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39 wealth advisor jobs at 22 companies in Santa Rosa, CA

3mo
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Senior Wealth Advisor
San Francisco, California, United States
$125k-$175k/yr OnsiteFull Time
Beacon Pointe Advisors
Beacon Pointe Advisors: Independent firm providing wealth management and investment advisory services.
5+ YOE5+ years as a financial/wealth advisor, proven client acquisition and asset growth, experience in wirehouse/BD/bank/RIA, CFP®/CFA preferred, bachelor’s degree preferred, strong communication and sales orientation.
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3mo
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Wealth Strategies Advisor
Los Angeles or Chicago or San Francisco
$180k-$255k/yr HybridFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
5+ YOE5 years wealth planning experience; proven sales with high net worth clients; JD/CPA/MBA/CFA/CTFA/CFP preferred; strong communication and relationship skills; team player.
Wealth Planning Tools, Tax Planning Software, CRM, Office Suite
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3mo
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Senior Wealth Advisor
Irvine or Walnut Creek or San Diego or Los Angeles or Sacramento or Eugene or Santa Rosa or Medford or San Jose
OnsiteFull Time
Columbia Bank
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
5+ YOE5+ years in investment/wealth management; bachelor’s degree preferred; CFA, CFP, CIMA, CWS, CEPA, or AIF credentials; strong marketing, business development, and client relationship skills; willing to travel.
CRM, Financial planning software, Microsoft Office
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4d
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Private Wealth Advisor
San Francisco, California, United States
$200k-$225k/yr OnsiteFull Time
Lido Advisors
Lido Advisors: Provides wealth management and financial planning for high-net-worth individuals.
5+ YOEBachelor’s degree in finance, business, or related field; 5–7+ years in wealth management; success serving high-net-worth clients; Series 65 required; strong communication and Salesforce and Microsoft Office proficiency.
Salesforce, Microsoft Office
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2mo
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ASSOCIATE, WEALTH ADVISOR
San Francisco, California, United States
$85k-$130k/yr OnsiteFull Time
Cresset
Cresset: Independent multi-family office and private investment firm.
2+ YOEBachelor's degree required; Series 65 required (obtain within 120 days if unlicensed); 2+ years financial services experience preferred; strong communication, numerical aptitude, and regulatory compliance awareness.
Microsoft Office, eMoney, Salesforce, Addepar
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2mo
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ASSOCIATE, WEALTH ADVISOR
San Francisco, California, United States
$85k-$130k/yr OnsiteFull Time
Cresset
Cresset: Cresset provides personalized wealth management and family office services.
2+ YOEBachelor's degree required, Series 65 required (or obtained within 120 days), 2+ years financial services experience preferred, strong communication and numerical skills, proficiency with Microsoft Office; ethics and regulatory compliance required.
Microsoft Office, eMoney, Salesforce, Addepar
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1w
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Affluent Wealth Advisor
Menlo Park or San Francisco or Santa Clara
$106k-$150k/yr OnsiteFull Time
First Citizens Bank
First Citizens BankNasdaq: FCNCA: Provides full-service consumer, commercial, and wealth management banking.
2+ YOEBachelor's degree plus 2 years of financial services experience, or high school diploma/GED plus 6 years. Requires Series 7, 63, 65 or 66, and state insurance licenses.
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1w
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Asset & Wealth Management - Private Wealth Advisor - San Francisco
San Francisco, California, United States
$85k-$270k/yr OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Global investment banking, securities, and investment management firm.
4+ YOERequires four-plus years in private wealth management, financial services, or related experience; Series 7, 63, and 3 licenses; client connectivity, sales, analytical, interpersonal, and relationship management skills.
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4d
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Asset & Wealth Management - Private Wealth Advisor - San Francisco
San Francisco, California, United States
$85k-$270k/yr OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Global investment banking, securities, and investment management firm.
4+ YOERequires 4+ years in private wealth management, financial services, or related work; Series 7, 63, and 3 licenses; client focus, business development, analytical, relationship management, and networking skills.
Employee Assistance Program (EAP)
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5d
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Wealth Strategies Advisor- Private Bank
Los Angeles or San Francisco or Chicago
$180k-$255k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
5+ YOERequires 5 years of wealth planning experience, advanced knowledge of estate, tax, trust, investment, retirement, and philanthropic planning, sales experience, communication, presentation, and relationship management skills.
