How much does a Financial Advisor III make in San Jose, CA? The average Financial Advisor III salary in San Jose, CA is $108,931 as of February 26, 2024, but the range typically falls between $89,861 and $133,647. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of years you have spent in your profession. With more online, real-time compensation data than any other website, Salary.com helps you determine your exact pay target. 

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Financial Advisor III Salaries by Percentile
Percentile Salary Location Last Updated
10th Percentile Financial Advisor III Salary $72,499 San Jose,CA February 26, 2024
25th Percentile Financial Advisor III Salary $89,861 San Jose,CA February 26, 2024
50th Percentile Financial Advisor III Salary $108,931 San Jose,CA February 26, 2024
75th Percentile Financial Advisor III Salary $133,647 San Jose,CA February 26, 2024
90th Percentile Financial Advisor III Salary $156,150 San Jose,CA February 26, 2024
25% $89,861 10% $72,499 90% $156,150 75% $133,647 $108,931 50%(Median) Didn’t find job title? Click
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What skills does a Financial Advisor III need?

Each competency has five to ten behavioral assertions that can be observed, each with a corresponding performance level (from one to five) that is required for a particular job.

1.

Planning: An act or process of making or carrying out plans. Establishment of goals, policies, and procedures for a social or economic unit city planning business planning.

2.

Diversity and Inclusion: Developing and promoting acquaintance, empowerment, and integration of each unique individual to create a productive and safe working environment.

3.

Client Relationship: Client relationship managemen is focused on building relationships with clients to ensure that their needs are met, they are satisfied with the services and/or products provided by the company.

Planning 7.58%
Diversity and Inclusion 1.94%
Client Relationship 1.5%
Others 88.98%

Job Description for Financial Advisor III

Financial Advisor III develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Financial Advisor III keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Financial Advisor III follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Financial Advisor III work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Financial Advisor III typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)... View full job description

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Job Openings for Financial Advisor III in San Jose, CA

Career Path for Financial Advisor III

A career path is a sequence of jobs that leads to your short- and long-term career goals. Some follow a linear career path within one field, while others change fields periodically to achieve career or personal goals.

For Financial Advisor III, the first career path typically starts with a Financial Advisor IV position, and then progresses to Financial Advising Director.

Additionally, the second career path typically starts with a Private Banker IV position, and then progresses to Private Banking Manager.

Those that have already made the climb...
John D. Rainey, Former Chief Financial Officer and EVP, Global Customer Operations
PayPal Holdings, Inc. operates a technology platform that enables digital payments on behalf of merchants and consumers worldwide. The company provides payment solutions under the PayPal, PayPal Credit, Braintree, Venmo, Xoom, PayPal Zettle, Hyperwallet, PayPal Honey, and Paidy names. Its payments platform allows consu... More
Fiscal Year Ended in 2022
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Financial Advisor III salary varies from city to city. Compared with national average salary of Financial Advisor III, the highest Financial Advisor III salary is in San Francisco, CA, where the Financial Advisor III salary is 25.0% above. The lowest Financial Advisor III salary is in Miami, FL, where the Financial Advisor III salary is 2.9% lower than national average salary.

City, State Compared to national average
City, State San Francisco, CA Compared to national average
+ 25.0%
City, State Washington, DC Compared to national average
+ 11.3%
City, State Miami, FL Compared to national average
-2.9%
City, State Chicago, IL Compared to national average
+ 5.5%
City, State Boston, MA Compared to national average
+ 12.7%
City, State New York, NY Compared to national average
+ 17.5%
City, State Dallas, TX Compared to national average
-0.7%

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Step 1 of 3

Understand the total compensation opportunity for a Financial Advisor III, base salary plus other pay elements

Average Base Salary

Core compensation

 
 
 
89861
133647
108931

Average Total Cash Compensation

Includes base and annual incentives

 
 
 
93318
149073
121344
These charts show the average base salary (core compensation), as well as the average total cash compensation for the job of Financial Advisor III in San Jose, CA. The base salary for Financial Advisor III ranges from $89,861 to $133,647 with the average base salary of $108,931. The total cash compensation, which includes base, and annual incentives, can vary anywhere from $93,318 to $149,073 with the average total cash compensation of $121,344.
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89861
133647

 

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About San Jose, California    San Jose is located at 37°20′07″N 121°53′31″W / 37.335278°N 121.891944°W / 37.335278; -121.891944. According to the United States Census Bureau, th....More

San Jose, California  area prices were up 2.9% from a year ago    View the Cost of Living in San Jose, California

Financial Advisor III Salary in popular cities: Los AngelesSan DiegoSan Francisco

Skills associated with Financial Advisor III: Portfolio Optimization, Financial Risk Management, Upselling, Financial Needs Assessment ...More

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