Walnut Creek, CA

Finance Jobs in Walnut Creek, CA

3 jobs found

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25d ago

Associate Advisor

Burton Enright Welch Walnut Creek, CA

Walnut Creek, CA

25d ago

$85k - $110k/yr Full time Advisor Associate Client Relations

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Job Description

The Associate Advisor role at Burton Enright Welch is an onsite position in Walnut Creek, California, with a salary range of USD 85,000 to 110,000 per year. The role supports financial planning and investment management for BEW clients, with a potential path to advancement to Advisor, and requires a bachelor’s degree plus at least two years in the financial services industry.

Responsibilities

Assist Advisors and Lead Advisors in handling daily client needs.
Ensure client communications are clear, timely, responsive, and courteous.
Leverage firm resources to deliver high-quality client deliverables.
Help prepare for client meetings, capture notes, and send follow-up emails.
Develop and update financial plans to monitor progress toward client goals.
Evaluate financial planning strategies, including tax planning, retirement spending, and equity compensation, and partner with Advisors to formulate recommendations.
Maintain accurate client records, manage workflows, and track outstanding tasks in the CRM.
Coordinate team tasks and oversee project execution to support operational efficiency.
Collaborate with the Client Services Team on service requests and onboarding to ensure a seamless client experience.
Engage in project and committee work, including Investment Committee and Financial Planning initiatives.
Uphold client experience standards and compliance requirements.

Requirements

Bachelor’s degree required.
2 to 4 years of experience in the financial services industry.
Demonstrated progress toward the CFP designation preferred.
CPA and CFA designations welcome.
Experience with financial planning software, such as eMoney, is a plus.
Detail-oriented with strong organizational skills.
Consistently completes work accurately and on schedule.
Ability to prioritize multiple tasks and manage client relationships.
Self-motivated learner with a proactive approach.
Excellent verbal, written, and listening communication skills.
Strong interpersonal attributes including integrity, humility, respect, and empathy.
Solid grounding in financial planning concepts, markets, and investment topics.
Collaborative team player.
Proficient with Microsoft Office Suite.
Prior experience with a CRM system is a plus.

Technologies

eMoney
CRM system
Microsoft Office Suite

Benefits

Salary commensurate with experience
Quarterly incentive bonus program
Comprehensive benefits package including medical, dental, vision, life and disability insurance
Open Paid Time Off policy
Continuing education allowance
401(k) retirement plan with company contributions

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1mo ago

Financial Advisor

Bedell Frazier Walnut Creek, CA

Walnut Creek, CA

1mo ago

$135k - $175k/yr Full time Advisor CFP Client Relations

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Job Description

About the Firm

We are a professional, client-focused team committed to making a meaningful difference in the lives of those we serve. Our work emphasizes excellence, integrity, and long-term client success. This is an excellent opportunity to join a respected firm in the financial services industry. We seek a collaborative, experienced, client-facing professional who aims for a long-term role contributing to the ongoing growth and evolution of a well-established investment management and financial planning practice. The ideal candidate will bring strong communication and relationship-building skills, meticulous attention to detail, a service-oriented mindset, and the ability to manage multiple priorities in a dynamic, fast-paced environment. This position requires adherence to the highest standards of client service, professionalism, and ethical conduct. The successful candidate will operate with a solid understanding of regulatory requirements and a focus on delivering exceptional outcomes for our clients. Our office environment is fast-paced and mission-driven, with a culture centered on enhancing the financial well-being of clients.

Ideal Candidate Attributes

Client-first mindset
Strong personal work ethic and accountability
Demonstrates respect and professionalism in all interactions
High level of integrity and trustworthiness
Deep understanding of investments, financial markets, and planning strategies for high-net-worth individuals
Exceptional communication skills, both written and verbal
Operates in a fiduciary capacity, always acting in the best interest of the client
Remains composed and solutions-oriented under pressure
Proven ability to develop new relationships and convert prospective clients
Active and empathetic listener, inquisitive nature
Self-motivated and driven to excel
Strategic thinker with strong problem-solving abilities and a forward-looking mindset
Positive, enthusiastic attitude
Flexible and adaptable to evolving client needs and firm priorities
High energy with a proactive approach to challenges
Creative thinker with a passion for continuous learning and professional growth
Highly organized with strong attention to detail
Discreet, with a strong understanding of confidentiality and compliance obligations

Key Responsibilities

Serve as the primary point of contact to cultivate and enhance long-term client relationships
Clearly communicate investment strategies and financial planning recommendations on an ongoing basis
Lead client meetings with thorough preparation and manage all follow-up tasks in a timely manner
Maintain accurate and detailed documentation of all client interactions
Contribute to firm growth by fostering new client relationships
Identify opportunities to consolidate external assets into the firm
Regularly review and update clients’ financial plans to ensure alignment with their goals

Location and Work Setting

This is a full-time, in-office position based in Walnut Creek, conveniently located near the Walnut Creek Bart station. The work location is Walnut Creek, CA 94596.

