, and people in recovery, and the families and professionals who care for them. This person will leverage True Link's strong brand, differentiated technology and tailored investment approach for people with complex needs to deepen and scale relationships with professional fiduciary clients.

True Link Financial, Inc.

Senior Investment Advisor, Business Development - California

This role serves as a technical leader on complex projects, partnering closely with Product Management, Quality Assurance, DevOps, and other engineering teams to deliver high-quality software that meets customer and business needs. Agentic mindset with a proven track record of leveraging AI coding tools— such as Claude Code, GitHub Copilot, or OpenAI Codex — to meaningfully accelerate delivery, not just as a novelty but as a core part of your workflow.

Badger Meter

Sr Software Engineer

We are seeking candidates who are We are seeking candidates who are passionate about supporting the training of Soldiers and units on using MCIS such as Command Post Computing Environment (CPCE), Mounted Mission Command-System (MMC-S) along with simulation systems such as Joint Deployment Logistics Model (JDLM) and WARSIM. Demonstrated proficiency in the following Systems: Command Post of the Future (CPOF), Joint Battle Command-Platform (JBC-P), Joint Deployment Logistics Model (JDLM), Command Post Computing Environment (CPCE), and the Advanced Field Artillery Tactical Data System (AFATDS).

TRIDEUM CORPORATION

Mission Command Information System Trainer

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Beacon Pointe Advisors

Associate Wealth Advisor

Host of the 2026 NBA All-Star game and Olympic Basketball in 2028, Intuit Dome is over 1 million square feet and features our team training center, business operations offices, five full-sized basketball courts, an 80,000 square foot outdoor plaza and a double-sided Halo Board composed of more than an acre of LED. Beyond command of their station, the Team Chef is expected to actively contribute to the flow of service — stepping in where needed, anticipating tasks, and adjusting to the greater Training Facility environment in real time without disrupting the flow of service.

LA Clippers

Team Chef

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Cetera Financial Group (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.

Are you a forward-thinker? Are you energized by a challenge? Do you want to make a difference? If you are looking for a dynamic company where you can build the future of independent financial advice with inspiring teammates—and have fun along the way—we think you’ll like it here. At Cetera, our Guiding Principles reflect what matters most to us. We seek to: 

measure success by our advisors' success

 
recognize the strength of our team

 
execute with purpose & efficiency

 
empower & inspire each other

Cetera Financial Group Inc

Senior Wealth Advisor - Hybrid

We are a profitable, mission-driven fintech company building financial solutions for people whose needs go unmet by traditional institutions – people with disabilities, older adults, and people in recovery, and the families and professionals who care for them. This person will leverage True Link’s strong brand, differentiated technology and tailored investment approach for people with complex needs to deepen and scale relationships with professional fiduciary clients.

True Link Financial

Senior Investment Advisor, Business Development - California Fiduciaries

The firm provides comprehensive, holistic financial planning and investment advisory services for individuals, families, business owners, non-profit and institutional clients. As a Senior Wealth Manager for Plancorp, you'll contribute to significant growth for the firm by evangelizing the Plancorp brand and providing white glove service to our clients, while having the support of a team behind you.

Plancorp LLC

Senior Wealth Manager, Fresno

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Director of Business Strategy is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for enhancing and maintaining deep relationships with new and existing clients.

Morgan Stanley

Director of Business Strategy

OTHER

Lead and coordinate advisory team members supporting assigned relationships through effective delegation, review of work, coaching, and development, while maintaining accountability for the quality and timely completion of client work. We are a modern independent firm focused on long-term growth, operational excellence, and thoughtful collaboration across advisory, investment, operations, and client service teams.

Threadline Wealth

Wealth Advisor | Los Angeles, CA

Trinet ATS Feed

Working closely with Senior Associate Advisors, Wealth Advisors, and Senior Wealth Advisors, this role contributes to financial planning analysis, meeting preparation, implementation, portfolio support, and ongoing client service. The Associate Advisor supports the delivery of comprehensive wealth management and financial planning services to clients while building the technical, professional, and client-facing skills necessary for a long-term advisory career.

Associate Advisor | San Francisco, CA

Wealth Advisor | San Francisco, CA

Headquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning. We help our advisors with growth through a number of channels including seeding with existing clients and through our SAN and other channel partners in addition to supporting their organic growth efforts.

Certified Financial Planner Jobs in California

Senior Wealth Planning Associate Gerber Kawasaki

Senior Wealth Planning Associate Gerber Kawasaki Wealth & Investment Management Inc

Senior Wealth Advisor MRISpokane

Alternative Investment Strategist Royal Bank of Canada

Program Director, Practice Management Consultant SEi

Wealth Advisor, Schwab Wealth Advisory The Charles Schwab Corp

Senior Investment Advisor, Business Development - California True Link Financial, Inc.

Sr Software Engineer Badger Meter

Mission Command Information System Trainer TRIDEUM CORPORATION

Associate Wealth Advisor Beacon Pointe Advisors

Team Chef LA Clippers

Senior Wealth Advisor - Hybrid Cetera Financial Group Inc

Senior Investment Advisor, Business Development - California Fiduciaries True Link Financial

Senior Wealth Manager, Fresno Plancorp LLC

Director of Business Strategy Morgan Stanley

Wealth Advisor | Los Angeles, CA Threadline Wealth

Associate Advisor | San Francisco, CA Threadline Wealth

Wealth Advisor | San Francisco, CA Threadline Wealth

Client Advisor Freestone Capital Management LLC

Client Advisor Freestone Capital Management

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