Top 87 Wealth Jobs in Santa Rosa Ca

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
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
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
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
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
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
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
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
Associate Attorney
Hanna, Brophy, Maclean, Mcaleer & Jensen, LLP —Santa Rosa, CA
- $107,500 - $185,000 a year
- Full-time
- Hybrid work
- Mid-level
- Commuter assistance
- Health insurance
Quick Apply
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
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
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
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
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
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
Real Estate Agent
Jana Adams & Associates - LPT Realty —Rohnert Park, CA
- $48,226.91 - $196,492.21 a year
- Weekends as needed
- Real Estate License
- Business development
- Negotiation
- Opportunities for advancement
- Flexible schedule
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
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

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Associate Wealth Advisor

Focus Financial Partners
Santa Rosa, CA

Apply Now

Job Details

$90,000 - $110,000 a year

Benefits

Work from home

Qualifications

Customer communication
Bachelor's degree
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.

#LI-KTI

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.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].

The following language is for US based roles only

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

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 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

Associate Wealth Advisor

Financial Advisor Associate

Client Service Specialist

Client Service Specialist

Canine Early Care Technician - Part-Time

Customer Service Associate I

Probate & Trust Litigation Attorney (REMOTE - California)

Branch Manager 4 - Novato, CA

Regional Tax Director

Associate Attorney

Investment Coordinator

Auto Glass Installation Technician Trainee

Canine Early Care Technician - Overnight

Business Analyst

Customer Service Associate II

Maintenance Technician

Real Estate Agent

Starlink & Satellite Installation Technician

Compliance Associate - Wine Industry

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

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