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Financial Planner Jobs in San Ramon, CA (NOW HIRING)

Bank of America

Wealth Planner

San Jose, CA · On-site

... planning for retirement, education, legacy, and other life goals through investment advice and ... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ...

Kinder's

Director, Financial Planning

Walnut Creek, CA

$195K - $225K/yr

We are looking for a Director of Financial Planning to be the enterprise owner and steward of the company's budgeting, forecasting, and long-range planning processes. This role ensures financial ...

Kinder's

Director, Financial Planning

Walnut Creek, CA · On-site

We are looking for a Director of Financial Planning to be the enterprise owner and steward of the company's budgeting, forecasting, and long-range planning processes. This role ensures financial ...

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All JobsFinancial Planner JobsFinancial Planner Jobs in San Ramon, CA

Financial Planner information

See San Ramon, CA salary details

$56.4K

$108K

$155.9K

How much do financial planner jobs pay per year?

As of Sep 2, 2026, the average yearly pay for financial planner in San Ramon, CA is $108,043.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,900.00 and $114,000.00 per year, depending on experience, location, and employer.

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 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 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.

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.
More about Financial Planner jobs

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Cities near San Ramon, CA with the most Financial Planner job openings:

Financial Planner jobs near you
Infographic showing various Financial Planner job openings in San Ramon, CA as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 12% Part Time, and 3% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $108,043 per year, or $51.9 per hour.

J.P. Morgan Advisors - Wealth Planner - San Francisco, CA

JPMorgan Chase & Co.

San Francisco, CA • On-site

$104K - $148K/yr

Full-time

Medical, Retirement

Re-posted 26 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 499 frontline employees who took The Breakroom Quiz

72nd of 174 rated banks

Job description


J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs.
As a Wealth Planner within J.P. Morgan Advisors, you will work in close partnership with Financial Advisors to build financial strategies and plans that align with clients' unique goals and personal values. The ideal candidate has a strong understanding of building financial strategies and plans that aligns with clients' unique goals and personal values.
Job Responsibilities
  • Effectively build strong trust with clients through client profiling and an empathetic connection and proactively identify and delivery appropriate solutions that address the needs of our clients
  • Create, lead and implement the strategy to effectively uncover client's ideal financial goals. Support the overall business development strategy as it relates to goals-based planning
  • Gather in-depth information to create financial plan through a holistic approach, Utilizing the client's financial data to create possible solutions to meet goals
  • Establish strong relationships with the client's financial team of advisors (Centers of Influence)
  • Schedule and prepare for client meetings, lead client meetings by offering recommendations and presenting the goals based financial plan
  • Proactively review client plans and make appropriate changes on a regular basis and identify new opportunities. Identify changes to the plan and confirm agreement with clients
  • Onboard clients with the firm's financial planning software and tools and utilize these tools effectively to monitor and adjust financial plans

Required qualifications, capabilities, and skills:
  • 5 plus years' experience in Financial Services industry
  • FINRA Series 7 and 66 licenses required
  • Bachelor's degree required
  • Certified Financial Planner designation required
  • Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
  • Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations

Preferred qualifications, capabilities, and skills:
  • Able to adapt and stay abreast of changing technology and regulatory policies
  • Highly proficient user of Word, PowerPoint and Excel

FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
About Us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

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