Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Advisor & Planning Leader — Equity Eligible

$125k - $150k

Wealth Enhancement Group, LLC

Wealth Enhancement Group is seeking a VP Financial Advisor to join our Walnut Creek, CA team. The role focuses on managing existing client relationships, guiding comprehensive financial planning, and growing the client base through referrals and prospecting. This senior position participates in equity programs and aligns with WEG’s planning-based standards. The base salary ranges from $125,000 to $150,000, with eligibility for commissions, bonuses, and benefits. #J-18808-Ljbffr Wealth Enhancement Group, LLC

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor & Planning Leader — Equity Eligible in Walnut Creek, CA vacancy
  • Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Walnut Creek, California to manage client relationships and deliver personalized...  ...client experience, time management skills, and financial planning expertise. The role comes with a competitive benefits package... 
    Senior

    Charles Schwab

    Walnut Creek, CA
    3 days ago
  •  ...billion in client assets. Our advisors average $575,000 in GDC. Our...  ...assistant. Advisors will be eligible to have a dedicated...  ...The program has a financial planning team that is integrated in their...  ...solutions. About the Role: A Senior Wealth Advisor is an experienced... 
    Senior
    Full time
    Local area
    Immediate start

    Columbia Bank (WA, OR & ID)

    Walnut Creek, CA
    4 days ago
  • $115k - $135k

     ...providing full-context wealth planning solutions. The firm...  ...high-growth, private equity-backed, multibranch registered...  ...an experienced Senior Tax Accountant for our...  ...clients, and assisting our advisors and financial planning...  ...employees are not eligible) ~ Future growth opportunities... 
    Employment Equity
    Senior
    Full time
    Contract work
    Part time
    Internship
    Work at office
    Local area
    Flexible hours

    Allworth Financial

    Walnut Creek, CA
    4 days ago
  • $145k - $165k

     ...Senior Project Manager Built on Flavor. Fueled by People....  ...and maintain detailed project plans including scope, timelines,...  ...team with the ability to be a leader and a follower where required...  ..., 401k, bonus / incentive eligibility, equity grants, competitive health benefits... 
    Employment Equity
    Senior
    Work at office
    Remote work
    Weekend work

    Kinder's Premium Quality Seasonings & Sauces

    Walnut Creek, CA
    3 days ago
  • $115k - $125k

     ...Operations teams and supports senior finance leadership with...  ...rolling forecast, and long-range planning processes for Supply Chain,...  ...packages for Supply Chain leaders, Finance, and senior leadership...  ..., 401k, bonus / incentive eligibility, equity grants, competitive health benefits... 
    Employment Equity
    Senior
    Work at office
    Remote work
    Work from home
    Flexible hours
    Weekend work

    Kinder's

    Walnut Creek, CA
    10 days ago
  •  ...matters most.Schwab Wealth Advisory is a fee‑...  .... Manager, Wealth Advisor, you’ll manage...  ...holistic financial planning, and provide tailored...  ...: Demonstrates a senior learning mindset...  ...input from peers and leaders, integrating...  ...this role is also eligible for bonus or incentive... 
    Senior
    Full time
    Work at office

    The Charles Schwab Corporation

    Walnut Creek, CA
    3 days ago
  • $115k - $125k

     ...and an expanding SKU portfolio. The Senior Financial Analyst, Supply Chain Finance...  ...focused outputs under tight timelines. Planning, Costing & Decision Support Support...  ...paid time off, 401k, bonus / incentive eligibility, equity grants, competitive health benefits,... 
    Employment Equity
    Senior
    Work at office
    Remote work
    Work from home
    Flexible hours
    Weekend work

    Kinder's

    Walnut Creek, CA
    2 days ago
  • $105k - $115k

     ...About The Role We are seeking a Senior Cost Accountant to support the accurate...  ...financial reporting and cross-functional planning efforts. While this position requires...  ...paid time off, 401k, bonus / incentive eligibility, equity grants, competitive health benefits, and... 
    Employment Equity
    Senior
    Contract work
    Work at office
    Remote work
    Weekend work

    Kinders

    Walnut Creek, CA
    4 days ago
  • $215k - $235k

     ...cross-functional teams, including Supply Planning, Quality Assurance, Commercialization,...  ...realized savings. The Co-Manufacturing Senior Director is responsible for...  ...paid time off, 401k, bonus / incentive eligibility, equity grants, competitive health benefits, and... 
    Employment Equity
    Senior
    Contract work
    Remote work
    Weekend work

