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Assistant Financial Planner Jobs in Santa Rosa, CA

Buckle

Assistant Store Manager

Santa Rosa, CA · On-site

$20 - $24/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Start planning for the future with traditional and Roth options. Teammates may contribute after ...

The Buckle, Inc.

Assistant Store Manager

Santa Rosa, CA

$20 - $24/hr

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Start planning for the future with traditional and Roth options. Teammates may contribute after ...

The Buckle

Assistant Store Manager

Santa Rosa, CA · On-site

$20 - $24/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Start planning for the future with traditional and Roth options. Teammates may contribute after ...

Buckle

Assistant Store Manager

Santa Rosa, CA · On-site

$20 - $24/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Start planning for the future with traditional and Roth options. Teammates may contribute after ...

Buckle

Assistant Store Manager

Santa Rosa, CA · On-site

$20 - $24/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Start planning for the future with traditional and Roth options. Teammates may contribute after ...

Sonic Internet + Phone

Staff Accountant

Santa Rosa, CA · On-site

$78K - $85K/yr

... * Assist with month-over-month and period-over-period variance analysis * Provide data and analysis to FP&A and management as requested * Prepare schedules and documentation for audits and reviews

Sonic Internet + Phone

Staff Accountant

Santa Rosa, CA

$78K - $85K/yr

... * Assist with month‑over‑month and period‑over‑period variance analysis * Provide data and analysis to FP&A and management as requested * Prepare schedules and documentation for audits and ...

Sonic Internet + Phone

Staff Accountant

Santa Rosa, CA

$78K - $85K/yr

... * Assist with monthovermonth and periodoverperiod variance analysis * Provide data and analysis to FP&A and management as requested * Prepare schedules and documentation for audits and reviews

Krispy Kreme

Assistant Manager

Rohnert Park, CA · On-site

Support succession planning and development of future leaders. * Lead by example and promote a ... Financial Management * Assist in managing labor, product costs, waste, and controllable expenses.

Goodwill San Francisco Bay

Assistant Store Manager

Novato, CA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

Key responsibilities include people leadership, store operations, customer service, financial ... Delivers high performance results through effective decision-making, planning, and execution to ...

Goodwill San Francisco Bay

Assistant Store Manager

Novato, CA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

Key responsibilities include people leadership, store operations, customer service, financial ... Delivers high performance results through effective decision-making, planning, and execution to ...

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Showing results 41-60

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 Aug 17, 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.

Social Service Assistant- Novato

Novato Healthcare Center

Novato, CA • On-site

$25/hr

Full-time

Re-posted 3 days ago

Job description

Social Service Coordinator QUALIFICATIONS
Job Descriptions Manual
• A Bachelors Degree in Social Work or a human services field; and one year of supervised work experience in a health care setting working directly with individuals.
In centers under 120 beds:
• High School Diploma or equivalent
• Neat is appearance
• Good physical and mental health
• Good written and verbal communication skills
• Good interpersonal skills
• Good administrative and organizational abilities
• KnowledgeofSocialResourcesintheCommunity
• DegreeinPsycho/SocialHealthareapreferred
Principal Responsibilities:
Social Service Coordinator CLINICAL/ADMINISTRATIVE
• Ensure the residents’ psychosocial and concrete needs are identified and met in accordance with federal, state and company requirements.
• Orient residents to the center.
• Discharge planning.
• Implement and update Resident Care Plan and Social History.
• Maintain records of outside referral.
• Assist in coordinating residents’ financial affairs.
• Communicate needs and plan of care to resident, families, responsible parties and appropriate staff.
• Participate in meetings, in-services and training as required.
• Meet with consultants as required
• Organize and Facilitate Family Council (Participate as requested by Council Members).
• Implement and maintain an ongoing Quality Measurement And Performance Improvement Program (QMPI)
• Assist with coordination of resident room moves.
CONSUMER SERVICE
• Presents professional image to consumers through dress, behavior and speech.
• Adheres to company standards for resolving consumer concerns.
• Ensures that all consumer/resident rights are protected.
• Organize and maintain a professional work setting