Senior Wealth Advisor & Planning Leader — Equity Eligible
$125k - $150kWealth 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
$115k - $135k
Allworth Financial is seeking an experienced Senior Tax Accountant for the Walnut Creek, CA office. The role focuses... ..., and local tax preparation, projections, and tax planning, with client-facing duties alongside advisors and the planning team. This is a full-time, Exempt...Employment EquitySeniorFull timeWork at officeLocal area- ...s Private Bank seeks a Senior Financial Planner (CFP®... ...goals-based financial planning for high-net-worth clients... ...with bankers and advisors to translate client goals... ...complex needs such as equity compensation and liquidity... ...with collaboration across wealth management teams to...Employment EquitySenior
- 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
- Tax Senior or Supervisor - Walnut Creek, CA About the job Tax Senior or Supervisor - Walnut... ...performance, creates and implements tax plans, and works with the accounting and... ...closely held companies, investment/private equity, professional services, distribution companies...Employment EquitySeniorFull timeFlexible hoursWeekend work
$140k - $170k
...1 Position Title Senior Financial Planner... ...provides sophisticated planning advice to clients... ..., including: wealth structuring for high... ...with bankers and advisors to deliver high-quality... ...and innovation leaders, the Senior... ...planning needs such as equity compensation, liquidity...Employment EquitySeniorWork at officeLocal areaDay shift$115k - $135k
...currently seeking an experienced Senior Tax Accountant for our... ..., and assisting our advisors and financial planning team with strategic tax planning... ...to participate in our Equity Purchase Program (Contract... ...part-time employees are not eligible) Future growth...Employment EquitySeniorFull timeContract workPart timeInternshipWork at officeLocal areaFlexible hours$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 EquitySeniorWork at officeRemote workWork from homeFlexible hoursWeekend work- Senior Financial Analyst, Supply Chain Finance - Sourcing & Procurement BUILT ON FLAVOR... ...is a plus. Experience with ERP and planning systems such as SAP, Oracle, NetSuite,... ...paid time off, 401k, bonus / incentive eligibility, equity grants, competitive health benefits, and...Employment EquitySeniorContract workWork at officeRemote workWork from homeFlexible hoursWeekend work
- Senior Financial Analyst, Supply Chain Finance - Manufacturing BUILT ON FLAVOR. FUELED... ...focused outputs under tight timelines. Planning, Costing & Decision Support Support the... ...paid time off, 401k, bonus / incentive eligibility, equity grants, competitive health benefits,...Employment EquitySeniorWork at officeRemote workWork from homeFlexible hoursWeekend work
$145k - $165k
...Senior Project ManagerBuilt on Flavor. Fueled by People.What's... ...and maintain detailed project plans including scope, timelines,... ...team with the ability to be a leader and a follower where... ...off, 401k, bonus / incentive eligibility, equity grants, competitive health benefits...Employment EquitySeniorWork at officeRemote workWeekend work$160k - $180k
...expanding SKU portfolio. The Senior Manager, Supply Chain... ...This senior manager will own planning, forecasting, and performance... ..., Supply Chain, and Finance leaders on material risks, opportunities... ..., 401k, bonus / incentive eligibility, equity grants, competitive health...Employment EquitySeniorContract workWork at officeRemote workWork from homeFlexible hoursWeekend work$160k - $180k
...Job Title: Senior Manager, Practice Operations (Utilities/Digital... ...Location: remote (work from home eligible) Travel: Ability to travel... ...Contribute to capacity planning working with leadership to project... ...salary ranges to promote equity and transparency. Where required...Employment EquitySeniorFull timeRemote workWork from homeWork visaFlexible hours$91k - $145.35k
...and publicly traded companies, private equity funds, mezzanine funds, banks, and business... ..., deal structuring and post-acquisition planning experience and/or inbound and outbound... ...comprehensive compensation and benefits package to eligible employees #J-18808-Ljbffr Baker Tilly...Employment EquitySeniorWork experience placementLocal areaWorldwide- ...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
$81.5k - $90k
...Management and Private Equity Funds practice is a... ...principles with the Manager, Senior Manager and engagement... ...the Audit Committee Planning and executing Section... ...find meaningful work, leaders invested in your... ...Benefits may be subject to eligibility requirements. Equal...Employment EquitySeniorPrivate practiceWork at office$160k - $180k
...proactively manage service risks, and partner across Sales, Planning, Manufacturing, Inventory, Warehousing, Logistics and Finance... ...that may include paid time off, 401k, bonus / incentive eligibility, equity grants, competitive health benefits, and other family-friendly...Employment EquitySeniorFull timeWork at officeRemote workWork from homeFlexible hoursWeekend work$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 EquityFull timeContract workTemporary workPart timeFor contractorsFor subcontractorInternshipWork at officeWork from homeFlexible hours$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 EquitySeniorFor contractorsWork at officeRemote workWeekend work$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 EquitySeniorTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hoursNight shiftAfternoon shift- 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
$100k - $150k
...firm providing full-context wealth planning solutions. The firm brings together... ...is a high-growth, private equity-backed, multibranch... ...relationship-driven Financial Advisor to join our Denver, CO office... ...compensation, this role is eligible for incentive compensation,...Employment EquityFull timeContract workPart timeInternshipWork at officeFlexible hours$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 EquitySeniorWork at officeRemote workWork from homeFlexible hoursWeekend work1 day per week- HDR is seeking a Transportation Planning Section Manager in California to lead a multidisciplinary team in delivering complex transportation planning projects. You will manage staff, pursue new business, and coordinate with other sections while ensuring high-quality client...Senior
- ...strategic oversight from construction through energization and commercial operation. The role requires guiding portfolio priorities, resource planning, and strong communication with customers, utilities, and contractors across North America. #J-18808-Ljbffr e-STORAGESeniorFor contractors
- ...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...SeniorWork at office
$350k - $400k
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... ...our employees and their eligible dependents health and...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$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...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$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 EquitySeniorInterim roleWork at officeRemote workFlexible hoursWeekend work$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 EquityFull timeTemporary workFlexible hours$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 build... ..., 401k, bonus / incentive eligibility, equity grants, competitive health benefits...Employment EquitySeniorContract workWork at officeRemote workWork from homeFlexible hoursWeekend work
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!
- senior wealth advisor Walnut Creek, CA
- associate corporate finance Walnut Creek, CA
- financial advisor development program Walnut Creek, CA
- associate leveraged finance Walnut Creek, CA
- financial planning assistant Walnut Creek, CA
- jde finance consultant Walnut Creek, CA
- senior financial advisor Walnut Creek, CA
- financial advisor training program Walnut Creek, CA
- financial counselor Walnut Creek, CA
- financial planning administrator Walnut Creek, CA



