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Financial Advisor Jobs in Pittsburg, CA (239)

Wealth Advisor - Mechanics Bank

Lpl Financial
Berkeley, California
401(k)
Health Insurance
Icon: salary
$58.5k - $70k / year

Vice President, CRM Strategy & Transformation

Assetmark
Concord, California
401(k)
Dental Insurance
Vision Insurance
Icon: salary
$200k - $280k / year

Branch Manager

Threadneedle group
Walnut Creek, California
Part-Time
Health Insurance

Director, Corporate & Advisor Communications

Assetmark
Concord, California
401(k)
Dental Insurance
Vision Insurance
Icon: salary
$130k - $190k / year

VP, Financial Consultant - Berkeley, CA

CFA Institute
Berkeley, California
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave

Chief Financial Officer (EBCF)

EPIP
Oakland, California
Icon: salary
$40 / hour
‌

Chief Financial Officer

East Bay Community Foundation
Oakland, California
Icon: salary
$200k - $225k / year
‌

Financial Planning Consultant (Required: Series 7/66 or 63/65 combo)

Cetera Financial Group
Danville, California
Health Insurance
‌

Chief Operating Officer (CP)

EPIP
Oakland, California
‌

Head of Investor Relations (hybrid)

Cerus
🌎 Remote
Remote
Hybrid
Health Insurance
Dental Insurance
Vision Insurance
Education
Icon: salary
$265k - $368.5k / year
‌

Treasury Manager Pleasanton, CA

Tbwa Chiat/Day
Pleasanton, California
PTO
Dental Insurance
Vision Insurance
Parental Leave
Icon: salary
$87k - $117.9k / year
‌

Trial Attorney - Insurance Defense

State Farm
Concord, California
Dental Insurance
Parental Leave
Icon: salary
$114.4k - $218.8k / year
‌

Managing Director, Olamina Fund

Global Impact Investing Network
Oakland, California
401(k)
PTO
Dental Insurance
Vision Insurance
Icon: salary
$165k - $176k / year
‌

Sales and Service Advisor

Big Brand Tire
Pittsburg, CA
New
Hourly
$1,500 sign-on bonus
401(k)
Dental Insurance
Icon: salary
$25 - $30 / hour
‌

J.P. Morgan Wealth Management - Private Client Advisor - Walnut Creek, San Ramon, CA and Surround...

JPMorganChase
Walnut Creek, CA
Health Insurance
Education
Icon: salary
$40 / hour
‌

Advisor Development Program - Financial Solutions Advisor Trainee: Antioch Financial Center

Bank of America
Antioch, CA
Hourly
Diversity Leader
Eco-Friendly
Icon: salary
$28.85 - $32 / hour
‌

Financial Solutions Advisor - Consumer Investments - Alamo Financial Center

Bank of America
Alamo, CA
Diversity Leader
Eco-Friendly
Icon: salary
$70k - $80k / year
‌

Merrill Financial Solutions Advisor - East Bay & Associates Market

Bank of America
Walnut Creek, CA
Diversity Leader
Eco-Friendly
Icon: salary
$75k - $85k / year
‌

Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Pleasant Hill Financial Center

Bank of America
Pleasant Hill, CA
New
Hourly
Diversity Leader
Eco-Friendly
Icon: salary
$28.85 - $33.65 / hour
‌

Oracle Cloud Financial Consultant

Accenture
Walnut Creek, CA
Diversity Leader
Eco-Friendly
Icon: salary
$63.2k - $169.8k / year
‌

Front Desk Associate

Allworth Financial
Walnut Creek, CA
Hospitality
401(k)
Icon: salary
$60k - $66k / year
‌

Wealth Relationship Manager - Piedmont, CA

Citigroup
Piedmont, CA
Dental Insurance
Icon: salary
$88.4k - $132.6k / year
‌

Retail Cosmetics Counter Manager - Dior Beaute, Concord Sunvalley - Full Time

Macy's
Concord, CA
New
Retail
401(k)
Dental Insurance
Vision Insurance
‌

Senior Premier Relationship Manager (Licensed)

BMO Financial Group
Vallejo, CA
Part-Time
Health Insurance
Education
Icon: salary
$56k - $104k / year
‌

Financial Advisor

Northwestern Mutual
Walnut Creek, CA
New
Vision Insurance
Flexible Schedule
Icon: salary
$70k - $250k / year
‌

Financial Advisor

Navy Federal Credit Union
Vacaville, CA
New
Icon: salary
$66.6k - $75k / year
‌

Entry Level Financial Advisor

Equitable Advisors
Walnut Creek, CA
New
Part-Time
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education
Icon: salary
$36k - $125k / year
‌

Financial Advisor San Francisco Bay Area (Associate Level)

Lenox Advisors
Walnut Creek, CA
New
‌

Financial Counselor

UC San Diego
Oakland, CA
New
Hourly
Icon: salary
$40.7k - $85.3k / year
‌

Financial Professional

Equitable Advisors
Walnut Creek, CA
New
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$250 - $1,000 / week
‌

Graduate Advisor (Hybrid)

UC San Diego
Oakland, CA
New
Hybrid
Hourly
Icon: salary
$53.8k - $91k / year
‌

Financial Advisor

Masis Professional Group
🌎 Remote
New
Remote
‌

Financial Advisor

State Farm
🌎 Remote
New
Remote
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$80k - $140k / year
‌

Financial Advisor

Mosaic Retirement Planning
🌎 Remote
New
Part-Time
Remote
Hourly
‌

Sales and Service Advisor

Big Brand Tire
Pittsburg, CA
New
Hourly
$1,500 sign-on bonus
401(k)
Dental Insurance
Icon: salary
$25 - $30 / hour

Job Description

Working as a Financial Advisor in Pittsburg, CA

There are 239 Financial Advisor opportunities available in Pittsburg, 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 Pittsburg, CA

  • San Francisco, CA
  • Oakland, CA
  • Fremont, CA

Financial Advisors in Pittsburg, CA Resume Data

Average Experience for Financial Advisors in Pittsburg, CA

  • More than 10 years: 66%
  • 6-10 years: 21%
  • 3-5 years: 11%
  • 1-2 years: 2%
  • Less than 1 year: 1%

Educational Background for Financial Advisors in Pittsburg, CA

  • Bachelors: 50%
  • Masters: 19%
  • Diploma: 19%
  • Associates: 11%
  • Doctorate: 1%

Top Skill for Financial Advisors in Pittsburg, CA

  • Customer focus & orientation: 16%
  • Attention to detail: 16%
  • Administrative assistant/receptionist: 12%
  • Sales skills: 12%
  • Management & leadership skills: Planning & execution: 9%
  • Customer service: 7%
  • Project timeline management: 7%
  • Scheduling: 7%
  • Bookkeeping: 6%
  • Spreadsheets with Microsoft Excel: 6%

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