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

Wealth Advisor

FPC Investment Advisory Inc

FPC Investment Advisory, Inc. in Petaluma, California, seeks an Associate Wealth Advisor with tax experience welcome to join our independent, fee-only practice. You will learn to deliver comprehensive wealth management, tax planning, and client service while growing into a trusted advisor. This role targets those with wealth management, financial planning, or tax exposure and offers mentorship, growth opportunities, and a clear career path within a collaborative advisory firm. #J-18808-Ljbffr

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor in Petaluma, CA vacancy
  •  ...Associate Wealth Advisor (Tax Experience Welcome) Are you looking for a long-term career in wealth management where you can build meaningful client relationships, continue learning, and enjoy a healthy work-life balance? Whether your background is in financial planning... 
    Suggested
    Full time
    Work at office

    FPC Investment Advisory Inc

    Petaluma, CA
    1 day ago
  •  ...exceptional service to clients, beneficiaries, and professional advisors. The role combines fiduciary administration with relationship...  ...collaborate with portfolio managers, attorneys, CPAs, and bank partners to drive wealth management solutions. #J-18808-Ljbffr Bank of Marin
    Suggested

    Bank of Marin

    Novato, CA
    3 days ago
  •  ...Financial Solutions Advisor - Novato Financial Center Novato, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to... 
    Suggested
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Novato, CA
    2 days ago
  • $100k - $140k

    Overview Please note that this position is contingent upon the successful award of a contract currently under bid. Peregrine is a pioneer within the cybersecurity industrial control systems and the Internet of Things, supporting many federal and commercial...
    Suggested
    Contract work
    Work at office

    Peregrine Technical Solutions

    Petaluma, CA
    4 days ago
  • $70k - $80k

    Bank Of America Financial AdvisorThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to ...
    Suggested
    Temporary work
    Work at office
    Flexible hours
    Shift work

    Bank of America

    Novato, CA
    4 days ago
  • Job Opportunity At Westamerica Bank Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe...
    Work experience placement
    Work at office

    Westamerica Bank

    Petaluma, CA
    10 hours ago
  • $145k - $185k

    Fund Controller Petaluma, CA (On-Site with some remote flexibility) A growing real estate investment firm in Sonoma County is adding a Fund Controller to take ownership of fund-level accounting and reporting across a multi-entity portfolio. This role is less about...
    Remote work

    Haystack Consultants

    Petaluma, CA
    23 hours ago
  • 2K in Novato, CA seeks an FP&A Senior Financial Analyst to drive budgeting, forecasting, and performance analysis for our game studios. The role requires analytical rigor and strong modeling skills to inform strategic decisions across franchises. You will partner with studio...

    2k

    Novato, CA
    5 days ago
  • $25 - $26.77 per hour

    Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Novato, CA
    5 days ago
  • $25 - $26.77 per hour

    Bank of America is seeking a motivated teammate for a Financial Center role in Novato, CA. You will build client relationships, execute risk controls, and drive the client experience while handling cash and appointments. This full-time position requires flexible hours, ...
    Hourly pay
    Full time
    Relocation
    Flexible hours

    Bank of America

    Novato, CA
    5 days ago
  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    Petaluma, CA
    a month ago
  • The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives...
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Novato, CA
    more than 2 months ago
  • $18 - $20 per hour

    Teller Position As the first point of contact for most clients, Tellers play a key role in delivering on the bank's Breakthrough Client Service Standards. With guidance from the Branch Manager and Assistant Branch Manager, the Teller's primary responsibility is to ensure...
    Night shift

    Columbia Bank

    Novato, CA
    5 days ago
  • Bank of Marin seeks a Loan Processing Associate to join our Consumer Lending team on-site in Novato, CA or Rancho Cordova, CA. The role supports Loan Officers by processing consumer loan applications promptly and accurately, verifying assets, employment, liabilities, and...

    Bank of Marin

    Novato, CA
    4 days ago
  • $18 - $20 per hour

    About the Role As the first point of contact for most clients, Tellers play a key role in delivering on the bank's Breakthrough Client Service Standards. With guidance from the Branch Manager and Assistant Branch Manager, the Teller's primary responsibility is to ensure...
    Local area
    Night shift

    Columbia Bank

    Novato, CA
    5 days ago
  • $18 - $20 per hour

    Columbia Bank in Novato is seeking a Teller who will be the first point of contact for clients and ensure accurate banking transactions. Responsibilities include maintaining client relationships, handling cash and deposits, and complying with bank regulations. Required ...

