Financial Advisor Jobs in California
Financial Advisor jobs in California represent one of the most active markets in the country, with steady demand at every level from associate advisor through senior wealth manager, concentrated in private wealth management, retirement planning, and institutional investment services. Los Angeles, San Francisco, and San Diego are the largest hiring metros, home to major employers like Wells Fargo, Charles Schwab, and Fidelity Investments, all of which maintain significant California operations. The most sought-after specialties include fee-only financial planning, high-net-worth client management, and retirement income strategies. Find a role that fits below and apply directly.
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Pierson Wealth Management is a fiduciary, planning-first wealth management firm helping clients navigate retirement and other major life transitions. Using a proprietary process, the firm delivers comprehensive, life-centered advice across retirement, investments, tax strategy, insurance, Medicare, Social Security, and estate planning.
The Director of Financial Planning & Lead Servicing Advisor is a senior role built around four responsibilities: serving as the primary advisor for an established group of client relationships, leading financial planning across the firm, directly managing two Client Service Associates, and keeping the founder focused and prepared for every client meeting. This is the right role for an accomplished CFP® professional who brings deep expertise in fixed annuities and fixed income, loves working with clients, and finds genuine satisfaction in developing a team and running a practice at a high level, without the pressure of building a book of business from scratch.
Location: Santa Clarita, CA (full time in office)
What You'll Do
Client Advisory & Relationship Management
- Serve as the primary advisor for an established group of client relationships.
- Lead client meetings, identify planning opportunities, and translate complex strategies into clear, actionable recommendations.
- Ensure client recommendations and follow-up are executed accurately and consistently.
- Apply deep knowledge of fixed annuities and fixed income to deliver well-rounded, client-specific guidance.
Founder Meeting Preparation & Planning Support
- Look ahead at the founder's calendar two weeks out and identify every client meeting requiring preparation.
- Pull client records, prepare comprehensive meeting reports, surface planning opportunities, and flag annuity renewals ahead of each appointment.
- Prepare the founder fully for each meeting so she can walk in ready to deliver; the Director prepares, the founder delivers.
- Rely on the CSA team to have baseline reports and paperwork ready; coordinate and review their output as part of your prep workflow.
- Anticipate what the founder needs and keep the meeting pipeline moving without prompting.
Financial Planning Leadership
- Oversee the development and delivery of comprehensive financial plans across the firm.
- Provide expertise across retirement, investments, tax planning, insurance, estate planning, Social Security, and legacy planning.
- Review complex cases and provide planning guidance to the team.
- Stay current on planning strategies, tax law changes, annuity products, and fixed income markets.
- Continually improve the firm's planning processes and client deliverables.
CSA Team Management & Office Leadership
- Directly manage and develop two Client Service Associates, providing day-to-day direction, coaching, and accountability.
- Establish clear expectations around meeting preparation, paperwork, cash replenishment, and client follow-up.
- Work collaboratively with the CSA team, delegating effectively and reviewing their output to maintain quality.
- Identify and solve workflow or communication issues before they affect the client experience.
- Serve as the firm's consistent, in-office leadership presence and create a collaborative, high-performing team environment.
Requirements:
Experience
- 5+ years of financial planning or wealth management experience
- Demonstrated experience managing client relationships in an advisory capacity
- Experience leading, mentoring, or directly managing team members
- Experience serving affluent and high-net-worth clients preferred
- Experience within an independent RIA or wealth management firm preferred
- Experience managing Client Associates, paraplanners, or associate advisors preferred
Skills & Competencies
- Deep expertise in fixed annuities and fixed income; able to apply this knowledge confidently in client conversations and planning recommendations
- Strong comprehensive financial planning expertise across retirement, tax, insurance, estate, and investment strategy
- Excellent client communication and meeting leadership skills
- Proactive and forward-looking; anticipates what the founder and clients need before being asked
- Detail-oriented with strong organizational skills, sound judgment, and disciplined follow-through
- Confident manager who sets clear expectations, develops others, and holds the team accountable with warmth
- Looking for meaningful, long-term impact on a firm's clients, team, and future, not just a next advisor position
Technology & Tools
- Experience with eMoney or a comparable financial planning platform preferred
- Proficiency with AI tools such as Claude, ChatGPT, or Microsoft Copilot to improve productivity, planning workflows, and client communication
Education & Licensing
- CFP® certification required
- Series 65 required
- Insurance licenses required
- Knowledge of fixed annuity products and fixed income markets required
Compensation:
$200,000
Company:
Pierson Wealth Management is a high-touch wealth management firm based in Santa Clarita, California. Using our proprietary process, we provide comprehensive, life-centered advice across retirement, investments, tax strategy, insurance, Medicare, Social Security, and estate planning.
