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

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 ...

Northwestern Mutual

Financial Advisor

Walnut Creek, CA · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Walnut Creek, CA · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Walnut Creek, CA

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

San Francisco, CA

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

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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 Aug 7, 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 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 San Ramon, CA? The most popular types of Financial Planner jobs in San Ramon, CA are:
What are popular job titles related to Financial Planner jobs in San Ramon, CA? For Financial Planner jobs in San Ramon, CA, the most frequently searched job titles are:
What job categories do people searching Financial Planner jobs in San Ramon, CA look for? The top searched job categories for Financial Planner jobs in San Ramon, CA are:
What cities near San Ramon, CA are hiring for Financial Planner jobs? 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, 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 $108,043 per year, or $51.9 per hour.

Financial Planning Associate

Burton Enright Welch

Walnut Creek, CA

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 16 days ago

Job description

I. MISSION

Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial planning and investment management firm in Walnut Creek, CA with over $1 billion in assets under management.

BEW seeks a Financial Planning Associate who is eager to learn, intellectually curious, and will succeed in a culture that promotes collaboration, initiative, and professional growth. The Financial Planning Associate will work with BEW Advisors and Lead Advisors to provide financial planning and investment management for BEW's clients.

The Financial Planning Associate is not expected to bring in business. Long-term, BEW expects the Financial Planning Associate to progress to an Advisor, which would include greater responsibility in leading meetings, acting as a financial planning subject matter expert, and serving as the primary point of contact with clients.

II. RESPONSIBILITIES

Support Advisors and Lead Advisors on day-to-day client needs.

   o Client communications are clear, prompt, responsive, and courteous.

   o Works with firm resources for effective delivery of client deliverables.

Assist in preparing for client meetings, taking notes, and sending follow-up emails.

Create/update financial plans to monitor whether clients are on track to meet their goals.

Analyze financial planning strategies (e.g., tax planning, retirement spending, equity compensation) and work with Advisor/Lead Advisor to develop recommendations.

Maintain client records, utilize workflows, and monitor outstanding tasks in CRM.

Manage team organization and execution of team tasks and projects.

Collaborate with the Client Services Team on service requests and new client onboarding to ensure a seamless client experience.

Participate in project and committee work, including Investment Committee and Financial Planning initiatives.

Support and adhere to client experience standards and compliance requirements.

III. QUALIFICATIONS

Experience and Education:

Bachelor's degree

2-4 years of experience in the financial services industry

Demonstrated desire or progress towards the CFP designation.

CPA and CFA designations are also welcome.

Experience with financial planning software (e.g., eMoney) a plus

Skills and Knowledge:

Detailed-oriented and highly organized

Completes work timely and accurately

Ability to prioritize and manage multiples tasks and client relationships

Self-starter who values continuous learning

Excellent communicator (verbal, written, listening)

Strong interpersonal skills (integrity, humility, respect, empathy)

Core knowledge of financial planning concepts, markets, and investment topics

Team player who can work effectively in a collaborative environment

Proficient in Microsoft Office Suite

Past use of a CRM system a plus

IV. COMPENSATION

Competitive salary based on experience

Quarterly Incentive Bonus program

Comprehensive benefits package: medical, dental, vision, life and disability insurance, etc.

Open PTO (Paid Time Off) policy

Continuing Education allowance

401(k) retirement plan, including company-funded contributions

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