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Weekend Financial Planner Jobs in California (NOW HIRING)

Flagstar Bank

Financial Planner

San Francisco, CA · On-site

$89K - $120K/yr

Position Title Financial Planner Location Beverly Hills, CA 90212 Job Summary Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics ...

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

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

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 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 ...

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 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 Jul 27, 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.

Is 200,000 enough to work with a financial advisor?

For a Weekend Financial Planner, having $200,000 can be sufficient to start working with a financial advisor, especially if the goal is to develop a personalized financial plan or investment strategy. Many advisors have minimum account sizes ranging from $25,000 to $100,000, but some may accept lower amounts or offer hourly consulting. The suitability depends on the advisor's policies and the complexity of your financial needs.

What pays more, CPA or CFP?

For a Weekend Financial Planner, Certified Public Accountants (CPAs) generally have higher earning potential than Certified Financial Planners (CFPs), especially in accounting and tax-related roles. However, CFPs often earn more in financial planning and advisory positions, depending on experience and client base. Salary differences can vary based on industry, location, and certifications held.

How many financial advisors make $500,000 a year?

While a small percentage of financial advisors earn $500,000 or more annually, such high earnings typically require extensive experience, a strong client base, and specialization in high-net-worth individuals. Most financial advisors earn between $60,000 and $150,000, with top earners reaching higher compensation through performance bonuses and commissions.

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, and why are they important?

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.

How can I make 2000 a week working from home?

A Weekend Financial Planner can potentially earn $2,000 weekly by offering specialized financial advice, managing client portfolios, and providing planning services during weekends. Building a client base, obtaining relevant certifications, and leveraging online platforms can help increase income, but earnings depend on experience, client volume, and service fees.
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

Financial Planner

Beacon Pointe Advisors LLC

Newport Beach, CA

$115K - $120K/yr

Full-time

Posted 16 days ago

Job description

Job Description:

We are seeking qualified candidates to join Beacon Pointe as a Financial Planner within the Financial Planning Department in our Newport Beach, CA office. The ideal candidate will be responsible for creating financial plans, data management, and document analysis. This individual will work with our Wealth Advisors and play an integral role in adding value for our clients, focused on servicing sophisticated individuals and families.

Responsibilities:

  • Participating in client meetings with Wealth Advisors to aid in communication regarding financial plans, presentations, and client proposals.
  • Providing comprehensive personal financial planning to clients via a telephone and electronic mail environment.
  • Providing objective education to help clients meet their goals and achieve financial wellness.
  • Partnering with clients to ensure they take action and hold themselves accountable.
  • Assisting in creating content on various financial planning topics that will be sent to clients.
  • Assisting associate planners on eMoney and our approach to financial planning.
  • Additional duties include participation in team projects and assisting with firm initiatives.

Qualifications:

  • CFP® designation
  • Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
  • 3-5 years of financial planning experience
  • Proficiency in Salesforce and eMoney is preferred
  • Proficiency in Microsoft Office is required
  • Strong analytical, investigative, and critical thinking skills and excellent written and verbal communication skills

About the Beacon Pointe Family of Companies

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.


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