As a trusted advisor to both the EISG President and the CFO, this finance leader partners closely with the EISG leadership team to drive profitable growth, improve operational performance, optimize ...
As a trusted advisor to both the EISG President and the CFO, this finance leader partners closely with the EISG leadership team to drive profitable growth, improve operational performance, optimize ...
Senior Director of Finance, Electronic Industrial Solutions Group Controller
Santa Rosa, CA · On-site
$196.10 - $326.83/hr
As a trusted advisor to both the EISG President and the CFO, this finance leader partners closely with the EISG leadership team to drive profitable growth, improve operational performance, optimize ...
Senior Director of Finance, Electronic Industrial Solutions Group Controller
Santa Rosa, CA · On-site
$196.10 - $326.83/hr
As a trusted advisor to both the EISG President and the CFO, this finance leader partners closely with the EISG leadership team to drive profitable growth, improve operational performance, optimize ...
Senior Wealth Advisor
Santa Rosa, CA · On-site
Think of us as financial partners, because at Columbia, we believe the best way forward is together ... Our advisors average $575,000 in GDC. Our structure is designed to empower advisors with freedom ...
Senior Wealth Advisor
Santa Rosa, CA · On-site
Think of us as financial partners, because at Columbia, we believe the best way forward is together ... Our advisors average $575,000 in GDC. Our structure is designed to empower advisors with freedom ...
Director Finance
$160/hr
... advisors, and other outside financial partners Develop, implement, and maintain strong internal controls and accounting policies Build, mentor, and lead a high-performing accounting and finance team ...
Quick apply
Director Finance
$160/hr
... advisors, and other outside financial partners Develop, implement, and maintain strong internal controls and accounting policies Build, mentor, and lead a high-performing accounting and finance team ...
J.P. Morgan Wealth Management - Private Client Advisor - Sonoma County, CA and Surrounding Areas
Santa Rosa, CA · On-site
$70K/yr
At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and ...
J.P. Morgan Wealth Management - Private Client Advisor - Sonoma County, CA and Surrounding Areas
Santa Rosa, CA · On-site
$70K/yr
At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and ...
Strategic Finance Manager
Bodega Bay, CA · Hybrid
$130K - $150K/yr
You will lead financial forecasting and budgeting processes, advise on long-term business and financial planning, and provide strategic recommendations to the finance leadership team. Your work will ...
Strategic Finance Manager
Bodega Bay, CA · Hybrid
$130K - $150K/yr
You will lead financial forecasting and budgeting processes, advise on long-term business and financial planning, and provide strategic recommendations to the finance leadership team. Your work will ...
Branch Office Administrator - Santa Rosa, CA
Santa Rosa, CA · On-site
$21.75 - $22.50/hr
BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of ...
Branch Office Administrator - Santa Rosa, CA
Santa Rosa, CA · On-site
$21.75 - $22.50/hr
BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of ...
Director of Finance & Accounting
Napa, CA · On-site
Tax Manage federal, state, and local tax compliance in partnership with outside advisors, including ... Financial Planning & Analysis Partner with the COO/CFO to develop the annual budget and periodic ...
Director of Finance & Accounting
Napa, CA · On-site
Tax Manage federal, state, and local tax compliance in partnership with outside advisors, including ... Financial Planning & Analysis Partner with the COO/CFO to develop the annual budget and periodic ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Senior Home Lending Advisor, Santa Rosa, CA
Santa Rosa, CA · On-site
$149K - $149K/yr
You will adhere to all regulatory requirements while marketing and promoting the financial products ... As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to ...
Senior Home Lending Advisor, Santa Rosa, CA
Santa Rosa, CA · On-site
$149K - $149K/yr
You will adhere to all regulatory requirements while marketing and promoting the financial products ... As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to ...
Senior Home Lending Advisor, Santa Rosa, CA
Santa Rosa, CA · On-site
$149K - $149K/yr
You will adhere to all regulatory requirements while marketing and promoting the financial products ... As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to ...
Senior Home Lending Advisor, Santa Rosa, CA
Santa Rosa, CA · On-site
$149K - $149K/yr
You will adhere to all regulatory requirements while marketing and promoting the financial products ... As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to ...
Strategic Finance Manager
Healdsburg, CA · On-site
$120K - $140K/yr
Oversee tax filings and coordinate with external tax advisors to ensure timely compliance with ... Serve as a strategic financial partner to operational leaders, providing guidance that supports ...
Quick apply
Strategic Finance Manager
Healdsburg, CA · On-site
$120K - $140K/yr
Oversee tax filings and coordinate with external tax advisors to ensure timely compliance with ... Serve as a strategic financial partner to operational leaders, providing guidance that supports ...
