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Financial Planner Jobs in Rohnert Park, CA (NOW HIRING)

BoxPower

FP&A Director

Bodega Bay, CA · On-site +1

About the Role BoxPower is seeking an FP&A Director to build and own the company's financial planning, analysis, and performance managementfunction. This is a senior role that sits at the ...

BoxPower

FP&A Director

Bodega Bay, CA · Remote

About the Role BoxPower is seeking an FP&A Director to build and own the company's financial planning, analysis, and performance managementfunction. This is a senior role that sits at the ...

BoxPower

FP&A Director

Bodega Bay, CA · Remote

About the Role BoxPower is seeking an FP&A Director to build and own the company's financial planning, analysis, and performance management function. This is a senior role that sits at the ...

Talence Group LLC

Vice President FP&A

Santa Rosa, CA · On-site +1

VP, FP&A Hybrid or Remote If remote, this leader will need to be onsite regularly at the St. Helena/Santa Rosa, CA site, particularly during key planning, business review, and cross-functional ...

Talence Group LLC

Vice President FP&A

Santa Rosa, CA · Remote

VP, FP&A Hybrid or Remote If remote, this leader will need to be onsite regularly at the St. Helena/Santa Rosa, CA site, particularly during key planning, business review, and cross-functional ...

Talence Group LLC

Vice President FP&A

Santa Rosa, CA · On-site +1

VP, FP&A Hybrid or Remote If remote, this leader will need to be onsite regularly at the St. Helena/Santa Rosa, CA site, particularly during key planning, business review, and cross-functional ...

#Kendal

Chief Financial Officer

Healdsburg, CA · On-site

$208.69 - $278.69/hr

Leads financial modelling, scenario planning, and business analysis related to occupancy, service expansion, capital projects, workforce planning, and operational initiatives. * Evaluates emerging ...

2K

Manager, FP&A

Novato, CA · On-site

$128K - $174K/yr

What We Need The Manager, FP&A serves as the critical financial bridge between the Studio, Publishing and other operational partners. Rather than just reporting numbers, you will act as a Business ...

2K

Manager, FP&A

Novato, CA · On-site

$128K - $174K/yr

What We Need The Manager, FP&A serves as the critical financial bridge between the Studio, Publishing and other operational partners. Rather than just reporting numbers, you will act as a Business ...

Jobtailor

Vice President, FP&A

Saint Helena, CA · On-site

$180 - $240/hr

Lead the enterprise FP&A function, including the annual budget, quarterly and rolling forecasts, long‑range planning, risks and opportunities tracking, and executive reporting cadence * Lead, coach ...

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All JobsFinancial Planner JobsFinancial Planner Jobs in Rohnert Park, CA

Financial Planner information

See Rohnert Park, CA salary details

$55.9K

$107.1K

$154.5K

How much do financial planner jobs pay per year?

As of Aug 8, 2026, the average yearly pay for financial planner in Rohnert Park, CA is $107,095.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,200.00 and $113,000.00 per year, depending on experience, location, and employer.

What skills and qualifications are needed to be a financial planner?

To thrive as a Financial Planner, you need strong analytical skills, a solid understanding of financial products, and typically a bachelor's degree in finance, accounting, or a related field, often supplemented by certifications like CFP (Certified Financial Planner). Proficiency with financial planning software, portfolio management tools, and CRM systems is essential. Exceptional interpersonal communication, ethical judgment, and active listening set top performers apart in this role. These skills and qualifications are crucial for building client trust, developing effective financial strategies, and ensuring regulatory compliance.

What is the difference between Financial Planner vs Financial Advisor?

AspectFinancial PlannerFinancial Advisor
CertificationsCFP, ChFCCFP, Series 7, Series 66
Work EnvironmentIndependent or firm-based, comprehensive planningBank, brokerage, or independent, investment-focused
Primary FocusHolistic financial planning including retirement, estate, taxesInvestment management and product sales
Employer & Industry UsageFinancial planning firms, independentFinancial institutions, banks, brokerages

While both roles involve helping clients manage their finances, a Financial Planner provides comprehensive, long-term financial planning services, often holding CFP or ChFC certifications. A Financial Advisor may focus more on investment management and may hold additional licenses like Series 7 or 66. The roles often overlap, but the Financial Planner emphasizes holistic planning, whereas the Financial Advisor may concentrate on investment products and portfolio management.

How much do financial planners get paid?

Financial planners typically earn a median annual salary of around $89,000, with salaries ranging from approximately $50,000 to over $200,000 depending on experience, location, and client base. Many financial planners also earn commissions or fees for their services and often hold certifications like the CFP to enhance earning potential.

What is a financial planner?

A Financial Planner is a professional who helps individuals and organizations manage their finances and plan for their financial future. They provide advice on topics such as budgeting, investing, retirement savings, tax strategies, and estate planning. Financial Planners work closely with clients to understand their financial goals and develop personalized plans to achieve them. Many Financial Planners hold certifications, such as Certified Financial Planner (CFP), which demonstrate their expertise and commitment to ethical standards.

What challenges do financial planners face when building a client base, and how can they be addressed?

Financial Planners often find that establishing a strong client base is an initial hurdle, as trust and credibility are critical in this field. Many planners overcome this by networking extensively, seeking referrals from existing clients, and consistently demonstrating value through tailored financial advice. Leveraging technology, participating in community events, and maintaining professional certifications can also help build reputation. Persistence, excellent communication skills, and a genuine interest in clients’ financial goals are key to long-term success.
More about Financial Planner jobs
What job categories do people searching Financial Planner jobs in Rohnert Park, CA look for? The top searched job categories for Financial Planner jobs in Rohnert Park, CA are:
What cities near Rohnert Park, CA are hiring for Financial Planner jobs? Cities near Rohnert Park, CA with the most Financial Planner job openings:
Financial Planner jobs near you
Infographic showing various Financial Planner job openings in Rohnert Park, CA as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $107,095 per year, or $51.5 per hour.

Financial Planner - AI Trainer

DataAnnotation

Santa Rosa, CA • Remote

$50 - $100/hr

Contractor

Re-posted 24 days ago

Data Annotation rating

6.9

Company rating: 6.9 out of 10

Data Annotation

Based on 6 frontline employees who took The Breakroom Quiz

8.0

Company rating compared to similar companies: 8.0 out of 10

Software companies average

Based on 4,165 frontline employees who took The Breakroom Quiz

Job description

About the job:

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

In this role, you might:

• Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets

• Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work

• Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

• Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

Advantages of contracting with us:

  • You'll be able to choose which projects you want to work on and when
  • You work on your own schedule, on your own computer, from the comfort of your own home
  • Projects are paid hourly starting at $50-$100+/hr, with bonus rates available on some projects

Responsibilities:

  • Give AI chatbots diverse and complex problems and evaluate their outputs
  • Evaluate the quality produced by AI models for correctness and performance

Qualifications:

  • Fluency in English
  • Detail-oriented
  • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
  • A current, in progress, or completed Master's and/or PhD is preferred but not required

Note:

Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contractor position.

#finance

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