Top 10 Wealth advisor Jobs in Santa Rosa Ca

Associate Wealth Advisor
Focus Partners Wealth —Santa Rosa, CA
- $90,000 - $110,000 a year
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Health insurance
- Dental insurance
Associate Wealth Advisor
Focus Financial Partners —Santa Rosa, CA
- $90,000 - $110,000 a year
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Work from home
Regional Tax Director
Pivotal Talent Search —California
- $220,000 - $275,000 a year
- Full-time
- Hybrid work
- CPA
- Senior level
- Master of Business Administration
Quick Apply
Financial Advisor Associate
Stifel —Santa Rosa, CA
- Full-time
- 5 years
- Bachelor's degree
- Travel
- Health insurance
- Dental insurance
Client Service Specialist
Focus Financial Partners —Santa Rosa, CA
- $70,000 - $75,000 a year
- Overtime
- Hybrid work
- Research
- Mid-level
- Office
- Work from home
Investment Coordinator
Redwood Credit Union —Santa Rosa, CA
- $24 - $31 an hour
- Full-time
- Background check
- Word processing
- Computer literacy
- Paid holidays
- Health insurance
Quick Apply
Client Service Specialist
Focus Partners Wealth —Santa Rosa, CA
- $70,000 - $75,000 a year
- Overtime
- Hybrid work
- Research
- Mid-level
- Office
- Work from home
Compliance Associate - Wine Industry
Platform Accounting Group —Santa Rosa, CA
- $20 - $25 an hour
- Full-time
- Mid-level
- Finance
- Organizational skills
- Health insurance
- 401(k)
Quick Apply

Discover related jobs

Based on your search for wealth advisor jobs.

Associate Wealth Advisor
Focus Partners Wealth —Santa Rosa, CA
Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and…
$90,000 - $110,000 a year
Customer Service Associate I
Dollar Tree —Santa Rosa, CA
Manage sales transactions while working assigned cash register. Maintain security of cash and protect company assets.
$18.21 - $18.50 an hour

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Associate Financial Advisor
TPM Placement —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office*.
$110,000 - $130,000 a year
Quick Apply
J.P. Morgan Wealth Management National Branch Personal Advisor - Westerville, OH
JPMorganChase —Westerville, OH
A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment.

Show more jobs in cities nearby

I want to receive the latest job alert for wealth advisor in santa rosa ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth advisor jobs near santa rosa ca

Financial Advisor jobs in Santa Rosa, CA

Accountant jobs in Santa Rosa, CA

Social Services jobs in Chicago, IL

Client Service Associate jobs in Pittsburgh, PA

Client Services Specialist jobs in Fort Worth, TX

Client Services Specialist jobs in Delray Beach, FL

Client Services Specialist jobs in Fishers, IN

Client Services Specialist jobs in Detroit, MI

Entry Level Financial Analyst jobs in Austin, TX

Financial Advisor jobs in Portland, OR

Senior Financial Analyst jobs in New Jersey

Financial Analyst jobs in Rhode Island

Financial Advisor jobs in Maine

Financial Advisor jobs in Boise, ID

Financial Advisor jobs in Poughkeepsie, NY

Wealth Management Advisor jobs in Wilmington, NC

Wealth Management Advisor jobs in Little Rock, AR

Management Trainee jobs in San Antonio, TX

Music Artist Management jobs in New York, NY

Wealth Management Advisor jobs in Western Springs, IL

Associate Wealth Advisor

Focus Partners Wealth
Santa Rosa, CA

Apply Now

Job Details

$90,000 - $110,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Work from home
Vision insurance
Life insurance

Qualifications

Customer communication
Bachelor's degree
Financial product expertise
Experience practicing in the securities industry

Full Job Description

Position Summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team. The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

Develop, revise, and present financial plans through planning software
Knowledge of tax, estate, and insurance planning
Develops a mastery of Focus Partners Wealth's (FPW) investment philosophy
Create holistic investment strategy for each client, monitor risk tolerance over time as needed
Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
Mastery of technology stack offered, including CRM system and custodian websites
Resource and collaboration with other Associate Wealth Advisors (AWAs)
Ability to independently lead client communications and interactions
Diligent recording of client communication and information within client relationship management platform
Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
Complete client billing reviews and ensure compliance for the advisory team
Engage in advisory team business planning efforts and actively support the firm's strategic priorities
The ability to meet with clients in person. Some travel may be required

Qualifications

Bachelor's Degree
Series 65 or equivalent within 120 days of employment
2+ years of financial service experience
Strong interpersonal skills; team-orientated approach
Knowledge of financial industry, financial products, and financial planning concepts
Excellent analytical skills and attention to detail
Clean U4

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $90,000 - $110,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

#LI-KT1

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate's skillset, and without regard to an employee or candidate's race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For California Applicants: Information on your California privacy rights can be found here

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Apply Now

Refine Your Search

wealth advisor jobs in santa rosa ca

Associate Wealth Advisor

Associate Wealth Advisor

Regional Tax Director

Financial Advisor Associate

Client Service Specialist

Investment Coordinator

Client Service Specialist

Compliance Associate - Wine Industry

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for wealth advisor in santa rosa ca

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected