$19.25 - $25.25/hr
... - Assist with financial planning and insurance coordination with accuracy - Provide excellent customer service to patients with empathy and compassion - Maintain detailed organization of patient ...
$19.25 - $25.25/hr
... - Assist with financial planning and insurance coordination with accuracy - Provide excellent customer service to patients with empathy and compassion - Maintain detailed organization of patient ...
... - Assist with financial planning and insurance coordination with accuracy - Provide excellent customer service to patients with empathy and compassion - Maintain detailed organization of patient ...
Quick apply
... - Assist with financial planning and insurance coordination with accuracy - Provide excellent customer service to patients with empathy and compassion - Maintain detailed organization of patient ...
Advisors will have access to a shared financial services assistant. Advisors will be eligible to ... The program has a financial planning team that is integrated in their team. We also have an ...
Advisors will have access to a shared financial services assistant. Advisors will be eligible to ... The program has a financial planning team that is integrated in their team. We also have an ...
Bodega Bay, CA · On-site
$28.85 - $33.65/hr
Job Summary An Administrative Assistant organizes all administrative functions of the Estimating ... Financial Planning We are confident that our retirement plan is the best in the industry.
Bodega Bay, CA · On-site
$28.85 - $33.65/hr
Job Summary An Administrative Assistant organizes all administrative functions of the Estimating ... Financial Planning We are confident that our retirement plan is the best in the industry.
Bodega Bay, CA · On-site
$28.85 - $33.65/hr
Job Summary An Administrative Assistant organizes all administrative functions of the Estimating ... Financial Planning We are confident that our retirement plan is the best in the industry.
Quick apply
Bodega Bay, CA · On-site
$28.85 - $33.65/hr
Job Summary An Administrative Assistant organizes all administrative functions of the Estimating ... Financial Planning We are confident that our retirement plan is the best in the industry.
$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 ...
$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 ...
$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 ...
$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 ...
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 ...
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 ...
Santa Rosa, CA · Remote
$50 - $100/hr
Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
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Santa Rosa, CA · Remote
$50 - $100/hr
Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
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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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 ...
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 ...
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 ...
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 ...
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 ...
$110K - $140K/yr
Planning - Assist in development of annual program plan with tangible, measured goals. Through ... Finance - Ensure regional expenses are in line with the budget, including payroll and supplies.
$110K - $140K/yr
Planning - Assist in development of annual program plan with tangible, measured goals. Through ... Finance - Ensure regional expenses are in line with the budget, including payroll and supplies.
Santa Rosa, CA · On-site
$125K/yr
Planning - Assist in development of annual program plan with tangible, measured goals. Through ... Finance - Ensure regional expenses are in line with the budget, including payroll and supplies.
Santa Rosa, CA · On-site
$125K/yr
Planning - Assist in development of annual program plan with tangible, measured goals. Through ... Finance - Ensure regional expenses are in line with the budget, including payroll and supplies.
Santa Rosa, CA · On-site
$22 - $30/hr
... - Assist with financial planning and insurance coordination with accuracy - Provide excellent customer service to patients with empathy and compassion - Maintain detailed organization of patient ...
Santa Rosa, CA · On-site
$22 - $30/hr
... - Assist with financial planning and insurance coordination with accuracy - Provide excellent customer service to patients with empathy and compassion - Maintain detailed organization of patient ...
Santa Rosa, CA · On-site
$110K - $140K/yr
Planning - Assist in development of annual program plan with tangible, measured goals. Through ... Finance - Ensure regional expenses are in line with the budget, including payroll and supplies.
Quick apply
Santa Rosa, CA · On-site
$110K - $140K/yr
Planning - Assist in development of annual program plan with tangible, measured goals. Through ... Finance - Ensure regional expenses are in line with the budget, including payroll and supplies.
Napa, CA · Hybrid
... . This is a hands-on role, and the right candidate will be detail-oriented, collaborative ... Support monthly, quarterly, and year-end close processes to ensure accurate and timely financial ...
