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Financial Advising Jobs in Santa Rosa, CA (NOW HIRING)

Stifel

Financial Advisor Associate

Santa Rosa, CA · On-site

  • Medical

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  • PTO

What You'll Be Doing The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to provide investment services that will help clients achieve their financial goals. The FAA will ...

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Financial Advising information

See Santa Rosa, CA salary details

$39.4K

$111.7K

$157.4K

How much do financial advising jobs pay per year?

As of Aug 15, 2026, the average yearly pay for financial advising 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.

What jobs do financial advising do?

Financial advisors help clients manage their finances by providing investment, retirement, estate planning, and budgeting advice. They analyze financial data, develop personalized plans, and often hold certifications such as the CFP or CFA. Their work typically involves working in financial firms, banks, or independently, with a focus on client service and financial analysis.

What is the difference between Financial Advising vs Financial Planning?

AspectFinancial AdvisingFinancial Planning
CredentialsCFP, CFA, or similar certificationsCFP, ChFC, or similar certifications
Work EnvironmentFinancial firms, banks, independent advisoriesConsulting firms, independent practices, banks
Employer & Industry UsageCommonly used in financial services industryOften used interchangeably but also in personal finance contexts

Financial Advising and Financial Planning are closely related roles in the financial industry. Advisers typically focus on providing investment advice and managing client portfolios, while financial planners develop comprehensive financial strategies including retirement, estate, and tax planning. Both roles require similar certifications and often work in similar environments, but their scope and client focus can differ.

What qualifications do you need to be a financial advising?

To become a financial advisor, individuals typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are often required or preferred, along with strong interpersonal and analytical skills. Licensing may also be necessary depending on the services offered, such as passing the Series 7 or Series 66 exams.

What are the key skills and qualifications needed to thrive as a financial advisor, and why are they important?

To thrive as a Financial Advisor, you need strong financial analysis skills, knowledge of investment strategies, and typically a bachelor's degree in finance, economics, or a related field. Familiarity with financial planning software, CRM systems, and certifications like CFP (Certified Financial Planner) are commonly required. Exceptional interpersonal skills, trustworthiness, and effective communication help advisors build lasting client relationships. These competencies are vital for delivering sound financial advice, ensuring client satisfaction, and driving business growth.

Do financial advising make a lot of money?

Financial advisors can earn a wide range of incomes depending on experience, client base, and location. According to industry data, median annual salaries often range from $60,000 to $90,000, with top earners making over $200,000 through commissions, fees, and bonuses. Success in this field typically requires strong interpersonal skills, certifications like the CFP, and a solid understanding of financial products and markets.

What is a financial advisor?

Financial advisors are professionals who help individuals and businesses manage their finances and achieve their financial goals. They provide guidance on a range of topics such as investments, retirement planning, taxes, insurance, and estate planning. Financial advisors assess clients’ current financial situations, develop personalized strategies, and recommend specific financial products or services. They may also help clients monitor their progress and adjust plans as needed over time.

What are some common challenges faced by financial advisors in building and maintaining client relationships?

Financial advisors often encounter challenges such as earning clients' trust, clearly communicating complex financial strategies, and adapting to changing financial goals or market conditions. Building long-term relationships requires consistent follow-up, proactive communication, and demonstrating genuine care for clients' financial well-being. Additionally, advisors must stay current with industry regulations and products to provide clients with the most relevant advice, which can be demanding but rewarding as relationships deepen and client portfolios grow.

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

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

Financial Advising jobs near you
Infographic showing various Financial Advising job openings in Santa Rosa, CA as of August 2026, with employment types broken down into 80% Full Time, 10% Part Time, and 10% Temporary. Highlights an 100% In-person job distribution, with an average salary of $111,667 per year, or $53.7 per hour.

Associate Financial Advisor - Sonoma, CA

Edward Jones Careers

Sonoma, CA • On-site

Full-time

Posted 3 days ago

New

Edward Jones rating

8.1

Company rating: 8.1 out of 10

Based on 256 frontline employees who took The Breakroom Quiz

61st of 150 rated financial services

Job description

There's power in partnership. It's how we work - and how we help our clients achieve financial fulfillment. Demand for human-delivered, personalized financial advice has never been greater - and right now, qualified financial advisors are in short supply. If you're a driven professional ready to build something meaningful, this is your moment to step into a career with real impact, firm-wide support and long-term growth potential.
As an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. In partnership with the financial advisor, you'll play a critical role in sourcing new clients, building and maintaining client relationships and contributing to the practice's overall business outcomes.
What you'll do 
  • Build and deepen client relationships by supporting discovery conversations, gathering key financial information, and helping advance personalized financial plans aligned with client goals and priorities
     
  • Support comprehensive financial planning by preparing analysis, modeling scenarios, and helping align investments to client goals, life events, and longterm priorities
     
  • Guide portfolio strategy and implementation by researching performance, allocation, and costs; preparing proposals; and supporting investment adjustments in alignment with suitability and firm guidance
     
  • Partner with the financial advisor and practice team to deliver ongoing financial planning, including monitoring progress, preparing reviews, and adjusting strategies as client needs evolve
     
  • Contribute to client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to a relationshipbased financial planning experience

What Edward Jones employees say

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Hours and flexibility

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