Senior Advisor
Santa Rosa, CA · On-site
$147K/yr
Experience interpreting, applying, administering, examining, litigating, or advising clients or ... financing, ownership, transfer, or monetization of energy tax credits. Experience with oral and ...
Senior Advisor
Santa Rosa, CA · On-site
$147K/yr
Experience interpreting, applying, administering, examining, litigating, or advising clients or ... financing, ownership, transfer, or monetization of energy tax credits. Experience with oral and ...
Senior Advisor
$147K/yr
Experience interpreting, applying, administering, examining, litigating, or advising clients or ... financing, ownership, transfer, or monetization of energy tax credits. Experience with oral and ...
Senior Advisor
$147K/yr
Experience interpreting, applying, administering, examining, litigating, or advising clients or ... financing, ownership, transfer, or monetization of energy tax credits. Experience with oral and ...
Redwood Credit Union is seeking a strategic, experienced, and hands-on financial leader to join our ... Evaluate and advise Senior Leadership on the impact of long-range plans for new programs/strategies ...
Quick apply
Redwood Credit Union is seeking a strategic, experienced, and hands-on financial leader to join our ... Evaluate and advise Senior Leadership on the impact of long-range plans for new programs/strategies ...
SVP, Accounting and Finance
Napa, CA · On-site
Redwood Credit Union is seeking a strategic, experienced, and hands-on financial leader to join our ... Evaluate and advise Senior Leadership on the impact of long-range plans for new programs/strategies ...
Quick apply
SVP, Accounting and Finance
Napa, CA · On-site
Redwood Credit Union is seeking a strategic, experienced, and hands-on financial leader to join our ... Evaluate and advise Senior Leadership on the impact of long-range plans for new programs/strategies ...
Senior Vice President, Accounting & Finance
Santa Rosa, CA · On-site
$300K - $350K/yr
... Finance to join their leadership team. The position will be located in Santa Rosa or Napa, CA ... Key Responsibilities Executive Management: • Evaluate and advise Senior Leadership on the impact ...
Senior Vice President, Accounting & Finance
Santa Rosa, CA · On-site
$300K - $350K/yr
... Finance to join their leadership team. The position will be located in Santa Rosa or Napa, CA ... Key Responsibilities Executive Management: • Evaluate and advise Senior Leadership on the impact ...
... financial reporting ... Key Responsibilities Executive Management: • Evaluate and advise Senior Leadership on the impact ...
... financial reporting ... Key Responsibilities Executive Management: • Evaluate and advise Senior Leadership on the impact ...
SVP, Accounting and Finance
Napa, CA · On-site
Redwood Credit Union is seeking a strategic, experienced, and hands-on financial leader to join our ... Evaluate and advise Senior Leadership on the impact of long-range plans for new programs/strategies ...
SVP, Accounting and Finance
Napa, CA · On-site
Redwood Credit Union is seeking a strategic, experienced, and hands-on financial leader to join our ... Evaluate and advise Senior Leadership on the impact of long-range plans for new programs/strategies ...
Redwood Credit Union is seeking a strategic, experienced, and hands-on financial leader to join our ... Evaluate and advise Senior Leadership on the impact of long-range plans for new programs/strategies ...
Redwood Credit Union is seeking a strategic, experienced, and hands-on financial leader to join our ... Evaluate and advise Senior Leadership on the impact of long-range plans for new programs/strategies ...
Finance Advisor information
See Santa Rosa, CA salary details
$39.4K - $50.1K
3% of jobs
$50.1K - $60.8K
3% of jobs
$60.8K - $71.6K
10% of jobs
$71.6K - $82.3K
9% of jobs
$82.6K is the 25th percentile. Wages below this are outliers.
$82.3K - $93K
11% of jobs
$93K - $103.8K
8% of jobs
The median wage is $110.7K / yr.
$103.8K - $114.5K
11% of jobs
$114.5K - $125.2K
10% of jobs
$125.2K - $136K
10% of jobs
$138.7K is the 75th percentile. Wages above this are outliers.
$136K - $146.7K
8% of jobs
$146.7K - $157.4K
19% of jobs
$39.4K
$111.7K
$157.4K
How much do finance advisor jobs pay per year?
What is a finance advisor?
As a finance advisor, you help clients create financial plans for their future goals. Your job duties are to make recommendations based on your client’s assets and to assess the level of risk they’re willing to take. Your responsibilities include advising on investments, retirement plans, life insurance, and tax planning. Your success as a finance advisor depends on your ability to clearly communicate financial options and investment strategies to your clients, who may not be as financially literate as you. Your job is to guide them toward making informed decisions to grow their money and reach their financial goals.
