189 Results for

Financial Planning Jobs in Sonoma, CA

Jobs

BERKELEY, CA

$308,700–$328,000 / year

One Medical participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Please refer to the E-Verification Poster and Right to Work Poster for additional information. Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years.

1 day ago

MILL VALLEY, CA

$308,700–$369,000 / year

11 days ago

BERKELEY, CA

8 days ago

SAN RAFAEL, CA

$164,700–$175,000 / year

In the past 5 years, practiced as an Advanced Practitioner for at least:

2 years in an outpatient primary care setting seeing patients of all ages (0+), OR 1 year in an outpatient primary care setting seeing patients of all ages (0+), coupled with either a 1 year primary care fellowship or 1+ year in an urgent care setting seeing patients of all ages (0+).

8 days ago

BERKELEY, CA

8 days ago

CONCORD, CA

$164,700–$175,000 / year

In the past 5 years, practiced as an Advanced Practitioner for at least:

2 years in an outpatient primary care setting, OR 1 year in an outpatient primary care setting, coupled with either a 1 year primary care fellowship or 1+ year in an urgent care setting.

1 day ago

Mill Valley, CA

$308,700–$328,000 / year

Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. Provide care aligned to patients’ self-identified values and incorporate core geriatrics concepts including shared decision making, advance care planning, frailty and multimorbidity, and safe transitions of care.

30+ days ago

Walnut Creek, CA

Process Management: Manage and maintain the financial planning process, including reviewing gathered data, inputting financial plans, creating assumptions, generating scenarios, and conducting internal reviews, and presenting client meetings. Mergers and Acquisitions Support: Collaborate with the Director of Financial Planning, Associate Director of Financial Planning, and Financial Planning Manager in the firms mergers and acquisitions efforts, including staff training and integration.

30+ days ago

Mill Valley, CA

$85,000–$100,000 / year

Prepare and maintain in-depth analysis, modeling, monthly/quarterly/annual forecasting and reporting of financial and business performance to support company-wide financial and operational goals, initiatives and objectives. Perform variance analysis of budgeted/forecasted results against actual financial performance, clearly interpreting and documenting variances and cost drivers.

30+ days ago

Fairfield, CA

$123,760–$151,257.60 / year

p>Established in 2023, CommuniCare+OLE is the result of a union of two health centers with deep roots in their respective communities and reputations for providing high-quality primary care to all, regardless of insurance or ability to pay: OLE Health of Napa and Solano Counties and CommuniCare Health Centers of Yolo County. It offers comprehensive care, including medical, dental, behavioral health and substance use treatment, nutrition, optometry, pharmacy, care coordination, referrals, and enrollment assistance to more than 70,000 individuals, and no one is turned away due to lack of insurance, immigration status, or ability to pay.

9 days ago

Walnut Creek, CA

$195,000–$225,000 / year

Most of our work happens in the office to spark creativity and community, but we also offer flexibility so team members have the autonomy to work outside the office when needed to support their work-life balance and personal commitments.

We're seeking someone who not only understands finance and planning best practices but is also driven by continuous improvement, people leadership, and a hands-on approach to problem-solving.

20 days ago

Walnut Creek, CA

$140,000–$200,000 / year

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

30+ days ago

San Rafael, CA

$36.77–$55.15 / hour

MarinHealth is already realizing the benefits of impressive growth and has consistently earned high praise and accolades, including being Named One of the Top 250 Hospitals Nationwide by Healthgrades, receiving a 5-star Ranking for Overall Hospital Quality from the Centers for Medicare and Medicaid Services, and being named the Best Hospital in San Francisco/Marin by Bay Area Parent, among others. Participates in the development of programs and project scope development, as well as the ongoing management of projects by executing assigned responsibilities within all stages of the Project Delivery System - Qualified Idea, Programming & Pre-Design, Schematic Design & Design Development, Construction Documents, Construction Phase, and Project Close Out.

