Financial Consultant Jobs in California
Financial Consultant jobs in California are among the most actively recruited in the country, concentrated in wealth management, corporate finance, and financial planning across a range of levels from entry-level analysts through senior advisors. The largest hiring markets are San Francisco, Los Angeles, and San Diego, where firms like Wells Fargo, Charles Schwab, and Fidelity Investments maintain major California operations. Demand is strongest for consultants with expertise in tax planning, retirement planning, and ESG investment advisory. Find a role that fits below and apply directly.
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Showing 5 of 167+ Financial Consultant jobs
Location: Fremont, Alameda, CA
Requisition ID 2026-123000
Category Retail Branch
Position type Regular
Pay range USD $75,000.00 - $120,000.00 / Year
Application deadline 2026-07-03
Your opportunity
- In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
- Investment Professionals' Compensation | Charles Schwab (opens in new window)
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
What you have
-
Required Qualifications:
-
A valid and active FINRA Series 7 license required
-
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
-
Preferred Qualifications:
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by
+ ing a focused client communication strategy, and exceeding client expectations.
+ Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
+ Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
+ Ability to adapt and implement change as the market and business conditions evolve
+ Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
+ Desire to provide an outstanding investor experience in addition to furthering your own professional development in Wealth Management.
What’s in it for you:
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our flexible work options, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- Base salary
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
Location: Fremont, Alameda, CA
Requisition ID 2026-123000
Category Retail Branch
Position type Regular
Pay range USD $75,000.00 - $120,000.00 / Year
Application deadline 2026-07-03
Your opportunity
- In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
- Investment Professionals' Compensation | Charles Schwab (opens in new window)
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
What you have
-
Required Qualifications:
-
A valid and active FINRA Series 7 license required
-
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
-
Preferred Qualifications:
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by
+ ing a focused client communication strategy, and exceeding client expectations.
+ Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
+ Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
+ Ability to adapt and implement change as the market and business conditions evolve
+ Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
+ Desire to provide an outstanding investor experience in addition to furthering your own professional development in Wealth Management.
What’s in it for you:
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our flexible work options, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- Base salary
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
See All 167+ Financial Consultant Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
Find Financial Consultant JobsFinancial Consultant Jobs by City in California
Where California roles are concentrated, by current openings.
Financial Consultant Job Market in California
A snapshot from current California openings, updated as new roles post.
Who's Hiring
- Bank of America62
- First Command Financial Services11
- Alvarez & Marsal8
- Lpl Financial8
- Charles Schwab6
Top Industries Hiring
- Banking & Financial Services75
- Investment & Asset Management29
- Consulting & Professional Services16
- Insurance14
- Accounting & Auditing11
What California Employers Look For
The qualifications that appear most often in financial consultant jobs across California.
- Active FINRA Series 65 or Series 66 license required or obtained within 90 days
- Bachelor's degree in finance, economics, accounting, or a related field required
- CFP designation preferred or actively pursued for client-facing advisory roles
- Two or more years of experience in financial planning, investment management, or banking
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Salesforce
- Strong communication skills and ability to present complex financial strategies to clients
Financial Consultant Jobs in California: Frequently Asked Questions
How do you become a financial consultant in California?
To become a financial consultant in California, you typically need a bachelor's degree in finance, economics, or accounting, followed by passing the FINRA Series 65 exam to register as an Investment Adviser Representative, which is required for fee-based advisory work in the state. California-based advisors who also sell securities products must register with the California Department of Financial Protection and Innovation. Many candidates pursue the CFP certification to improve their hiring prospects at California wealth management firms.
Which companies hire financial consultants in California?
Employers hiring financial consultants in California right now include Bank of America, First Command Financial Services, and Alvarez & Marsal, based on current listings on Migrate Mate as of June 2026. California's concentration of high-net-worth individuals and large corporate headquarters means demand comes from both independent registered investment advisors and major national financial institutions with strong California footprints.
Which California cities have the most financial consultant jobs?
San Francisco, Los Angeles, and San Diego account for the largest share of financial consultant openings in California. San Francisco leads because of its dense concentration of wealth management firms, venture-backed companies, and tech-sector clients with complex financial planning needs, while Los Angeles draws volume from entertainment industry clients, real estate, and large retail banking operations, and San Diego's openings are anchored by biotech, defense contractors, and a growing private wealth sector.
Are there remote financial consultant jobs in California?
Yes, and more than many client-facing financial roles allow. About 11% of financial consultant openings tied to California are remote or hybrid as of June 2026, reflecting broader adoption of virtual advisory platforms since the pandemic. Financial planning, portfolio review, and client reporting work travel well to remote arrangements, while new client acquisition and relationship-building roles tend to remain in-person or hybrid.
How can I get hired as a financial consultant in California with little or no experience?
The most realistic entry path is a client service associate or financial planning associate role at a California-based registered investment advisor or regional bank. Firms like Charles Schwab, Wells Fargo Advisors, and Fidelity Investments run structured new-associate programs at their California offices that train candidates without prior advisory experience. Earning the Series 65 license before applying gives a strong competitive edge, and candidates with backgrounds in accounting, banking operations, or insurance find lateral moves into junior consultant roles relatively accessible.
Where can I find and apply to financial consultant jobs in California?
You can find and apply to financial consultant jobs in California on Migrate Mate, which lists current California openings across the state's major markets and industries. Find the roles that fit your experience and specialization and apply directly from the listing.
See All 167+ Financial Consultant Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
Find Financial Consultant Jobs