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49 Financial Jobs in Rohnert Park, CA (NOW HIRING)

Logitech

Sr. Financial Analyst

Bodega Bay, CA · On-site

$101K - $126K/yr

As an advanced specialist in the finance sector, this role will oversee essential fiscal roadmaps, including budget management and detailed predictive modeling. This role will collaborate closely ...

2K

Senior Financial Analyst

Novato, CA · On-site

$100K - $125K/yr

What We Need The Senior Financial Analyst will directly support our Games Studios, driving production & studio budgeting, reporting, forecasting, and performance analysis. This is a key role in the ...

IDEX

Senior Finance Analyst

Rohnert Park, CA · Hybrid

$94K - $118K/yr

JOB TITLE: Sr. Financial Analyst REPORTING TO: Commercial Finance Manager LOCATION: Rohnert Park, CA ITAR/EAR CRITERIA: Certain positions with IDEX Corporation and its business units require access ...

IDEX Corporation

Senior Finance Analyst

Rohnert Park, CA · On-site

$94K - $118K/yr

JOB TITLE: Sr. Financial Analyst REPORTING TO: Commercial Finance Manager LOCATION: Rohnert Park, CA ITAR/EAR CRITERIA: Certain positions with IDEX Corporation and its business units require access ...

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All Jobs49 Financial Jobs49 Financial Jobs in Rohnert Park, CA

49 Financial information

What is 49 Financial?

49 Financial is a financial services firm that provides financial planning, investment management, and insurance solutions. They focus on helping individuals and families achieve their financial goals through personalized strategies and education. The company often caters to young professionals and recent graduates, guiding them through financial decisions like budgeting, retirement planning, and debt management. Their advisors work to simplify complex financial topics and create long-term plans for clients.

What are the key skills and qualifications needed to thrive as a financial advisor?

To thrive as a Financial Advisor, you need a strong background in finance, investment principles, and financial planning, typically supported by a relevant degree and certifications such as a CFP or Series 7 license. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential for efficient client service. Outstanding interpersonal skills, active listening, and the ability to build trust help advisors stand out in client relationships. These skills and qualifications are crucial for providing sound financial advice, retaining clients, and ensuring compliance in an ever-changing financial landscape.

What are some common challenges faced by financial advisors at 49 Financial, and how are they typically addressed?

Financial Advisors at 49 Financial often encounter challenges such as building a client base from scratch and staying updated with constantly changing financial regulations. The company typically supports advisors through comprehensive training, ongoing mentorship, and access to robust CRM tools that streamline client management. Team collaboration and regular strategy sessions also help advisors share best practices and overcome common obstacles together, fostering both professional growth and client success.

What is the difference between 49 Financial vs 49 Financial Advisor?

Aspect49 Financial49 Financial Advisor
CertificationsTypically requires Series 7, Series 66, or similar licensesRequires similar licenses, plus CFP certification often preferred
Work EnvironmentOffice-based, client meetings, financial planningClient-facing, personalized financial advice, meetings
Industry UsageUsed broadly for financial firms and institutionsSpecific role within firms, focusing on client advisory services

49 Financial and 49 Financial Advisor roles both involve financial services, but the advisor position emphasizes direct client interaction and personalized financial planning, often requiring additional certifications like CFP. The main difference lies in the focus: 49 Financial is broader, while 49 Financial Advisor is specialized in client advisory services.

What job categories do people searching 49 Financial jobs in Rohnert Park, CA look for?

The top searched job categories for 49 Financial jobs in Rohnert Park, CA are:

What cities near Rohnert Park, CA are hiring for 49 Financial jobs?

Cities near Rohnert Park, CA with the most 49 Financial job openings:

49 Financial jobs near you

Finance & Administrative Specialist

Santa Rosa, CA • On-site, Remote

Portola Systems Inc.
See more jobs at Portola Systems Inc.external

$50K - $68K/yr

Full-time

Re-posted 9 days ago

Job description

Description
Portola Systems is a managed service provider serving SMB and public-sector clients across the San Francisco Bay Area. We are seeking a detail-oriented, collaborative Finance & Administrative Specialist to support our finance and administrative operations. Reporting to the Finance Manager, this role is responsible for day-to-day bookkeeping, contract administration, payroll, benefits coordination, and related administrative functions. This is a high-precision, task-focused role best suited for a well-organized professional who thrives in a collaborative support environment.
This is a hybrid remote and on-site position based in Sonoma County. On-site presence is preferred; however, 100% remote arrangements will be considered for qualified candidates. Only currently considering candidates in California and Oregon.
Responsibilities
$49
Qualifications
$4a

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