Financial Advisor Jobs in Santa Rosa
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Search Results - Financial Advisor Jobs in Santa Rosa
National Wealth Management Firm-Santa Rosa
Financial Advisors
W-2 or Independent | National Wealth Platform
This opportunity is built for experienced advisors who want real independence—without running a standalone business.
This platform allows you to own your client relationships...
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Russell Tobin-Santa Rosa
Job Description
Our client, a global multi-family office RIA, is currently looking for an individual to join up with their Financial Advisory team, responsible for the portfolio construction and analysis of their ultra-high net worth client...
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Twin Peaks Wealth Advisors-Santa Rosa
Job Title: Lead Financial Advisor
Location: Primarily Remote (with in-person client meetings, events, and quarterly team offsites)
Employment Type: Full-Time
Compensation: $150,000 base salary + bonus (production/revenue-based)
About Twin Peaks...
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Atlas Search-Santa Rosa
Job Description
We are working with a well-known private Investment Management firm looking to hire across multiple levels of seniority for their Financial Analyst/Advisory department. The position will be based in San Francisco on a hybrid work...
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Coda Search│Staffing-Santa Rosa
SVP Wealth Advisor
About the Company:
We're representing one of the fastest-growing financial planning firms in the industry in their search for Financial Advisors. Well-backed and recognized as such, the platform is built on proprietary...
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National Wealth Management Firm-Santa Rosa
Job Description
Financial Advisors
W-2 or Independent | National Wealth Platform
This opportunity is built for experienced advisors who want real independence—without running a standalone business.
This platform allows you to own your client...
Read more
Russell Tobin-Santa Rosa
Our client, a global multi-family office RIA, is currently looking for an individual to join up with their Financial Advisory team, responsible for the portfolio construction and analysis of their ultra-high net worth client portfolios.
The team...
Read more
Twin Peaks Wealth Advisors-Sonoma, 21 mi from Santa Rosa
Job Description
Job Title: Lead Financial Advisor
Location: Primarily Remote (with in-person client meetings, events, and quarterly team offsites)
Employment Type: Full-Time
Compensation: $150,000 base salary + bonus (production/revenue-based...
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Edward Jones-Fairfield, 44 mi from Santa Rosa
Job Overview
This job posting is anticipated to remain open for 30 days, from 07-Dec-2025. The posting may close early due to the volume of applicants.
If you find yourself at a professional crossroads, a career as a financial advisor may...
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Willow Creek Wealth Management-Sebastopol (CA), 3 mi from Santa Rosa
Job Description
Join Our Team as a Wealth Advisor!
Are you a CFP® professional with a passion for guiding clients toward financial success? Do you thrive in a collaborative, team-oriented environment? If so, we want to meet you! Willow Creek...
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