    Columbia Bank

    Novato, CA
    5 days ago
  • $97k - $110k

    If you’re looking for a special place to build or grow your career, you’ve found it. Whether you’re an experienced professional, a recent college graduate or somewhere in between, IDEX is a place where you can apply your existing skills and learn new ones in an environment...
    Permanent employment
    Full time
    Work at office
    Local area
    2 days per week

    IDEX

    Rohnert Park, CA
    2 days ago
  • $27.54 - $37.17 per hour

    Bank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is seeking a Loan Boarding Specialist to join our Credit Risk Management team located on-site at our corporate office in Novato, California. The Loan Boarding...
    Hourly pay
    Work experience placement
    Bank staff
    Work at office

    Bank of Marin

    Novato, CA
    3 days ago
  • $100k - $125k

    Who We Are At 2K, we create some of the most iconic and culture-shaping video games in entertainment, including NBA® 2K , one of the top-selling franchises in the world, and legendary titles like BioShock® , Borderlands® , Mafia , Sid Meier's Civilization ®...
    Temporary work
    Internship

    2K

    Novato, CA
    23 hours ago
  • $27.54 - $37.17 per hour

    Loan Operations Specialist Bank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is seeking a Loan Operations Specialist to join our office onsite in either Novato, California or Rancho Cordova, CA. The Loan ...
    Work experience placement
    Bank staff
    Work at office

    Bank of Marin

    Novato, CA
    5 days ago
  • $72.2k - $106.32k

    Who We Are 2K is headquartered in Novato, California and is a wholly owned label of Take-Two Interactive Software, Inc. (NASDAQ: TTWO). Founded in 2005, 2K Games is a global video game company, publishing titles developed by some of the most influential game development...
    Full time
    Casual work

    2k

    Novato, CA
    4 days ago
  • Bank of Marin, located in Novato, CA, is seeking a Loan Boarding Specialist to join our Credit Risk Management team on-site at the corporate office. This role ensures accurate onboarding of new and renewed loans into the FIS loan servicing system, maintaining data integrity...
    Work at office

    Bank of Marin

    Novato, CA
    1 day ago
  • $105k - $115k

    Job Description Job Description Come be part of the affordable, homeownership movement! Join us and make an impact on people's lives! Habitat for Humanity Greater San Francisco believes in the power of homeownership to create generational impact. To this end, we build...
    Full time
    Live in
    Flexible hours

    Habitat for Humanity Greater San Francisco

    Novato, CA
    29 days ago
  • $25.42 - $33.43 per hour

     ...but our team shares a love of the outdoors and a desire to protect it for future generations. Role Summary The Parts Advisor will be responsible for overdelivering on the internal customer experience at our service locations. The ideal candidate requires high... 
    Hourly pay
    Full time
    Contract work
    Temporary work
    Part time
    Local area
    Flexible hours
    Shift work
    Night shift
    Afternoon shift
    Early shift

    Rivian

    Rohnert Park, CA
    23 hours ago
  • $58k - $75k

    Job Description: Adobe Road Winery produces small lot wines from premier family-owned vineyards across Sonoma County and Napa Valley. We have a distinctive connection to the motorsport world and our strategically blending our championship racing history into our amazing...
    Full time

    Adobe Road Winery Adobe Road Winery

    Petaluma, CA
    7 days ago
  •  ...regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators Minimum Education Requirement: High School Diploma / GED / Secondary School or... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    Rohnert Park, CA
    9 days ago
  • LHH is seeking an experienced Contracts Manager in California to oversee review, negotiation, and management of diverse business agreements. The role emphasizes independent work, risk assessment, and clear communication with senior leadership to drive contract outcomes....
    Contract work

    LHH

    Novato, CA
    4 days ago
  • Job Description Job Description Location: North Bay Hyundai Department: Parts Reports To: Parts ManagerPosition Summary The Parts Counter Person is responsible for assisting service technicians and retail customers with identifying, sourcing, and selling automotive...

    Wise Auto Group

    Petaluma, CA
    20 days ago
  • $65.7k - $97.26k

    Who We Are: Founded in 2005, 2K develops and publishes interactive entertainment for video game consoles, personal computers, and mobile devices, with product availability including physical retail and digital download. The Company is home to many talented development ...
    Temporary work
    Internship
    Work at office

    2K

    Novato, CA
    4 days ago
  • A community-focused financial institution is seeking a Loan Operations Specialist in Novato, California. This role involves supporting loan operations and training associates. The ideal candidate will have 2-3+ years in loan servicing and proven experience in a branch environment...

    Bank of Marin

    Novato, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor. Be the first to apply!