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Wealth Management Jobs in Santa Rosa, CA (NOW HIRING)

Bankers Life

Wealth Management Trainee

Sonoma, CA · On-site

$70K - $100K/yr

Wealth Management Trainee Compensation: $70,000 - $100,000 What are you looking for in your next opportunity--growth, purpose, ownership, and real impact? At Bankers Life, we're looking for driven ...

Bankers Life

Wealth Management Trainee

Santa Rosa, CA · On-site

$70K - $100K/yr

Wealth Management Trainee Compensation: $70,000 - $100,000 What are you looking for in your next opportunity--growth, purpose, ownership, and real impact? At Bankers Life, we're looking for driven ...

Redwood-Credit-Union

Wealth Manager

Napa, CA · On-site

$150 - $200/hr

Redwood Credit Union is looking for a Wealth Manager who will be responsible for supporting the ... Lead and direct the management of staff and directly supervised team members to ensure availability ...

Socket.dev

Wealth Manager

Napa, CA · On-site

$150 - $200/hr

Redwood Credit Union is looking for a Wealth Manager who will be responsible for supporting the ... Lead and direct the management of staff and directly supervised team members to ensure availability ...

Redwood Credit Union

Wealth Manager

Napa, CA · On-site

$150 - $200/hr

Redwood Credit Union is looking for a Wealth Manager who will be responsible for supporting the ... Lead and direct the management of staff and directly supervised team members to ensure availability ...

Redwood Credit Union

Wealth Manager

Napa, CA · On-site

Thorough knowledge of all aspects of Wealth Management offered by financial institutions ... Thorough knowledge of modern management techniques and practices. * Thorough knowledge of bank ...

Redwood Credit Union

Wealth Manager

Napa, CA · On-site

Redwood Credit Union is looking for a Wealth Manager who will be responsible for supporting the ... Lead and direct the management of staff and directly supervised team members to ensure availability ...

Redwood Credit Union

Wealth Manager

Napa, CA · On-site

Redwood Credit Union is looking for a Wealth Manager who will be responsible for supporting the ... Lead and direct the management of staff and directly supervised team members to ensure availability ...

BANK OF MARIN

Trust Officer

Novato, CA · On-site

Bank of Marin is seeking an experienced Trust Officer to join our Wealth Management & Trust team. This role is responsible for managing and growing a portfolio of fiduciary and agency relationships ...

Vodia Ventures

Client Service Associate

Santa Rosa, CA · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon ...

Avior Wealth Management LLC

Client Advocate

Santa Rosa, CA · On-site

$55K - $65K/yr

About Us At Avior, we believe in more than just managing wealth; we are dedicated to helping individuals plan with intention, empowering them to live with greater purpose. Our organizational culture ...

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Wealth Management information

See Santa Rosa, CA salary details

$82K

$106.8K

$127.9K

How much do wealth management jobs pay per year?

As of Sep 8, 2026, the average yearly pay for wealth management in Santa Rosa, CA is $106,848.00, according to ZipRecruiter salary data. Most workers in this role earn between $94,600.00 and $119,200.00 per year, depending on experience, location, and employer.

What is wealth management?

Wealth management is a discipline within the financial industry that focuses on advising clients about how to manage and increase their wealth. Wealth management services may include estate planning, advising on banking services and investments, assessing a client’s legal obligations and taxes, and planning for retirement and family obligations, such as setting up trusts and college funds. Wealth management clients include individuals, small businesses, and large corporations.

What is wealth management?

Wealth management is a professional service that combines financial and investment advice, accounting and tax services, retirement planning, and legal or estate planning for individuals, typically with high net worth. The goal is to help clients grow, protect, and manage their wealth over time. Wealth managers create customized strategies tailored to each client's specific financial goals and circumstances. These services often involve a long-term relationship, with regular reviews and adjustments as a client's needs change.

What are the key skills and qualifications needed to thrive in wealth management, and why are they important?

To thrive in Wealth Management, you need a solid understanding of financial markets, investment strategies, and portfolio management, typically supported by a degree in finance, economics, or a related field, and often a CFA or CFP certification. Expertise in financial planning software, risk assessment tools, and CRM systems is essential for managing client portfolios and relationships. Strong interpersonal skills, trustworthiness, and effective communication set top wealth managers apart in building long-term client trust. These skills and qualifications are crucial for delivering tailored financial advice, growing client assets, and maintaining compliance in a competitive industry.

What are some common challenges faced by professionals in wealth management and how can they be addressed?

