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

Sonomacity

Finance Director

Sonoma, CA · On-site

$90 - $120/hr

... for online financial activities, including banking and payments. * Represent the department to outside groups and organizations; participate in outside community and professional groups and ...

Summit State Bank

FINANCE AND RISK MANAGER

Santa Rosa, CA · On-site

$140K - $170K/yr

Benefits Summit State Bank offers a highly competitive benefits package designed to support our employees' health, financial well-being, and professional growth. We proudly provide 100% employer-paid ...

OneMain Financial

Bilingual Loan Consultant

Santa Rosa, CA · On-site

$19 - $22.50/hr

... financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional ...

Heihotels

Director of Finance

Santa Rosa, CA · On-site

$160K - $170K/yr

Yes Overview Supervises and directs the financial activities of the hotel, safeguards the assets ... Assertive personality, professional demeanor. * Effective verbal and written communication skills.

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All JobsProfessional Financial JobsProfessional Financial Jobs in Santa Rosa, CA

Professional Financial information

See Santa Rosa, CA salary details

$42.1K

$104.4K

$159.6K

How much do professional financial jobs pay per year?

As of Sep 4, 2026, the average yearly pay for professional financial in Santa Rosa, CA is $104,419.00, according to ZipRecruiter salary data. Most workers in this role earn between $87,500.00 and $121,400.00 per year, depending on experience, location, and employer.

What does a professional financial do?

A Professional Financial, often referred to as a financial advisor or financial planner, assists individuals and businesses in managing their finances. Their responsibilities include helping clients with budgeting, investments, retirement planning, tax strategies, and risk management. They analyze financial data, set financial goals, and recommend suitable products or strategies to help clients grow and protect their wealth. Professional Financials may work independently, for financial institutions, or as part of a larger advisory firm.

What are some common challenges professional financials face when working with clients, and how can they be addressed?

Professional Financials often encounter challenges such as managing diverse client expectations, staying updated with regulatory changes, and communicating complex financial concepts clearly. Building strong relationships through regular, transparent communication can help earn client trust and clarify their goals. Additionally, staying informed about the latest industry updates and continuously refining communication skills are essential for delivering high-quality service and maintaining compliance.

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

To thrive as a Professional Financial, you need strong analytical abilities, financial modeling expertise, and a relevant degree such as finance, accounting, or economics. Familiarity with financial software like Excel, QuickBooks, or Bloomberg Terminal, and certifications such as CFA or CPA, are typically important. Outstanding communication, attention to detail, and problem-solving skills set top professionals apart in this field. These competencies are crucial for making informed decisions, managing client portfolios, and ensuring regulatory compliance.

What is the difference between Professional Financial vs Financial Analyst?

AspectProfessional FinancialFinancial Analyst
Required CredentialsTypically requires a degree in finance, accounting, or related field; certifications like CFA or CPA are commonOften requires a degree in finance, economics, or related field; CFA certification is advantageous but not always mandatory
Work EnvironmentWorks in corporate finance departments, financial consulting firms, or investment firmsWorks in investment banks, asset management firms, or corporate finance teams
Employer & Industry UsageUsed across various industries including banking, insurance, and corporate sectorsPrimarily found in investment banking, asset management, and financial services

While both roles involve financial analysis, a Professional Financial often has broader responsibilities in corporate finance and strategic planning, whereas a Financial Analyst typically focuses on analyzing investment opportunities and market data. The roles overlap in credentials and work environments, but their specific functions and industry focus differ.

What are good professional financial careers?

Professional financial careers include roles such as financial analyst, accountant, financial planner, investment banker, and risk manager. These positions typically require strong analytical skills, proficiency with financial software, and relevant certifications like CFA or CPA. They often involve working in banks, investment firms, or corporate finance departments and may require a bachelor's degree or higher in finance, accounting, or related fields.

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

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

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

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

Professional Financial jobs near you

Insurance Sales Professional Paid Training & Career Growth

SPINA INSURANCE AGENCY LLC Farmers Insurance

Santa Rosa, CA • On-site

$40K - $75K/yr

Full-time

Posted 9 days ago

Job description

Build a Career, Not Just Another Sales Job

If you're motivated by achievement, enjoy helping people, and want a career with real advancement opportunities, we'd like to meet you.

The Spina Insurance Agency s seeking ambitious professionals to join our Protégé Program, an elite career development program designed to help talented individuals build successful insurance careers through professional training, mentorship, and hands-on experience.

You'll work alongside experienced Agency Owners, learn proven sales strategies, and develop the skills needed to become a trusted insurance advisor for individuals, families, and business owners.

Top performers may have the opportunity to advance into future leadership roles, including the potential to become a Farmers Agency Owner.

Responsibilities

What You'll Do

Develop new client relationships through networking, referrals, and marketing.

Help clients protect what matters most with personalized insurance solutions.

Build and maintain long-term customer relationships.

Learn Personal, Commercial, Life, and Specialty Insurance products.

Participate in ongoing coaching, training, and professional development.

Achieve sales goals while growing your income and career.

What You'll Receive

Competitive base salary

Uncapped commission opportunities

Performance bonuses

Paid training and licensing support (where applicable)

One-on-one coaching from experienced Farmers leaders

University of Farmers professional development

Marketing and lead generation support

A clearly defined career advancement path based on performance

A collaborative team committed to your success

Requirements

Who Succeeds Here?

We're looking for people who are:

Competitive and driven to succeed

Coachable and eager to learn

Strong communicators who enjoy working with people

Professional, dependable, and self-motivated

Focused on building a long-term career

Experience in sales, banking, financial services, real estate, hospitality, customer service, retail management, or business development is helpful—but not required. We hire for attitude, work ethic, and potential.

Why Farmers?

For nearly 100 years, Farmers Insurance has helped protect families, businesses, and communities across America. Our District Office is committed to developing talented professionals by providing the training, mentorship, and support needed to build rewarding careers.

If you're looking for a position where your effort determines your success—and where career advancement is earned through performance—we encourage you to apply today.

Your next career could begin here. Welcome to Farmers Insurance.

Benefits
Career Growth Opportunities###Hands on Training###Flexible Schedule###