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Strategic Financial Partners Jobs in Santa Rosa, CA

Ztek Consulting INC

SAM Manager

Bodega Bay, CA · On-site

Job Summary We are seeking a highly strategic and results-driven leader to manage enterprise ... Partner closely with legal and finance teams to mitigate contractual and operational risks.

Kavaliro

Senior Financial Accountant

Santa Rosa, CA · On-site

Partner with the CRA Officer with identifying CRA eligible investment purchases * Assists the ... By using best practices and optimal employee recruiting strategies, Kavaliro provides employers ...

2K

Manager, FP&A

Novato, CA

$128K - $174K/yr

Partner with HR and Studio leads to model resource utilization. Help leaders understand the financial impact of their talent strategy, including capitalization rates and "staff-up" vs. vendor-model ...

2K

Manager, FP&A

Novato, CA · On-site

$128K - $174K/yr

Partner with HR and Studio leads to model resource utilization. Help leaders understand the financial impact of their talent strategy, including capitalization rates and "staff-up" vs. vendor-model ...

IDEX

Senior Finance Analyst

Rohnert Park, CA · Hybrid

$94K - $118K/yr

Partners with the Life Cycle Innovation and New Product Innovation teams in developing financial analysis for business case justification and strategic investments. * Help & support Product ...

IDEX Corporation

Senior Finance Analyst

Rohnert Park, CA · On-site

$94K - $118K/yr

Partners with the Life Cycle Innovation and New Product Innovation teams in developing financial analysis for business case justification and strategic investments. * Help & support Product ...

IDEX

Data Analyst, Finance

Rohnert Park, CA · On-site +1

Focused on assisting partners at every stage of the development processes, we invest in people and ... Analyze financial and operational data to identify ways to capture and report on trends, variances ...

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Strategic Financial Partners information

What is the difference between Strategic Financial Partners vs Financial Advisor?

AspectStrategic Financial PartnersFinancial Advisor
CredentialsCFP, CFA, CPACFP, ChFC, CPA
Work EnvironmentCorporate, consulting, or firm-basedIndependent or firm-based
Industry UsageFinancial services, consultingPersonal finance, investment management
Primary FocusStrategic planning, corporate financePersonal financial planning, investments

Strategic Financial Partners typically focus on corporate and strategic financial planning, often working within consulting or corporate environments. In contrast, Financial Advisors primarily assist individuals with personal financial planning and investment management. While both roles require similar certifications, their work settings and client focus differ significantly.

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

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

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

Strategic Financial Partners jobs near you
Infographic showing various Strategic Financial Partners job openings in Santa Rosa, CA as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, 1% Temporary, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Financial Solutions Advisor- North Napa Financial Center

Bank of America

Napa, CA • On-site

Full-time

PTO

Re-posted 4 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 527 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Job Description:
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
  • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
  • Recommends banking and investments strategies that align with client financial goals and needs
  • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
  • Mitigates and controls risk as part of daily activities
  • Identifies and engages potential new clients through referrals or financial center clientele
  • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Required Qualifications:
  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
  • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
  • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
  • Sets and accomplishes goals, achieving whatever you put your mind to.
  • Builds and nurtures strong relationships.
  • Collaborates effectively with others to get things done.
  • Communicates effectively and confidently and is comfortable engaging all clients.
  • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
  • Likes to learn, adapts to new information and seeks the right solutions for clients.
  • Efficiently manages your time and capacity.
  • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired Qualifications:
  • Strong computer skills with an ability to multitask in a demanding environment.
  • At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
  • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
  • Obtained your insurance licenses

Skills:
  • Account Management
  • Advisory
  • Client Experience Branding
  • Customer and Client Focus
  • Oral Communications
  • Active Listening
  • Attention to Detail
  • Client Solutions Advisory
  • Issue Management
  • Pipeline Management
  • Causation Analysis
  • Client Management
  • Policies, Procedures, and Guidelines
  • Risk Management
  • Written Communications

Schedule:
Monday-Friday Open availability required + some Saturdays
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - Napa - 2 Financial Plz - NORTH NAPA BC (CA3168)
Pay and benefits information
Pay range
$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Formulaic incentive eligible
This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

What Bank Of America employees say

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1998

Social media

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