What are the key skills and qualifications needed to thrive as a finance advisor, and why are they important?
How do finance advisors typically collaborate with other departments within an organization?
What is the difference between Finance Advisor vs Financial Planner?
| Aspect | Finance Advisor | Financial Planner |
|---|---|---|
| Certifications | CFP, CFA, or similar | CFP, ChFC, or similar |
| Work Environment | Financial firms, banks, independent | Financial advisory firms, independent |
| Primary Focus | Investment strategies, asset management | Comprehensive financial planning, retirement, estate |
Finance Advisors and Financial Planners often share certifications and work in similar environments. However, Finance Advisors typically focus more on investment management and asset allocation, while Financial Planners provide broader financial planning services including retirement and estate planning. Both roles help clients achieve financial goals but differ in scope and specialization.
What qualifications do I need to be a finance advisor?
What are popular job titles related to Finance Advisor jobs in Santa Rosa, CA?
For Finance Advisor jobs in Santa Rosa, CA, the most frequently searched job titles are:
What cities near Santa Rosa, CA are hiring for Finance Advisor jobs?
Cities near Santa Rosa, CA with the most Finance Advisor job openings:

Senior Director of Finance, Electronic Industrial Solutions Group
Santa Rosa, CA • On-site
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 24 days ago
Keysight Technologies rating
8.1
Based on 20 frontline employees who took The Breakroom Quiz
50th of 159 rated electronics manufacturers
Job description
Keysight is at the forefront of technology innovation, delivering breakthroughs and trusted insights in electronic design, simulation, prototyping, test, manufacturing, and optimization. Our ~16,800 employees create world-class solutions in communications, 5G, automotive, energy, quantum, aerospace, defense, and semiconductor markets for customers in over 100 countries. Learn more about what we do.
Our award-winning culture embraces a bold vision of where technology can take us and a passion for tackling challenging problems with industry-first solutions. We believe that when people feel a sense of belonging, they can be more creative, innovative, and thrive at all points in their careers.
The Senior Director of Finance, Electronic Industrial Solutions Group (EISG) reports directly to the Chief Financial Officer and serves as the senior finance leader for Keysight's Electronic Industrial Solutions Group (EISG), a $2B externally reported business segment.
As a trusted advisor to both the EISG President and the CFO, this finance leader partners closely with the EISG leadership team to drive profitable growth, improve operational performance, optimize resource allocation, and support strategic decision-making across the business. The successful candidate combines exceptional business judgment, financial expertise, analytical rigor, and leadership to influence decisions, challenge assumptions, and help the organization achieve its strategic and financial objectives.
The role has overall responsibility for EISG financial planning, forecasting, performance management, investment analysis, financial governance, and business partnership, and is the primary interface between EISG and the corporate finance organization.
Responsibilities
- Provide overall financial leadership for EISG, a $2B externally reported business segment, ensuring the organization achieves its financial commitments while advancing its long-term strategic objectives.
- Serve as the primary financial advisor to the EISG President and leadership team, providing objective analysis, strategic insight, and constructive challenge to improve business performance and decision-making.
- Lead the development of the annual operating plan, long-range strategic plan, and quarterly forecasts, ensuring alignment between financial commitments and business priorities.
- Drive disciplined capital allocation across R&D investments, acquisitions, capital expenditures, and operating expenditures to maximize long-term growth, profitability, and shareholder value.
- Partner with business leaders to accelerate revenue growth, expand software mix and Annual Recurring Revenue (ARR), improve gross margin, increase operating leverage, and enhance overall profitability.
- Lead the financial evaluation and prioritization of R&D investments, ensuring resources are allocated toward the highest-return growth opportunities aligned with business strategy.
- Champion continuous improvement initiatives that simplify processes, improve productivity, enhance financial insight, and strengthen operational execution across EISG and enterprise functions.
- Lead the transformation of the finance function by championing AI and advanced analytics, to simplify processes, standardize reporting, automate workflows, deliver deeper business insight, improve forecasting accuracy, and drive operational efficiency.
- Monitor business performance and market trends, proactively recommending and implementing actions to optimize business performance while maintaining organizational agility as business conditions evolve.
- Partner with the Vice President of Corporate Development to evaluate mergers, acquisitions, divestitures, strategic investments, and post-close integration activities.
- Provide financial leadership for strategic customer opportunities, pricing decisions, commercial terms, and complex solution agreements to maximize profitable growth while appropriately managing risk.