FDIC
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3mo
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Wealth Advisor - Westamerica Bank
Napa or Sonoma
OnsiteFull Time
Central Pacific Bank
Central Pacific BankNYSE: CPF: Regional bank providing commercial and personal banking in Hawaii.
2+ YOEHigh school diploma; 2+ years investment sales; active FINRA licenses; state licenses; MS Office proficiency.
Microsoft Office, PowerPoint, Broker-dealer software
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3mo
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Wealth Advisor - Westamerica Bank
Napa or Sonoma
$70k/yr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
2+ YOEHigh school diploma; two years investment sales; active Life Insurance, Series 7, Series 63/65/66 licenses; state requirements; computer literacy.
Microsoft Office, PowerPoint
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2w
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Wealth Management Advisor II
San Francisco or Sacramento or San Jose or Fresno or Bakersfield or Palo Alto
$122k-$262k/yr OnsiteFull Time
Fifth Third Bank
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
8+ YOE8+ years financial services sales/client experience; bachelor’s or equivalent; industry certifications (CFP/CFA/CPWA or JD/CPA) required within policy; NMLS and state life and health insurance licenses; strong communication and analytical skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
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1mo
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PWM Private Wealth Advisor
San Francisco, California, United States
$180k-$220k/yr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
10+ YOE10+ years managing high and ultra-high net worth client relationships; Bachelor's degree or equivalent; NMLS registration required; BLS not relevant; CFA/CFP preferred; strong relationship management, analytical, and communication skills.
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3mo
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Wealth Advisor (San Francisco Bay Area)
San Francisco, California, United States
$85k-$145k/yr HybridFull Time
Mercer Advisors
Mercer Advisors: Provides integrated wealth management and financial planning for families.
7+ YOECFP required; Series 65; 7-10 years in financial planning or advisory roles; Bachelor's degree in business-related field; strong client-facing and analytical skills.
Financial planning software
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5d
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Senior Wealth Advisor | California (Northern & Southern)
San Francisco or Los Angeles
$70k-$200k/yr HybridFull Time
Citi
CitiNYSE: C: A global financial services providing banking and credit services.
6+ YOERequires 6–10 years of experience, Series 7 and 66 licenses, strong financial knowledge, communication skills, software proficiency, and a bachelor's degree; master's preferred.
Microsoft Word, Microsoft Excel, Bloomberg
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1mo
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Wealth Financial Advisor
Phoenix or Santa Barbara or San Diego or San Francisco or San Ramon or Los Angeles or Fort Lauderdale or Leawood or Miami or Chicago or New York
$90k-$100k/yr OnsiteFull Time
CAPTRUST
CAPTRUST: Provides investment advisory and retirement plan consulting services.
4+ YOE4+ years sales/wealth management experience, Series 65 within 90 days, proficiency with Microsoft Office and GAP analysis tools, strong communication and analytical skills, bachelor's degree preferred.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Access, GAP analysis tools
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4d
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Private Wealth Advisor Associate
San Francisco, California, United States
$65k-$90k/yr HybridFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
3+ YOEBachelor's degree required; strong communication, analytical, problem-solving, collaboration, leadership, interpersonal, and time-management skills. SIE required before joining; Series 7 and 66 required within 1–2 months.
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4w
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Wealth Management Advisor - San Francisco, CA
San Francisco, California, United States
$100k-$110k/yr HybridFull Time
TIAA
TIAA: Financial services organization providing retirement, asset management, and investments.
5+ YOE5+ years managing a book of affluent clients, deep investment and planning knowledge, FINRA Series 7 and 63 (65/66), life and health insurance license (obtain within 120 days), CFP/CFA preferred, strong client relationship and sales skills.
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4w
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Wealth Management Advisor - San Francisco, CA
San Francisco, California, United States
HybridFull Time
TIAA
TIAA: Provides retirement and financial services for academic and non-profit sectors.
5+ YOE5+ years managing a book of affluent clients; deep investment and financial planning knowledge; FINRA Series 7 and 63 required; Series 65/66 and Life and Health license required within 120 days; CFP/CFA preferred.
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