This role is not just another position; our client is a lean, high-impact firm known for advising ... Manage all aspects of large-cap M&A, from complex financial modeling and valuation to definitive ...
This role is not just another position; our client is a lean, high-impact firm known for advising ... Manage all aspects of large-cap M&A, from complex financial modeling and valuation to definitive ...
This role is not just another position; our client is a lean, high-impact firm known for advising ... Manage all aspects of large-cap M&A, from complex financial modeling and valuation to definitive ...
This role is not just another position; our client is a lean, high-impact firm known for advising ... Manage all aspects of large-cap M&A, from complex financial modeling and valuation to definitive ...
Senior Banker
Napa, CA · On-site
$24 - $30.67/hr
PTO
In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor ... An Associate's Degree or Bachelor's Degree in business, finance, or a related field. Experience ...
Senior Banker
Napa, CA · On-site
$24 - $30.67/hr
PTO
In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor ... An Associate's Degree or Bachelor's Degree in business, finance, or a related field. Experience ...
Senior Banker
Sonoma, CA · On-site
$24 - $30.67/hr
PTO
In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor ... An Associate's Degree or Bachelor's Degree in business, finance, or a related field. Experience ...
Senior Banker
Sonoma, CA · On-site
$24 - $30.67/hr
PTO
In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor ... An Associate's Degree or Bachelor's Degree in business, finance, or a related field. Experience ...
Lead the day-to-day execution of M&A and private placement mandates, including complex financial ... Supervise, mentor, and train Associates and Analysts, ensuring the highest quality of work product ...
Lead the day-to-day execution of M&A and private placement mandates, including complex financial ... Supervise, mentor, and train Associates and Analysts, ensuring the highest quality of work product ...
Lead the day-to-day execution of M&A and private placement mandates, including complex financial ... Supervise, mentor, and train Associates and Analysts, ensuring the highest quality of work product ...
Lead the day-to-day execution of M&A and private placement mandates, including complex financial ... Supervise, mentor, and train Associates and Analysts, ensuring the highest quality of work product ...
Cost Segregation- Experienced Associate
$77K - $119K/yr
S. and in many of the world's leading financial centers - New York, London, San Francisco, Los ... These business advisors specialize in solutions that span cost segregation studies, energy credits ...
Cost Segregation- Experienced Associate
$77K - $119K/yr
S. and in many of the world's leading financial centers - New York, London, San Francisco, Los ... These business advisors specialize in solutions that span cost segregation studies, energy credits ...
Cost Segregation- Experienced Associate
$77K - $119K/yr
S. and in many of the world's leading financial centers - New York, London, San Francisco, Los ... These business advisors specialize in solutions that span cost segregation studies, energy credits ...
Cost Segregation- Experienced Associate
$77K - $119K/yr
S. and in many of the world's leading financial centers - New York, London, San Francisco, Los ... These business advisors specialize in solutions that span cost segregation studies, energy credits ...
Tax Manager - Novato, CA
$130K - $170K/yr
Medical
Dental
Vision
Life
Retirement
PTO
... a trusted advisor and primary point of contact * Lead, mentor, and develop tax staff and senior associates through coaching, training, and performance feedback * Review workpapers, financial ...
Quick apply
Tax Manager - Novato, CA
$130K - $170K/yr
Medical
Dental
Vision
Life
Retirement
PTO
... a trusted advisor and primary point of contact * Lead, mentor, and develop tax staff and senior associates through coaching, training, and performance feedback * Review workpapers, financial ...
Tax Senior Manager
Medical
Dental
Vision
Life
Retirement
PTO
... as a key advisor to clients on tax planning strategies, transaction structuring, succession ... senior associates through goal-setting, feedback, and performance reviews, with a focus on ...
Tax Senior Manager
Medical
Dental
Vision
Life
Retirement
PTO
... as a key advisor to clients on tax planning strategies, transaction structuring, succession ... senior associates through goal-setting, feedback, and performance reviews, with a focus on ...
Tax Senior Manager
Medical
Dental
Vision
Life
Retirement
PTO
... as a key advisor to clients on tax planning strategies, transaction structuring, succession ... senior associates through goal-setting, feedback, and performance reviews, with a focus on ...
Tax Senior Manager
Medical
Dental
Vision
Life
Retirement
PTO
... as a key advisor to clients on tax planning strategies, transaction structuring, succession ... senior associates through goal-setting, feedback, and performance reviews, with a focus on ...
Social Service Coordinator
$25.50 - $30.29/hr
Medical
Dental
Vision
Life
Retirement
... services, financial assistance, counseling and other social supports. Key Responsibilities ... If you are seeking accommodation, please advise in writing at the time you apply. Qualifications ...
Social Service Coordinator
$25.50 - $30.29/hr
Medical
Dental
Vision
Life
Retirement
... services, financial assistance, counseling and other social supports. Key Responsibilities ... If you are seeking accommodation, please advise in writing at the time you apply. Qualifications ...
Sales Executive - HR Solutions (Sacramento/Fresno)
$55K - $145K/yr
Medical
Retirement
PTO
Associate's Degree - Preferred * 3 years of experience in inside or outside business-to-business ... Recruitment, Financial Services, Insurance, Marketing, Automotive, Information Technology ...
Sales Executive - HR Solutions (Sacramento/Fresno)
$55K - $145K/yr
Medical
Retirement
PTO
Associate's Degree - Preferred * 3 years of experience in inside or outside business-to-business ... Recruitment, Financial Services, Insurance, Marketing, Automotive, Information Technology ...
