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Entry Level Financial Advisor Jobs in San Rafael, CA

Pwc

Transfer Pricing Senior Associate

San Francisco, CA · On-site

$77K - $214K/yr

... enabled tax advisors who provide benefits through digitization, automation and increased ... PwC does not intend to hire experienced or entry level job seekers who will need, now or in the ...

Latham & Watkins LLP

Legal Secretary

San Francisco, CA · Hybrid

$80K - $100K/yr

We are the market leaders in major financial and business centers around the world. Our investment ... S. employment laws. #EntryLevel #WayUp #LI-KC2 Pay RangeUSD $80,000.00 - USD $100,000.00 /Yr.

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All JobsFinancial Advisor JobsEntry Level Financial Advisor JobsEntry Level Financial Advisor Jobs in San Rafael, CA

Entry Level Financial Advisor information

See San Rafael, CA salary details

$40.1K

$113.8K

$160.5K

How much do entry level financial advisor jobs pay per year?

As of Aug 11, 2026, the average yearly pay for entry level financial advisor in San Rafael, CA is $113,850.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,600.00 and $146,000.00 per year, depending on experience, location, and employer.

What does a first year entry level financial advisor make?

A first-year entry-level financial advisor typically earns between $40,000 and $60,000 annually, including base salary and commissions or bonuses. Compensation can vary based on location, firm size, and individual performance, with many advisors also working towards relevant certifications like the Series 7 or 66. Entry-level roles often involve client meetings, financial planning, and using financial software tools.

How to become an entry-level financial advisor?

To become an entry-level financial advisor, candidates typically need a bachelor's degree in finance, economics, or a related field. Obtaining relevant licenses such as the Series 7 and Series 63, which are administered by FINRA, is also required, along with developing strong interpersonal and analytical skills. Gaining experience through internships or entry-level positions can improve job prospects in this field.

What are the key skills and qualifications needed to thrive as an entry level financial advisor?

To thrive as an Entry Level Financial Advisor, you need foundational knowledge in finance, economics, and investment strategies, usually supported by a bachelor’s degree in a related field. Familiarity with financial planning software, CRM systems, and obtaining certifications like Series 7 or 66 are often required. Strong interpersonal skills, active listening, and the ability to build trust with clients are essential soft skills. These competencies enable advisors to provide sound financial guidance, develop client relationships, and grow their practice effectively.

What are some common challenges faced by entry level financial advisors and how can they overcome them?

Entry level financial advisors often face challenges such as building a client base, gaining trust from clients, and staying updated with changing financial regulations. To overcome these, new advisors should focus on networking, seeking mentorship from experienced colleagues, and consistently educating themselves through industry certifications and training. Additionally, developing strong communication skills and being proactive about client outreach can help accelerate professional growth and establish credibility within the firm.

What is the difference between Entry Level Financial Advisor vs Financial Planner?

AspectEntry Level Financial AdvisorFinancial Planner
CertificationsTypically requires Series 7, Series 66, or 63; CFP certification may be preferredOften holds CFP, CFA, or ChFC certifications
Work EnvironmentFinancial firms, banks, or advisory firms; client-facing rolesIndependent or firm-based; comprehensive financial planning
Job FocusAssisting clients with investments, basic financial adviceHolistic financial planning, estate, retirement, and tax strategies

While Entry Level Financial Advisors focus on basic investment advice and client onboarding, Financial Planners provide comprehensive financial strategies. Both roles often require similar certifications initially, but Financial Planners typically have more advanced credentials and a broader scope of services.

What are the most commonly searched types of Financial Advisor jobs in San Rafael, CA? The most popular types of Financial Advisor jobs in San Rafael, CA are:
What are popular job titles related to Entry Level Financial Advisor jobs in San Rafael, CA? For Entry Level Financial Advisor jobs in San Rafael, CA, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Advisor jobs in San Rafael, CA look for? The top searched job categories for Entry Level Financial Advisor jobs in San Rafael, CA are:
What cities near San Rafael, CA are hiring for Entry Level Financial Advisor jobs? Cities near San Rafael, CA with the most Entry Level Financial Advisor job openings:
Entry Level Financial Advisor jobs near you
Infographic showing various Entry Level Financial Advisor job openings in San Rafael, CA as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 19% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $113,850 per year, or $54.7 per hour.

Billing Senior Specialist

Latham & Watkins LLP

San Francisco, CA • On-site

$90K/yr

Full-time

Medical, Life, Retirement, PTO

Re-posted 4 days ago

Latham & Watkins rating

8.5

Company rating: 8.5 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

13th of 34 rated law firms

Job description

About Latham & Watkins
Latham & Watkins is one of the world's leading global law firms advising the businesses and institutions that drive the global economy. We are the market leaders in major financial and business centers around the world. Our investment in people, commitment to innovation, and focus on the future empower you to build an incredible career and thrive as an exceptional professional in a supportive culture. If you aspire to be the best, and work with the best, this is where you belong.
About the Role
The Senior Specialist - Revenue Operations is an integral part of Latham's Revenue Operations team. This role will be responsible for coordinating the activities of the billing process and performing complex billing duties, while preparing and analyzing complex client billing requests. This role will be located in either our San Francisco or our Silicon Valley office. Please note that this role may be eligible for a flexible working schedule that allows for a hybrid and in-office presence.
Responsibilities & Qualifications
Other key responsibilities include:
  • Creating, editing, and finalizing bills in accordance with firm and client requirements and billing attorney directives, reviewing proformas, handling subsequent corrections, and coordinating e-billing
  • Preparing and finalizing invoices in line with internal and external regulation and legislation, including Value-Added Tax (VAT), Criminal Finances Act Solicitors' Accounts Rules, and money laundering regulations, as applicable
  • Ensuring successful delivery of invoices and coordinating with revenue and e-billing teams for submission, and helping resolve rejections and reductions
  • Generating and reviewing proformas from 3E for informational and billing purposes
  • Utilizing computerized billing and payable software modules to complete the billing process and client refunds, and researching and providing information to customers
  • Protecting and maintaining any highly sensitive, confidential, privileged, financial, and/or proprietary information that Latham & Watkins retains

We'd love to hear from you if you:
  • Possess superior ability to communicate confidently and effectively at all levels within an organization
  • Demonstrate proven ability to manage your workload and prioritize tasks effectively to meet deadlines
  • Exhibit demonstrated strong technology skills, including advanced knowledge of Microsoft Word, Excel, and Outlook

And have:
  • A high school diploma or equivalent
  • A bachelor's degree or equivalent, preferably
  • A minimum of three (3) years of relevant experience in a legal, accounting, finance, or equivalent industry, preferably
  • Experience using financial systems, preferably

Benefits & Additional Information
Successful candidates will not only be provided with an outstanding career opportunity and welcoming environment, but will also be provided with a generous total compensation package with bonuses awarded in recognition of both individual and firm performance. Eligible employees can participate in Latham's comprehensive benefit program which includes:
  • Healthcare, life and disability insurance
  • A generous 401k plan
  • At least 11 paid holidays per year, and a PTO program that accrues 23 days during the first year of employment and grows with tenure
  • Well-being programs (e.g. mental health services, mindfulness and resiliency, medical resources, well-being events, and more)
  • Professional development programs
  • Employee discounts
  • Affinity groups, networks, and coalitions for lawyers and staff

Latham & Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Please click the link below to review the Ordinance.
Please click here to review your rights under U.S. employment laws. #EntryLevel #LI-MN1 #WayUp
Pay Range
USD $90,000.00 - USD $105,000.00 /Yr.

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