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

Chief Financial Officer

Healdsburg, CA · On-site

$208.69 - $278.69/hr

The CFO serves as a trusted advisor to the CEO, Board of Directors, Finance Committee, and Executive Leadership Team, translating financial information into actionable business insights that support ...

Controller

Novato, CA

$145K - $160K/yr

Serve as a trusted financial advisor and represent the organization to internal and external stakeholders. 2. Financial Management & Operations * Oversee daily accounting functions, ensuring accuracy ...

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 ...

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 ...

Sr. Lending Advisor

Napa, CA · On-site

$16.90/hr

Mechanics Bank is currently searching for a Sr. Lending Advisor to join our team. Here at Mechanics ... Analyzes applicant financial status, credit and property evaluation to determine feasibility of ...

Showing results 21-40

Financial Advisor information

See Santa Rosa, CA salary details

$39.4K

$111.7K

$157.4K

How much do financial advisor jobs pay per year?

As of Aug 9, 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.

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 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.

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.

Do financial advisors make good money?

Financial advisors typically earn a combination of salary and commissions, with median annual incomes around $89,000, though earnings can vary widely based on experience, client base, and location. Successful advisors who build a strong client portfolio and obtain certifications like the CFP often have higher earning potential. Compensation may also include bonuses and incentives based on performance.

What is the difference between Financial Advisor vs Financial Planner?

AspectFinancial AdvisorFinancial Planner
CertificationsCFP, CFA, ChFCCFP, ChFC, CPA
Work EnvironmentFinancial firms, banks, independentConsulting firms, independent, or firms
Primary FocusInvestment advice, portfolio managementComprehensive financial planning, estate, retirement
Industry UsageCommonly used in finance and investment sectorsUsed 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.

What is the work for a financial advisor?

A financial advisor helps clients manage their finances by providing investment advice, financial planning, and risk management strategies. They analyze clients' financial situations, recommend suitable products, and often hold certifications such as CFP or CFA. The role typically involves meeting with clients, researching financial markets, and using financial planning tools to achieve clients' financial goals.

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 high earning potential, especially for those with strong interpersonal skills and financial knowledge, but it also involves client management and ongoing education. Its worth depends on personal interest in finance and the ability to build a client base.
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:
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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:
Infographic showing various Financial Advisor job openings in Santa Rosa, CA as of August 2026, with employment types broken down into 93% Full Time, 5% Part Time, and 2% Contract. Highlights an 78% In-person, 9% Hybrid, and 13% Remote job distribution, with an average salary of $111,667 per year, or $53.7 per hour.

Senior Director of Finance, Electronic Industrial Solutions Group Controller

Keysight Technologies SAles Spain SL.

Santa Rosa, CA • On-site

$196.10 - $326.83/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago


Job description

Overview

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.***

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