Financial Advisor Jobs in Sonoma, CA (382)
Remote Financial Analyst - AI Trainer ($50-$60 per hour)
Data Annotation
🌎 Remote
Remote
Hourly
$50 - $60 / hour
Director, Product Management
HealthCare Recruiters International
Sonoma, CA
New
Financial Advisor
First Command
Fairfield, CA
Hourly
Associate Financial Advisor
JBA International
Sebastopol, CA
New
Financial Solutions Advisor - Novato Financial Center
Bank of America
Novato, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
Merrill Advisor Development Program - Financial Advisor: East Bay Market
National Black MBA Association
Napa, CA
New
$80k - $90k / year
‌
Financial Solutions Advisor- Smith Ranch Financial Center
Bank of America
San Rafael, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Strategic Financial Solutions Advisor
Bank of America
Novato, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Financial Advisor - Sonoma & Napa, CA
Corebridge Financial
Sonoma, CA
PTO
Dental Insurance
Vision Insurance
$5,000 / month
‌
Small Business Financial Solutions Advisor
Bank of America
Santa Rosa, CA
New
Diversity Leader
Eco-Friendly
‌
Remote Financial Advisor: Grow Your Practice
Corebridge Financial
🌎 Remote
Remote
‌
Financial Advisor San Rafael, California
JBA International
San Rafael, CA
‌
Member Financial Advisor - Retail Banking
Travis Credit Union
Pinole, CA
Dental Insurance
‌
Remote Family Financial Security Advisor
Medium
🌎 Remote
New
Remote
‌
Client-Focused Financial Advisor Investments & Planning
JBA International
San Rafael, CA
‌
Financial Planning & Investments Advisor | Growth & Perks
Corina Marler - State Farm Agent
Fairfield, CA
New
Health Insurance
‌
Financial Solutions Advisor Registration Candidate- North Bay Market
Bank of America
San Rafael, CA
New
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Military Family Financial Advisor - Flexible, Mobile Career
First Command
Fairfield, CA
Part-Time
Flexible Schedule
‌
Licensed Financial Solutions Advisor SIE/Series 7 Path
Bank of America
San Rafael, CA
Hourly
Diversity Leader
Eco-Friendly
‌
Remote Financial Advisor for AI Training (CFP/CFA)
Micro1
🌎 Remote
New
Remote
‌
Private Client Wealth Advisor
Aumni
Napa, CA
‌
Wealth Advisor Development Program - Grow Your Client Book
National Black MBA Association
Napa, CA
‌
Remote Private Wealth Advisor for High-Net-Worth Clients
Micro1
🌎 Remote
New
Remote
Hourly
$80 - $110 / hour
‌
Strategic Financial Aid Counselor - Enrollment Impact
California Polytechnic State University
Vallejo, CA
New
$61k - $66.6k / year
‌
J.P. Morgan Wealth Management - Private Client Advisor - Napa, CA and Surrounding areas
JPMorgan Chase
Napa, CA
Eco-Friendly
Health Insurance
Education
‌
J.P. Morgan Wealth Management - Private Client Advisor - Napa, CA and Surrounding areas
JPMorgan Chase Bank, N.A
Napa, CA
Health Insurance
Education
$70.3k / year
‌
Financial Aid Counselor - Strategic Enrollment Management
California Polytechnic State University
Vallejo, CA
New
Dental Insurance
Vision Insurance
$61k - $66.6k / year
‌
Strategic Financial Aid Counselor Remote & Impactful
OPT FOR HEALTHY LIVING
🌎 Remote
Remote
$61k - $66.6k / year
‌
Financial Aid Counselor - Strategic Enrollment Management
The California State University
Vallejo, CA
New
Dental Insurance
Vision Insurance
$61k - $66.6k / year
‌
Financial Aid Counselor - Strategic Enrollment Management
OPT FOR HEALTHY LIVING
Vallejo, CA
Hourly
Dental Insurance
Vision Insurance
$61k - $66.6k / year
‌
Strategic Financial Aid Counselor for Enrollment Success
The California State University
Vallejo, CA
New
‌
Investment Counselor (Financial Advisor Alternative)
Fisher Investments Careers
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$85k - $135k / year
‌
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$85k - $135k / year
‌
Remote Financial Wealth Advisor Retirement Planner
The Variable Annuity Life Insurance
🌎 Remote
New
Remote
Health Insurance
Dental Insurance
Job Description
Working as a Financial Advisor in Sonoma, CA
There are 382 Financial Advisor opportunities available in Sonoma, CA all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.
Financial Advisor jobs near Sonoma, CA
Financial Advisors in Sonoma, CA Resume Data
Average Experience for Financial Advisors in Sonoma, CA
- More than 10 years: 66%
- 6-10 years: 23%
- 3-5 years: 10%
- 1-2 years: 1%
Educational Background for Financial Advisors in Sonoma, CA
- Bachelors: 54%
- Diploma: 20%
- Masters: 14%
- Associates: 12%
Top Skill for Financial Advisors in Sonoma, CA
- Customer focus & orientation: 17%
- Administrative assistant/receptionist: 14%
- Attention to detail: 14%
- Sales skills: 10%
- Customer service fit: 10%
- Supervisory skills: Motivating & assessing employees: 10%
- Bookkeeping: 7%
- Customer service: 7%
- Office manager: 7%
- Basic computer skills: 3%
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