Sales Executive - HR Solutions (Sacramento/Fresno)
$55K - $145K/yr
Medical
Retirement
PTO
Associate's Degree - Preferred * 3 years of experience in inside or outside business-to-business ... Recruitment, Financial Services, Insurance, Marketing, Automotive, Information Technology ...
Sales Executive - HR Solutions (Sacramento/Fresno)
$55K - $145K/yr
Medical
Retirement
PTO
Associate's Degree - Preferred * 3 years of experience in inside or outside business-to-business ... Recruitment, Financial Services, Insurance, Marketing, Automotive, Information Technology ...
S. and in many of the world's leading financial centers - New York, London, San Francisco, Los ... Advise and make recommendations to clients on business succession planning * Build on technical ...
S. and in many of the world's leading financial centers - New York, London, San Francisco, Los ... Advise and make recommendations to clients on business succession planning * Build on technical ...
S. and in many of the world's leading financial centers - New York, London, San Francisco, Los ... Advise and make recommendations to clients on business succession planning * Build on technical ...
S. and in many of the world's leading financial centers - New York, London, San Francisco, Los ... Advise and make recommendations to clients on business succession planning * Build on technical ...
Associate Financial Advisor information
See Santa Rosa, CA salary details
$47.7K is the 25th percentile. Wages below this are outliers.
$42.1K - $49.4K
33% of jobs
$49.4K - $56.8K
1% of jobs
$56.8K - $64.2K
9% of jobs
The median wage is $68.1K / yr.
$64.2K - $71.5K
13% of jobs
$71.5K - $78.9K
7% of jobs
$78.9K - $86.2K
12% of jobs
$86.4K is the 75th percentile. Wages above this are outliers.
$86.2K - $93.6K
9% of jobs
$93.6K - $100.9K
6% of jobs
$100.9K - $108.3K
5% of jobs
$108.3K - $115.6K
2% of jobs
$115.6K - $123K
2% of jobs
$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?
| Aspect | Associate Financial Advisor | Financial Advisor |
|---|---|---|
| Certifications | Series 7, Series 66, CFP (preferred) | Series 7, Series 66, CFP (required) |
| Work Environment | Support role, assisting senior advisors, client meetings | Client-facing, responsible for managing client portfolios |
| Responsibilities | Research, preparing reports, supporting client service | Developing 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:
Full-time
Re-posted 21 days ago
Job description
?? Elite Boutique: Director, Investment Banking - TMT Focus (San Francisco) ??
We are representing a premier, independent investment bank in San Francisco seeking a Director of Investment Banking to lead high-stakes M&A execution and drive pivotal industry transformations. This role is not just another position; our client is a lean, high-impact firm known for advising on some of the decade's most iconic multi-billion dollar deals. You will collaborate directly with visionary founders and global executive teams, bridging innovative creativity with institutional capital.
The Role:
- Lead High-Value Execution: Manage all aspects of large-cap M&A, from complex financial modeling and valuation to definitive agreement negotiations.
- Strategic Advisory: Serve as the primary point of contact for clients, providing sophisticated counsel on domestic and cross-border transactions.
- Team Leadership: Mentor and develop a high-performing team of Associates and Analysts in a fast-paced, collaborative environment.
Who You Are:
- M&A Heavyweight: You have significant experience (8+ years) within an elite investment bank, with a proven "deal sheet" featuring large-cap M&A transactions.
- TMT Specialist: You possess deep domain expertise in Media, Tech, or Telecom and understand the converging trends within these sectors.
- Entrepreneurial Mindset: You thrive in an independent environment where initiative is rewarded, and bureaucratic layers are non-existent.
- SF-Based: Ready to make an impact in the heart of the Bay Area's financial ecosystem.
Why This Firm?
- Involvement in "front-page" transactions that shape the future of global media and tech.
- A unique merchant banking model that combines traditional advisory with strategic principal investments.
- A culture that values intellectual curiosity, discretion, and long-term relationship building.
.
We are representing a premier, independent investment bank in San Francisco seeking a Director of Investment Banking to lead high-stakes M&A execution and drive pivotal industry transformations. This role is not just another position; our client is a lean, high-impact firm known for advising on some of the decade's most iconic multi-billion dollar deals. You will collaborate directly with visionary founders and global executive teams, bridging innovative creativity with institutional capital.
The Role:
- Lead High-Value Execution: Manage all aspects of large-cap M&A, from complex financial modeling and valuation to definitive agreement negotiations.
- Strategic Advisory: Serve as the primary point of contact for clients, providing sophisticated counsel on domestic and cross-border transactions.
- Team Leadership: Mentor and develop a high-performing team of Associates and Analysts in a fast-paced, collaborative environment.
Who You Are:
- M&A Heavyweight: You have significant experience (8+ years) within an elite investment bank, with a proven "deal sheet" featuring large-cap M&A transactions.
- TMT Specialist: You possess deep domain expertise in Media, Tech, or Telecom and understand the converging trends within these sectors.
- Entrepreneurial Mindset: You thrive in an independent environment where initiative is rewarded, and bureaucratic layers are non-existent.
- SF-Based: Ready to make an impact in the heart of the Bay Area's financial ecosystem.
Why This Firm?
- Involvement in "front-page" transactions that shape the future of global media and tech.
- A unique merchant banking model that combines traditional advisory with strategic principal investments.
- A culture that values intellectual curiosity, discretion, and long-term relationship building.
.