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Entry Level Financial Advisor Jobs in Santa Rosa, CA

City of Novato

Police Cadet

Novato, CA

$19 - $23.10/hr

This is an entry level position for the Police Department, law enforcement experience is not ... Ability to perform arithmetic applications to perform purchasing and financial transactions.

All JobsFinancial Advisor JobsEntry Level Financial Advisor JobsEntry Level Financial Advisor Jobs in Santa Rosa, CA

Entry Level Financial Advisor information

See Santa Rosa, CA salary details

$39.4K

$111.7K

$157.4K

How much do entry level financial advisor jobs pay per year?

As of Jul 26, 2026, the average yearly pay for entry level financial advisor in Santa Rosa, CA is $111,667.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,000.00 and $143,200.00 per year, depending on experience, location, and employer.

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

As an entry-level financial advisor, having $200,000 can be sufficient to start working with clients and build a portfolio, depending on the firm's requirements and client base. Success in the role often depends on skills, certifications, and client relationships rather than initial capital alone.

Is 30 too old to become a financial advisor?

Entry level financial advisor roles are open to individuals of various ages, including those starting later in life. Success in the field depends on acquiring necessary certifications like the Series 7 and 66, developing relevant skills, and gaining experience, regardless of age.

How to become a financial advisor without experience?

Entry level financial advisors can start by obtaining relevant certifications such as the Series 7 or Series 66, which are often required by employers. Gaining knowledge of financial planning, investment products, and client service skills through online courses or internships can also help build a foundation for the role.

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

To thrive as an Entry Level Financial Advisor, you need foundational knowledge in finance, economics, and investment strategies, usually supported by a bachelor’s degree in a related field. Familiarity with financial planning software, CRM systems, and obtaining certifications like Series 7 or 66 are often required. Strong interpersonal skills, active listening, and the ability to build trust with clients are essential soft skills. These competencies enable advisors to provide sound financial guidance, develop client relationships, and grow their practice effectively.

What are some common challenges faced by entry level financial advisors and how can they overcome them?

Entry level financial advisors often face challenges such as building a client base, gaining trust from clients, and staying updated with changing financial regulations. To overcome these, new advisors should focus on networking, seeking mentorship from experienced colleagues, and consistently educating themselves through industry certifications and training. Additionally, developing strong communication skills and being proactive about client outreach can help accelerate professional growth and establish credibility within the firm.

What does an entry level financial advisor do?

An entry-level financial advisor helps clients with financial planning, investment strategies, and retirement planning. They gather client information, analyze financial data, and recommend suitable financial products, often using tools like financial software. This role typically requires strong communication skills and may involve obtaining certifications such as the Series 7 or Series 66.

How to be a financial advisor with no experience?

To become an entry-level financial advisor with no experience, focus on obtaining relevant certifications such as the Series 7 or Series 66, and develop strong communication and analytical skills. Entry-level roles often provide on-the-job training, and gaining knowledge of financial planning software and industry regulations can improve your prospects.

What is the difference between Entry Level Financial Advisor vs Financial Planner?

AspectEntry Level Financial AdvisorFinancial Planner
CertificationsTypically requires Series 7, Series 66, or 63; CFP certification may be preferredOften holds CFP, CFA, or ChFC certifications
Work EnvironmentFinancial firms, banks, or advisory firms; client-facing rolesIndependent or firm-based; comprehensive financial planning
Job FocusAssisting clients with investments, basic financial adviceHolistic financial planning, estate, retirement, and tax strategies

While Entry Level Financial Advisors focus on basic investment advice and client onboarding, Financial Planners provide comprehensive financial strategies. Both roles often require similar certifications initially, but Financial Planners typically have more advanced credentials and a broader scope of services.

How much do first year financial advisors make?

First-year financial advisors typically earn between $40,000 and $60,000 annually, with total compensation often including commissions and bonuses based on client acquisition and sales performance. Earnings can vary depending on the firm, location, and individual performance, and many advisors pursue certifications like the Series 7 or 66 to enhance earning potential.
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 Entry Level Financial Advisor jobs in Santa Rosa, CA? For Entry Level Financial Advisor jobs in Santa Rosa, CA, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Advisor jobs in Santa Rosa, CA look for? The top searched job categories for Entry Level Financial Advisor jobs in Santa Rosa, CA are:
What cities near Santa Rosa, CA are hiring for Entry Level Financial Advisor jobs? Cities near Santa Rosa, CA with the most Entry Level Financial Advisor job openings:
Entry Level Financial Advisor jobs near you
Infographic showing various Entry Level Financial Advisor job openings in Santa Rosa, CA as of July 2026, with employment types broken down into 87% Full Time, 9% Part Time, and 4% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $111,667 per year, or $53.7 per hour.
ProSales Associate (Early Career Sales Program)

