Financial Advisor Jobs in Santa Rosa, CA (58)
Locum Nurse Practitioner (NP) - Psychiatry in Petaluma, CA
LocumJobsOnline
Petaluma, CA
Financial Advisor - Career Change Opportunity
Edward Jones
Santa Rosa, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
Physician / Administration / California / Permanent / CMO/MD/Administrator / California / Permanent / Medical Director, Clinic Leader, Primary Care, Community Health, FQHC, Residency Program, Californ
Elevate Healthcare Consultants
Santa Rosa, CA
403(b)
PTO
Dental Insurance
Vision Insurance
$250k / year
Lactation Educator RN - Obstetrics *Part time, Day*
Providence Careers
Santa Rosa, CA
Part-Time
Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
$64 - $99 / hour
Compliance Officer | Investment Advisory Firm (RIA)
Mission Creek Capital Partners
Sonoma, California
New
Shop manager / writer
Midas International
Napa, California
New
Health Insurance
Senior Manager, Technology - Product Management (Mobile)
Williams-Sonoma
Sonoma, California
New
Dental Insurance
Vision Insurance
$170k - $200k / year
Senior Designer, Gear, Print – Pottery Barn Kids & Teen
Williams-Sonoma
Sonoma, California
Retail
Dental Insurance
Vision Insurance
$92k - $105k / year
Business Development - Outside Sales - Company Car Provided
Kapsons
Santa Rosa, CA
New
PTO
Customer Success Manager
Nuvo
Sonoma, CA
New
Private Equity Investment Sales Associate
Paulson Investment Company
Santa Rosa, CA
Private Equity Associate
H&P Executive Search
Santa Rosa, CA
New
Property Manager
Apartment Management Consultants
Santa Rosa, CA
New
Part-Time
Hourly
401(k)
Dental Insurance
Vision Insurance
$32 - $34 / hour
Financial Advisor
Veraz Advisors
Santa Rosa, CA
New
Financial Advisor
SteelPeak Wealth
Santa Rosa, CA
New
Dental Insurance
Vision Insurance
Financial Advisor
Innovations PSI
Santa Rosa, CA
New
$115k - $225k / year
Associate Financial Advisor
Brio Financial Group
Santa Rosa, CA
New
Merrill Financial Solutions Advisor - East Bay & Associates Market
Bank of America
Santa Rosa, CA
Diversity Leader
Eco-Friendly
$75k - $85k / year
High Net-worth Financial Advisor (San Francisco)
Talent Focus Executive Search and Consulting
Santa Rosa, CA
New
Financial Advisor San Francisco Bay Area (Associate Level)
Lenox Advisors
Santa Rosa, CA
New
Wealth Managment Advisor
Equitable Advisors
Santa Rosa, CA
New
$22 / hour
Financial Solutions Advisor Registration Candidate- Consumer Investments- Greater Bay Region
Bank of America
Rohnert Park, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
Private Wealth Advisor
Coda Search│Staffing
Santa Rosa, CA
New
Financial Counselor
Northern California Behavioral Health System
Santa Rosa, CA
New
$23.50 - $27.50 / hour
Financial Professional
Equitable Advisors
Santa Rosa, CA
New
Health Insurance
Dental Insurance
Vision Insurance
$250 - $1,000 / week
Financial Analyst - Consultant
Amplytics
Santa Rosa, CA
New
Analyst / Associate, Investments
Ohana Real Estate Investors
Santa Rosa, CA
New
Hospitality
Acquisition Associate
Selby Jennings
Santa Rosa, CA
New
Private Client Advisor - CFP Required
Innovations PSI
Santa Rosa, CA
New
$85k - $100k / year
Senior Principal Scientist
Bausch Health
Petaluma, CA
Health Insurance
Vision Insurance
Education
Parental Leave
$130 - $175 / day
Financial Advisor
Masis Professional Group
🌎 Remote
New
Remote
Financial Advisor
State Farm
🌎 Remote
New
Remote
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
$80k - $140k / year
Financial Advisor
Mosaic Retirement Planning
🌎 Remote
New
Part-Time
Remote
Hourly
Financial Advisor - Career Change Opportunity
Edward Jones
Santa Rosa, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
Financial Advisor Salary in Santa Rosa
Financial Advisors working in Santa Rosa, CA make an average annual salary of $67K and a maximum annual salary of around $177K.
Job Description
Working as a Financial Advisor in Santa Rosa, CA
There are 58 Financial Advisor opportunities available in Santa Rosa, CA all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.
Financial Advisor jobs near Santa Rosa, CA
Financial Advisors in Santa Rosa, CA Resume Data
Average Experience for Financial Advisors in Santa Rosa, CA
- More than 10 years: 54%
- 6-10 years: 36%
- 3-5 years: 11%
Educational Background for Financial Advisors in Santa Rosa, CA
- Bachelors: 52%
- Diploma: 22%
- Masters: 13%
- Associates: 13%
Top Skill for Financial Advisors in Santa Rosa, CA
- Administrative assistant/receptionist: 13%
- Basic computer skills: 13%
- Attention to detail: 13%
- Legal skills: 13%
- Medical receptionist skills: 13%
- Management fit: 13%
- Supervisory skills: Motivating & assessing employees: 13%
- Supervisory skills: Interpersonal skills: 13%
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