Compensation and Benefits

Salary range: $135,000 to $175,000 based on experience plus performance-based bonus opportunities
401(k) with match
Health, dental, and vision insurance
Flexible spending account
Life insurance
Paid time off

Experience and Licensing

Experience: Client-facing for 10 years (Required)
License/Certification: Series 65 (or equivalent) (Required); CFP (Preferred)

Background Check and Eligibility

To be employed within the financial services industry, candidates must pass a comprehensive background check, including DMV, credit, and criminal records. A clean U-4 is required.

Application Process

We are working directly with a recruiter, so please do not contact our office. Submit your cover letter and resume in Word or PDF format. Resumes will not be considered without a cover letter that explains why you would be a good fit for this role and the compensation range you wish to discuss. In your cover letter, please describe your three most defining characteristics or attributes. This exercise helps demonstrate your writing skills and ability to follow directions and aids us in getting to know you. Please follow these instructions to ensure your resume is reviewed. We look forward to your submission.

Job Details

Job Type: Full-time
Pay: $135,000.00 - $175,000.00 per year
Benefits: 401(k) with matching, Dental insurance, Health insurance, Life insurance, Paid time off, Vision insurance
Work Location: In person

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1mo ago

Sales Representative Entry Level

Walnut Creek - Northwestern Mutual Walnut Creek, CA

Walnut Creek, CA

1mo ago

$60k - $80k/yr Full time Client Relationship Management Entry Level Entry Level

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Job Description

Overview

At the Walnut Creek office of Northwestern Mutual, we cultivate a professional environment built on strategic planning, proactive prospecting, and purposeful service. Our core values guide us toward growth through meaningful relationships and referrals, while delivering a lasting positive impact on the community. We are committed to diversity, equity, and inclusion through leadership development, education, and field advisory councils, ensuring every advisor and team member feels supported and empowered. Beyond the office, we actively sponsor and support local organizations and events, including Walnut Creek Girls Hockey, Toys for Tots, Oakland Pride, and the Walnut Creek Chamber of Commerce, contributing more than $11,600 to community initiatives. By emphasizing growth, inclusion, and service, our Walnut Creek team is building a strong foundation for advisors to thrive and for clients to achieve lasting financial security.

Our thriving office is located at: 2121 N. California Blvd Ste. 620 Walnut Creek, CA 94596.

Benefits

Performance-based bonus
Company-sponsored events and parties
Dental insurance
Flexible work schedule
Health insurance
Opportunity for advancement
Training and development opportunities
Vision insurance

Company and Community Overview

Northwestern Mutual is a Fortune 500 company delivering a wide range of financial services to more than five million people. As a mutual company, we serve policyowners rather than shareholders. Founded in Wisconsin in 1857, we are recognized by Fortune as one of the “World’s Most Admired” companies in 2024, reflecting a culture dedicated to helping people achieve financial security.

Meet Our Local Team

Cole Barrett – Managing Director

Time with Northwestern Mutual: 6 years

Prior Experience: 15 years in the hospitality industry, fostering a client-first mindset

Passionate About: Helping individuals and families achieve financial confidence by prioritizing their needs above all else

Background: Originally from Massachusetts; based in San Francisco with his wife, Cara, and their dog, Cali. Enjoys golfing, traveling, and spending time with family.
Austin Nichols – Wealth Management Advisor

Time with Northwestern Mutual: 8 years

Prior Experience: Former professional basketball player, bringing discipline and a competitive spirit to financial planning

Passionate About: Family and staying connected to sports as a participant, fan, and coach
Michelle Peterson – Financial Advisor

Time with Northwestern Mutual: 2.5 years

Prior Experience: Interned at Northwestern Mutual; taught elementary school; moved into corporate sales; now part of an ensemble team with her father and brother

Passionate About: Active in her church community, enjoys time with family, and golfing
Alex Icaza – Financial Advisor

Time with Northwestern Mutual: 3 years

Prior Experience: Began career at Northwestern Mutual after graduation; during college served as president of nonprofit groups

Passionate About: Financial planning for families, supporting nonprofits, and spending meaningful time with family
Matt Langseth – Financial Advisor

Time with Northwestern Mutual: 5 years

Prior Experience: Collegiate athlete at Cornell University; played baseball; worked in athletic sales before joining Northwestern Mutual

Passionate About: Active in his church; values time with his wife, son, and newborn daughter; enjoys golfing with friends

About the Financial Representative Role

As a Financial Representative, you will be part of a team that

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Finance Jobs in Walnut Creek, CA

Associate Advisor

Financial Advisor

Sales Representative Entry Level

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