ProSales Associate (Early Career Sales Program)

Herc Rentals

Santa Rosa, CA • On-site

$31 - $33/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 21 days ago

Herc Rentals rating

7.7

Company rating: 7.7 out of 10

Based on 115 frontline employees who took The Breakroom Quiz

87th of 170 rated vehicle equipment hire

Job description

Job Title: ProSales Associate (Early Career Sales Program)
Santa Rosa, CA, USA, 95407
Employment Status: Full-time
Posting Start Date: 6/3/26
If you are currently an employee of Herc Rentals, please apply using this link: Herc Employee Career Portal
Founded in 1965, Herc Rentals is one of the leading equipment rental suppliers in North America with 2025 total revenues reaching approximately $4.4 billion. Herc Rentals' parent company, known as Herc Holdings Inc., listed on the New York Stock Exchange on July 1, 2016, under the symbol "HRI." Herc Rentals serves customers through approximately 609 locations and has about 9,700 employees in North America as of March 31, 2026.
Job Purpose
The ProSales Associate role is designed for early career professionals who are eager to build a long term career in sales. ProSales Associates participate in Herc Rentals' exclusive Black and Gold Academy, an immersive sales training and development program that prepares individuals for possible placement into a Territory Sales Representative role upon completion of the 12 month program. This program provides structured coaching, industry knowledge, hands on field experience, and a defined path toward future advancement in sales and sales leadership.
This role is ideal for driven, competitive, and career focused individuals who want to grow into high impact sales roles within a Fortune 1000 organization.
What you will do...
Black and Gold Academy - Sales Training & Development
  • Participate in Herc Rentals' premier Black and Gold Academy, a structured, high impact sales development program.
  • Receive training in professional selling skills, account management, territory planning, and customer engagement.
  • Learn Herc Rentals' full product and service portfolio, including the wide range of equipment, solutions, and specialty divisions offered.

Field Sales Exposure
  • Shadow Territory Sales Representatives in the field to observe customer interactions and sales best practices.
  • Visit customer job sites with experienced sales leaders to understand project needs and equipment applications.
  • Assist with customer outreach, lead generation, and supporting revenue growth within assigned territories.

Operational & Industry Exposure
  • Learn core branch operations, including equipment processes, logistics coordination, and customer service functions.
  • Gain exposure to specialty segments such as Industrial Services, National Accounts, Entertainment Services, and Energy Services.
  • Build a foundational understanding of the equipment rental industry and Herc Rentals' business model.

Career Path Preparation
  • Prepare for full time placement into a Territory Sales Representative role upon successful completion of the program.
  • Gain visibility with leadership teams and receive coaching toward long term career opportunities including sales management, regional leadership, National Accounts, and other advanced roles

Requirements
  • 0-5 years of sales experience or relevant customer facing experience.
  • Recent graduates or early career candidates encouraged to apply.
  • Associate or bachelor's degree preferred.
  • Valid driver's license and ability to travel within assigned territory.
  • Interest in a long term sales career with opportunities for advancement.

Skills
  • Strong communication and interpersonal skills.
  • Competitive, self motivated, and goal oriented mindset.
  • Ability to manage time effectively in fast paced environments.
  • Willingness to learn, take direction, and apply feedback.
  • Passion for building customer relationships and driving sales results.
  • Flexibility to work in multiple locations with openness to relocation opportunities to support career growth

Req #: 69466
Pay Range: $31-33 per an hour
Please be advised that the actual salary offered for any position is subject to the company's sole discretion and may be influenced by various factors, including but not limited to the candidate's qualifications, experience, location, and overall fit for the role.
Herc Rentals values its employees and provides excellent compensation and benefits packages which are not limited to the following.
Keeping you healthy
Medical, Dental, and Vision Coverage
Life and disability insurance
Flex spending and health savings accounts
Virtual Health Visits
24 Hour Nurse Line
Healthy Pregnancy Program
Tobacco Cessation Program
Weight Loss Program
Building Your Financial Future
401(k) plan with company match
Employee Stock Purchase Program
Life & Work Harmony
Paid Time Off (Holidays, Vacations, Sick Days)
Paid parental leave.
Military leave & support for those in the National Guard and Reserves
Employee Assistance Program (EAP)
Adoption Assistance Reimbursement Program
Tuition Reimbursement Program
Auto & Home Insurance Discounts
Protecting You & Your Family
Company Paid Life Insurance
Supplemental Life Insurance
Accidental Death & Dismemberment Insurance
Company Paid Disability Insurance
Supplemental Disability Insurance
Group Legal Plan
Critical Illness Insurance
Accident Insurance
Herc does not discriminate in employment based on the basis of race, creed, color, religion, sex, age, disability, national origin, marital status, sexual orientation, citizenship status, political affiliation, parental status, military service, or other non-merit factors.

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