Financial advisor jobs in Santa Rosa, CaliforniaCreate job alerts

Job Description New York Life Insurance & Investments | Northern California New York Life is seeking professionals interested in building long-term careers in financial services. This role is focused on working directly with clients to help them plan for financial security, retirement, and long-term goals, supported by the training and resources of a Fortune 100 company. This is a professional career opportunity, not a short-term sales role. This opportunity provides a training allowance, bonuses and incentives in addition to offering a highly competitive commission structure. Our goal is to make sure you succeed and become a profitable Financial Advisor or Registered Representative. You will offer businesses and individuals and families insurance products, financial products such as mutual funds, help people plan for retirement and help businesses with employee benefits and executive planning. We offer award winning training and ongoing sales and marketing support, Benefits • Health, Dental, Vision Insurance, • 401k + match, • Pension, • Tuition Reimbursement, • Training Allowance for 2 years, then Expense Allowance, • All study materials, testing fees and licensing requirements are paid by the Company, • Work with clients to understand financial goals and planning needs, • Develop and implement personalized financial strategies, • Build and maintain long-term client relationships Qualifications: Qualifications • Strong communication and interpersonal skills, • Interest in financial planning and client service, • Self-motivated, • Willingness to obtain required licenses (training provided), • Must reside in Northern California About Company About New York Life & Eagle Strategies New York Life is a Fortune 100 mutual company with more than 180 years of helping businesses, families, and individuals with wealth planning. 180+ years of TOP RATED financial strength and stability Industry-leading training and leadership development Clear promotion path into senior management Financial Advisors operate through Eagle Strategies LLC, New York Life’s fee-based Registered Investment Adviser, offering robust advisory platforms, financial planning fees, model portfolios, and access to advanced planning resources.

Job Description We are seeking a hands-on Controller for a critical role within a small & closely held organization. The Controller will oversee the company's financial operations as well as act as a strategic advisor to ownership & business partners. This position will be responsible for overseeing the accuracy of day to day accounting operations in addition to forward planning functions. The well qualified candidate will have extensive experience in project-based accounting and be comfortable wearing different hats and juggling priorities to achieve company objectives. Financial Management/Accounting Operations • Oversee all aspects of accounting operations including General Ledger management, cashflow maintenance, financial reporting, and staff supervision., • Prepare and analyze monthly, quarterly, and annual financial statements, • Reconcile bank and balance sheet accounts, performs additional reconciliations as needed., • Implement and maintain strong internal controls to safeguard company assets, • Own budgeting, forecasting and long range planning functions., • Provide financial insights and recommendations to owners to support decision making, • Lead, mentor, and develop an intimate accounting team, establishing clear goals and objectives, • Develop and implement best practices for financial processes and systems, • Identify opportunities for process improvement and cost reduction, • Bachelor's degree in Accounting, Finance, or related field, • Minimum 7+ years of full-cycle accounting experience within a construction or related industry, • Strong understanding of project accounting principles, including WIP and job costing, • Strong proficiency in accounting/ERP systems, in addition to advanced proficiency in MS Excel

