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

Vodia Ventures

Client Service Associate

Santa Rosa, CA · On-site

$70K - $90K/yr

Work closely with financial advisors to support their clients * Manage cash balances and daily asset transfers in accounts * Plan and manage new account onboarding process including SMA and ...

Einstein Bros. Bagels

Shift Leader/Baker

Napa, CA · On-site

$18 - $22/hr

Employee Assistance Program - FREE therapy, financial advising, legal advice, etc. * Learn To Live - FREE online life coaching, webinars, to help with stress, anxiety, and more * 401K with company ...

ProSearch Recruiting Group

Director Finance

Napa, CA · On-site

$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 ...

Roofstock

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 ...

Coloplast

Bilingual Consumer Care Advisor

Oakville, CA · On-site

$55K - $65K/yr

The Advisor is the main internal point of contact for clinicians and is responsible for ... Financial Security: RRSP plan with company match and financial planning services to help you secure ...

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Showing results 21-40

All JobsFinancial Advising JobsFinancial Advising Jobs in Santa Rosa, CA

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 10, 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.

Investment Representative - Redwood Credit Union

LPL Financial

Santa Rosa, CA • On-site

$80K - $105K/yr

Full-time

Re-posted 11 days ago

LPL Financial rating

7.3

Company rating: 7.3 out of 10

Based on 71 frontline employees who took The Breakroom Quiz

124th of 150 rated financial services

Job description

Your career path should lead to real opportunity

LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Redwood Credit Union in Napa, CA would allow you to join the Investment Program at Redwood Credit Union as an Investment Representative associated with LPL Financial. Under this model Investment Representative s are not employees of LPL Financial.

The Investment Program at Redwood Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in every stage of their financial life.

This exciting position will allow you to grow your career and business, helping the people and families that look to Redwood Credit Union for financial solutions. This position will offer:

  • The ability to service an existing book of business upon hire
  • The ability to build a strong client base with the credit union's exceptional referral system
  • The opportunity to find new clients via the credit union's member base
  • The opportunity to create client solutions without proprietary products
  • The ability to grow your business with LPL's combination of tools, technology, and support
  • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
  • The opportunity to capitalize on the credit union's reputation and community standing

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:

  • Access to our proprietary technology and a suite of customized services
  • An open architecture platform with access to thousands of investment products from leading third-party product sponsors
  • Resources and expertise across the firm to help you create client solutions
  • The freedom to create solutions specific to your client's goals

Whatever your vision of success, we're with you every step of the way.

Requirements:

  • Series 7 and 66 (63/65) required
  • Insurance license required
  • Three or more years of investment sales experience

Apply online at:By submitting an application, you are not applying for employment with LPL Financial. Employment is with Redwood Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

***REQUIRED DISCLOSURE(S)

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Redwood Credit Union.

Tracking # 1-05026674


Pay Range:$80,371.20-$105,000


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