- Ensure compliance with SOX, revenue recognition requirements, corporate financial policies, and all applicable regulatory and internal control requirements.
- Oversee all monthly, quarterly, and annual financial reporting activities for EISG, partnering closely with Enterprise Finance, External Financial Reporting, Investor Relations, Tax, and other corporate organizations to support internal and external reporting requirements.
- Develop meaningful financial and operational performance metrics, providing actionable insights that improve execution and accountability.
- Build, lead, and develop a high-performing finance organization by attracting, developing, and retaining exceptional talent while fostering a culture of collaboration, accountability, continuous improvement, and operational excellence.
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or a related field is required. CPA and/or MBA preferred.
- Fifteen or more years of progressive financial leadership experience with a publicly traded company, high-growth private company, or equivalent organization.
- Demonstrated success serving as a strategic business partner to senior leaders in a complex global business, balancing strategic thinking with operational execution while driving accountability and delivering measurable business results.
- Strong business acumen with the ability to translate financial analysis into actionable business recommendations that improve growth, profitability, and operational performance.
- Deep understanding of financial planning, forecasting, business performance management, financial reporting, and internal controls.
- Demonstrated ability to influence strategic business decisions through financial insight, sound business judgment, and data-driven analysis.
- Experience leading finance organizations within a complex, matrixed global company.
- Strong leadership presence with exceptional communication, collaboration, and influencing skills, including the ability to effectively engage leaders across all levels of the organization.
- Experience leading teams with a demonstrated commitment to developing talent and building high-performing organizations.
- Experience supporting mergers and acquisitions, business integrations, pricing decisions, and strategic investment evaluations.
The level of role will be based on applicable experience, education and skills; Most offers will be between the minimum and the midpoint of the Salary Range listed below.
Colorado Pay Range MIN $196,100 MAX $326,830
Note: For other locations, pay ranges will vary by region
US Employees may be eligible for the following benefits:
- Medical, dental and vision
- Health Savings Account
- Health Care and Dependent Care Flexible Spending Accounts
- Life, Accident, Disability insurance
- Business Travel Accident and Business Travel Health
- 401(k) Plan
- Flexible Time Off, Paid Holidays
- Paid Family Leave
- Discounts, Perks
- Tuition Reimbursement
- Adoption Assistance
- ESPP (Employee Stock Purchase Plan)
Careers Privacy Statement***Keysight is an Equal Opportunity Employer.***
Qualifications:- Bachelor's degree in Finance, Accounting, Economics, or a related field is required. CPA and/or MBA preferred.
- Fifteen or more years of progressive financial leadership experience with a publicly traded company, high-growth private company, or equivalent organization.
- Demonstrated success serving as a strategic business partner to senior leaders in a complex global business, balancing strategic thinking with operational execution while driving accountability and delivering measurable business results.
- Strong business acumen with the ability to translate financial analysis into actionable business recommendations that improve growth, profitability, and operational performance.
- Deep understanding of financial planning, forecasting, business performance management, financial reporting, and internal controls.
- Demonstrated ability to influence strategic business decisions through financial insight, sound business judgment, and data-driven analysis.
- Experience leading finance organizations within a complex, matrixed global company.
- Strong leadership presence with exceptional communication, collaboration, and influencing skills, including the ability to effectively engage leaders across all levels of the organization.
- Experience leading teams with a demonstrated commitment to developing talent and building high-performing organizations.
- Experience supporting mergers and acquisitions, business integrations, pricing decisions, and strategic investment evaluations.
The level of role will be based on applicable experience, education and skills; Most offers will be between the minimum and the midpoint of the Salary Range listed below.
Colorado Pay Range MIN $196,100 MAX $326,830
Note: For other locations, pay ranges will vary by region
US Employees may be eligible for the following benefits:
- Medical, dental and vision
- Health Savings Account
- Health Care and Dependent Care Flexible Spending Accounts
- Life, Accident, Disability insurance
- Business Travel Accident and Business Travel Health
- 401(k) Plan
- Flexible Time Off, Paid Holidays
- Paid Family Leave
- Discounts, Perks
- Tuition Reimbursement
- Adoption Assistance
- ESPP (Employee Stock Purchase Plan)
Careers Privacy Statement***Keysight is an Equal Opportunity Employer.***
Education:UNAVAILABLEEmployment Type: UNAVAILABLEWhat Keysight Technologies employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Keysight Technologies
Sourced by ZipRecruiter
Industry
Electrical equipment, appliance, and component manufacturing
Company size
10,000+ Employees
Headquarters location
Santa Rosa, CA, US
Year founded
1937