Job Description BKF is a multi-service infrastructure consulting firm providing civil engineering and surveying services across California, the Pacific Northwest, and beyond. With offices throughout California and the Portland area, BKF has served transportation, water resources, land development, government, and federal clients for over 110 years. At BKF, you’ll find a unique opportunity to grow your career with intention. Our culture values professional autonomy, innovation, and meaningful collaboration across offices. We are proud to be recognized with the Great Place to Work certification for the second year in a row. We’re seeking a Senior Project Manager with expertise in Transportation and Civil Infrastructure to help lead and build on our long-standing presence in Santa Rosa, CA. This role is ideal for a California-licensed P.E. with 10+ years of experience who thrives in managing complex projects, mentoring teams, and building strong client relationships. You’ll oversee transportation initiatives from concept through completion, guiding strategy, execution, and stakeholder engagement while anchoring BKF’s leadership in public infrastructure across the region. Responsibilities • Lead design and project management efforts across a variety of transportation infrastructure projects, including roadway rehabilitation, new alignments, retaining walls, curbs, traffic improvements, wildlife crossings, highways, roundabouts, and multimodal corridors, • Coordinate with internal teams and external partners to deliver high-quality public infrastructure projects from concept through construction, • Navigate permitting processes, technical studies, and agency coordination to ensure smooth project delivery, • Apply a strong understanding of transportation design standards and regulatory requirements to guide project execution, • Mentor junior staff and contribute to team development through technical guidance and career support, • Represent BKF in client meetings, public forums, and industry events, serving as a trusted advisor to stakeholders, • Identify new project opportunities and actively participate in business development efforts, including proposal preparation and cross-selling services, • Bachelor’s degree in Civil Engineering, Transportation Engineering, or a related field, • Professional Engineer (P.E.) license in California is required, • Minimum 10 years of experience managing transportation civil infrastructure projects through the full lifecycle, • Proven success in business development, client relationship management, and strategic market positioning, • Strong leadership, communication, and mentoring skills, • Proficiency with project management tools, along with a strong background in design using AutoCAD/Civil 3D, • Willingness to travel between offices and client sites Physical Demands: Must be able to regularly talk, hear and operate a computer, keyboard and mouse and occasionally lift, pull/push and carry up to 20 pounds with accommodations. Work Conditions: Exposure to constant or intermittent sounds at a low or moderate level consistent with an office setting. Exposure to high-stress, fast-paced, deadline-oriented environment. Travel to other BKF locations and client sites may be required. Benefits • The typical base salary range for this position is $135,00.00 - $190,000.00, annualized depending upon skills, experience, education, and geographical location. This is a salary position paid biweekly., • Competitive salaries, end of year bonuses, profit sharing, and 401k., • BKF pays 100% of the premiums for medical, dental, and vision coverage and 50% for your dependents., • Generous vacation and sick time packages., • 8 Paid Holidays., • Flexible schedules., • Education reimbursement, Paid annual dues for professional and societal organizations. BKF Engineers does not accept unsolicited resumes from recruiters or employment agencies. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement and a specific solicitation for the position or other approved engagement request for the position with BKF Engineers, BKF Engineers reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited submittals are done at the risk of the recruiter. #LI-Hybrid

Job DescriptionAbout Pine Park Health Pine Park Health is a value-based primary care practice revolutionizing healthcare for residents of senior living communities across Arizona, California, and Nevada. We empower seniors to get healthy, stay healthy, and lead lives they love through a care model designed with everyone in mind — patients, families, community staff, providers, and payers. Our innovative approach brings healthcare directly to seniors' homes, offering prevention, screening, chronic condition management, lab work, and diagnostic testing in the comfort of their apartments. With weekly community visits, our teams provide consistent care while collaborating closely with facility staff to address comprehensive health needs. We've eliminated unnecessary barriers to urgent care through same-day and next-day appointments, helping seniors avoid emergency rooms and hospitalizations. Today, over 185+ communities trust Pine Park Health, and we're rapidly expanding our reach and impact. If you're mission-driven and passionate about transforming senior healthcare, this is your opportunity to make a meaningful difference! The Opportunity We are seeking a dynamic Patient Enrollment Director in our San Francisco Bay Area (North Bay) market to lead patient acquisition efforts within our senior living community partnerships. This role combines healthcare expertise with genuine passion for improving senior care, focusing on building trust-based relationships and educating residents and families about the transformative value of our in-home primary care services. You'll play a pivotal role in scaling our proven care model, which has already demonstrated strong product-market fit across all the communities we serve. What you'll do • Build and maintain strong relationships with senior living community leadership teams, serving as primary liaison and presenting our care model to staff, residents, and families, • Own the complete enrollment process from lead generation through patient onboarding, executing prospecting campaigns, and on-site events to achieve monthly enrollment targets, • Serve as a trusted advisor by understanding residents' unique health needs while developing comprehensive growth strategies for each community partner, • Test and refine outreach strategies while collaborating with Marketing, Product, and Clinical teams to optimize our growth playbook, • Maintain accurate tracking of all interactions in Salesforce, facilitate smooth patient transitions, and analyze performance metrics to identify growth opportunitiesWhat we are looking for, • Bachelor's degree or equivalent experience, • 2-3 years of field-based sales, marketing, or business development experience, • Proficiency with Salesforce and data analytics platforms, • Valid driver's license with active insurance, • Strong public speaking and presentation skills, • Excellent interpersonal and empathetic listening abilities, • Comfortable with cold outreach via phone and email, • Achievement-oriented mindset with proven track record of meeting sales targets, • Ability to work independently in an entrepreneurial environment with minimal supervision, • Comfortable with rapid change and growth that comes with a scaling startup, • Experience in senior living, senior health, or healthcare sales is strongly preferred, • Familiarity with healthcare regulations and senior care industry, preferred Benefits Tailored for You and Your Family • Comprehensive medical, vision, and dental insurance for you and your dependents, • Flexible spending accounts for health and dependent care expenses, • 401(k) retirement plan to help secure your financial future, • Generous paid time off:, • 10 holidays, • 15 vacation days, • Plus paid sick leave, • 8 weeks of paid parental leave for growing families, • Travel support with mileage reimbursement for community visits, • Wellness program stipend to support your physical and mental health, • Professional development allowance Pine Park Health is an equal opportunity employer. We aim to recruit, hire, develop, compensate, and promote regardless of race, religion, country of origin, gender, sexual orientation, age, marital status, veteran status, or disability.