We believe exceptional wealth management is both technical and personal. As our firm grows, we are intentionally building a strong leadership team, so our clients continue to receive an excellent level of advice and service.
Benefits and Compensation:
Salary: $200,000
- 401(k) with matching
- Profit sharing
- Annual bonus opportunities
- Paid time off
- Health, Vision, and Dental insurance
Pierson Wealth Management is a fiduciary, planning-first wealth management firm helping clients navigate retirement and other major life transitions. Using a proprietary process, the firm delivers comprehensive, life-centered advice across retirement, investments, tax strategy, insurance, Medicare, Social Security, and estate planning.
The Director of Financial Planning & Lead Servicing Advisor is a senior role built around four responsibilities: serving as the primary advisor for an established group of client relationships, leading financial planning across the firm, directly managing two Client Service Associates, and keeping the founder focused and prepared for every client meeting. This is the right role for an accomplished CFP® professional who brings deep expertise in fixed annuities and fixed income, loves working with clients, and finds genuine satisfaction in developing a team and running a practice at a high level, without the pressure of building a book of business from scratch.
Location: Santa Clarita, CA (full time in office)
What You'll Do
Client Advisory & Relationship Management
- Serve as the primary advisor for an established group of client relationships.
- Lead client meetings, identify planning opportunities, and translate complex strategies into clear, actionable recommendations.
- Ensure client recommendations and follow-up are executed accurately and consistently.
- Apply deep knowledge of fixed annuities and fixed income to deliver well-rounded, client-specific guidance.
Founder Meeting Preparation & Planning Support
- Look ahead at the founder's calendar two weeks out and identify every client meeting requiring preparation.
- Pull client records, prepare comprehensive meeting reports, surface planning opportunities, and flag annuity renewals ahead of each appointment.
- Prepare the founder fully for each meeting so she can walk in ready to deliver; the Director prepares, the founder delivers.
- Rely on the CSA team to have baseline reports and paperwork ready; coordinate and review their output as part of your prep workflow.
- Anticipate what the founder needs and keep the meeting pipeline moving without prompting.
Financial Planning Leadership
- Oversee the development and delivery of comprehensive financial plans across the firm.
- Provide expertise across retirement, investments, tax planning, insurance, estate planning, Social Security, and legacy planning.
- Review complex cases and provide planning guidance to the team.
- Stay current on planning strategies, tax law changes, annuity products, and fixed income markets.
- Continually improve the firm's planning processes and client deliverables.
CSA Team Management & Office Leadership
- Directly manage and develop two Client Service Associates, providing day-to-day direction, coaching, and accountability.
- Establish clear expectations around meeting preparation, paperwork, cash replenishment, and client follow-up.
- Work collaboratively with the CSA team, delegating effectively and reviewing their output to maintain quality.
- Identify and solve workflow or communication issues before they affect the client experience.
- Serve as the firm's consistent, in-office leadership presence and create a collaborative, high-performing team environment.
Requirements:
Experience
- 5+ years of financial planning or wealth management experience
- Demonstrated experience managing client relationships in an advisory capacity
- Experience leading, mentoring, or directly managing team members
- Experience serving affluent and high-net-worth clients preferred
- Experience within an independent RIA or wealth management firm preferred
- Experience managing Client Associates, paraplanners, or associate advisors preferred
Skills & Competencies
- Deep expertise in fixed annuities and fixed income; able to apply this knowledge confidently in client conversations and planning recommendations
- Strong comprehensive financial planning expertise across retirement, tax, insurance, estate, and investment strategy
- Excellent client communication and meeting leadership skills
- Proactive and forward-looking; anticipates what the founder and clients need before being asked
- Detail-oriented with strong organizational skills, sound judgment, and disciplined follow-through
- Confident manager who sets clear expectations, develops others, and holds the team accountable with warmth
- Looking for meaningful, long-term impact on a firm's clients, team, and future, not just a next advisor position
Technology & Tools
- Experience with eMoney or a comparable financial planning platform preferred
- Proficiency with AI tools such as Claude, ChatGPT, or Microsoft Copilot to improve productivity, planning workflows, and client communication
Education & Licensing
- CFP® certification required
- Series 65 required
- Insurance licenses required
- Knowledge of fixed annuity products and fixed income markets required
Compensation:
$200,000
Company:
Pierson Wealth Management is a high-touch wealth management firm based in Santa Clarita, California. Using our proprietary process, we provide comprehensive, life-centered advice across retirement, investments, tax strategy, insurance, Medicare, Social Security, and estate planning.
We believe exceptional wealth management is both technical and personal. As our firm grows, we are intentionally building a strong leadership team, so our clients continue to receive an excellent level of advice and service.
Benefits and Compensation:
Salary: $200,000
- 401(k) with matching
- Profit sharing
- Annual bonus opportunities
- Paid time off
- Health, Vision, and Dental insurance
See All 161+ Financial Advisor Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
Find Financial Advisor JobsFinancial Advisor Jobs by City in California
Where California roles are concentrated, by current openings.
Financial Advisor Job Market in California
A snapshot from current California openings, updated as new roles post.
Who's Hiring
- Bank of America53
- Northwestern Mutual16
- First Command Financial Services11
- Success Education Colleges5
- Sagient4
Top Industries Hiring
- Banking & Financial Services19
- Investment & Asset Management17
- Education2
- Agriculture & Farming1
- Technology & Software1
What California Employers Look For
The qualifications that appear most often in financial advisor jobs across California.
- Active FINRA Series 65 or Series 66 registration required or expected at hire
- Bachelor's degree in finance, economics, business, or a closely related field
- CFP designation preferred or actively pursued for client-facing advisory roles
- Proven ability to build and manage a client book in a competitive California market
- Experience with financial planning software such as eMoney, MoneyGuidePro, or Envestnet
- Strong knowledge of California community property laws and state tax considerations
Financial Advisor Jobs in California: Frequently Asked Questions
How do you become a financial advisor in California?
Becoming a financial advisor in California typically starts with a bachelor's degree followed by passing FINRA licensing exams, most commonly the Series 65 or a combination of the Series 7 and Series 66, which are required to provide investment advice or sell securities. California-registered investment advisers must also register with the California Department of Financial Protection and Innovation. Many employers support new advisors through exam prep and licensing reimbursement during onboarding.
Which companies hire financial advisors in California?
Employers hiring financial advisors in California right now include Bank of America, Northwestern Mutual, and First Command Financial Services, based on current listings on Migrate Mate as of September 2026. California's concentration of high-net-worth individuals and tech-sector wealth means both large wirehouses and independent registered investment adviser firms maintain active recruiting pipelines throughout the year.
Which California cities have the most financial advisor jobs?
San Jose, Los Angeles, and San Francisco have the most financial advisor openings in California. Los Angeles and San Francisco dominate because of their dense concentrations of wealth management firms, private banks, and corporate headquarters, while San Diego's growing tech and biotech sectors have expanded its financial services market and brought larger regional offices that recruit advisors consistently.
Are there remote financial advisor jobs in California?
Yes, though they are less common than in purely analytical roles since financial advising often involves ongoing in-person client relationships. About 42% of financial advisor openings tied to California are remote or hybrid as of September 2026, with fully remote positions most often found in paraplanning, financial planning support, or advice roles serving clients exclusively through digital channels.
How can I get hired as a financial advisor in California with little or no experience?
The most realistic entry path is joining a large firm as a client associate, paraplanner, or financial planning associate, roles that Wells Fargo Advisors, Fidelity Investments, and Charles Schwab's California branches hire for without requiring a prior client book. These positions let you complete licensing exams on the job. Earning a CFP candidacy designation or an associate financial planner credential through a California CFP Board-registered program significantly strengthens applications for candidates without direct experience.
Where can I find and apply to financial advisor jobs in California?
You can find and apply to financial advisor jobs in California on Migrate Mate, which lists current openings from employers actively hiring across the state. Find roles that match your experience and credentials, then apply directly to the ones that fit.
See All 161+ Financial Advisor Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
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