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Associate Advisor Jobs in Santa Rosa, CA (NOW HIRING)

ActionLink

Sales Advisor - Sony

Santa Rosa, CA · On-site

$20 - $24/hr

ActionLink is seeking a driven Part-Time Sales Advisor to join our growing Sony Promoter Team at a ... Delight store associates and customers with dazzling demos to showcase Sony's innovative technology

Gamoran Legal Consulting

ECVC Associate

Sonoma, CA · On-site

$260K - $390K/yr

This role offers the opportunity to advise emerging growth and technology companies throughout ... S. law school • Mid-level corporate associate experience at a comparable law firm • Experience ...

Gamoran Legal Consulting

ECVC Associate

Santa Rosa, CA · On-site

$260K - $390K/yr

This role offers the opportunity to advise emerging growth and technology companies throughout ... S. law school • Mid-level corporate associate experience at a comparable law firm • Experience ...

Kohl's

Part-Time Beauty Advisor - Sephora

Petaluma, CA · On-site

$19.05 - $24.75/hr

Role Specific Information About the Role As Beauty Advisor, you will drive sales through an ... Maintaining adherence to company safety policies for the safety of all associates and customers

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Santa Rosa, CA

Associate Advisor information

See Santa Rosa, CA salary details

$13

$28

$49

How much do associate advisor jobs pay per hour?

As of Jul 1, 2026, the average hourly pay for associate advisor in Santa Rosa, CA is $28.35, according to ZipRecruiter salary data. Most workers in this role earn between $20.24 and $32.60 per hour, depending on experience, location, and employer.

What is an associate adviser?

An associate adviser is a professional who supports senior advisers by assisting with client consultations, research, and financial planning tasks. They often hold relevant certifications and work under supervision to develop their skills and knowledge in advising clients or customers.

Can financial advisors make $500,000 a year?

Financial advisors, including associate advisors, can potentially earn $500,000 annually, especially with extensive experience, a strong client base, and high-value assets under management. However, such earnings are typically achieved by top performers in the industry, often with additional certifications like the CFP or CFA, and may involve commissions, bonuses, or profit sharing. Most entry-level or mid-level advisors earn significantly less than this amount.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

Is $200,000 enough to work with a financial advisor?

For an Associate Advisor, a $200,000 investment can be sufficient to start working with a financial advisor, depending on the advisor's fee structure and the complexity of your financial goals. Many advisors require minimum investments that can range from $25,000 to $100,000 or more, but some offer services for lower amounts or on a fee-only basis. It's important to discuss fees and services directly with the advisor to determine if your investment aligns with their requirements.

What are some common challenges Associate Advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What does an associate advisor do?

An associate advisor supports financial advisors or clients by preparing reports, analyzing data, and assisting with client communications. They often handle administrative tasks, maintain client records, and may use financial planning software. This role typically requires strong organizational skills and relevant certifications or training.

What is an Associate Advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

What are the key skills and qualifications needed to thrive as an Associate Advisor, and why are they important?

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.
What are popular job titles related to Associate Advisor jobs in Santa Rosa, CA? For Associate Advisor jobs in Santa Rosa, CA, the most frequently searched job titles are:
What job categories do people searching Associate Advisor jobs in Santa Rosa, CA look for? The top searched job categories for Associate Advisor jobs in Santa Rosa, CA are:
What cities near Santa Rosa, CA are hiring for Associate Advisor jobs? Cities near Santa Rosa, CA with the most Associate Advisor job openings:
Associate Advisor jobs near you

Sales Advisor - Sony

ActionLink

Santa Rosa, CA • On-site

$20 - $24/hr

Part-time

Retirement, PTO

Posted 11 days ago

Key responsibilities

  • Demonstrate Sony home cinema entertainment products to store associates and customers.

  • Help customers make informed choices by engaging them and providing expert recommendations on home theater gear.

  • Complete post-shift surveys with pictures to communicate feedback.

ActionLink rating

7.6

Company rating: 7.6 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

154th of 437 rated business services

Job description

Join our winning sales team to experience Sony, where today's innovation is transforming tomorrow's entertainment!

ActionLink is seeking a driven Part-Time Sales Advisor to join our growing Sony Promoter Team at a local Best Buy in Santa Rosa CA 95407

What's in it for you?
  • Elevate your sales skills: Demonstrate the latest innovations in Sony home cinema entertainment!
  • Experience-Driven Earnings: The wage range for this position is $20.00 to $24.00 per hour commensurate with experience.
  • Weekend Warrior: 20 hours per week; Fridays 3pm-8pm and Saturdays & Sundays 11am-7pm
  • Quarterly sales bonus potential: Hit those targets and enjoy the rewards!
  • W2 employment: Biweekly pay, direct deposit - no fuss!
  • Paid training: Master Sony products like a pro!
  • 401(k) retirement savings plan with company match: Secure your financial future!
  • Paid time off: Take a break and recharge!
What you will do:
  • Share your Sony enthusiasm: Delight store associates and customers with dazzling demos to showcase Sony's innovative technology
  • Help customers make informed choices: Use effective engagement strategies and expert recommendations on home theater gear!
  • Close sales and achieve weekly sales goals: Proactively overcome customer objections like a sales superhero!
  • Educate and train store personnel: Equip them with Sony knowledge so they can share it confidently!
  • Post-Shift Reporting: Complete surveys with pictures to communicate feedback
If you are a match, we'd love to connect with you!
  • Language: Bilingual in English & Spanish
  • Sales Savvy: Bring your previous sales experience to the table!
  • Energized communicator: Channel your high energy into building strong relationships!
  • Reliable transportation: You will be commuting to a local Best Buy store
  • Strength and stamina: Ability to lift up to 30 lbs. and stand for extended periods of time
  • Tech-ready: Your smart device will handle reporting duties.

We are an equal employment opportunity employer

ActionLink, in good faith, believes that this posted range of compensation is the accurate range for this role at the time of this posting. ActionLink may ultimately pay more or less than the posted range depending on candidate qualifications and locations in CA. This range may be modified in the future.

#SONYREPAPP