ZipRecruiter

Log In

1

Associate Financial Advisor Jobs in Rancho Cucamonga, CA

Raymondjames

Associate Wealth Advisor

Brea, CA · On-site

$80K - $110K/yr

The Associate Wealth Advisor will manage day-to-day client relationships and requests, have a ... Prepare financial reports, spreadsheets, and other materials for client meetings * Create and ...

Raymondjames

Client Service Associate

Brea, CA · On-site

$60K - $85K/yr

As we grow, we are seeking a Client Service Associate to support our Financial Advisors, clients, and overall branch operations. The ideal candidate has strong administrative, organization, and ...

Empower

Retirement Plan Advisor- Orange County

Orange, CA · On-site +1

$79K - $112K/yr

Our vision for the future is based on the idea that transforming financial lives starts by giving ... our associates dedicate thousands of hours to volunteering for causes that matter most to them.

asicsuf

Chief Financial Officer

Fullerton, CA

You will also serve as a key partner to the Associate Vice President and Executive Director and ... You review financial terms and advise on risk and feasibility Minimum qualifications * Bachelor ...

next page

Showing results 1-20

All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Rancho Cucamonga, CA

Associate Financial Advisor information

See Rancho Cucamonga, CA salary details

$39.3K

$68.6K

$115K

How much do associate financial advisor jobs pay per year?

As of Aug 24, 2026, the average yearly pay for associate financial advisor in Rancho Cucamonga, CA is $68,629.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,900.00 and $84,300.00 per year, depending on experience, location, and employer.

What does an associate financial advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

What are some typical challenges an associate financial advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.

What are the key skills and qualifications needed to thrive as an associate financial advisor, and why are they important?

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are the most commonly searched types of Financial Advisor jobs in Rancho Cucamonga, CA?

The most popular types of Financial Advisor jobs in Rancho Cucamonga, CA are:

What are popular job titles related to Associate Financial Advisor jobs in Rancho Cucamonga, CA?

For Associate Financial Advisor jobs in Rancho Cucamonga, CA, the most frequently searched job titles are:

What cities near Rancho Cucamonga, CA are hiring for Associate Financial Advisor jobs?

Cities near Rancho Cucamonga, CA with the most Associate Financial Advisor job openings:

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Rancho Cucamonga, CA as of August 2026, with employment types broken down into 78% Full Time, 20% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $68,629 per year, or $33 per hour.

Associate Advisor - Glendora, CA

Advisor Talent Solutions

Glendora, CA • On-site

$70K - $95K/yr

Full-time

Medical, Dental, Retirement

Re-posted 10 days ago

Job description

Position: Associate Advisor
Firm: Vosberg Wealth Management
Location: Glendora, CA
About Us:
Vosberg Wealth Management is a retirement-focused financial planning practice based in Glendora, CA. We specialize in helping individuals over 50 navigate retirement with confidence — covering everything from retirement income planning and Social Security to tax planning, Medicare, and investment management. As a fiduciary, we are committed to providing independent, personalized advice in the best interest of every client we serve. We take a structured, step-by-step approach to financial planning and pride ourselves on building lasting relationships with the people we work with.
Overview:
We are looking for a driven and client-focused Associate Advisor to work directly alongside our lead financial advisor. This is more than a support role — you will actively participate in client meetings, contribute to financial plan development, and build toward managing your own client relationships as the practice grows. This role has the opportunity for advancement into a Financial Planner role. If you want to be part of a fast-growing firm with opportunity for advancement, this is the opportunity for you.
What You'll Do:
  • Participate in client meetings alongside the lead advisor
  • Build, prepare, and present comprehensive retirement plans and tax strategies
  • Develop and maintain client relationships with a focus on long-term trust
  • Provide proactive support to advisors and clients, anticipating needs and opportunities
  • Serve as an ongoing advisor for existing client relationships
  • Provide planning recommendations across retirement income, Social Security, tax, Medicare, and investment strategies
  • Assist with onboarding new clients and ensuring a seamless client experience
  • Manage account paperwork and coordinate with custodians
  • Maintain accurate client records in CRM
  • Stay current on financial planning strategies and tax law changes affecting retirees
What We're Looking For:
  • Bachelor’s degree required
  • Active Series 65 or Series 66 license
  • Life Insurance license
  • 2–4 years of experience in a financial planning or advisory role
  • CFP coursework, CFP candidacy, or CFP designation a plus
  • Solid understanding of retirement planning concepts — income planning, Roth conversions, RMDs, Social Security, and Medicare
  • Familiarity with financial planning software (eMoney, MoneyGuidePro, RightCapital or similar)
  • Knowledge of tax planning software a plus
  • CRM experience
  • Experience managing client relationships and communication
  • Experience with account paperwork and workflows
  • Strong communicator — confident in client-facing situations
  • Detail-oriented, organized, and able to work independently
  • Growth mindset — you want to build something and grow into a lead advisor role
What You’ll Get:
Pay amp; Perks:
  • Base salary: $70,000 – $95,000/year depending on experience
  • Performance bonus potential
  • 401(k) with match
  • Benefits package (health, dental)
  • Clear and defined path to Lead Advisor as the practice expands
Schedule:
  • In office: Monday – Friday, 8:30am - 5:00pm
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com

Apply