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Financial Planning Assistant Jobs in Santa Rosa, CA

Redwood Credit Union

Wealth Manager

Napa, CA · On-site

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

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

$142 - $167/hr

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

ProSearch Recruiting Group

Assistant Controller

Napa, CA · On-site

$115/hr

Assistant Controller Napa Valley, CA | Wine Industry | Department: Finance & Accounting About Us ... financial reporting standards * Hands-on experience with ERP platforms (such as NetSuite, Sage ...

Sonic Internet + Phone

Staff Accountant

Santa Rosa, CA · On-site

$78K - $85K/yr

... * Assist with monthovermonth and periodoverperiod variance analysis * Provide data and analysis to FP&A and management as requested * Prepare schedules and documentation for audits and reviews

IDEX

Senior Finance Analyst

Rohnert Park, CA · Hybrid

$94K - $118K/yr

JOB TITLE: Sr. Financial Analyst REPORTING TO: Commercial Finance Manager LOCATION: Rohnert Park ... Experience with ERP systems is required, JD Edwards preferred * Expert skills in Excel and SAP Web ...

Lucchese Bootmaker

Assistant Store Manager

Napa, CA · On-site

$70 - $86/hr

Supporting talent development and succession planning * Protecting company assets and ensuring ... Prevention, Finance, Marketing, Facilities, and IT. Matters outside delegated authority are ...

McGuire & Hester

Safety Specialist

Bodega Bay, CA · On-site

$38 - $45/hr

Use expertise to assist field management in pre-construction identification of safety issues and ... Financial Planning We are confident that our retirement plan is the best in the industry.

McGuire & Hester

Safety Specialist

Bodega Bay, CA

$38 - $45/hr

Use expertise to assist field management in pre-construction identification of safety issues and ... Financial Planning We are confident that our retirement plan is the best in the industry.

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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.

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

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

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.

Wealth Manager

Redwood Credit Union

Napa, CA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 28 days ago

Job description

Redwood Credit Union is looking for a Wealth Manager who will be responsible for supporting the planning, organization, and management of Redwood Credit Union's Wealth Management program. Emphasis is placed on providing excellent Member satisfaction and significantly growing sales and services provided through offering full-service investment and retirement products and services.
 
ESSENTIAL FUNCTIONS:
Leadership:
• Review and identify cost-effective utilization of all resources.
• Lead and direct the management of staff and directly supervised team members to ensure availability of skills and abilities needed to meet RCU’s vision, mission, values, and service doctrine.
• Analyze and communicate information about performance, competition, marketplace, and company resources in a manner that balances immediate needs with those of the future.
• Manage the development of all assigned Advisors through an internal business development program and motivate staff to sell and market RCU.
• Participate in and represent Redwood Credit Union at internal and external events and community functions.
• Compliance and Risk
o Assist with Member complaints and issues
o Prudent risk behavior
o Code of Ethics
• Internal cross business partnership and collaboration
 
Sales and Service Management:
• Mentor and coach sales and service results.
• Manage and direct assigned Advisors and Wealth Management products to provide exemplary service and generate non-interest income for RCU.
• Establish and/or implement measurement criteria for tracking results, assigning priorities and resources, and following through to ensure timely and accurate completion of assignments.
• Provide regular feedback and progress reports regarding Wealth Management sales practices and business development initiatives.
• Utilize reporting systems designed to keep the Leadership Team informed of all Wealth Management activities and production.
• Continually assess the competitiveness of all programs and practices against the relevant comparable companies, industries, and markets.
• Maintain relationships with external partners, Member Experience, Compliance, Legal, Risk, Marketing, and IT departments to deliver new products and promotions.
• Ensure compliance with pertinent government rules and regulations.
• Evaluate efforts to develop business to assure efficiency and resources are used to pursue opportunities within guidelines and policies.
• Work with Leadership on setting and meeting production goals and oversee the daily activities of assigned Wealth Management department team members.
• Design and implement training and continuing education programs for team members in conjunction with the Educational Development Department.
• Possess knowledge of department related regulations and communicate relevant updates to organization.
• Recruit, select, train, motivate, coach, evaluate and develop reporting staff.
• Lead investment initiatives, e.g., call nights, branch training, business outreach, etc.
• Travel to branches and departments regularly to market and promote Wealth Management to Members and team members.
• Maintain and recruit team members to meet targeted quantity and quality.
• Implement wealth management disciplines on effective Member engagement, planning, service models, and use of tools available through Redwood Credit Union and CUSO Financial Services.
• Develop and encourage sound Financial Planning practices by team members.
 
