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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Julia Hsiao Insurance & Financial Services in Cupertino, CA, has 29 years of experience specializing in life insurance, retirement, estate planning and asset-under-management. We are earnestly looking for a talented person to join our team.
Job Title: Associate Financial Advisor
Basic Requirements
- College degree in business related fields
- Great personal skills and problem-solving capability
- Career-driven, eager to learn, disciplined work habit and self-motivated
- Excellent in verbal and written communication
- Proficiency in computer skills
- Bilingual in Mandarin & English
- US citizen or permanent resident
Desirable Qualification
- Experience in life insurance and/or financial services
- Life Insurance License
- Security licenses 6, 7, or 65, 66
Benefits
- W-2, Salary $80,000+
- PTO, performance bonus
- Vacation / Sick Days
- Simple IRA
Job Type: Full-time
Pay: $80,000.00 - $120,000.00 per year
Benefits:
- Paid time off
- Retirement plan
Application Question(s):
- No SEC disciplinary violation record
Experience:
- Life Insurance or Financial Services: 3 years (Required)
Language:
- Mandarin & English (Required)
License/Certification:
- Life Insurance License (Required)
- Security License Series 7 (Required)
Ability to Relocate:
- Cupertino, CA 95014: Relocate before starting work (Required)
Work Location: In person
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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 America65
- First Command Financial Services11
- Sagient6
- Raymond James4
- True Path Financial4
Top Industries Hiring
- Banking & Financial Services24
- Investment & Asset Management18
- 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, First Command Financial Services, and Sagient, based on current listings on Migrate Mate as of November 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?
Los Angeles, San Diego, and San Jose 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 50% of financial advisor openings tied to California are remote or hybrid as of November 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 162+ Financial Advisor Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
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