Job Description About Us At Avior, we believe in more than just managing wealth; we are dedicated to helping individuals plan with intention, empowering them to live with greater purpose. Our organizational culture is the heartbeat of our success, rooted in core values that shape every aspect of our work environment. Avior Core Values We believe that the core foundation of our culture is a key driver to our success. It is very important that we share common values with our team. We strive to hire teammates who resonate with our core values: • It’sNot Me,It’sWe-We believe working together as a team, we are able toleverageour collective strengths, drive innovation, and achieve greater success than we could on our own., • We Lead Through Service-We're committed to serving others with humility, generosity, and compassion. This means actively listening, continuously learning, and adapting to meet the needs of those we serve. By prioritizing humility in our service, we aim to make a positive impactinthe lives of others and create positive change in our organization and communities., • We Pursue Excellence-We believe that success is not just a matter of talent, but also of perseverance, dedication, and commitment. In the face of challenges or opportunities, we know that our commitment to hard work and loyalty will help us achieve our goals and make a positive impact on the world around us., • We Shape the Future-We believe in the transformative power of imagination, creativity, and innovation to drive progress and shape the future. By sharing our knowledge and experience with one another, we foster a culture of innovation and leadership that leaves a lasting impact and reflects our shared vision and values. Position Overview The Client Advocate is a proactive and detail-oriented front-line support associate providing essential support to a pool of financial advisors and tax preparers. You will be responsible for assisting with client-facing issues, preparing materials for client meetings, and ensuring the smooth operation of day-to-day tasks. This role is pivotal in enhancing the client experience by resolving complex financial matters and helping to deliver superior client service. Key Responsibilities • Advisor support: Assist financial advisors and tax professionals by preparing reports, presentations, and other materials for client meetings. Ensure that all relevant documentation is ready and accurate., • Client Interaction: Serve as a key contact for clients, helping to resolve their inquiries and ensuring a high level of service, especially when dealing with complex financial products or service issues., • Issue Resolution: Act as a problem-solver, working closely with business partners to address and resolve client concerns related to financial services, account maintenance, and other matters., • Task Management: Stay up to date on firm procedures, making sure key tasks are scheduled, tracked, and followed up on, ensuring deadlines are met., • Planning Support: Aid in the preparation of financial plans, tax documents and other related items as needed by gathering data, preparing materials, and ensuring all information is accurate and up to date for client sessions., • Compliance and Procedures: Ensure that all actions align with internal policies, industry regulations, and best practices., • A bachelor’s degree in finance, business, or related field is preferred., • 1-3 years of experience in the financial services industry., • Strong interpersonal and communication skills with the ability to effectively interact with clients and colleagues., • Detail-oriented with excellent organizational and time management skills., • Ability to manage multiple priorities in a deadline-driven environment., • Proficiency in Microsoft Office suite (Word, Excel, Outlook), • Strong problem-solving skills., • Ability to multitask and prioritize tasks in a fast-paced environment., • Strong technical aptitude to facilitate daily work and ability to learn required software applications quickly. In addition to being part of a purpose-driven culture, joining Avior comes with a comprehensive benefits package designed to support your overall well-being: • 401k and 401k Matching: Plan for your future with our retirement savings options., • Dental Insurance: Support your oral health with coverage for a range of dental services., • Vision Insurance: Ensure clear sight on your path to success with our vision coverage., • Health Insurance: Take care of your physical well-being with our health insurance offerings., • Health Savings Account (HSA): Manage healthcare costs and save for the future with our HSA option., • Life Insurance: Provide financial security for your loved ones with our life insurance benefits., • Disability Insurance: Safeguard your financial future in the face of the unexpected., • Employee Assistance Program (EAP): Access resources and support for personal and professional challenges., • Full-time, • In-office with work from home flexibility one preset day per week, • Monday – Friday 8:00 am – 4:30 pm

