What is the average Financial Advisor salary for Santa Rosa, CA?
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As of March 26, 2024, the average Financial Advisor salary in Santa Rosa, CA is $101,444. The chart below represents localized salaries for some of our most popular Financial Advisor job titles in Santa Rosa, CA. Salaries can vary greatly depending on numerous factors, including position, location, years of experience, and level of education. Salary.com’s team of Certified Compensation Professionals analyzed survey data collected from thousands of HR departments at companies of all sizes and industries to compile a range of salaries for various Financial Advisor job titles in Santa Rosa, CA. Apply your personal criteria to one of the job titles below to get your personalized salary estimate.
Financial Advisor Salaries in Santa Rosa, CA
| Job Title | Salary | Hourly Rate | Location | Date Updated |
| Financial Advisor I | $63,241 | $30.40 | Santa Rosa, CA | March 26, 2024 |
| Financial Advisor II | $80,440 | $38.67 | Santa Rosa, CA | March 26, 2024 |
| Financial Advisor IV | $118,657 | $57.05 | Santa Rosa, CA | March 26, 2024 |
| Financial Advisor III | $96,164 | $46.23 | Santa Rosa, CA | March 26, 2024 |
| Financial Systems Analyst IV | $130,609 | $62.79 | Santa Rosa, CA | March 26, 2024 |
| Financial Systems Analyst II | $85,644 | $41.18 | Santa Rosa, CA | March 26, 2024 |
| Financial Analyst IV | $131,672 | $63.30 | Santa Rosa, CA | March 26, 2024 |
| Financial Analyst I | $72,929 | $35.06 | Santa Rosa, CA | March 26, 2024 |
| Financial Analyst III | $108,850 | $52.33 | Santa Rosa, CA | March 26, 2024 |
| Financial Analyst II | $87,770 | $42.20 | Santa Rosa, CA | March 26, 2024 |
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Develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have or be working towards the Certified Financial Planner (CFP) designation. Typically reports to a manager. Work is closely managed. Works on projects/matters of limited complexity in a support role. Typically requires 0-2 years of related experience. Financial Advisor I Salaries in Santa Rosa, CA
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Develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have or be working towards the Certified Financial Planner (CFP) designation. Typically reports to a manager. Occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. Typically requires 2 -4 years of related experience. Financial Advisor II Salaries in Santa Rosa, CA
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Develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. Work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. Typically requires 7+ years of related experience. Financial Advisor IV Salaries in Santa Rosa, CAAlternate Job Titles:Senior Affluent Client Specialist, Senior Wealth Management Specialist, Financial Advisor IV
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Develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. Work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. Typically requires 4 -7 years of related experience. Financial Advisor III Salaries in Santa Rosa, CAAlternate Job Titles:Affluent Client Specialist, Intermediate Wealth Management Specialist, Financial Advisor III
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Implements, maintains, and updates the systems that store and process financial data. Modifies system menus, edits spreadsheets and reports, and troubleshoots system problems. Imports files to and exports files from financial databases. Generates reports and conducts analyses on financial systems data. Collaborates with internal teams to determine primary needs and goals and creates solutions to meet those objectives. Trains staff on the use of financial systems and acts as a liaison to the information technology department. Typically requires a bachelor's degree. Typically reports to a manager. Work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. Typically requires 7+ years of related experience. Financial Systems Analyst IV Salaries in Santa Rosa, CACategories : Financial Services , Accounting , Banking , Consulting Services , IT - All , IT - Computers, Software
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Implements, maintains, and updates the systems that store and process financial data. Modifies system menus, edits spreadsheets and reports, and troubleshoots system problems. Imports files to and exports files from financial databases. Generates reports and conducts analyses on financial systems data. Collaborates with internal teams to determine primary needs and goals and creates solutions to meet those objectives. Trains staff on the use of financial systems and acts as a liaison to the information technology department. Typically requires a bachelor's degree. Typically reports to a manager. Occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. Typically requires 2-4 years of related experience. Financial Systems Analyst II Salaries in Santa Rosa, CACategories : Financial Services , Accounting , Banking , Consulting Services , IT - All , IT - Computers, Software
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Responsible for the preparation, coordination, and documentation of more complex financial analysis projects such as financial and expense performance, rate of return, depreciation, working capital, and investments. Provides analysis for forward-looking financial and business-related projects. Prepares forecasts and analysis of trends in manufacturing, sales, finance, general business conditions, and other related areas. Identifies trends and developments in competitive environments and presents findings to senior management. May conduct special financial and business related studies and cooperates with other departments in the preparation of analyses. Creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately. Performs financial forecasting and reconciliation of internal accounts. Requires a bachelor's degree of accounting or finance. Typically reports to a supervisor or manager. A specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. Typically requires 7+ years of related experience. Financial Analyst IV Salaries in Santa Rosa, CAAlternate Job Titles:Financial Planning Analyst IV, FP & A Analyst IV, Specialist Financial Analyst, Financial Analyst IV
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Responsible for assisting in preparation, coordination, and documentation of financial analysis projects. Provides analytical support for forward-looking financial and business-related projects. Assists in the preparation of forecasts and analysis of trends in manufacturing, sales, finance, general business conditions, and other related areas. Assists in financial forecasting and reconciliation of internal accounts. Requires a bachelor's degree. Typically reports to a supervisor or manager. Works on projects/matters of limited complexity in a support role. Work is closely managed. Typically requires 0-2 years of related experience. Financial Analyst I Salaries in Santa Rosa, CAAlternate Job Titles:Entry Financial Analyst, Financial Planning Analyst I, FP & A Analyst I, Financial Analyst I
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Responsible for the preparation, coordination, and documentation of financial analysis projects such as financial and expense performance, rate of return, depreciation, working capital, and investments. Provides analysis for forward-looking financial and business-related projects. Prepares forecasts and analysis of trends in manufacturing, sales, finance, general business conditions, and other related areas. Identifies trends and developments in competitive environments and presents findings to senior management. Creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately. May conduct special financial and business related studies and cooperates with other departments in the preparation of analyses. Requires a bachelor's degree. Typically reports to a supervisor or manager. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. Typically requires 4 to 7 years of related experience. Financial Analyst III Salaries in Santa Rosa, CAAlternate Job Titles:Financial Planning Analyst III, FP & A Analyst III, Senior Level Financial Analyst, Financial Analyst III
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Responsible for the preparation, coordination, and documentation of financial analysis projects such as financial and expense performance, rate of return, depreciation, working capital, and investments. Provides analysis for forward-looking financial and business-related projects. Prepares forecasts and analysis of trends in manufacturing, sales, finance, general business conditions, and other related areas. Responsible for the reconciliation of internal accounts. Identifies trends and developments in competitive environments and presents findings to senior management. Requires a bachelor's degree. Typically reports to a supervisor or manager. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Typically requires 2 to 4 years of related experience. Financial Analyst II Salaries in Santa Rosa, CAAlternate Job Titles:Financial Planning Analyst II, FP & A Analyst II, Intermediate Financial Analyst, Financial Analyst II