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 ...
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 ...
Financial Advisor Sonoma and Napa, CA Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an ...
Financial Advisor Sonoma and Napa, CA Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an ...
As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal ...
As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal ...
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 ...
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 ...
Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with ...
Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with ...
Senior Wealth Advisor
Bodega Bay, CA · On-site
Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and ... We bring together holistic financial planning, access to institutional quality investments, life ...
Senior Wealth Advisor
Bodega Bay, CA · On-site
Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and ... We bring together holistic financial planning, access to institutional quality investments, life ...
Wealth Management Trainee
Santa Rosa, CA · On-site
$70K - $100K/yr
Join our Financial Advisor Development Program today. We support you every step of the way: No finance background? No problem--no experience needed - sales, customer service, or people-facing ...
Posted today
Wealth Management Trainee
Santa Rosa, CA · On-site
$70K - $100K/yr
Join our Financial Advisor Development Program today. We support you every step of the way: No finance background? No problem--no experience needed - sales, customer service, or people-facing ...
Posted today
Wealth Management Trainee
Sonoma, CA · On-site
$70K - $100K/yr
Join our Financial Advisor Development Program today. We support you every step of the way: No finance background? No problem--no experience needed - sales, customer service, or people-facing ...
Posted today
Wealth Management Trainee
Sonoma, CA · On-site
$70K - $100K/yr
Join our Financial Advisor Development Program today. We support you every step of the way: No finance background? No problem--no experience needed - sales, customer service, or people-facing ...
Posted today
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
LPL Financial collaborates with banks to provide a comprehensive suite of financial services ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
LPL Financial collaborates with banks to provide a comprehensive suite of financial services ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
LPL Financial collaborates with banks to provide a comprehensive suite of financial services ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
LPL Financial collaborates with banks to provide a comprehensive suite of financial services ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
Financial Professional
Sonoma, CA · On-site
$250 - $1.0K/wk
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that ...
Posted today
Financial Professional
Sonoma, CA · On-site
$250 - $1.0K/wk
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that ...
Posted today
Financial Professional
Santa Rosa, CA · On-site
$250 - $1.0K/wk
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that ...
Posted today
Financial Professional
Santa Rosa, CA · On-site
$250 - $1.0K/wk
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that ...
Posted today
Financial Services Professional
Santa Rosa, CA · On-site
$19K/yr
Benefit-eligible management positions and career tracks to Financial Advisor, Wealth Management and Retirement Planning. *This is an exam administered by the Financial Industry Regulatory Authority ...
Posted today
Financial Services Professional
Santa Rosa, CA · On-site
$19K/yr
Benefit-eligible management positions and career tracks to Financial Advisor, Wealth Management and Retirement Planning. *This is an exam administered by the Financial Industry Regulatory Authority ...
Posted today
Financial Services Professional
Sonoma, CA · On-site
$19K/yr
Benefit-eligible management positions and career tracks to Financial Advisor, Wealth Management and Retirement Planning. *This is an exam administered by the Financial Industry Regulatory Authority ...
Posted today
Financial Services Professional
Sonoma, CA · On-site
$19K/yr
Benefit-eligible management positions and career tracks to Financial Advisor, Wealth Management and Retirement Planning. *This is an exam administered by the Financial Industry Regulatory Authority ...
Posted today
LPL Financial collaborates with banks to provide a comprehensive suite of financial services ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
LPL Financial collaborates with banks to provide a comprehensive suite of financial services ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
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 ...
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 ...
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 ...
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 ...
Financial 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 financial advisor jobs pay per year?
As of Aug 31, 2026, the average yearly pay for financial advisor 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 does a financial advisor do?
Financial advisors manage clients’ financial goals, such as how much money is needed to save for retirement, paying off debt or mortgage loans, and saving for college or buying a vacation home. An advisor also helps with future planning to grow wealth and advise clients on the best route for investing.
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 analytical skills, financial planning knowledge, and usually a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM systems, and certifications like CFP (Certified Financial Planner) are highly valued. Excellent interpersonal skills, trustworthiness, and effective communication help build client relationships and convey complex information clearly. These skills are crucial for delivering sound financial advice and earning client trust in a competitive industry.
How do financial advisors typically build and maintain client relationships in their day-to-day work?
Financial Advisors spend a significant portion of their time meeting with clients to understand their financial goals, risk tolerance, and investment preferences. Building trust is crucial, so advisors regularly communicate with clients through updates, portfolio reviews, and proactive outreach regarding market changes or new opportunities. They also collaborate with other financial professionals, such as accountants and estate planners, to provide comprehensive advice. Consistent client engagement and personalized service are key to maintaining long-term relationships and growing a successful advisory practice.
What is the difference between Financial Advisor vs Financial Planner?
| Aspect | Financial Advisor | Financial Planner |
|---|---|---|
| Certifications | CFP, CFA, ChFC | CFP, ChFC, CPA |
| Work Environment | Financial firms, banks, independent | Consulting firms, independent, or firms |
| Primary Focus | Investment advice, portfolio management | Comprehensive financial planning, estate, retirement |
| Industry Usage | Commonly used in finance and investment sectors | Used across finance, insurance, and planning services |
While both Financial Advisors and Financial Planners assist clients with financial goals, Financial Advisors often focus more on investment management and portfolio advice, whereas Financial Planners provide comprehensive financial planning including retirement, estate, and tax strategies. The roles overlap, but the emphasis and certifications may differ slightly depending on the specific services offered.
Do financial advisors make good money?
Financial advisors typically earn a combination of base salaries and commissions or fees, with income varying based on experience, client base, and location. According to industry data, the median annual salary for financial advisors is around $89,000, with top earners making over $200,000. Success in this role often depends on strong interpersonal skills, certifications like the CFP, and the ability to build and maintain client relationships.
Is a financial advisor worth it as a job?
A financial advisor is a professional who helps clients manage their finances, investments, and retirement planning, often requiring certifications like the CFP. The job can be rewarding with a flexible schedule and earning potential based on client commissions or fees, but it also involves building a client base and staying updated on financial regulations. Its value depends on personal interest in finance and the ability to develop strong client relationships.
What qualifications do you need to be a financial advisor?
To become a financial advisor, individuals typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Series 7 and Series 66 licenses are often required, along with strong interpersonal and analytical skills. Continuing education and licensing vary by region and employer requirements.
More about Financial Advisor jobs
What are the most commonly searched types of Financial Advisor jobs in Santa Rosa, CA?
The most popular types of Financial Advisor jobs in Santa Rosa, CA are:
What are popular job titles related to Financial Advisor jobs in Santa Rosa, CA?
For Financial Advisor jobs in Santa Rosa, CA, the most frequently searched job titles are:
What job categories do people searching Financial Advisor jobs in Santa Rosa, CA look for?
The top searched job categories for Financial Advisor jobs in Santa Rosa, CA are:
What cities near Santa Rosa, CA are hiring for Financial Advisor jobs?
Cities near Santa Rosa, CA with the most Financial Advisor job openings:
Full-time
Posted 20 days ago
Edward Jones rating
8.0
Based on 258 frontline employees who took The Breakroom Quiz
75th of 152 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
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
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom