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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 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 Jun 23, 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, especially if you are managing your own investments or advising clients with similar assets. Success in the role often depends on skills, certifications, and client relationships rather than initial capital alone.

Is 50,000 enough to work with a financial advisor?

For an entry-level financial advisor, a $50,000 income can be sufficient depending on location, living expenses, and career stage. Many advisors start with lower earnings and build their client base over time, often earning commissions or fees based on assets under management. Success in this role also depends on skills, certifications, and the ability to attract clients.

How do you become a financial advisor with no experience?

To become an entry-level financial advisor with no experience, individuals typically complete relevant education such as a bachelor's degree in finance, economics, or a related field, and obtain necessary licenses like the Series 7 and Series 66 exams. Gaining skills in financial planning, customer service, and sales, along with internships or entry-level positions, can help build experience and credibility in the field.

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 understand their financial options and assists them in setting and achieving financial goals. Typical duties include assessing clients' financial situations, recommending investment strategies, and explaining products such as retirement plans, insurance, and savings accounts. They often work under the guidance of more experienced advisors while building their own client base. Entry level advisors also stay current on financial regulations and market trends to provide the best advice possible.

What do entry-level financial advisors do?

Entry-level financial advisors assist clients with financial planning, investment strategies, and retirement planning. They gather client information, analyze financial data, and recommend suitable financial products, often working under the supervision of experienced advisors and using financial planning software.

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.

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 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
Multilingual Lending Advisor

Multilingual Lending Advisor

OneMain Financial

Santa Rosa, CA

$19 - $22.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago

OneMain Financial rating

7.6

Company rating: 7.6 out of 10

Based on 96 frontline employees who took The Breakroom Quiz

106th of 138 rated financial services

Job description

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success.  This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.  
Target base salary range is $19-$22.50, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance.
In the Role   
  • Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service  
  • Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals  
  • Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs 
  • Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations 
  • Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems 
  • Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude 
  • Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options  
Requirements:     
  • High School Diploma or GED   
  • Bilingual-Spanish   
Preferred:  
  • Sales, Collections or Customer Service experience    
Location: On site    
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.     
Who we Are 
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: 
  • Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances  
  • Up to 4% matching 401(k)    
  • Employee Stock Purchase Plan (10% share discount)    
  • Tuition reimbursement    
  • Paid time off (15 days’ vacation per year, prorated based on start date)  
  • Paid sick leave as determined by state or local ordinance (prorated based on start date)  
  • 11 Paid holidays (4 floating holidays, prorated based on start date)  
  • Paid volunteer time (3 days per year, prorated based on start date) 
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we’ve looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.  
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.   
At every level, we’re committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There’s never been a better time to shine with OneMain.  
Key Word Tags    
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee   

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