Top 86 Wealth 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
Customer Service Associate I
Dollar Tree —Santa Rosa, CA
- $18.21 - $18.50 an hour
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Grocery store experience
- 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
Customer Service Associate II
Dollar Tree —Santa Rosa, CA
- $18.21 - $18.50 an hour
- Part-time
- Merchandising
- High school diploma or GED
- Ability to lift 50 pounds
- 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
Financial Advisor Associate
Stifel —Santa Rosa, CA
- Full-time
- 5 years
- Bachelor's degree
- Travel
- Health insurance
- Dental insurance
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
Business Analyst
UBEO, LLC —Santa Rosa, CA
- $16.90 - $25.00 an hour
- Full-time
- Clean driving record
- Ability to walk for extended periods
- Mid-level
- Health savings account
- AD&D insurance
Canine Early Care Technician - Part-Time
CANINE COMPANIONS FOR INDEPENDENCE, INC. —Santa Rosa, CA
- $18.50 an hour
- Part-time
- Maintenance
- Organizational skills
- Fair chance
- 403(b)
Quick Apply
1d
Canine Early Care Technician - Overnight
CANINE COMPANIONS FOR INDEPENDENCE, INC. —Santa Rosa, CA
- $19.25 an hour
- Part-time
- Maintenance
- Organizational skills
- Fair chance
- 403(b)
Quick Apply
Probate & Trust Litigation Attorney (REMOTE - California)
Bay Legal, PC —California
- $150,000 - $300,000 a year
- Part-time
- Remote
- 5 years
- Writing skills
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Branch Manager 4 - Novato, CA
U.S. Bank National Association —Novato, CA
- $104,550 - $135,300 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Paid holidays
- Disability insurance
4d
Auto Glass Installation Technician Trainee
Safelite Group —Santa Rosa, CA
- $25.50 - $30.25 an hour
- Full-time
- 18 years or older
- English
- High school diploma or GED
- Paid training
- Paid holidays
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
Assistant Area Manager, Sonoma
AvantStay —Sonoma, CA
- $70,304 a year
- Weekends as needed
- Microsoft Excel
- Salesforce
- Mid-level
- Mileage reimbursement
- Paid parental leave
1d
Security Rep Stf - Level 4
Lockheed Martin Corporation —Santa Rosa, CA
- $85,400 - $150,650 a year
- Full-time
- Office
- In-person
- Training & development
- Paid jury duty
- Paid holidays
Maintenance Technician
Lockheed Martin Corporation —Santa Rosa, CA
- $56,600 - $108,330 a year
- Full-time
- Mid-level
- Mentoring
- Cleaning
- Paid jury duty
- Paid holidays
MIT System Engineer
UBEO, LLC —Santa Rosa, CA
- $85,000 - $100,000 a year
- Full-time
- Microsoft Excel
- Azure
- Microsoft Outlook
- Health savings account
- AD&D insurance
Starlink & Satellite Installation Technician
LinkUs Enterprises, LLC —Santa Rosa, CA
- $19 - $21 an hour
- Weekends as needed
- Background check
- Clean driving record
- Pass drug screening
- Paid training
- Fuel card
Quick Apply

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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 jobs in santa rosa, ca

Associate Wealth Advisor

Customer Service Associate I

Associate Wealth Advisor

Customer Service Associate II

Client Service Specialist

Investment Coordinator

Financial Advisor Associate

Client Service Specialist

Business Analyst

Canine Early Care Technician - Part-Time

Canine Early Care Technician - Overnight

Probate & Trust Litigation Attorney (REMOTE - California)

Branch Manager 4 - Novato, CA

Auto Glass Installation Technician Trainee

Compliance Associate - Wine Industry

Assistant Area Manager, Sonoma

Security Rep Stf - Level 4

Maintenance Technician

MIT System Engineer

Starlink & Satellite Installation Technician

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

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