30+ days ago

Fulton, CA

Electric T&D is responsible for every aspect of PG&E's electric distribution and transmission operations, including planning, engineering, maintenance and construction, asset management, business planning, restoration, and emergency response. The actual salary paid to an individual will be based on multiple factors, including, but not limited to, specific skills, education, licenses or certifications, experience, market value, geographic location, and internal equity.

23 days ago

Novato, CA

$125,600–$172,700 / year

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30+ days ago

Concord, CA

This may include preparing calculations, designs, reports and work specifications; developing project schedules, budgets and forecasts; and selecting materials, equipment, project staff, and external contractors.

Familiarity with CEQA/NEPA processes, including environmental documentation and compliance, along with working knowledge of related California and federal permitting (401/404, ESA, CESA, LSAA).

30+ days ago

Fairfield, California

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.

25 days ago

Novato, California

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The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

5 days ago

San Rafael, CA

$70,000–$80,000 / year

Responsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

30+ days ago

$70,000–$80,000 / year

17 days ago

Santa Rosa, California

5 days ago

Santa Rosa, CA

p>This role reports to the CSG Finance leadership and partners closely with Finance, HR, Procurement, and Engineering teams to drive financial planning, operational excellence, and data-driven decision-making. The ideal candidate combines strong analytical capabilities with the ability to translate complex data into actionable business insights.

4 days ago

San Rafael, California

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Role Overview

Key Responsibilities

The Associate Director, End‑to‑End Planning capabilities is responsible for defining, governing, and evolving BioMarin’s end‑to‑end supply chain planning framework across demand, supply, inventory, production, and network planning. Partnering closely with Commercial, Manufacturing, Quality, Regulatory, Finance, IT, and external partners, the Associate Director strengthens the effectiveness of BioMarin’s multi‑site global manufacturing network and supports ERP and advanced planning system transformation, enabling continued maturation toward an integrated S&OP / IBP operating model.

30+ days ago

Healdsburg, California

p>The CFO serves as a trusted advisor to the CEO, Board of Directors, Finance Committee, and Executive Leadership Team, and a liaison to residents, translating financial information into actionable business insights that support organizational growth, operational excellence, risk management, and mission fulfillment.

Provides executive oversight of all accounting and finance functions, including accounts payable, accounts receivable, treasury management, general ledger, financial reporting, audits, payroll coordination, investments, bond compliance, and required reporting to and engagement of the resident community.

20 days ago

Berkeley, CA

$101,600–$155,000 / year

SSALLEX is a vibrant and dynamic organization that enables more than 60,000 visiting, UC, and potential Cal students, parents, faculty, academic units, international business partners, and central campus service providers to participate in providing more than 2,000 summer courses, fall freshman programs, study abroad experiences, global internships, and year-round programs or courses, lectures, special events and interest circles for older adults. As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.

21 days ago

Walnut Creek, CA

$135,000–$155,000 / year

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Key Responsibilities Include:

Strategic Sales Planning Leadership.

About the Role:
The Manager, Sales Planning – West serves as a key commercial leader responsible for driving the integration of sales, demand, and inventory planning across the organization, focusing on the Western Region of Grocery.

Financial Planning Jobs in Sonoma, CA

About the Role:
The Manager, Sales Planning – West serves as a key commercial leader responsible for driving the integration of sales, demand, and inventory planning across the organization, focusing on the Western Region of Grocery.

Key Responsibilities Include:

Strategic Sales Planning Leadership.

About the Role:
The Manager, Sales Planning – East serves as a key commercial leader responsible for driving the integration of sales, demand, and inventory planning across the organization, focusing on the Eastern Region of Grocery.

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Get noticed by top employers!

