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Financial Planning Assistant Jobs in Santa Rosa, CA

3 Bridge Networks

Senior Corporate Accountant

Sonoma, CA · On-site

$90K - $114K/yr

Partner with FP&A, operations, and other internal teams to ensure accurate financial information and resolve issues * Assist with annual audit, tax, and compliance-related requests * Help improve ...

3 Bridge Networks

Senior Corporate Accountant

Santa Rosa, CA · On-site

$88K - $111K/yr

Partner with FP&A, operations, and other internal teams to ensure accurate financial information and resolve issues * Assist with annual audit, tax, and compliance-related requests * Help improve ...

Exchange Bank

Assistant Controller

Santa Rosa, CA · On-site

$80K - $115K/yr

The Assistant Controller also provides supervision for certain accounting staff and contributes to financial analysis and planning. They are responsible for personnel management and operational ...

KSL Resorts

Assistant Director of Finance

Yountville, CA · On-site

$90K - $96K/yr

Monitor the capital planning process by assisting management with the calculation of return on ... Analyze financial data and operations in order to assist and advise management in maintaining the ...

Socket.dev

Wealth Manager

Napa, CA · On-site

$142 - $167/hr

Develop and encourage sound Financial Planning practices by team members. Planning Implement plans ... * Assist in execution of Wealth Management strategic marketing plans in coordination with the ...

Redwood Credit Union

Wealth Manager

Napa, CA · On-site

... Assist with Member complaints and issues o Prudent risk behavior o Code of Ethics • Internal ... Financial Planning practices by team members. Planning: Implement plans and policies to attain ...

Exchange Bank

Assistant Controller

Santa Rosa, CA · On-site

$80 - $115/hr

Accounting Operations: * Assist with the preparation of monthly, quarterly, and annual financial ... planning process by providing financial data and variance analyses to management to support ...

Redwood Credit Union

Wealth Manager

Napa, CA · On-site

$142 - $167/hr

Develop and encourage sound Financial Planning practices by team members. Planning: Implement plans ... * Assist in execution of Wealth Management strategic marketing plans in coordination with the ...

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Showing results 21-40

All JobsFinancial Planning JobsFinancial Planning Assistant JobsFinancial Planning Assistant Jobs in Santa Rosa, CA

Financial Planning Assistant information

See Santa Rosa, CA salary details

$38.8K

$66.3K

$114.3K

How much do financial planning assistant jobs pay per year?

As of Sep 5, 2026, the average yearly pay for financial planning assistant in Santa Rosa, CA is $66,274.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,800.00 and $74,900.00 per year, depending on experience, location, and employer.

What does a financial planning assistant do?

A financial planning assistant provides support to a financial planner. You assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You also perform administrative duties for your manager, such as scheduling meetings. For qualified financial planning assistants, your job responsibilities may require you to draft letters, documents, or reports.

What are some of the main ways a financial planning assistant supports financial advisors during client meetings?

Financial Planning Assistants play a crucial role before, during, and after client meetings by preparing necessary documentation, gathering and organizing financial data, and creating preliminary reports. During meetings, they often take detailed notes, update financial plans in real time, and ensure that all client questions are documented for follow-up. After meetings, they handle administrative tasks such as updating client files, scheduling follow-up appointments, and coordinating with other team members to implement recommended strategies. This support ensures meetings run smoothly and advisors can focus on client relationships and strategic planning.

What are the key skills and qualifications needed to thrive as a financial planning assistant, and why are they important?

To thrive as a Financial Planning Assistant, you need a solid understanding of financial concepts, attention to detail, and typically a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Excel are commonly required, and certifications like the FPQP (Financial Paraplanner Qualified Professional) can be advantageous. Strong organizational skills, discretion, and excellent interpersonal communication help you build trust with clients and support advisors effectively. These abilities ensure accurate financial analysis, smooth workflow, and high-quality client service in a competitive industry.

What is the difference between Financial Planning Assistant vs Financial Advisor?

AspectFinancial Planning AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatoryOften requires a bachelor's degree; CFP certification is common and preferred
Work EnvironmentSupports financial planners in an office setting, handling administrative and client support tasksWorks directly with clients to develop and implement financial plans
Employer & Industry UsageEmployed by financial planning firms, banks, or investment companiesEmployed by similar firms, often with a client-facing role

While both roles support financial services, a Financial Planning Assistant primarily provides administrative and support functions, whereas a Financial Advisor works directly with clients to create personalized financial strategies. The assistant role often serves as a stepping stone toward becoming a Financial Advisor.

More about Financial Planning Assistant jobs

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

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

Financial Planning Assistant jobs near you
Infographic showing various Financial Planning Assistant job openings in Santa Rosa, CA as of August 2026, with employment types broken down into 82% Full Time, 14% Part Time, and 4% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $66,274 per year, or $31.9 per hour.

Senior Corporate Accountant

3 Bridge Networks

Sonoma, CA • On-site

$90K - $114K/yr

Other

Posted 9 days ago

Job description

A growing, well-capitalized organization is seeking a Senior Corporate Accountant to join its expanding accounting team. This is a highly visible role for someone who enjoys owning core accounting processes, working closely with leadership, and contributing to a company that is continuing to scale.


About the Role

The Senior Corporate Accountant will play an important role in the monthly close, financial reporting, and ongoing improvement of the accounting function. This is a strong opportunity to gain broad exposure across the organization, receive mentorship from experienced finance leaders, and take on increasing responsibility over time.


Responsibilities

  • Lead key components of the monthly, quarterly, and annual close process
  • Prepare and review journal entries, account reconciliations, and supporting schedules
  • Maintain balance sheet accounts and investigate variances
  • Assist with preparation of internal financial reporting and management analyses
  • Support cash management, accounts payable, payroll, fixed assets, and intercompany accounting as needed
  • Partner with FP&A, operations, and other internal teams to ensure accurate financial information and resolve issues
  • Assist with annual audit, tax, and compliance-related requests
  • Help improve accounting processes, reporting, internal controls, and documentation
  • Participate in special projects and systems initiatives as the company grows


Qualifications

  • Bachelor’s degree in Accounting or Finance
  • 3+ years of progressive corporate accounting, public accounting, or comparable experience
  • Strong understanding of GAAP, financial statements, and the close process
  • Public accounting experience and/or CPA progress is a plus, but not required
  • Advanced Excel skills and experience working with an ERP system
  • Strong analytical skills, attention to detail, and ability to meet deadlines
  • Collaborative and proactive communicator who is comfortable working in a fast-paced environment


Required Skills

  • Strong understanding of GAAP, financial statements, and the close process
  • Advanced Excel skills and experience working with an ERP system
  • Strong analytical skills, attention to detail, and ability to meet deadlines
  • Collaborative and proactive communicator


Apply