Financial Planning Jobs in California
Financial planning jobs in California are among the most active in the country, concentrated in wealth management, corporate finance, retirement planning, and financial advisory services, with openings at every level from junior financial analyst through senior financial planner and director. The largest hiring metros are Los Angeles, San Francisco, and San Diego, where firms like Wells Fargo, Charles Schwab, and Fidelity Investments maintain deep California operations. The most in-demand specialties include retirement and estate planning, financial analysis, and fee-only financial advisory work. 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 85 Financial Planning Jobs in California
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Find Financial Planning JobsFinancial Planning Jobs by City in California
Where California roles are concentrated, by current openings.
Financial Planning Job Market in California
A snapshot from current California openings, updated as new roles post.
Who's Hiring
- Kaiser Permanente12
- Delta Dental Ins.5
- Google3
- Mariner Wealth Advisors3
- Goldman Sachs2
Top Industries Hiring
- Manufacturing
- Electronics & Hardware
- Banking & Financial Services
- Non-Profit & Social Services
- Healthcare & Medical Services
What California Employers Look For
The qualifications that appear most often in financial planning jobs across California.
- Certified Financial Planner (CFP) designation or active pursuit through the CFP Board
- Series 65 or Series 66 license for investment adviser representatives registered in California
- Bachelor's degree in finance, economics, accounting, or a closely related field
- Demonstrated experience in financial planning software such as eMoney or MoneyGuidePro
- Proven ability to build and maintain a client book in a fiduciary advisory capacity
- Strong knowledge of California community property law and its impact on estate and retirement planning
Financial Planning Jobs in California: Frequently Asked Questions
How do you become a financial planning in California?
The most direct path is earning a bachelor's degree in finance, accounting, or economics, then pursuing the CFP certification through the CFP Board, which requires completing an approved education program, passing the CFP exam, and accumulating qualifying work experience. California investment adviser representatives must also register through the California Department of Financial Protection and Innovation and obtain a Series 65 or Series 66 license before providing fee-based advice to clients.
How much do financial plannings make in California?
Financial plannings in California earn a median of about $130,330 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $67,690 for the lowest 10% to over $393,860 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire financial plannings in California?
Employers hiring financial plannings in California right now include Kaiser Permanente, Delta Dental Ins., and Google, based on current listings on Migrate Mate as of September 2026. California's concentration of high-net-worth individuals and large corporate headquarters means demand is especially strong at independent registered investment advisers, regional banks, and wealth management divisions of major financial institutions headquartered in the state.
Which California cities have the most financial planning jobs?
El Segundo, San Jose, and Los Angeles have the most financial planning openings in California. Los Angeles and San Francisco lead because of their dense concentration of high-net-worth clients, corporate headquarters, and regional offices of national wealth management firms, while San Diego supports a strong independent advisory market anchored by its large military and retiree population, which generates steady demand for retirement and estate planning specialists.
Are there remote financial planning jobs in California?
Yes, and more than many client-facing roles, since financial planning work increasingly moves to virtual meetings and cloud-based planning platforms. About 61% of financial planning openings tied to California are remote or hybrid as of September 2026, reflecting how widely firms have adopted digital client servicing. Financial analysis, plan-building, and ongoing client review work are the functions most commonly performed fully remote.
How can I get hired as a financial planning in California with little or no experience?
The most realistic entry path is a paraplanner or financial planning associate role, where you support senior advisers while building toward CFP eligibility. Large California-based firms like Charles Schwab and Fidelity Investments run structured associate adviser programs for new graduates. Candidates coming from banking, accounting, or tax preparation have a practical edge, and completing the CFP education coursework before your first role signals commitment that California hiring managers consistently reward.
Where can I find and apply to financial planning jobs in California?
You can find and apply to financial planning jobs in California on Migrate Mate, which lists current California openings across the state. Find roles that fit your experience and specialization and apply directly through each listing.
See All 85 Financial Planning Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
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