ZipRecruiter

Log In

2

Entry Level Financial Jobs in Santa Rosa, CA (NOW HIRING)

Bankers Life

Financial Services Professional

Sonoma, CA · On-site

$19K/yr

Financial Services Professional - Hybrid Remote (state abbr) Bankers Life ® , a leading brand in ... * Entry level Bankers Life agents are provided with pre-licensing training free of charge ...

Bankers Life

Wealth Management Trainee

Santa Rosa, CA · On-site

$70K - $100K/yr

The SIE ® is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a required first step for individuals seeking to become Financial Advisors. Additional ...

Bankers Life

Wealth Management Trainee

Sonoma, CA · On-site

$70K - $100K/yr

The SIE ® is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a required first step for individuals seeking to become Financial Advisors. Additional ...

Alls Well

Entry Level Personal Care Specialist

Novato, CA · On-site

$16.90 - $22.50/hr

... entry-level duties under, a qualified DSP for up to three months and up to thirty hours per week ... They partner with them in making informed decisions and everyday choices about their finances, well ...

Alls Well

Entry Level Personal Care Specialist

Novato, CA · On-site

$16.90 - $22.50/hr

... entry-level duties under, a qualified DSP for up to three months and up to thirty hours per week ... They partner with them in making informed decisions and everyday choices about their finances, well ...

Equitable Advisors

Entry Level - Wealth Manager

Sonoma, CA · On-site

$250 - $1.0K/wk

Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2 ...

InsuraTec

Sales Representative (Remote)

Windsor, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Sonoma, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Petaluma, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Healdsburg, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

next page

Showing results 1-20

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

Entry Level Financial information

See Santa Rosa, CA salary details

$14

$30

$59

How much do entry level financial jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for entry level financial in Santa Rosa, CA is $30.36, according to ZipRecruiter salary data. Most workers in this role earn between $21.01 and $32.84 per hour, depending on experience, location, and employer.

What does an entry level financial analyst do?

Entry level financial analysts typically assist with collecting and analyzing financial data, preparing reports, and supporting senior analysts or managers with research on investments, budgets, and financial forecasts. They may help evaluate financial performance, monitor market trends, and create presentations for internal or client meetings. This role is often a starting point for those looking to build a career in finance, offering valuable hands-on experience and exposure to core financial concepts and tools.

What types of tasks and responsibilities can I expect as an entry level financial professional on a daily basis?

As an entry-level financial professional, you can expect your daily tasks to include assisting with data entry, preparing financial reports, performing basic financial analysis, and supporting senior team members with client communications or administrative duties. You may also help with account reconciliations, auditing support, and researching financial information. Collaboration with other team members, such as accountants, analysts, and managers, is common, allowing you to learn industry best practices while developing your technical and communication skills.

What are the key skills and qualifications needed to thrive as an entry level financial analyst, and why are they important?

To thrive as an Entry Level Financial Analyst, you generally need a bachelor's degree in finance, accounting, or a related field, along with strong quantitative and analytical skills. Familiarity with financial modeling, Microsoft Excel, and possibly financial software such as Bloomberg Terminal or QuickBooks is typically required. Outstanding attention to detail, strong communication skills, and problem-solving abilities are crucial soft skills for this role. These skills and qualifications are important for accurately analyzing financial data, supporting business decisions, and effectively conveying complex information to stakeholders.

What is the difference between Entry Level Financial vs Entry Level Accountant?

AspectEntry Level FinancialEntry Level Accountant
Required CredentialsBachelor's degree in finance, economics, or related fieldBachelor's degree in accounting, finance, or related field
Work EnvironmentFinancial services firms, corporate finance departments, banksAccounting firms, corporate finance, small businesses
Employer & Industry UsageUsed across finance sectors for entry rolesCommon in accounting and auditing firms
Common Search & Comparison IntentYesYes

Entry Level Financial roles focus on financial analysis, planning, and investment activities, often requiring knowledge of financial markets. Entry Level Accountants primarily handle bookkeeping, financial statement preparation, and compliance tasks. While both roles require similar educational backgrounds, their daily tasks and industry focus differ, making them distinct career paths within the finance and accounting sectors.

How do I start a career in entry level financial with no experience?

Starting a career as an entry-level financial professional typically involves gaining relevant skills such as basic accounting, financial analysis, or Excel proficiency through online courses or certifications like the CFA Level 1. Internships or volunteer opportunities can provide practical experience, and applying for entry-level positions that require minimal experience is common in this field.

What is an entry-level position in finance?

An entry-level financial position is a role suitable for individuals with little to no professional experience in finance. These roles often include titles like financial analyst, junior accountant, or banking associate, and typically require basic knowledge of financial principles, proficiency with tools like Excel, and sometimes relevant certifications such as a bachelor's degree in finance or related fields.

What is the best entry-level financial job?

An entry-level financial analyst position is a common starting role in finance, involving data analysis, financial modeling, and reporting. It typically requires strong Excel skills, a bachelor's degree in finance or related fields, and sometimes relevant certifications like CFA Level I. These roles often offer opportunities for career advancement into more specialized finance positions.

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

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

What are popular job titles related to Entry Level Financial jobs in Santa Rosa, CA?

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

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

The top searched job categories for Entry Level Financial jobs in Santa Rosa, CA are:

What cities near Santa Rosa, CA are hiring for Entry Level Financial jobs?

Cities near Santa Rosa, CA with the most Entry Level Financial job openings:

Entry Level Financial jobs near you
Infographic showing various Entry Level Financial job openings in Santa Rosa, CA as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, and 4% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $63,152 per year, or $30.4 per hour.

Entry Level Financial Protection Specialist (Remote)

MINK Life & Legacy Agency

Santa Rosa, CA • Remote

$150K - $200K/yr

Full-time, Part-time

Re-posted 29 days ago

Job description

Mink Life & Legacy is seeking motivated, coachable individuals who want more time and more control. If you're tired of long commutes or missing moments with family, this work-from-home opportunity offers a real path to a meaningful career with free, proven training and full support.

What You Can Expect

Independent broker model not captive, full carrier access

Free, structured training (no experience needed)

Innovative lead program (mortgage protection, final expense, annuities)

Cutting-edge CRM with automated lead upload

Multiple income streams: direct commissions, renewals, and agency overrides

Compensation- 100% Commission Only

Part-time: $50,000$75,000+

Full-time: $80,000$150,000+

Income depends on your performance and activity level.

We're Looking For

Self-driven, disciplined, and coachable individuals

Those seeking flexible, remote work

People who want growth, leadership, and long-term income potential

Requirements

Must be eligible to work in the U.S.

Must obtain a life insurance license (we guide you)

Reliable phone, computer, and internet

Apply today and join an independent agency committed to your growth and success.