CFP Lead Financial Advisor for RIA in Marin County, CA / $200-250k base salary + bonus & ownership
Willis Consulting
San Rafael, CA · Posted October 26, 2026
Just laid off? Start here: a plan for the first weeks
More in California job market · Professional Services & Consulting · Finance jobs
Similar jobs
- Financial Analyst & Operations Coordinator · Marcus & Millichap · Encino, CA
- Private Wealth Associate · Alliancebernstein Global High Income Fund · Los Angeles, CA
- Financial Advisor - BMO Bank · LPL Financial · Bakersfield, CA
- Financial Advisor - BMO Bank · LPL Financial · Burlingame, CA
- Analyst, Asset Management - Real Estate · StepStone Group · San Francisco, CA
- Senior Financial Advisor, Wealth Management · Gallagher · Chicago, IL
Finance jobs in the rankings
Rankings about finance jobs
- Best cities for finance jobs #1 New York (1,932 openings)
- Best cities for finance pay after cost of living #1 San Mateo ($162k)
- Most requested AI skills in finance jobs #1 AI tools in daily work (4.3%)
- AI tools named most often in finance jobs #1 Claude (0.55%)
- Employers with the most finance jobs #1 Amazon (475 roles)
How AI is used in this kind of work
Among personal financial advisors, AI is already used for a large share of the tasks. Measured exposure for personal financial advisors: 35% (high).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
About the job
$200k+ base salary along with a bonus and a potential ownership piece:
Willis Consulting, Inc.: CFP Lead Financial Advisor for RIA in Marin County, CA / $200-250k base salary + bonus & ownership San Rafael, California