Planning:
Implement plans and policies to attain goals and objectives, measure progress and implement adjustments as appropriate.
• Support evaluation, research, and analysis to provide recommendations related to new and existing product offerings and partnerships.
• Assist in execution of Wealth Management strategic marketing plans in coordination with the Marketing & Communications Department.
• Assist in execution of strategies to support growth of Wealth Management as well as all other goals of Redwood Credit Union.
Other Functions:
• Organize community seminars on investing, retirement planning, and other financial products offered.
• Volunteer time and capital in community non-profit groups and participate in community events, volunteer boards and associations.
 
Join us and discover why you'll love working at Redwood Credit Union!
 
ABOUT REDWOOD CREDIT UNION (RCU):
At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.
 
As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all. 
 
Why work for Redwood Credit Union?
•  25th largest credit union in the U.S. and the largest financial institution based in the North Bay
•   Recognized by Newsweek as one of "America's Best Credit Unions 2026"
•   Awarded a 5-Star Bauer Rating
•  Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2026"
•   Top Corporate Philanthropists (#24) - San Francisco Business Times
•   Voted Best Places to Work in the North Bay 20 years in a row
•   World-class Employee Engagement scores
•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
•   Industry leading Net Promoter Scores across the U.S.
Minimum Qualification: Knowledge, Skills and Abilities
  • Thorough knowledge of all aspects of Wealth Management offered by financial institutions.
  • Thorough knowledge of modern management techniques and practices.
  • Thorough knowledge of bank deposit products.
  • Current knowledge of Federal and State investment laws, rules, and regulations.
  • Knowledge of national and local economic and competitive trends and conditions.
  • Strong negotiation and sales leadership skills.
  • Ability to comply with all terms of RCU and CFS manuals and policies.
  • Highly skilled in the operation of a personal computer with word processing, spreadsheet and presentation software with Intra/Internet access.
  • Ability to lead and achieve results from others through motivation.
  • Ability to analyze problems and opportunities, identify and evaluate alternatives, and develop sound, effective approaches.
  • Ability to plan, implement, and evaluate the achievement of goals, objectives, and work plans.
  • Ability to lead, motivate, and supervise team members.
  • Ability to establish and maintain effective working relationship with a diverse group of people including, regulators, Members, internal team members attorneys, vendors, and other parties.
  • Ability to communicate effectively both verbally and in writing.
  • Ability to travel 50% of time.
Certifications and Licenses
  • FINRA Series 7, 24 (or 9/10), 66 (or 63/65) licenses required.
  • California Life Insurance.
The ideal candidate has a combination of education and experience equivalent to a bachelor's degree in business administration, finance, or a closely related field, with a minimum of eight years of experience in financial services, including investments and insurance.
 
Compensation: Base starting range: $141,979 to $167,039 annually + Commission
Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.
 
Redwood Credit Union offers a robust benefits package to our eligible employees including:
•  Competitive medical, dental, and vision insurance, mental health offerings
•  Employee performance incentive plan
• Salary Advancement– Merit increase based on performance
• 401(k) program with employer match
• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!
 
RCU Discounts and Perks:
• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans
• RCU employees are eligible for a 1% discount on all recreational or boat loan products
• 2% discount off Visas and LOC Loans through RCU
• 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.
• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.
• 0% interest on garment, fitness, or home office equipment loan of up to $500
• 100% financing for employee purchased homes!
 
Physical Requirements:
• Ability to travel to offsite corporate and branch locations as needed.
• Ability to stand, bend, stoop, sit, walk, twist, and turn.
• Ability to lift up to 15 pounds.
• Ability to use a computer keyboard and calculator.
• Work environment is indoors; majority of the time is spent sitting at a desk.
 
*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. 
 
Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. 
                                                  
                                                  We are an Equal Opportunity Employer

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us at careers@redwoodcu.org. To ensure fairness and consistency, we’re unable to respond to individual inquiries about application status.