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

PLACE

Real Estate Agent - Build Wealth

Napa, CA · On-site

$150K - $200K/yr

Summary Advance Your Real Estate Career and Build Lasting Wealth in Napa Are you a licensed real ... Highly Organized & Efficient - Strong time management, attention to detail, and ability to ...

DataAnnotation

M&A Associate - 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 ...

Stifel

Financial Advisor Associate

Santa Rosa, CA · On-site

We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by ...

Stifel

Financial Advisor Associate

Santa Rosa, CA · On-site

We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by ...

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Showing results 21-40

All JobsWealth Management JobsWealth Management Jobs in Santa Rosa, CA

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.

Real Estate Agent - Build Wealth

PLACE

Napa, CA • On-site

$150K - $200K/yr

Contractor

Re-posted 14 days ago

Job description

Summary
Advance Your Real Estate Career and Build Lasting Wealth in Napa
Are you a licensed real estate agent looking for more than just closing deals? At EO&A, we empower motivated professionals to elevate their careers into thriving, scalable businesses that deliver long-term financial security. With the right framework, expert support, and comprehensive resources, you can escape the daily hustle and create a career that blends financial independence with personal satisfaction.
As one of Northern California's premier real estate teams, EO&A provides a proven roadmap for ongoing success-whether you're an independent agent aiming to grow or a seasoned producer ready to step into leadership.
What We Offer:
  • Proven Business Models & Systems - Scalable strategies designed to boost productivity and simplify your workflow
  • Tailored Mentorship & Coaching - Learn from industry experts with a track record of achievement
  • Advanced Technology & Marketing Resources - Tools that enhance your brand and attract premium clients
  • Supportive & Accountable Team Environment - Join a culture that fosters growth, focus, and shared success
Wealth-Building Benefits:
  • Revenue Sharing Opportunities
  • Profit Sharing and Equity Stakes
  • Vesting and Investment Options
  • Leadership Development and Team Growth Pathways
Who We're Looking For:
  • Licensed real estate agents based in California
  • Driven entrepreneurs passionate about growth and innovation
  • Professionals dedicated to building a meaningful, legacy-focused career
  • Collaborative individuals eager to develop leadership skills and embrace accountability

If you're ready to work smarter, generate real wealth, and build a business that values freedom over burnout, we want to connect with you.
Please note: This is a commission-only position with unlimited earning potential.
Responsibilities
  • Master the EO&A and PLACE Systems - Graduate from PLACE Launch and implement EO&A's lead generation and sales systems to ensure consistent business growth.
  • Generate and Convert Leads into Clients - Execute weekly lead generation strategies, including prospecting, follow-ups, and marketing outreach to secure buyer and seller appointments.
  • Guide Buyers Through the Home-Buying Process - Consult with buyers, secure signed agreements, and identify homes that meet their needs, ensuring a seamless and successful home-buying experience.
  • Consult and Market Homes for Sellers - Convert seller consultations into listings and provide expert guidance on pricing, staging, and marketing to maximize home value and sell quickly.
  • Negotiate and Close Deals Successfully - Represent buyers and sellers in negotiations, ensuring they receive the best possible terms and a smooth transaction process.
  • Stay Accountable and Continue Professional Development - Participate in weekly script practice, team meetings, and one-on-one coaching sessions to sharpen skills and stay ahead in the market.
  • Leverage Technology and Marketing for Maximum Impact - Utilize EO&A's advanced technology and marketing tools to track tasks, manage leads, and execute high-converting buyer and listing presentations.
  • Engage in Community and Brand-Building Activities - Conduct multiple open houses per month and actively participate in team initiatives to expand your network and presence in the market.
Qualifications
To excel as a Real Estate Agent at EO&A, you should be a driven, goal-oriented professional with a passion for growth, service, and financial success. The ideal candidate is:
  • A Licensed Real Estate Professional - An active real estate license is required.
  • Experienced in Sales & Production Growth - 3+ years of real estate sales experience with a track record of increasing production.
  • A Skilled Communicator & Negotiator - Strong written and verbal communication skills to build rapport, convert leads, and close deals.
  • Goal-Oriented & Growth-Minded - Committed to achieving financial success, leveraging systems, and scaling a sustainable business.
  • A Natural Problem-Solver - Skilled in prospecting, lead generation, and overcoming objections with ease.
  • Highly Organized & Efficient - Strong time management, attention to detail, and ability to implement high-level strategies.
  • Coachable & Learning-Based - Eager to refine skills, master scripts, and leverage team support for continuous improvement.
  • A Team Player - Thrives in a collaborative environment and contributes to shared success.

If you're ready to take your career to the next level, work smarter, and build lasting success, EO&A is the place for you!
About-our-team
At EO&A, powered by PLACE, we are a dynamic and forward-thinking real estate team committed to delivering exceptional service to our clients. By leveraging cutting-edge technology, collaborative teamwork, and a culture of excellence, we help both our agents and clients achieve remarkable success.
When our people thrive, our clients win. That's why we invest in your growth by providing world-class education, proven systems, and unwavering support. We foster an environment where positive habits, accountability, and innovation drive results.
At EO&A, we show up each day with energy, enthusiasm, and a commitment to breaking records. We believe in pushing boundaries, embracing challenges, and striving for excellence in everything we do. If you're a motivated and growth-minded real estate professional looking for the right opportunity to scale your business, this is the place for you.
Join us and take your career to new heights!

Apply