Top 10 Wealth advisor Jobs in Santa Rosa Ca

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 Wealth Advisor
Focus Financial Partners —Santa Rosa, CA
- $90,000 - $110,000 a year
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Work from home
Financial Advisor Associate
Stifel —Santa Rosa, CA
- Full-time
- 5 years
- Bachelor's degree
- Travel
- Health insurance
- Dental insurance
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
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
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
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
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

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Operations Associate
Gordian Wealth Advisors —Fairfield, CA
The right candidate will have the opportunity to develop new marketable skills and acquire transferrable professional certifications. PTO up to 3 weeks.
$40,000 - $60,000 a year
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Financial Advisor
Edward Jones —San Francisco, CA
As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your branch team, a home-office team and other regional…
$45,000 - $100,000 a year

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BizOps Collective —New Albany, OH
Bachelor's degree in Finance, Accounting, Business Administration, or a related field. The Financial Advisor will develop and present personalized financial…
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Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. We offer a competitive compensation and benefits package including medical, dental, vision, retirement,…
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Regional Tax Director

Pivotal Talent Search -
California

Quick Apply

Job Details

Full-time
$220,000 - $275,000 a year

Qualifications

CPA
Team supervision
Professional ethics
Profit & loss
Fiduciary duties
Industry knowledge of financial regulations
Managing accounting teams
Senior leadership

Full Job Description

Regional Director, Tax & Accounting Services – West U.S.

We’re seeking a regional business leader (not a heads-down technical role) to own and grow our Tax & Accounting business across the West U.S.

You’ll inherit teams, processes, and client relationships from both legacy and acquired firms, and turn them into one high-performing, integrated regional operation aligned to a national vision.

Location: This is a remote role for the Western US; San Francisco Bay area or Dallas preferred.

What You’ll Own

Lead the Regional Business:

Full accountability for revenue growth, profitability, client retention, and team performance.
Build and execute a regional strategy aligned with national expansion.
Act as executive sponsor and escalation point for key clients and partners.
Partner closely with Wealth Management leadership and acquired-firm principals to drive collaboration and growth.

Drive Integration & Operational Scale:

Lead integration of acquired firms: workflows, service standards, org design, and culture.
Assess current operations and implement scalable, repeatable processes.
Set and manage KPIs around productivity, turnaround, quality, retention, and profitability.
Partner with Product/Transformation to deploy technology and standardized service models.

Build & Lead the Team:

Lead, coach, and develop a high-performing regional leadership team (tax, accounting, bookkeeping, operations).
Upgrade talent where needed; build a culture of accountability, excellence, and continuous improvement.
Identify and grow future leaders; attract and retain top performers in a competitive market.
Guide teams through change, integration, and ambiguity.

Deepen Client & Cross-Functional Partnerships:

Earn trust with acquired partners, advisors, and clients through transitions.
Work closely with Wealth Management, Financial Planning, and Client Services to deliver an integrated client experience.
Support client retention, referral conversion, and expansion (“share of wallet”) across the platform.
Champion a client-first culture: responsiveness, proactive communication, and long-term relationships.

Provide Oversight, Not Day-to-Day Production:

Offer executive oversight and strategic guidance on tax planning, structuring, compliance, and risk.
Ensure technical quality, regulatory compliance, fiduciary standards, and ethics.
Maintain strong quality-control and escalation frameworks while empowering technical leaders to execute.

How Success Will Be Measured

Regional financial performance: revenue growth, margin, profitability
Client retention and organic growth
Operational performance: turnaround times, utilization, quality, cost-to-serve, pricing discipline
Integration outcomes: speed and effectiveness of bringing acquired firms onto common standards
Cross-service penetration with Wealth Management and adjacent services
Talent strength: leadership bench, retention of key talent, and active performance management

What We’re Looking For

CPA required; advanced degree (MST, JD, MBA) preferred
12+ years of progressive leadership in tax, accounting, wealth management, or professional services
Proven ownership of a regional business, practice, or operating unit with P&L accountability
Experience leading scale, operational transformation, and/or post-acquisition integration
Strong track record influencing across matrixed, multi-stakeholder environments
Experience assessing and upgrading inherited teams and building scalable leadership structures
Commercial orientation with demonstrated growth and retention results
Executive presence and the ability to lead seasoned experts
Uncompromising integrity and commitment to fiduciary standards, ethics, and compliance

Nice to Have

Experience with physicians, dentists, medical groups, or HNW clients
Background in PE-backed, fast-scaling, or acquisitive environments
Familiarity with physician practice structures and multi-entity/pass-through environments
Experience leading distributed or multi-office professional services organizations
Exposure to technology-enabled service delivery and operational modernization

Valued Traits

Brings order and accountability to complex environments
Moves quickly from diagnosis to action
Raises standards without unnecessary friction
Leads experts with a balance of inspiration, firmness, and respect
Balances client quality, professional credibility, and commercial discipline
Treats client trust and acquired-firm relationships as core assets

#PTS

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Refine Your Search

wealth advisor jobs in santa rosa ca

Regional Tax Director

Associate Wealth Advisor

Financial Advisor Associate

Associate Wealth Advisor

Client Service Specialist

Client Service Specialist

Compliance Associate - Wine Industry

Investment Coordinator

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