Experienced Financial Advisor – Northern California If you’re a wirehouse advisor considering a change in 2026, you may be looking for more freedom, less bureaucracy, a broader planning platform, and a place where clients—not quotas—come first. Thinking About Leaving the Wirehouse? Ready to

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recomme

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

Executive Assistant, great culture/team, Legal, Costa Mesa, CA.This Jobot Job is hosted by: David Hyon.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary: $85,000 - $100,000 per year.Trust and Probate Litigation firm offering premier legal services across

We're currently looking for individuals across the country to take part in remote paid market research, including online focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing y

Multifamily Construction Superintendent - up to $170K // One of the largest real estate developers.This Jobot Job is hosted by: Henry Chung.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary: $140,000 - $170,000 per year.If you want to join one of the

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

Family owned, top performing regional CM Firm, $1B+ in project backlog, average 10 year tenure at company.This Jobot Job is hosted by: Joseph Salmeri.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary: $130,000 - $160,000 per year.Family owned construction

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

Job Description Job Description Mechanical Project Manager Mechanical Project Manager Position Overview The Mechanical Project Manager will oversee and manage mechanical engineering projects from conception to completion, ensuring they are completed on time, within budget, and to the required qual

Job Description Job Description Technology Project Manager Technology Project Manager San Bernardino, CA, hybrid Position Overview We are seeking a Technology Project Manager to lead and oversee various technology-related projects within our organization.The successful candidate will be responsibl

Job Description Job Description Project Manager - Multifamily Construction If you do Multifamily construction, WE NEED YOU NOW! We are a highly qualified Construction Development and General Contracting firm who have managed the construction of thousands of residences in the Ventura/LA area.Located

Job Description Job Description R&D Project Manager R&D Project Manager Position Overview We are seeking an experienced R&D Project Manager to lead our research and development projects in the food manufacturing sector.The ideal candidate will drive innovation through new product development and r

Job Title: Smartsheet Workflow & Automation Project Manager.Job Duration: 4 months (with potential for extension based on business need).We are seeking an experienced Project Manager to design, build, and optimize end to end workflows using Smartsheet.This role will focus exclusively on implementing

Job Description Job Description Project Manager/Designer If you are an Architectural Project Manager/Designer with Revit experience, please read on! * Onsite in Napa * Full-Time/Permanent We've spent the last 15 years becoming an architecture practice dedicated to creating places that connect, su

In addition, this position ensures financial integrity, alignment, and reconciliation of financial, banking, budgeting, purchasing, and position control systems and processes, and assist with other duties and projects as assigned. Qualifications: - Bachelor's Degree in Finance, Accounting, Economics

Job Description Job Description 3 Day Blinds is a national retailer and manufacturer of quality, custom-made blinds, shades, draperies, and shutters.We are proud to be part of the Hunter Douglas family of brands.Over the last 40 years we've successfully helped transform our clients' homes and work

Job Description Job Description Start the new year with true autonomy and financial growth.

Job Description Job Description Auto-Chlor System is a national leader in service and support for the restaurant and hospitality industries.We're more than just a service company—we're a people-first organization committed to developing our team and delivering exceptional value to our customers.

Job Description Job Description Data Analyst 1 year San Diego, CA Database entry or management experience (1 year) Microsoft Excel ERP (1 year hands-on experience preferred) Jet Report/Power BI SQL (or an understanding of if/then logic-based statements) PIM/MDM (preferred) Attention to detail, cri

Job Description Job Description Crafting Brighter Futures for Families Positioned at the forefront of specialized financial services, our company helps families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client. Primary Responsibilities: * Engage wi

Job Description Job Description Crafting Brighter Futures for Families Positioned at the forefront of specialized financial services, our company helps families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client. Primary Responsibilities: * Engage wi

Job Description Job Description We're looking for motivated, client-focused professionals to meet virtually with individuals who have requested information about supplemental benefit plans.These plans are designed to help protect families beyond what is typically offered by their employer.You will

Job Description Job Description CUSTOMER SERVICE SALES AGENT $18.MONTHLY INCENTIVES +$1,000 Sign on Bonus (Restrictions Apply/Inquire for details) If you are currently a LICENSED INSURANCE AGENT - We will pay you based on your experience Join our Team for MORE PAY and MORE BENEFITS!! * We offer t

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

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Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

A technology consulting and solutions company, we offer advisory and managed services, innovative platforms, and staffing solutions across a wide range of fields including AI, cyber security, enterprise architecture, and beyond.