Professionals in Wealth Management often encounter challenges such as managing diverse client expectations, staying updated with complex financial regulations, and adapting to shifting market conditions. Building strong client relationships and clear communication can help in understanding client goals and addressing concerns proactively. Continuous learning, leveraging technology, and collaborating with specialists like tax advisors and portfolio managers are essential strategies to navigate these challenges and provide comprehensive financial solutions.

What is the difference between Wealth Management vs Financial Advisor?

AspectWealth ManagementFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, Series 7, Series 66 often required
Work EnvironmentHigh-net-worth client focus, comprehensive servicesGeneral client financial planning, investment advice
Employer & IndustryPrivate banks, wealth management firmsIndependent, banks, financial planning firms

Wealth management typically involves providing comprehensive financial services to high-net-worth clients, including estate planning and tax strategies, often requiring advanced certifications. Financial advisors generally offer investment advice and financial planning to a broader client base. While overlapping in client interaction and certifications, wealth management emphasizes a holistic approach for affluent clients, whereas financial advisors serve a wider audience with more focused services.

Is wealth management a high paying career?

Wealth management is generally considered a high-paying career, with salaries often exceeding those of many other financial roles. Compensation can include base salary, bonuses, and commissions, and is influenced by experience, client portfolio size, and certifications such as the CFP or CFA. Successful wealth managers in senior positions can earn six-figure incomes or higher.

What does a wealth management do?

A wealth management professional provides financial planning and investment advice to high-net-worth clients, helping them grow and protect their assets. They analyze clients' financial situations, develop tailored strategies, and often use tools like financial software; certifications such as CFP or CFA are common in this field.
More about Wealth Management jobs

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

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

What job categories do people searching Wealth Management jobs in Santa Rosa, CA look for?

The top searched job categories for Wealth Management jobs in Santa Rosa, CA are:

What cities near Santa Rosa, CA are hiring for Wealth Management jobs?

Cities near Santa Rosa, CA with the most Wealth Management job openings:

Wealth Management jobs near you
Infographic showing various Wealth Management job openings in Santa Rosa, CA as of August 2026, with employment types broken down into 85% Full Time, 11% Part Time, and 4% Contract. Highlights an 83% In-person, 10% Hybrid, and 7% Remote job distribution, with an average salary of $106,848 per year, or $51.4 per hour.

Wealth Management Trainee

Sonoma, CA • On-site

Bankers Life
See more jobs at Bankers Lifeexternal

$70K - $100K/yr

Other

Medical, Life

Posted 8 days ago

Key responsibilities

  • Work one-on-one with clients to create personalized financial solutions.

  • Support clients in building meaningful relationships and providing financial advice.

  • Participate in training programs and obtain necessary licenses to advance in wealth management.

Job description

Position Title: Wealth Management Trainee Compensation: $70,000 - $100,000 Job Description: What are you looking for in your next opportunity—growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As a wealth management trainee on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career you’re proud of. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a company that invests in your success. Ready to make a difference? Join our Financial Advisor Development Program today. We support you every step of the way:  No finance background? No problem—no experience needed - sales, customer service, or people-facing experience is a big plus!  First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business.  Next, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion.  Award winning mentorship and training programs that support your move into wealth management and sales leadership.  Starting out? Additional incentives that help you get started on top of earned commissions and bonuses. *The SIE® is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a required first step for individuals seeking to become Financial Advisors. Additional licensing exams are required to become a Financial Advisor. BL-1769-ADV-1025 Why Join Us?  Top-tier training with mentors and resources to help you succeed at every level.  Your career, your pace by moving into a leadership role in as little as 12 months.  Continuous support with tech tools, marketing leads, and team collaboration.  Unlimited income streams include uncapped commissions, renewals, bonuses and more.  Live life with exciting awards trips, lasting friendships, and true work-life integration. Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures the future of middle-income America by providing life and health insurance, annuities, financial services, and workforce benefits solutions through its family of brands, including Colonial Penn, Washington National, and Optavise. Apply and learn more. Note: Applicants must reside in the state of the position and have access to a vehicle to be considered. By applying, you agree to be contacted via phone, email and/or SMS. Bankers Life offers the Financial Representative position through Bankers Life Securities, Inc. Member FINRA/SIPC and the Investment Advisor position through Bankers Life Advisor Services, Inc. SEC Registered Investment Adviser. Securities and variable annuity products and services are offered by Bankers Life Securities, Inc. Member FINRA/SIPC, (dba BL Securities, Inc., AL, GA, IA, IL, MI, NV, PA). Advisory products and services are offered by Bankers Life Advisory Services, Inc. SEC Registered Investment Adviser (dba BL Advisory Services, Inc., AL, GA, IA, MT, NV, PA). Investments are: Not Guaranteed—Involve Risk—May Lose Value.

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