Financial Planning Jobs in Sonoma, CA

Primary Care Physician - Sign-On Bonus Available One Medical

Family Medicine Physician - Sign-On Bonus Available One Medical

Per Diem Primary Care Physician (Casual Employee) One Medical

Family Nurse Practitioner or Physician Assistant One Medical

Per Diem Primary Care Nurse Practitioner (Casual Employee) One Medical

Family Nurse Practitioner or Physician Assistant - Sign-On Bonus Available One Medical

Senior Health Primary Care Physician - Sign-On Bonus Available One Medical

Financial Planning Associate - Walnut Creek, CA EP Wealth Advisors LLC

Senior Financial Planning & Analysis Analyst Redwood Trust Inc

Financial Planning and Analysis Manager CommuniCare Health Centers

Director, Financial Planning Kinder's

Vice President, Financial Planning Director - Western Region Morgan Stanley

Coordinator of Facility Planning Project, Facilities Planning Development, Full-Time, Days - Move Coordination, Space Planning, Furniture Ergonomics MarinHealth Medical Center

Principal Program Manager-Governance and Planning PG&E Corp

Planning Operations Lead BioMarin Pharmaceutical Inc

Environmental Planning Project Manager Terracon Consultants Inc

Financial Solutions Advisor - Black Rock Turnpike Financial Center Bank of America

Financial Solutions Advisor - Novato Financial Center Bank of America

Financial Solutions Advisor- Smith Ranch Financial Center Bank of America Corp

Financial Solutions Advisor - Corte Madera Financial Center Bank of America Corp

Finance Analyst – Business Process & Financial Operations Keysight Technologies, Inc.

Finance Analyst - Business Process & Financial Operations Keysight Technologies Inc

Associate Director - End to End Planning Capabilities BioMarin Pharmaceutical

Chief Financial Officer Kendal System Careers

Financial Analysis Supervisor (7123U) #86727 University of California

Manager, Sales Planning-West Kinder's

About the Role: The Manager, Sales Planning – West serves as a key commercial leader responsible for driving the integration of sales, demand, and inventory planning across the organization, focusing on the Western Region of Grocery.

Manager, Sales Planning-East Kinder's

Key Responsibilities Include:

Strategic Sales Planning Leadership.

About the Role: The Manager, Sales Planning – East serves as a key commercial leader responsible for driving the integration of sales, demand, and inventory planning across the organization, focusing on the Eastern Region of Grocery.

Chief Financial Officer & Senior Associate Athletics Director, Intercollegiate Athletics (0213U) #85 University of California

Senior Financial Analyst 2K Games Tunes LLC

Chief Financial Officer Kendal at Sonoma

Chief Financial Officer Enso Village

Financial Advisor Bank of Montreal

SENIOR FINANCIAL ANALYST Serena & Lily Inc.

Financial Solutions Advisor - Diablo Market Bank of America Corp

Financial Solutions Advisor- Napa, Marin, Sonoma Areas Bank of America

Project Manager - Resilience and Community Planning (Northern California) BKF

Sr Financial Analyst General Dynamics Ordnance and Tactical Systems Inc

Senior Financial Analyst CSI Solar Co Ltd.

Senior Technical Business Systems Analyst - Financial Systems Heartflow Inc

Financial Analyst BOLT Staffing

Financial Services Representative - State Farm Agent Team Member Renee Hyde - State Farm Agent

Financial Solutions Advisor- San Ramon Valley/Contra Costa County Area Bank of America Corp

Business Sector Lead - Planning AICP BKF

Financial Analyst - Entry Level Glydways, Inc.

Financial Consultant - Marin, CA FMR LLC

Financial Analyst Glydways, Inc.

Financial Analyst 3 (5183C) - College of Engineering University of California

Financial Advisor First Command Financial Services, Inc.

Branch Manager, Ameriprise Financial Advisors - Walnut Creek, CA Ameriprise

Financial & Underwriting Consultant - Employee Benefits Alliant Insurance Services, Inc.

Resume Resources

Get noticed by top employers!

About the Role:
The Manager, Sales Planning – West serves as a key commercial leader responsible for driving the integration of sales, demand, and inventory planning across the organization, focusing on the Western Region of Grocery.

About the Role:
The Manager, Sales Planning – East serves as a key commercial leader responsible for driving the integration of sales, demand, and inventory planning across the organization, focusing on the Eastern Region of Grocery.