Napa, CA · Hybrid
... . This is a hands-on role, and the right candidate will be detail-oriented, collaborative ... Support monthly, quarterly, and year-end close processes to ensure accurate and timely financial ...
Napa, CA · Hybrid
... . This is a hands-on role, and the right candidate will be detail-oriented, collaborative ... Support monthly, quarterly, and year-end close processes to ensure accurate and timely financial ...
Napa, CA · Hybrid
... . This is a hands-on role, and the right candidate will be detail-oriented, collaborative ... Support monthly, quarterly, and year-end close processes to ensure accurate and timely financial ...
Petaluma, CA · On-site
Preparation of tax returns (individual, corporate, partnership and fiduciary) * Assist clients with tax and financial planning * Manage, develop and sustain excellent client relationships * Conduct ...
Petaluma, CA · On-site
Preparation of tax returns (individual, corporate, partnership and fiduciary) * Assist clients with tax and financial planning * Manage, develop and sustain excellent client relationships * Conduct ...
Santa Rosa, CA · On-site
$78K - $85K/yr
... * Assist with month-over-month and period-over-period variance analysis * Provide data and analysis to FP&A and management as requested * Prepare schedules and documentation for audits and reviews
Santa Rosa, CA · On-site
$78K - $85K/yr
... * Assist with month-over-month and period-over-period variance analysis * Provide data and analysis to FP&A and management as requested * Prepare schedules and documentation for audits and reviews
$38.8K - $45.7K
14% of jobs
$51.1K is the 25th percentile. Wages below this are outliers.
$45.7K - $52.5K
15% of jobs
The median wage is $58.8K / yr.
$52.5K - $59.4K
24% of jobs
$59.4K - $66.2K
17% of jobs
$70.8K is the 75th percentile. Wages above this are outliers.
$66.2K - $73.1K
9% of jobs
$73.1K - $80K
6% of jobs
$80K - $86.8K
3% of jobs
$86.8K - $93.7K
3% of jobs
$93.7K - $100.5K
3% of jobs
$100.5K - $107.4K
3% of jobs
$107.4K - $114.3K
3% of jobs
$38.8K
$66.3K
$114.3K
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.
| Aspect | Financial Planning Assistant | Financial Advisor |
|---|---|---|
| Credentials | Typically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatory | Often requires a bachelor's degree; CFP certification is common and preferred |
| Work Environment | Supports financial planners in an office setting, handling administrative and client support tasks | Works directly with clients to develop and implement financial plans |
| Employer & Industry Usage | Employed by financial planning firms, banks, or investment companies | Employed 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.
For Financial Planning Assistant jobs in Santa Rosa, CA, the most frequently searched job titles are:
The top searched job categories for Financial Planning Assistant jobs in Santa Rosa, CA are:
Cities near Santa Rosa, CA with the most Financial Planning Assistant job openings:
$19.25 - $25.25/hr
Full-time
Medical, Dental, Retirement, PTO
Re-posted 2 hours ago
Job Description: We are looking for a highly efficient and detail-oriented Patient Care Coordinator to join our team in the General Dentistry industry. As a Patient Care Coordinator / Treatment Coordinator, you will be responsible for ensuring that our patients receive the highest level of care and customer service. This is a high volume Denti-Cal office, ideal candidate will be familiar with working in a fast pace office.
Responsibilities: - Educate patients on dental procedures and treatments with utmost professionalism - Utilize CDT dental procedure codes for billing and coding insurance claims with precision - Ensure HIPPA compliance in all patient interactions with strict adherence - Assist with financial planning and insurance coordination with accuracy - Provide excellent customer service to patients with empathy and compassion - Maintain detailed organization of patient records and appointment scheduling with meticulousness - Generate EOD reports with proficiency Requirements 1-3 years of experience in a dental office setting with proven track record High School Diploma Familiar with Open Dental Weave Denti-Cal Insurance PPO Insurance Benefits Dental PTO ( 5 Sick Days ) Holiday Pay 401K
