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 3 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
    2 days ago
  • $170k - $210k

    Why Work at Mercer Advisors?For more than 40 years, Mercer...  ...integrating financial planning, investment management...  ...and challenges. Regis Wealth Advisors work hand-in-...  ....Job Summary:The Senior Wealth Advisor focuses...  ...this position is also eligible to earn an annual bonus... 
    Senior
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Walnut Creek, CA
    3 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
    16 days ago
  •  ...local municipalities, and excavators to plan, schedule, and report on Pipeline Standby...  ...throughout PG&E service area.This job is also eligible to participate in PG&E’s discretionary...  ...value, geographic location, and internal equity. Although we estimate the successful... 
    Employment Equity
    Senior
    Contract work
    Work experience placement
    Local area
    Flexible hours

    Pacific Gas and Electric Company

    Concord, CA
    1 day 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

    Kinders

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

     ...Senior Manager, Corporate Strategy Kinder's is...  ...requires a results-oriented leader with strong...  ...s long-term strategic planning process. Led multiple...  ...Investment Banking, Private Equity, or equivalent...  ...401k, bonus/incentive eligibility, equity grants, competitive... 
    Employment Equity
    Senior
    Work at office
    Remote work
    Flexible hours

    Kinder's Premium Quality Seasonings & Sauces

    Walnut Creek, CA
    1 day 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
    2 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
    2 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
    1 day ago
  •  ...Responsibilities include leading client meetings and providing tailored financial planning solutions. This role offers benefits such as full health insurance and retirement plans, ensuring a comprehensive and supportive work environment. #J-18808-Ljbffr Bluespring Wealth Partners
    Senior

    Bluespring Wealth Partners

    Walnut Creek, CA
    4 days ago
  • $84k - $105k

     ...through price optimization, promotional planning, assortment productivity, cost negotiations...  ...Retirement Savings Plan ~ HSA or FSA eligibility ~ Long and Short-Term Disability...  ...cash bonus and participation in Gopuff’s equity incentive plan. Base Salary Range :... 
    Employment Equity
    Senior
    Temporary work
    Work at office
    Local area
    Flexible hours

    Gopuff

    Concord, CA
    17 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
    3 days ago
  • $160k - $180k

     ...Job Title: Senior Manager, Practice Operations  Location: remote (work from home eligible) Travel: Ability to travel to client sites...  ...Governance Contribute to capacity planning working with leadership to...  ...salary ranges to promote equity and transparency. Where... 
    Employment Equity
    Senior
    Full time
    Remote work
    Work from home
    Work visa
    Flexible hours

    Celerity Consulting Group, LLC

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

     ...experiences. We're looking for a Senior Manager, Commerce to own and...  ..., and consumer experience leader who is comfortable using...  ...balancing strategic planning with hands-on execution in a...  ...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
    1 day per week

    Kinder's

    Walnut Creek, CA
    4 days 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...  .... This position is also eligible for participation in our equity program. Actual... 
    Employment Equity
    Full time
    Temporary work
    Flexible hours

    Wealth Enhancement Group

    Walnut Creek, CA
    5 days ago
  • $37 - $65.5 per hour

     ...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a...  ...business, leveraging goals based planning, and prudent risk oversight...  ...with internal partners across Wealth, Home Lending, and Business...  ...apply. This position is not eligible for Visa sponsorship Job... 
    Senior
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Walnut Creek, CA
    5 days ago
  • ERM in Walnut Creek, CA is seeking a Managing Consultant for Environmental Permitting & Planning. The role focuses on regulatory compliance for energy projects, CEQA, and related permitting across Northern California. It demands leadership across multiple teams and travel... 
    Senior

    Seeds Renewables

    Walnut Creek, 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
    4 days ago
  • $215k - $230k

     ...remotely.Summary:The Senior Clinical Research Scientist...  ...execution, including planning, conduct, data review,...  ...CROs, and key opinion leaders Support development of...  ...salary, bonus, and equity for all employeesSalary...  ...conditions regarding eligibility.Caribou is an equal opportunity... 
    Employment Equity
    Senior
    Local area
    Remote work

