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Assistant Financial Planner Jobs in Santa Rosa, CA

BoxPower

FP&A Director

Bodega Bay, CA · Remote

Own the bottoms-up revenue forecast built from CRM pipeline data & BOM * Assist development of the ... Own the FP&A function's systems strategy; partner with Accounting on NetSuite as the ERP of record

BoxPower

FP&A Director

Bodega Bay, CA · On-site +1

... * Assist theM&A diligence, build-vs-buy analysis, and pricing strategy work as the quantitative ... Own the FP&A function's systems strategy; partner with Accounting on NetSuite as the ERP of record

24 Seven Talent

Junior Financial Analyst

Santa Rosa, CA · On-site

Support the preparation of financial reports, analyses, and presentations. * Assist with budgeting, forecasting, and financial planning processes. * Analyze financial and operational data to identify ...

24 Seven Talent

Junior Financial Analyst

Sonoma, CA · On-site

Support the preparation of financial reports, analyses, and presentations. * Assist with budgeting, forecasting, and financial planning processes. * Analyze financial and operational data to identify ...

KSL Resorts

Assistant Director of Finance

Yountville, CA · On-site

$90K - $96K/yr

Monitor the capital planning process by assisting management with the calculation of return on ... Analyze financial data and operations in order to assist and advise management in maintaining the ...

Kodiak

Finance Manager

Bodega Bay, CA · On-site

$140K - $155K/yr

Produce recurring and ad-hoc analysis and reporting of performance versus plan, metrics, and KPIs, and seek opportunities to reduce variances to plan. * Assist in developing and implementing an FP&A ...

VisiQuate, Inc.

Assistant Controller

Santa Rosa, CA · On-site

$140K - $160K/yr

Support future ERP enhancements, integrations, and financial systems implementations. * Improve close processes, reconciliations, reporting workflows, and documentation. Financial Reporting, Audit ...

VisiQuate, Inc.

Assistant Controller

Santa Rosa, CA · On-site

$140 - $200/hr

Support future ERP enhancements, integrations, and financial systems implementations. * Improve close processes, reconciliations, reporting workflows, and documentation. Financial Reporting, Audit ...

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All JobsFinancial Planner JobsAssistant Financial Planner JobsAssistant Financial Planner Jobs in Santa Rosa, CA

Assistant Financial Planner information

See Santa Rosa, CA salary details

$38.8K

$66.3K

$114.3K

How much do assistant financial planner jobs pay per year?

As of Sep 6, 2026, the average yearly pay for assistant financial planner in Santa Rosa, CA is $66,274.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,800.00 and $74,900.00 per year, depending on experience, location, and employer.

What is an assistant financial planner?

Assistant Financial Planners are professionals who support financial planners or advisors in managing clients' financial portfolios. Their responsibilities typically include preparing financial reports, analyzing data, conducting research, and assisting in developing financial plans for clients. They often interact with clients to gather information, process paperwork, and ensure compliance with regulations. This role is an entry-level position that provides valuable experience for those looking to become certified financial planners in the future.

What are the typical responsibilities of an assistant financial planner, and how do they support senior advisors and clients?

As an Assistant Financial Planner, your daily tasks often include preparing financial documents, conducting research on investment options, and assisting with the development of financial plans. You will collaborate closely with senior advisors to ensure client meetings run smoothly, often participating in note-taking, follow-ups, and maintaining client records. This role provides valuable exposure to both client interactions and the technical aspects of financial planning, making it an excellent stepping stone for those aiming to advance to a full Financial Planner position.

What are the key skills and qualifications needed to thrive as an assistant financial planner, and why are they important?

To thrive as an Assistant Financial Planner, you need foundational knowledge in finance, strong analytical abilities, and a relevant degree such as finance, accounting, or business. Familiarity with financial planning software like eMoney or MoneyGuidePro, and progress toward certifications such as CFP or Series 65, is highly valued. Excellent communication, organizational skills, and attention to detail help you build trust with clients and support senior planners effectively. These skills and qualities are crucial for delivering accurate financial advice, ensuring compliance, and fostering strong client relationships.

What is the difference between Assistant Financial Planner vs Financial Advisor?

AspectAssistant Financial PlannerFinancial Advisor
CertificationsCFP coursework, licensingCFP certification, licensing
Work EnvironmentSupport role, assisting plannersClient-facing, providing advice
ResponsibilitiesResearch, preparing plans, administrative tasksDeveloping financial plans, advising clients
Experience LevelEntry to mid-levelMid to senior-level

The main difference is that an Assistant Financial Planner supports and assists Financial Advisors with research and administrative tasks, while a Financial Advisor directly interacts with clients, providing personalized financial advice and planning. The Assistant role is often a stepping stone toward becoming a Financial Advisor.

