ZipRecruiter

Log In

1

Financial Advisor Trainee Jobs in Rohnert Park, CA

2K

Senior Financial Analyst

Novato, CA · On-site

$100K - $125K/yr

What We Need The Senior Financial Analyst will directly support our Games Studios, driving production & studio budgeting, reporting, forecasting, and performance analysis. This is a key role in the ...

2K

Senior Financial Analyst

Novato, CA · On-site

$100K - $125K/yr

What We Need The Senior Financial Analyst will directly support our Games Studios, driving production & studio budgeting, reporting, forecasting, and performance analysis. This is a key role in the ...

IDEX

Senior Finance Analyst

Rohnert Park, CA · Hybrid

$94K - $118K/yr

  • Medical

  • Retirement

  • PTO

JOB TITLE: Sr. Financial Analyst REPORTING TO: Commercial Finance Manager LOCATION: Rohnert Park, CA ITAR/EAR CRITERIA: Certain positions with IDEX Corporation and its business units require access ...

IDEX Corporation

Senior Finance Analyst

Rohnert Park, CA · On-site

$94K - $118K/yr

  • Medical

  • Retirement

  • PTO

JOB TITLE: Sr. Financial Analyst REPORTING TO: Commercial Finance Manager LOCATION: Rohnert Park, CA ITAR/EAR CRITERIA: Certain positions with IDEX Corporation and its business units require access ...

previous page

Showing results 21-27

All JobsFinancial Advisor JobsFinancial Advisor Trainee JobsFinancial Advisor Trainee Jobs in Rohnert Park, CA

Financial Advisor Trainee information

See Rohnert Park, CA salary details

$34.9K

$53.6K

$77K

How much do financial advisor trainee jobs pay per year?

As of Aug 16, 2026, the average yearly pay for financial advisor trainee in Rohnert Park, CA is $53,649.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,100.00 and $57,600.00 per year, depending on experience, location, and employer.

What is the difference between Financial Advisor Trainee vs Financial Advisor?

AspectFinancial Advisor TraineeFinancial Advisor
CertificationsTypically required to pursue certifications like CFP or Series 7Often holds certifications such as CFP, Series 7, or Series 65
Work EnvironmentEntry-level, training-focused roles often in financial firms or banksClient-facing, providing financial planning and investment advice
Job ResponsibilitiesLearning and assisting with client portfolios, gaining experienceManaging client portfolios, offering financial advice, and planning

The main difference is that a Financial Advisor Trainee is an entry-level role focused on training and gaining experience, while a Financial Advisor is a fully qualified professional providing financial planning and investment advice to clients.

What is a financial advisor trainee?

A financial advisor trainee is an entry-level employee in a financial services company. The position is similar to an apprenticeship; the trainee works under the supervision of a financial advisor to learn how to determine the client’s needs and objectives for their investments. As a financial advisor trainee, you also cultivate your own client relationships and eventually transition to become a full-time financial advisor. Though you can perform your duties without direct supervision, most companies require you to follow strict guidelines and report to a supervisor during your training period. Financial advisor trainees typically earn a base salary, commission on sales, and performance bonuses.

What is a financial advisor trainee?

A Financial Advisor Trainee is an entry-level professional who is training to become a licensed financial advisor. They typically work under the supervision of experienced advisors to learn about financial planning, investment strategies, and client relationship management. Trainees often assist with research, prepare reports, and help develop financial plans while studying for required licensing exams. This role serves as a stepping stone to becoming a full-fledged financial advisor, equipping individuals with the knowledge and skills needed for the profession.

How much do financial advisor trainees earn?

Financial advisor trainees typically earn between $40,000 and $60,000 annually, with compensation often including base salary plus commissions or bonuses based on client sales. Entry-level positions may start lower, but earnings can increase with experience, certifications, and client acquisition skills.

What are the typical challenges faced by a financial advisor trainee during the first year on the job?

As a Financial Advisor Trainee, one of the primary challenges in the first year is building a client base from the ground up, which often involves extensive networking and outreach. Additionally, trainees must quickly learn to balance studying for licensing exams with hands-on client interactions and administrative tasks. Many also find it challenging to adapt to a commission-based or performance-driven compensation structure, which requires strong self-motivation. Support from mentors and ongoing training programs can help new advisors develop the skills and confidence needed to succeed.

What are the key skills and qualifications needed to thrive as a financial advisor trainee?

To thrive as a Financial Advisor Trainee, you need a solid understanding of finance principles, analytical skills, and at least a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM platforms, and progress toward industry certifications like the Series 7 or Series 66 is typical. Strong interpersonal skills, active listening, and the ability to build trust help trainees excel in client-facing situations. These skills are crucial for providing sound financial advice, building client relationships, and achieving long-term success in a competitive industry.
More about Financial Advisor Trainee jobs

What are the most commonly searched types of Financial Advisor jobs in Rohnert Park, CA?

The most popular types of Financial Advisor jobs in Rohnert Park, CA are:

What cities near Rohnert Park, CA are hiring for Financial Advisor Trainee jobs?

Cities near Rohnert Park, CA with the most Financial Advisor Trainee job openings:

Financial Advisor Trainee jobs near you
Infographic showing various Financial Advisor Trainee job openings in Rohnert Park, CA as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $53,649 per year, or $25.8 per hour.

Senior Financial Analyst

2K

Novato, CA • On-site

$100K - $125K/yr

Full-time

Re-posted 10 days ago

Job description

Who We Are
At 2K, we create some of the most iconic and culture-shaping video games in entertainment, including NBA® 2K, one of the top-selling franchises in the world, and legendary titles like BioShock®, Borderlands®, Mafia, Sid Meier's Civilization®, and XCOM®, as well as fan favorites WWE® 2K, TopSpin®, and PGA TOUR® 2K. We build unforgettable experiences by pushing the boundaries of creativity, authenticity and innovation across every genre.
Our portfolio is brought to life by some of the most influential game development studios in the world. Visual Concepts, Firaxis Games, Hangar 13, Cat Daddy Games, 31st Union, Cloud Chamber, Gearbox, HB Studios, and 2K SportsLab create world-class experiences across platforms.
But what truly powers 2K is our people.
We believe the best ideas come from teams that feel empowered, supported, and inspired. As an equal opportunity employer, we are committed to fostering a diverse, inclusive workplace where people are encouraged to come as they are and do their best work.
What We Need
The Senior Financial Analyst will directly support our Games Studios, driving production & studio budgeting, reporting, forecasting, and performance analysis. This is a key role in the development of, and measurement against, our financial targets for our most important game franchises. A successful candidate must be highly analytical and detail oriented, demonstrate expertise in developing and maintaining complex financial models, and provide succinct analyses to inform a wide range of business decisions
What You Will Do
  • Financial Planning & Analysis (FP&A): Lead the annual budgeting process and monthly forecasting cycles, using critical judgment to set key operating assumptions and financial drivers and to analyze variances between actuals and projections to identify risks and opportunities.
  • Strategic Modeling: Create and refine complex decision models and analyses to support game development and business decision making
  • Business Partnership: Act as a financial partner to studio and publishing leads, providing actionable data to help them manage their P&L effectively
  • Reporting & Insights: Prepare monthly, quarterly, and annual management reports. Distill complex data into concise "so-what" summaries for the executive team
  • Process Optimization: Identify and implement improvements to financial systems and workflows to increase accuracy and efficiency
  • Mentorship and Collaboration: Guide and mentor junior staff members in technical aspects of their job, while building productive working relationships across functional teams
Who We Think Will Be A Great Fit
  • 2 - 4 years accounting or finance experience
  • Experience using Excel
  • Experience creating financial forecasts and modeling different scenarios, ideally in video games, e-commerce, or mobile apps
  • Strong background of delivering accurate, high-quality work while maintaining strong working relationships
  • Proven ability to communicate effectively and collaborate with colleagues at all levels of the organization
  • Bachelor's degree in Finance, Accounting, or Business; or equivalent experience
  • Experience using databases and data visualization tools (e.g. Tableau, Oracle, Workday, SQL)
Bonus Points
  • Passion for gaming
  • Proficiency with Hyperion, SQL, JDE, Tableau, Snowflake

As an equal opportunity employer, we are committed to ensuring that qualified individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform their essential job functions, and to receive other benefits and privileges of employment. Please contact us if you need reasonable accommodation.
The pay range for this position in California at the start of employment is expected to be between $100,000 - $125,000 per Year. However, base pay offered is based on market location, and may vary further depending on individualized factors for job candidates, such as job-related knowledge, skills, experience, and other objective business considerations.
Subject to those same considerations, the total compensation package for employees in regular roles may also include other elements, including a bonus and/or equity awards, in addition to a full range of medical, financial, and/or other benefits, provided that temporary or intern roles will not be eligible for many of these payments or benefits. Details of participation in compensation and benefit plans (if applicable) will be provided if an employee receives an offer of employment. If hired, employee will be in an "at-will position" and the company reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.
Please note that 2K Games and its studios never uses instant messaging apps or personal email accounts to contact prospective employees or conduct interviews and when emailing, only use 2K.com accounts
#LI-Hybrid

Apply