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

Redwood Credit Union

Investment Coordinator

Napa, CA · On-site

Under limited supervision, provide administrative support to Advisors in the Wealth Management department, while delivering superior service to Members and internal team members in a courteous ...

Bankers Life

Financial Services Professional

Sonoma, CA · On-site

$19K/yr

Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day.

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Family Office Head of Tax

Santa Rosa, CA · On-site

... management. This position is responsible for ensuring that the family office clients' wealth is preserved and optimized through proactive and efficient tax strategies. The ideal candidate will bring ...

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Family Office Head of Tax

Sonoma, CA · On-site

... management. This position is responsible for ensuring that the family office clients' wealth is preserved and optimized through proactive and efficient tax strategies. The ideal candidate will bring ...

Equitable Advisors

Financial Professional

Santa Rosa, CA · On-site

$250 - $1.0K/wk

If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Equitable Advisors

Financial Professional

Sonoma, CA · On-site

$250 - $1.0K/wk

If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

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 ...

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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 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.

Investment Coordinator

Napa, CA • On-site

Redwood Credit Union
501 - 1,000 employees
Learn more about Redwood Credit Unionexternal

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 16 days ago

Job description

Redwood Credit Union is looking for an Investment Coordinator will be a productive contributor to the Wealth Management department.  Under limited supervision, provide administrative support to Advisors in the Wealth Management department, while delivering superior service to Members and internal team members in a courteous, professional, and efficient manner.  
 
Key Responsibilities
Member Service:
o Provide exceptional service to all internal and external Members and partners.
o Call Members referred to the Wealth Management department by branch, Member Service Center, or other referrals.
o Make and receive calls from Members to assist with questions, investment transactions and problem resolution.
o Ensure maximum flexibility to relieve and/or assist in a variety of functions as needed.
o Responsible for relationship building, including working with existing Investment Members and potential Investment Members.
o Assist Advisors and department team members with service-related matters.
o Identify issues requiring escalation to Financial Advisor or department management.
Administrative:
o Maintain a high degree of accuracy and accountability in support of all Financial Advisors, investment Member clients, and Member prospects.
o Submit required trade documentation to broker dealer to meet regulation-mandated deadlines.
o Ensure all required account documents are acquired, updated, and scanned to Members' Investment account.
o Appropriately plan and organize daily work and projects, anticipating workload and foreseeing obstacles.
o Maintain confidentiality of correspondence, documents, discussions, meetings, and telephone calls.
o Proficiently utilize the broker dealer provided platform, if applicable, to process Member investment requests and update account information.
o Follow up on outstanding requests to ensure timely processing of investment requests.
o Sort, distribute, and process interoffice mail and incoming mail.
o Organize and maintain electronic storage system for department files to ensure proper storage.
o Perform duties specific to reporting/marketing/operations as assigned.
o Remain compliant to with FINRA, SEC and other Self Regulator Organization or Federal regulations when working with clients, 3rd party Vendors, and other team members.
o Coordinate and assemble Member mailings as directed.
o Assist in coordinating seminars, Member appreciation and other community events for the Wealth Management Department.
Other Functions:
o Lend clerical and administrative support to other managers - SVP Wealth, Insurance and Deposit Services, VP Wealth Management, Deposit Products Manager, or other members of the Leadership Team as assigned.
o Perform other duties as assigned.
 
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
  • Knowledge of all account types and ownership types used in financial institutions.
  • Working knowledge of modern office administration techniques, methods, and equipmentoperation.
  • Working knowledge of terminology related to investment products and various accounttypes.
  • Ability to learn and work within FINRA guidelines.
  • Ability to successfully pass background check with broker-dealer.
  • Skill in the operation of a PC with the use of word processing, spreadsheets, and databases software programs, with internet and intranet access.
  • Excellent oral and written communication skills.
  • Excellent organizational skills.
  • Ability to prioritize and successfully manage multiple tasks and deadlines simultaneously.
  • Ability to implement and execute assigned tasks with limited supervision.
  • Ability to effectively research data.
  • Ability to distinguish and manage confidential material and information.
  • Ability to establish and maintain effective working relationships with a diverse group of people.
  • Ability and desire to work in a team environment.
The ideal candidate has a combination of education and experience equivalent to an associate degree, with a minimum of one year of related administrative or operational experience. Credit Union/bank experience preferred.
 
Compensation: Base starting range: $24.00 to $31.00 per hour commensurate with experience.
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 stand, bend, stoop, sit, walk, twist, and turn.
Ability to lift up to 20 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 [email protected]. To ensure fairness and consistency, we're unable to respond to individual inquiries about application status.
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