What are the most commonly searched types of Financial Planner jobs in Santa Rosa, CA?

The most popular types of Financial Planner jobs in Santa Rosa, CA are:

What cities near Santa Rosa, CA are hiring for Assistant Financial Planner jobs?

Cities near Santa Rosa, CA with the most Assistant Financial Planner job openings:

Assistant Financial Planner jobs near you
Infographic showing various Assistant Financial Planner job openings in Santa Rosa, CA as of August 2026, with employment types broken down into 50% Full Time, and 50% Contract. Highlights an 50% In-person, and 50% Remote job distribution, with an average salary of $66,274 per year, or $31.9 per hour.

Financial Reporting Systems Analyst

Delicato Family Wines

Napa, CA • On-site

$87K - $137K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 11 days ago

Job description

Work Location Delicato Vineyards Napa
Position Purpose
The Financial Reporting Systems Analyst acts on own initiative or in coordination with the Financial Systems Director to support all financial systems and automation initiatives that drive efficiency and accuracy across the accounting and finance teams. This role serves as the business system owner, partnering with Information Solutions in supporting the financial close process, planning activities, depletion and business reporting, and understanding data flow and integrity. The Financial Reporting Systems Analyst exercises strong analytical and technical skills, serving as an available resource to the Finance team and contributing to the successful completion of overall Finance related goals and objectives.
Essential Duties
  • Support operations of financial and reporting systems, providing necessary support to the Accounting and Finance teams in troubleshooting, administration, and training
  • Ensure ongoing integrity of Financial and Business reporting data, including actively monitoring systems and applications for unexpected variances, resolving integration issues, and investigating issues with third-party data providers or vendors as necessary
  • Perform detailed analysis of complex business process requirements and provide appropriate system recommendations
  • Document existing business processes while working with users to identify areas for improvement; create functional and technical requirements for changes and provide relevant training
  • Manage administrative functions within assigned financial systems such as managing data security profiles, configurations, and any manual master data setups
  • Prepare functional specifications to support the technical resources in configuring changes to source systems
  • Assist Financial Systems Director in project management and assumes role as project leader as needed
  • Manage data integration projects with third-party data providers when onboarding new distributor or brand relationships, ensuring timely data integration and accurate reflection of historical information in business reporting tools
  • Understand system interdependencies and collaborate with cross-functional teams accordingly in ongoing data management and for plan, forecast, or other data extracts between supported systems

*Other duties may be assigned
Minimum Requirements
Education and Experience
  • Bachelor's degree in accounting, finance, or business-related or technology field, or equivalent professional experience
  • Minimum of 5 years of experience in accounting or finance, or direct system support of these functions
  • Experience in a consumer-packaged goods environment is preferred
  • Experience with data visualization applications and SAP BPC and/or SAC preferred
  • Experience with SAP ECC and/or S/4HANA a plus
  • Experience leading or participation in at least one full-cycle system implementation project preferred

Knowledge, Skills, and Abilities
  • Strong problem solving and technical troubleshooting skills
  • Ability to adapt quickly to new technologies and changing business requirements
  • Excellent project management and prioritization skills
  • Demonstrates analytical skills and comfort with finance and accounting principles
  • Strong oral, written, and interpersonal skills; ability to effectively communicate status, issues, and risks with the team
  • Ability to analyze and manipulate data using intermediate Excel functions

California Pay Transparency Disclaimer: This is a Exempt position. The pay range for this position is $87,808.08 to $137,305.44. It is not typical for an individual to be hired at or near the top of the range for their role. Actual placement within range will be contingent upon a number of factors, including but not limited to the candidate's qualifications, education, experience, internal equity and alignment with market data.
Delicato Family Wines offers its employees a generous and comprehensive benefits package. The core health insurance components include medical, dental and vision, where Delicato covers nearly the entire cost for employees and a large percentage for dependents. Additional health benefits include life, disability and flexible spending accounts. Other benefits include 401(k) with generous company match, discretionary profit sharing, paid time off (PTO), paid holidays, wine & merchandise discounts, tuition reimbursement, gym discounts & many more.
NOTICE TO THIRD PARTY AGENCIES
Please note that we do not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Recruitment Services Agreement, we will not consider, or agree to, payment of any referral compensation or recruiter fee. In the event that a recruiter or agency submits a resume or candidate without a previously signed agreement, we explicitly reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency.
Delicato Family Wines is an Equal Opportunity Employer.

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