ZipRecruiter

Log In

1

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

2K

Senior Financial Analyst

Novato, CA · On-site

$100K - $125K/yr

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 ...

2K

Senior Financial Analyst

Novato, CA

$100K - $125K/yr

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 ...

DataAnnotation

FP&A Manager - AI Trainer

Santa Rosa, CA · Remote

$50 - $100/hr

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 ...

Kodiak

Finance Manager

Bodega Bay, CA

$110K - $140K/yr

In this role you will wear many hats, and be excited to support FP&A, investor relations, corporate development and strategy and business operations. The right person for this role has a flexible ...

Calpine

Maintenance Planner

Middletown, CA · On-site

Involved in planning long- and short-term business objectives involving maintenance, repair, and ... Able to navigate and use all asset and financial tools for tracking historical work records. • ...

Caleres

Demand Planner

Novato, CA · On-site

$70K - $84K/yr

  • Medical

  • Retirement

  • PTO

Join our dynamic and thriving footwear company as a Demand Planner, Vionic in Novato, California ... Contribute tomonthly inventory review meetings to ensure alignment with financial and marketplace ...

Calpine

Maintenance Planner

Middletown, CA · On-site

Involved in planning long- and short-term business objectives involving maintenance, repair, and ... Able to navigate and use all asset and financial tools for tracking historical work records. • ...

The GEO Group

COUNSELOR/DISCHARGE PLANNER

Santa Rosa, CA · On-site

$30/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

At GEO, we believe in the three pillars of employee wellbeing: physical, emotional, and financial ... The Counselor/Discharge Planner prepares written personalized programs for each participant to ...

The GEO Group

COUNSELOR/DISCHARGE PLANNER

Santa Rosa, CA

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

At GEO, we believe in the three pillars of employee wellbeing: physical, emotional, and financial ... The Counselor/Discharge Planner prepares written personalized programs for each participant to ...

The GEO Group

COUNSELOR/DISCHARGE PLANNER

Santa Rosa, CA · On-site

$30/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

At GEO, we believe in the three pillars of employee wellbeing: physical, emotional, and financial ... The Counselor/Discharge Planner prepares written personalized programs for each participant to ...

The GEO Group

COUNSELOR/DISCHARGE PLANNER

Santa Rosa, CA · On-site

$30/hr

At GEO, we believe in the three pillars of employee wellbeing: physical, emotional, and financial ... The Counselor/Discharge Planner prepares written personalized programs for each participant to ...

Roofstock

Strategic Finance Manager

Bodega Bay, CA · Hybrid

$130K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Your expertise in financial planning and analysis (FP&A) will be vital in helping to create a win-win situation for all parties involved, ensuring financial sustainability and growth. Your ...

ProSearch Recruiting Group

Director Finance

Napa, CA · On-site

$160/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... range financial planning Provide financial analysis and strategic recommendations to ownership and senior leadership Oversee inventory accounting, cost accounting, and COGS analysis specific to ...

Collins Aerospace

Master Data Planner (Onsite)

El Verano, CA

$95K - $181K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Master Data Planner will also coordinate and communicate with Site Operations Finance team if master data changes may/will impact product costing. This role may support multiple time zones based ...

RTX

Master Data Planner (Onsite)

El Verano, CA

$181K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Master Data Planner will also coordinate and communicate with Site Operations Finance team if master data changes may/will impact product costing. This role may support multiple time zones based ...

Calpine

Maintenance Planner II

Middletown, CA · On-site

Involved in planning long- and short-term business objectives involving maintenance, repair, and ... Able to navigate and use all asset and financial tools for tracking historical work records. • ...

Calpine

Maintenance Planner II

Middletown, CA · On-site

Involved in planning long- and short-term business objectives involving maintenance, repair, and ... Able to navigate and use all asset and financial tools for tracking historical work records. • ...

previous pagenext page

Showing results 21-40

All JobsFinancial Planner JobsFinancial Planner Jobs in Santa Rosa, CA

Financial Planner information

See Santa Rosa, CA salary details

$55.2K

$105.7K

$152.5K

How much do financial planner jobs pay per year?

As of Aug 18, 2026, the average yearly pay for financial planner in Santa Rosa, CA is $105,704.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,100.00 and $111,500.00 per year, depending on experience, location, and employer.

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 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 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.

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.
More about Financial Planner jobs

What are the most commonly searched types of Financial Planner jobs in Santa Rosa, CA?

The most popular types of Financial Planner jobs in Santa Rosa, CA are:

What are popular job titles related to Financial Planner jobs in Santa Rosa, CA?

For Financial Planner jobs in Santa Rosa, CA, the most frequently searched job titles are:

What job categories do people searching Financial Planner jobs in Santa Rosa, CA look for?

The top searched job categories for Financial Planner jobs in Santa Rosa, CA are:

What cities near Santa Rosa, CA are hiring for Financial Planner jobs?

Cities near Santa Rosa, CA with the most Financial Planner job openings:

Financial Planner jobs near you
Infographic showing various Financial Planner job openings in Santa Rosa, CA as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, and 4% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $105,704 per year, or $50.8 per hour.

Senior Financial Analyst

2K

Novato, CA • On-site

$100K - $125K/yr

Full-time

Re-posted 12 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