    Caribou Biosciences

    Berkeley, 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
    4 days ago
  • $350k - $400k

     ...Why Work at Mercer Advisors? For more than 40 years...  ...integrating financial planning, investment management...  ...and challenges. Regis Wealth Advisors work hand-in-...  ...Job Summary: The Senior Wealth Advisor focuses...  ...our employees and their eligible dependents health and... 
    Senior
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Walnut Creek, CA
    9 days ago
  • $150.22k

     ...way drawings, easement documents, engineering support drawings (plan & profile), topographic mapping and construction staking. We are...  ...geographic location, collective bargaining agreements, and internal equity. Although we estimate the successful candidate hired into this... 
    Employment Equity
    Senior
    For contractors
    Work at office
    Local area
    Remote work

    Pacific Gas And Electric Company

    Concord, CA
    1 day ago
  • $140k - $150k

     ...specializes in retirement planning, investment advising,...  ...a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento,...  ...platform, including: Wealth Planning Team Insurance...  ...time employees are not eligible) Future growth opportunities... 
    Employment Equity
    Full time
    Contract work
    Temporary work
    Part time
    For contractors
    For subcontractor
    Internship
    Work at office
    Work from home
    Flexible hours

    Allworth Financial

    Walnut Creek, CA
    3 days ago
  • $170k - $225k

     ...preserving and managing their wealth. You will use your...  ...investments, financial planning, credit and banking to...  ...depth knowledge of the equity and fixed income...  ...years and today we are a leader in investment banking,...  ...and location. Those in eligible roles may receive commission... 
    Employment Equity
    Temporary work
    Work experience placement
    Local area

    JPMorgan Chase Bank, N.A.

    Walnut Creek, CA
    2 days ago
  •  ...projects? Gilbane is seeking a Senior Project Executive for...  ....Who are you? You are a coach/leader who leads with an inclusive and...  ...creates a project-specific quality plan aligned with the owner contract...  ...applicant, as well as the internal equity and alignment with the team.... 
    Employment Equity
    Senior
    Contract work
    For contractors
    For subcontractor
    Work at office
    Local area

    Gilbane Building Company

    Concord, CA
    3 days ago
  •  ...Participate in business class strategic planning, budgeting, and plan implementation. Identify...  ...work with other area business class leaders, operations managers, technical directors...  ...committed to the principles of employment equity. We are an affirmative action and equal... 
    Employment Equity
    Full time
    Work at office
    Local area

    Fashion Institute of Design & Merchandising

    Walnut Creek, CA
    2 days ago
  • $170k - $230k

     ...up-front evaluation and planning through design and...  ...participate as SME or technical advisor on strategic projects,...  ...project positioning as senior process engineering...  ...Temporary and part-time roles eligible for limited benefits.)...  ...of employment equity. We are an Affirmative... 
    Employment Equity
    Full time
    Temporary work
    Part time
    For contractors

    HDR

    Walnut Creek, CA
    4 days ago
  • $87.1k - $176k

     ...special assignments, as requested by manager. Competencies Planning • Develop work plans, establish timelines, and set goals for...  ..., or any other basis protected by federal, state, or local pay equity laws. You do not need to disclose your criminal history or... 
    Employment Equity
    Senior
    Full time
    Work experience placement
    Work at office
    Local area
    Worldwide

    Tokio Marine HCC

    Walnut Creek, CA
    7 days ago
  •  ...of veterinarians, provide high-quality patient care, and collaborate across locations. We offer a guaranteed salary, sign-on bonus, equity, flexible work culture, CE allowances, generous PTO, comprehensive benefits, and a supportive work environment designed for work-... 
    Employment Equity
    Senior
    Relocation package
    Flexible hours

    Jobot

    Berkeley, CA
    5 days 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!