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Launchpad to Financial Advisor — Client Book
Job in
Santa Rosa, Sonoma County, California, 95402, USA
Listed on 2026-01-23
Listing for:
First Technology Federal Credit Union
Full Time
position Listed on 2026-01-23
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
A financial services organization seeks a Senior Associate Financial Advisor in Santa Rosa. This role supports and grows an existing book of business and engages in financial planning and client relationship management. The ideal candidate has at least 3 years of client-facing experience and possesses a series of relevant licenses. Compensation in California ranges from $90,000 to $150,000, including base salary and incentives.
Benefits include medical coverage, 401K matching, and paid time off.
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