    Jobleads-US

    Walnut Creek, CA
    3 days ago
  •  ...financial services firm in California seeks experienced Financial Advisors dedicated to growing a practice and providing high-level advice...  ...servicing clients, emphasizing long-term investment and estate planning. Competitive salary, benefits, and potential revenue share... 
    Senior

    Empirical Financial Services, LLC

    Walnut Creek, CA
    2 days ago
  •  ...of Federal Water Market Sector Leader, we'll count on you to: Lead...  ...and implementation MS strategic plan initiatives in the NorCal Area...  ....Develop relationships with senior leadership in key client organizations...  ...Fees Booked, profit, positive equity, accounts receivable, losses,... 
    Employment Equity
    Contract work

    HDR

    Walnut Creek, CA
    4 days ago
  • $195k - $225k

     ...complexity of our financial planning. We are looking for a...  ...priorities. Serving as a key advisor to executive leadership, the...  ...trusted business partner with senior leaders in Sales, Brand/Marketing...  ...off, 401k, bonus / incentive eligibility, equity grants, competitive health... 
    Employment Equity
    Senior
    For contractors
    Work at office
    Remote work
    Weekend work

    Kinder's Premium Quality Seasonings & Sauces

    Walnut Creek, CA
    4 days ago
  • $160k - $180k

    Senior Manager, Customer Operations (Retail and Alternative Channels) BUILT ON FLAVOR...  ...service risks, and partner across Sales, Planning, Manufacturing, Inventory, Warehousing,...  ...paid time off, 401k, bonus / incentive eligibility, equity grants, competitive health benefits,... 
    Employment Equity
    Senior
    Work at office
    Remote work
    Work from home
    Flexible hours
    Weekend work

    Kinder's

    Walnut Creek, CA
    4 days ago
  • $150k - $190k

     ...GE Aerospace is seeking a Senior Turbine Aerodynamicist to lead turbine design advancements...  ...engines. The role entails strategic planning, cross-domain collaboration, and mentoring...  ...$150,000–$190,000 USD is provided, plus eligibility for an annual discretionary bonus. #J-... 
    Senior
    Remote work

    GE Aerospace

    San Ramon, CA
    1 day ago
  • $160k - $180k

     ...Location: remote (work from home eligible) Travel: Ability to travel...  .... Position Overview: The Senior Manager role is newly created...  ...Contribute to capacity planning working with leadership to project...  ...salary ranges to promote equity and transparency. Where required... 
    Employment Equity
    Senior
    Full time
    Remote work
    Work from home
    Work visa
    Flexible hours

    Jobleads-US

    Walnut Creek, CA
    6 hours ago
  • Wealth Enhancement Group is seeking a Vice President, Financial Advisor in Walnut Creek, CA to guide clients through comprehensive financial planning and investment strategy. You will lead planning discussions...  ...A full benefits package and equity participation are offered.... 
    Employment Equity

    Wealth Enhancement

    Walnut Creek, CA
    4 days ago
  • $235k - $255k

     ...Senior Director, Co-Manufacturing Network Development BUILT...  ...Kinder’s is seeking a hands-on leader to source and develop the co...  ...and long-range capacity planning . This leader will work across...  ...off, 401k, bonus / incentive eligibility, equity grants, competitive health... 
    Employment Equity
    Senior
    Contract work
    Work at office
    Remote work
    Work from home
    Flexible hours
    Weekend work

    Jobleads-US

    Walnut Creek, CA
    1 day ago
  •  ...of meals and lives. About the Role The Senior Sales Operations Analyst plays a...  ...including event evaluation, selection, planning, scheduling, budgeting, execution, and...  ...paid time off, 401k, bonus / incentive eligibility, equity grants, competitive health benefits, and... 
    Employment Equity
    Senior
    Work at office
    Remote work
    Work from home
    Flexible hours
    Weekend work

    Kinder's

    Walnut Creek, CA
    4 days ago
  • $120k

     ...Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Wealth Advisor  with a CFP or CFA designation to...  ...goals, and creating financial plans that speak to the clients in “...  ...compensation plan, defined pathways to equity partner in the firm, medical/... 
    Employment Equity
    Full time
    Immediate start

    Mission Wealth Management LP

    Walnut Creek, CA
    1 day ago
  •  ...Serves as the organization's senior labor relations authority and thought leader, advising executive...  ...actionable operational plans.Proven ability to assess...  ...certifications, departmental equity, training, and...  ...total rewards program. Eligible positions also include a... 
    Employment Equity
    Senior
    Full time
    Contract work
    Work at office
    Shift work

