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

Redwood Credit Union

Wealth Manager

Napa, CA

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 ...

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 ...

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 ...

BANK OF MARIN

Trust Officer

Novato, CA · On-site

$99K - $146K/yr

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 ...

DataAnnotation

FP&A Manager - AI Trainer

Santa Rosa, CA · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

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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 Aug 11, 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 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 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 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.
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 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $106,848 per year, or $51.4 per hour.

Wealth Manager

Redwood Credit Union

Napa, CA

Full-time

Posted 4 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.