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Financial Planner Jobs in California (NOW HIRING)

LPL Financial

Senior Financial Planner

San Diego, CA · Remote

$76K - $127K/yr

This individual will serve as a financial planner supporting several LPL advisors and their end clients. Responsibilities: * Cultivate relationships with advisors ensuring client satisfaction to ...

Aldrich

Financial Planner

San Diego, CA · On-site

$80K - $105K/yr

The ideal candidate is a technically strong financial planning professional with strong analytical skills and attention to detail. They are proactive and collaborative, able to work effectively with ...

Aldrich

Financial Planner

San Diego, CA · On-site

$80K - $105K/yr

The ideal candidate is a technically strong financial planning professional with strong analytical skills and attention to detail. They are proactive and collaborative, able to work effectively with ...

Aldrich Wealth LP

Financial Planner

San Diego, CA · Hybrid

$80K - $105K/yr

The ideal candidate is a technically strong financial planning professional with strong analytical skills and attention to detail. They are proactive and collaborative, able to work effectively with ...

Aldrich

Financial Planner

Carlsbad, CA · On-site

$80K - $105K/yr

The ideal candidate is a technically strong financial planning professional with strong analytical skills and attention to detail. They are proactive and collaborative, able to work effectively with ...

Aldrich Wealth LP

Financial Planner

Carlsbad, CA · Hybrid

$80K - $105K/yr

The ideal candidate is a technically strong financial planning professional with strong analytical skills and attention to detail. They are proactive and collaborative, able to work effectively with ...

Aldrich

Financial Planner

Carlsbad, CA · On-site

$80K - $105K/yr

The ideal candidate is a technically strong financial planning professional with strong analytical skills and attention to detail. They are proactive and collaborative, able to work effectively with ...

AssetMark

Senior Financial Planner

Concord, CA · Hybrid

$150K - $180K/yr

As a Senior Financial Planner, you will provide expert financial planning services and advice to advisors & clients, helping them achieve their financial goals. You will develop comprehensive ...

Ariat

Merchandise Financial Planner

San Leandro, CA · On-site

$90K - $110K/yr

About the Role The Merch Financial Planner leads the creation, execution, and management of financial plans across Ariat's omni-channel business. This role is a critical link between Merchandising ...

SLR Search

Hybrid Financial Planner

San Francisco, CA

$140K - $190K/yr

Hybrid Financial Planner Benefits - Starting Salary targeting $140K - $190K - High-Upside Equity Package with direct ownership in a category-defining startup. - Comprehensive medical, dental, and ...

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All JobsFinancial Planner JobsFinancial Planner Jobs in California

Financial Planner information

See California salary details

$49.8K

$95.4K

$137.7K

How much do financial planner jobs pay per year?

As of Aug 11, 2026, the average yearly pay for financial planner in California is $95,415.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $100,700.00 per year, depending on experience, location, and employer.

What skills and qualifications are needed to be a financial planner?

To thrive as a Financial Planner, you need strong analytical skills, a solid understanding of financial products, and typically a bachelor's degree in finance, accounting, or a related field, often supplemented by certifications like CFP (Certified Financial Planner). Proficiency with financial planning software, portfolio management tools, and CRM systems is essential. Exceptional interpersonal communication, ethical judgment, and active listening set top performers apart in this role. These skills and qualifications are crucial for building client trust, developing effective financial strategies, and ensuring regulatory compliance.

What is the difference between Financial Planner vs Financial Advisor?

AspectFinancial PlannerFinancial Advisor
CertificationsCFP, ChFCCFP, Series 7, Series 66
Work EnvironmentIndependent or firm-based, comprehensive planningBank, brokerage, or independent, investment-focused
Primary FocusHolistic financial planning including retirement, estate, taxesInvestment management and product sales
Employer & Industry UsageFinancial planning firms, independentFinancial institutions, banks, brokerages

While both roles involve helping clients manage their finances, a Financial Planner provides comprehensive, long-term financial planning services, often holding CFP or ChFC certifications. A Financial Advisor may focus more on investment management and may hold additional licenses like Series 7 or 66. The roles often overlap, but the Financial Planner emphasizes holistic planning, whereas the Financial Advisor may concentrate on investment products and portfolio management.