    Sutter Health

    Emeryville, CA
    15 hours ago
  • $115k - $135k

     ...Senior Staff AccountantWalnut Creek, California, United StatesAllworth...  ...that specializes in retirement planning, investment advising, and 401(k)...  ...Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento,... 
    Employment Equity
    Senior
    Full time
    Temporary work
    Work at office
    Local area

    Allworth Financial

    Walnut Creek, CA
    3 days ago
  •  ...matters most. Schwab Wealth Advisory is a fee‑...  .... Manager, Wealth Advisor , you’ll manage...  ...holistic financial planning, and provide...  ...Coachability: Demonstrates a senior learning mindset...  ...from peers and leaders, integrating...  ...this role is also eligible for bonus or incentive... 
    Senior
    Work at office

    Charles Schwab

    Walnut Creek, CA
    2 days ago
  • $101.33k - $180.92k

     ...water districts to plan, design, and...  ...ranked firm in the AEC Advisors Diversity Index. At...  ...2 days remote. Senior - Principal...  ...Serving as a technical leader in wastewater collection...  ..., our Diversity, Equity and Inclusion...  ...performance-based bonus eligibility, merit increase... 
    Employment Equity
    Senior
    Temporary work
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours
    Night shift
    Afternoon shift

    West Yost

    Concord, CA
    9 days ago
  •  ...is seeking an experienced Senior Manager, Ambient Logistics...  ...closely with Sales, Supply Planning, Finance, Operations and our...  ...of view to cross-functional leaders on how ambient transportation...  ...off, 401k, bonus / incentive eligibility, equity grants, competitive health benefits... 
    Employment Equity
    Senior
    Work at office
    Remote work
    Work from home
    Flexible hours
    Weekend work

    Jobleads-US

    Walnut Creek, CA
    1 day ago
  • $170k - $190k

     ...success to date. The Senior Manager of...  ...results-oriented leader with strong communication...  ...– Development & Planning: Lead the...  ...teams and external advisors to ensure timely,...  ...Banking, Private Equity, or equivalent corporate...  ...bonus / incentive eligibility, equity grants,... 
    Employment Equity
    Senior
    Interim role
    Work at office
    Remote work
    Flexible hours
    Weekend work

    Kinder's

    Walnut Creek, CA
    28 days ago
  • $200.1k - $320.15k

     ...leadership for the strategic planning, operational performance, business...  ...delivery functions. This leader is accountable for developing...  ...certifications, departmental equity, training, and organizational...  ...total rewards program. Eligible positions also include a comprehensive... 
    Employment Equity
    Senior
    Full time
    Work at office
    Remote work
    Shift work

    Sutter Health

    Emeryville, CA
    1 day ago
  •  .... As we work to weave diversity, equity, and inclusion into our work and...  ...of AZ, CA, NM, NV, and UT). As a Senior Project Manager, you are an experienced leader and contributor who develops buildable...  ...’s degree in environmental planning, environmental science, community... 
    Employment Equity
    Senior
    Work at office

    HDR

    Walnut Creek, CA
    15 hours ago
  • $125k - $150k

    About Wealth Enhancement Wealth Enhancement is an independent...  ...personalized financial planning with our team-based...  ...opportunity for a VP Financial Advisor to join our team in...  ...benefits. This position is also eligible for participation in our equity program. Actual... 
    Employment Equity
    Full time
    Temporary work
    Flexible hours

    Wealth Enhancement Group, LLC

    Walnut Creek, CA
    4 days ago
  •  ...As we work to weave diversity, equity, and inclusion into our work...  ...of Data Center Market Sector Leader (Building Engineering & Construction...  ...to meet or exceed planned goalsFacilitate cooperation and...  ...organizationsDevelop relationships with senior leadership in key client... 
    Employment Equity
    Contract work
    Local area

    HDR

    Walnut Creek, CA
    1 day ago
  • $160k - $180k

     ...expanding SKU portfolio. The Senior Manager, Supply Chain...  ...-Manufacturing and lead the planning and performance management agenda...  ...recommendations for senior leaders. This position will help...  ...off, 401k, bonus / incentive eligibility, equity grants, competitive health... 
    Employment Equity
    Senior
    Contract work
    Work at office
    Remote work
    Work from home
    Flexible hours
    Weekend work

    Kinder's

    Walnut Creek, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Advisor & Planning Leader — Equity Eligible. Be the first to apply!