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

PT&C Group LLC

Senior Accountant

Santa Rosa, CA · On-site

$70K - $100K/yr

  • Medical

  • Retirement

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and soon to be wealth management services to small and medium sized ...

Platform Accounting

Senior Accountant

Santa Rosa, CA · On-site

$70K - $100K/yr

  • Medical

  • Retirement

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and soon to be wealth management services to small and medium sized ...

Dollartree

Store Manager Trainee

Sonoma, CA · On-site

$21.75 - $26/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Strong productivity management in freight processing is required * Strong communication ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

PLACE

Real Estate Expansion Partner

Napa, CA · On-site

$180K - $250K/yr

Equity & Revenue Share - Build ownership and wealth as your business scales * Leadership ... Track and manage tasks and activities using PLACE technology to ensure seamless operations and ...

PLACE

Licensed Real Estate Agent

Napa, CA · On-site

$80K - $115K/yr

Growth Pathways - Clear opportunities for leadership and wealth-building Additional Benefits ... Leverage PLACE Technology to monitor activities, manage client relationships, and ensure timely ...

Dollartree

Assistant Manager II

Novato, CA

  • Medical

  • Dental

  • Vision

  • Retirement

Store management experience in retail, grocery, or drug store environment is preferred * Must be ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Merchandising Assistant Manager

Rohnert Park, CA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

Store management experience in retail, grocery, or drug store environment is preferred * Must be ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Merchandising Assistant Manager

Rohnert Park, CA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

Store management experience in retail, grocery, or drug store environment is preferred * Must be ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Assistant Manager II

Novato, CA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

Store management experience in retail, grocery, or drug store environment is preferred * Must be ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Wells Fargo

Relationship Banker Greater Vine District

Napa, CA · On-site

$21 - $27.50/hr

  • Medical

  • Life

  • Retirement

  • PTO

... Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. Wells ... Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships

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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 Aug 18, 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

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

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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, 81% Full Time, 14% Part Time, and 4% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $106,848 per year, or $51.4 per hour.

Senior Accountant

PT&C Group LLC

Santa Rosa, CA • On-site

$70K - $100K/yr

Full-time

Medical, Retirement

Posted 7 days ago

Job description

Description:

The Senior Accountant is a key part of our team. You will perform general bookkeeping, payroll and business advising for a variety of individual and business clients. Our goal is to build long-lasting relationships by providing the highest level of service and oversight to the people we work for.


Who we are:

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and soon to be wealth management services to small and medium sized businesses and their owners. We currently have 50+ offices across 15 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority.


This role is for our firm located in Santa Rosa, called AWG Wine Advisors. AWG Wine Advisors is a specialized accounting and advisory firm dedicated exclusively to the wine industry. With decades of hands-on winery finance experience, we blend industry-specific expertise with high-level technical accounting knowledge to support boutique and family-run wineries.


What you will do:

  • Supervise staff accountants, including project oversight, time management, review of work, and ongoing training.
  • Manage fixed assets and depreciation schedules.
  • Prepare weekly cashflow projections.
  • Perform balance sheet reconciliations.
  • Conduct bank reconciliations.
  • Complete case goods reconciliation review.
  • Prepare sales, business, and excise tax returns.
  • Support inventory cost accounting.
  • Prepare weekly cashflow projections for clients.
  • Review client books at period end and ensure accurate accruals, adjustments, and reconciliations.
  • Perform debt and lease reconciliations.
  • Assist with the preparation of financial statements.
  • Support bank reporting requirements.

What we look for:

  • 3 + years professional accounting experience, preferably in the wine industry
  • Superior accuracy and technical expertise
  • Excellent communication, attention to detail, strong analytical skills
  • Expert use of with accounting software & systems, and ability to learn new systems quickly
  • Excellent customer service and interpersonal skills
  • Proactive problem solving and project management
  • Bachelor’s degree preferred.
  • Experience with QuickBooks Accounting Software

What we offer:

  • Tremendous opportunity for advancement within a rapidly growing professional services firm
  • Ongoing informal and formal training and development
  • Very competitive compensation
  • 401(k) and medical benefits
  • Firm sponsored continuing education

The expected salary range for this role is $70,000 - $100,000 per year, which represents a good faith and reasonable estimate. Compensation decisions depend on numerous factors including bona fide qualifications and the facts and circumstances of each case at the time of hiring. Relevant qualifications include, but are not limited to employee education, training, skillset, credentials/certifications, relevant work experience, geographic work location (including if the employee will be hybrid or fully in-office), the scope and responsibilities of the role, internal level and peer equity, and market considerations.


Applications will be accepted until the position is filled.

Requirements: