×
Apply for Jobs Apply for Jobs Post a Job Post a Job Local Jobs Home
Register Here to Apply for Jobs or Post Jobs. X
More jobs:
Financial Consultant Financial Advisor

Financial Planning Associate — Client Advisory & CFP Path

Job in Fairfield, Solano County, California, 94533, USA
Listing for: TalentLink Solutions
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in California is seeking an entry-level Financial Planning Associate to support advisory teams and manage client relationships. The role involves attending meetings, summarizing client needs, and working on financial planning documents. Ideal candidates will possess a bachelor's degree in finance and strong communication skills. Mentorship for CFP® certification will be provided, fostering professional growth within the wealth management industry.
#J-18808-Ljbffr
Position Requirements
10+ Years work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary
Advanced Search