ZipRecruiter

Log In

1

Weekend Financial Planner Jobs in California (NOW HIRING)

LPL Financial

Senior Financial Planner

San Diego, CA · Remote

$76K - $127K/yr

  • Medical

  • Retirement

  • PTO

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

Carlsbad, CA · On-site

$80K - $105K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

RK Partners

Financial Planner--Irvine, California

Irvine, CA

$85K - $95K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Financial Planning Strategist (*this role is also availble in Seattle, WA) Looking to join one of the fastest growing RIAs that's passionate about serving our clients with industry leading financial ...

RK Partners

Financial Planner--Irvine, California

Irvine, CA

$81K - $109K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Financial Planning Strategist (*this role is also availble in Seattle, WA) Looking to join one of the fastest growing RIAs that's passionate about serving our clients with industry leading financial ...

next page

Showing results 1-20

All JobsFinancial Planner JobsWeekend Financial Planner JobsWeekend Financial Planner Jobs in California

Weekend Financial Planner information

See California salary details

$49.8K

$95.4K

$137.7K

How much do weekend financial planner jobs pay per year?

As of Aug 16, 2026, the average yearly pay for weekend 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.

Do weekend financial planners work weekends?

Weekend financial planners often work on weekends to accommodate clients' schedules, especially during busy periods like tax season or financial year-end. Their work hours can include evenings and weekends, depending on client needs and firm policies, and they may need to be flexible to provide timely advice and support.

What unique challenges and opportunities come with working as a Weekend Financial Planner?

As a Weekend Financial Planner, you may encounter the challenge of balancing client availability with your own schedule, since many clients seek advice outside traditional business hours. This role often involves a high degree of flexibility and self-motivation, as you may work independently or as part of a smaller weekend team. On the positive side, working weekends allows you to serve clients who are unable to meet during the week, potentially expanding your client base. Additionally, this schedule can provide more control over your work-life balance and may offer unique advancement opportunities within firms that value off-hours client service.

What are the key skills and qualifications needed to thrive as a Weekend Financial Planner?

To thrive as a Weekend Financial Planner, you need a strong grasp of financial planning principles, investment strategies, and regulatory compliance, usually supported by a relevant degree and certifications such as CFP or Series 65. Familiarity with financial planning software, portfolio management systems, and spreadsheet tools is typically required. Strong interpersonal skills, trustworthiness, and effective communication are essential for building client relationships and clearly explaining complex financial concepts. These skills and qualities are critical for delivering sound financial advice and maintaining client trust during flexible weekend hours.

What is a Weekend Financial Planner?

A Weekend Financial Planner is a financial advisor who offers their services primarily during weekends to accommodate clients who are unavailable during regular business hours. They help individuals and families create budgets, plan for retirement, manage investments, and achieve their financial goals. These professionals may work independently, for financial firms, or as part of a team, providing personalized advice and planning sessions outside of typical weekday schedules.

Are there part-time weekend financial planner jobs?

Part-time weekend financial planner jobs are available in the industry, often requiring certifications such as CFP and flexible scheduling to accommodate clients' availability. These roles typically involve advising clients on investments, retirement planning, and financial strategies during weekends or after standard business hours.

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 Weekend Financial Planner jobs in California?

For Weekend Financial Planner jobs in California, the most frequently searched job titles are:

What job categories do people searching Weekend Financial Planner jobs in California look for?

The top searched job categories for Weekend Financial Planner jobs in California are:

What cities in California are hiring for Weekend Financial Planner jobs?

Cities in California with the most Weekend Financial Planner job openings:

Weekend Financial Planner jobs near you
Infographic showing various Weekend Financial Planner job openings in California as of June 2026, with employment types broken down into 5% As Needed, 10% Full Time, 71% Part Time, 2% Temporary, and 12% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% 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 7 days ago

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