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Associate Financial Advisor Jobs in Santa Rosa, CA

H&R Block

Tax Associate

Novato, CA · On-site

$17.75 - $23.50/hr

  • Retirement

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Petaluma, CA · On-site

$16.65 - $20.55/hr

  • Retirement

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Napa, CA · On-site

$16.65 - $20.55/hr

  • Retirement

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Santa Rosa, CA · On-site

$16.65 - $20.55/hr

  • Retirement

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

Bakertilly

Senior Audit Associate - North Bay

Santa Rosa, CA · On-site

$88K - $108K/yr

S. and in many of the world's leading financial centers - New York, London, San Francisco, Los ... This is a great opportunity to be a valued business advisor delivering industry-focused audit and ...

Baker Tilly

Senior Audit Associate - North Bay

Santa Rosa, CA · On-site

$88K - $108K/yr

S. and in many of the world's leading financial centers - New York, London, San Francisco, Los ... This is a great opportunity to be a valued business advisor delivering industry-focused audit and ...

Sorren, Inc.

Assurance Senior Manager

Santa Rosa, CA

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... advisor to clients, helping them interpret audit results and make informed financial and ... Senior Associates, and Associates, with a focus on development and retention Excellent ...

Sorren, Inc.

Assurance Senior Manager

Petaluma, CA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... advisor to clients, helping them interpret audit results and make informed financial and ... Senior Associates, and Associates, with a focus on development and retention Excellent ...

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Showing results 21-40

All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Santa Rosa, CA

Associate Financial Advisor information

See Santa Rosa, CA salary details

$42.1K

$73.4K

$123K

How much do associate financial advisor jobs pay per year?

As of Aug 15, 2026, the average yearly pay for associate financial advisor in Santa Rosa, CA is $73,425.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,700.00 and $90,200.00 per year, depending on experience, location, and employer.

What does an associate financial advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

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

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

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

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are some typical challenges an associate financial advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.

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

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

What are popular job titles related to Associate Financial Advisor jobs in Santa Rosa, CA?

For Associate Financial Advisor jobs in Santa Rosa, CA, the most frequently searched job titles are:

What job categories do people searching Associate Financial Advisor jobs in Santa Rosa, CA look for?

The top searched job categories for Associate Financial Advisor jobs in Santa Rosa, CA are:

What cities near Santa Rosa, CA are hiring for Associate Financial Advisor jobs?

Cities near Santa Rosa, CA with the most Associate Financial Advisor job openings:

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Santa Rosa, CA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Remote job distribution, with an average salary of $73,425 per year, or $35.3 per hour.

Tax Associate

H&R Block

Novato, CA • On-site

$17.75 - $23.50/hr

Full-time

Retirement

Posted 5 days ago

Job description

About the Role
As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships. You'll earn a competitive hourly rate, with opportunities to increase your earnings as you build tax knowledge and grow in the role. This role is in-person at a local H&R Block tax office.
  • Meet with clients to gather information and understand their tax situation
  • Prepare complete and accurate tax returns with training and support from experienced teammates
  • Explain tax information clearly and provide recommendations in a way clients can easily understand
  • Identify tax savings opportunities and recommend relevant products and services
  • Apply problem-solving skills to analyze client information and address questions or unique situations with guidance and available resources
  • Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Required Qualifications
  • Successful completion of the H&R Block Income Tax Course1
  • Experience interacting with customers or clients in a service-oriented environment
  • Strong communication skills, including explaining information clearly and asking questions to understand needs
  • Problem-solving skills, including organizing information and identifying solutions
  • Comfort using digital tools and systems included AI based tools like Copilot and ChatGPT
  • High school diploma / GED/ equivalent

Preferred Qualifications
  • Bachelor's degree in accounting, finance, or a related field
  • Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services
  • Experience asking questions and recommending solutions based on customer needs
  • Ability to work 15-35 hours per week, with availability up to 40 hours during peak periods
  • Availability to work evenings and weekends during tax season

Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Pay Range Information
The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.
Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.
Pay Range
$17.75 - $23.50/Hr.
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