How much do financial planners get paid?

Financial planners typically earn a median annual salary of around $89,000, with salaries ranging from approximately $50,000 to over $200,000 depending on experience, location, and client base. Many financial planners also earn commissions or fees for their services and often hold certifications like the CFP to enhance earning potential.

What is a financial planner?

A Financial Planner is a professional who helps individuals and organizations manage their finances and plan for their financial future. They provide advice on topics such as budgeting, investing, retirement savings, tax strategies, and estate planning. Financial Planners work closely with clients to understand their financial goals and develop personalized plans to achieve them. Many Financial Planners hold certifications, such as Certified Financial Planner (CFP), which demonstrate their expertise and commitment to ethical standards.

What challenges do financial planners face when building a client base, and how can they be addressed?

Financial Planners often find that establishing a strong client base is an initial hurdle, as trust and credibility are critical in this field. Many planners overcome this by networking extensively, seeking referrals from existing clients, and consistently demonstrating value through tailored financial advice. Leveraging technology, participating in community events, and maintaining professional certifications can also help build reputation. Persistence, excellent communication skills, and a genuine interest in clients’ financial goals are key to long-term success.
More about Financial Planner jobs
What are the most commonly searched types of Financial Planner jobs in California? The most popular types of Financial Planner jobs in California are:
What are popular job titles related to Financial Planner jobs in California? For Financial Planner jobs in California, the most frequently searched job titles are:
What job categories do people searching Financial Planner jobs in California look for? The top searched job categories for Financial Planner jobs in California are:
What cities in California are hiring for Financial Planner jobs? Cities in California with the most Financial Planner job openings:
What are popular job titles related to Financial Planner jobs in CA? For Financial Planner jobs in CA, the most frequently searched job titles are:
Financial Planner jobs near you
Infographic showing various Financial Planner job openings in California as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, 2% Temporary, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $95,415 per year, or $45.9 per hour.

Financial Planner

Destination Wealth Management

Walnut Creek, CA • On-site

$115K - $130K/yr

Full-time

Retirement

Posted 3 days ago

New

Job description

Description:

The Financial Planner position primarily focuses on maintaining and adding value to existing client relationships, as well as interacting with other professionals in a team-based structure. This is an ideal position for someone who enjoys working in a team environment with a wide range of clients and has the experience and planning knowledge to make each relationship valuable.

  • Analyzing clients’ financial data gathering to provide Advisors with financial planning recommendations
  • Attending client meetings as subject matter expert for specific planning topics
  • Assisting with the creation, delivery, and implementation of complex financial plans for clients
  • Researching of specific financial planning topics
  • Administer and maintain client information across various Financial Planning Software
  • Develop, implement and maintain policies and procedures for the department
  • Communicate with Advisors on best practices on financial planning subjects
  • Keep Advisor team up to date on current events related to financial planning

Provide comprehensive financial planning strategies that include but are not limited to the following:

  • Estate Strategies
  • Tax Planning
  • Retirement Planning
  • Cashflow Analysis
  • Social Security Planning
  • Pension Analysis
  • Stock Options


Requirements:

Qualification and Skills

  • Comprehensive knowledge of topics related to financial planning
  • Experience in financial planning software (MoneyGuidePro & WealthStudios, eMoney, Holistiplan, Salesforce)
  • Experience with excel and Adobe
  • Strong interpersonal aptitude and solid work ethic
  • Exemplary written and verbal communication skills

Education and Experience Requirements

  • CFP Certification preferred
  • Additional designations a benefit (CPA, EA, JD)
  • Bachelor’s degree