Financial Advisor Jobs in Sonoma, CA (107)
Financial Counselor
Northern California Behavioral Health System
Santa Rosa, California
$23.50 - $27.50 / hour
Compliance Officer | Investment Advisory Firm (RIA)
Mission Creek Capital Partners
Sonoma, California
Senior Full-Stack Engineer
Uprise - Embedded Financial Advisory
Sonoma, California
New
Hybrid
Senior Manager, Technology - Product Management (Mobile)
Williams-Sonoma
Sonoma, California
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
Senior Financial Analyst, Corporate Functions, FP&A
Initial Therapeutics
San Rafael, California
Shop manager / writer
Midas International
Napa, California
Health Insurance
Customer Success Manager
Nuvo
Sonoma, CA
Block Advisors Receptionist
H&R Block
Novato, CA
401(k)
J.P. Morgan Wealth Management - Private Client Advisor - Sonoma County, CA and Surrounding Areas
JPMorganChase
Santa Rosa, CA
New
Health Insurance
Education
$40 / hour
Client Services Associate
Innovations PSI
Sonoma, CA
New
$80k - $90k / year
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$85k - $130k / year
Merrill Financial Solutions Advisor - East Bay & Associates Market
Bank of America
Napa, CA
Diversity Leader
Eco-Friendly
$75k - $85k / year
Financial Solutions Advisor - Consumer Investments- Central CA Region
Bank of America
Vallejo, CA
New
Diversity Leader
Eco-Friendly
$70k - $80k / year
Financial Solutions Advisor Registration Candidate- Consumer Investments- Greater Bay Region
Bank of America
Napa, CA
New
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments- Central CA Region
Bank of America
Vallejo, CA
New
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
Senior Premier Relationship Manager (Licensed)
BMO Financial Group
Vallejo, CA
Part-Time
Health Insurance
Education
$56k - $104k / year
Financial Professional
Equitable Advisors
Sonoma, CA
Health Insurance
Dental Insurance
Vision Insurance
$250 - $1,000 / week
Financial Advisor
Veraz Advisors
Sonoma, CA
Financial Advisor
SteelPeak Wealth
Sonoma, CA
Dental Insurance
Vision Insurance
Financial Advisor
Innovations PSI
Sonoma, CA
$115k - $225k / year
Associate Financial Advisor
Brio Financial Group
Sonoma, CA
High Net-worth Financial Advisor (San Francisco)
Talent Focus Executive Search and Consulting
Sonoma, CA
Financial Advisor San Francisco Bay Area (Associate Level)
Lenox Advisors
Sonoma, CA
Wealth Managment Advisor
Equitable Advisors
Sonoma, CA
$22 / hour
Private Wealth Advisor
Coda Search│Staffing
Sonoma, CA
Financial Analyst - Consultant
Amplytics
Sonoma, CA
Analyst / Associate, Investments
Ohana Real Estate Investors
Sonoma, CA
Hospitality
Acquisition Associate
Selby Jennings
Sonoma, CA
Private Client Advisor - CFP Required
Innovations PSI
Sonoma, CA
$85k - $100k / year
Financial Advisor
Masis Professional Group
🌎 Remote
Remote
Financial Advisor
State Farm
🌎 Remote
Remote
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
$80k - $140k / year
Financial Advisor - Career Change Opportunity
Edward Jones
Sonoma, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
Financial Professional
Equitable Advisors
Sonoma, CA
Health Insurance
Dental Insurance
Vision Insurance
$250 - $1,000 / week
Job Description
Working as a Financial Advisor in Sonoma, CA
There are 107 Financial Advisor opportunities available in Sonoma, 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 Sonoma, CA
Financial Advisors in Sonoma, CA Resume Data
Average Experience for Financial Advisors in Sonoma, CA
- More than 10 years: 66%
- 6-10 years: 23%
- 3-5 years: 10%
- 1-2 years: 1%
Educational Background for Financial Advisors in Sonoma, CA
- Bachelors: 54%
- Diploma: 20%
- Masters: 14%
- Associates: 12%
Top Skill for Financial Advisors in Sonoma, CA
- Customer focus & orientation: 17%
- Administrative assistant/receptionist: 14%
- Attention to detail: 14%
- Sales skills: 10%
- Customer service fit: 10%
- Supervisory skills: Motivating & assessing employees: 10%
- Bookkeeping: 7%
- Customer service: 7%
- Office manager: 7%
- Basic computer skills: 3%
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