As an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver ...
As an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
... associates thrive. We are dedicated to supporting our customers and communities, and we can only ... Think of us as financial partners, because at Columbia, we believe the best way forward is together.
... associates thrive. We are dedicated to supporting our customers and communities, and we can only ... Think of us as financial partners, because at Columbia, we believe the best way forward is together.
Client Service Associate
Santa Rosa, CA · On-site
$70K - $90K/yr
Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm ... Work closely with financial advisors to support their clients * Manage cash balances and daily ...
Client Service Associate
Santa Rosa, CA · On-site
$70K - $90K/yr
Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm ... Work closely with financial advisors to support their clients * Manage cash balances and daily ...
Tax Associate
Santa Rosa, CA · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Santa Rosa, CA · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Sebastopol, CA · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Sebastopol, CA · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Cotati, CA · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Cotati, CA · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Windsor, CA · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Windsor, CA · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Petaluma, CA · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Petaluma, CA · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Santa Rosa, CA · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Santa Rosa, CA · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Rohnert Park, CA · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Rohnert Park, CA · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Petaluma, CA · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Petaluma, CA · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Novato, CA · On-site
$17.75 - $23.50/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Novato, CA · On-site
$17.75 - $23.50/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Petaluma, CA · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Petaluma, CA · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Santa Rosa, CA · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Santa Rosa, CA · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Block Advisors Accounting Specialist
Novato, CA · On-site
$19.28 - $28.89/hr
Enter financial information into accounting or other financial systems, while complying with ... That same commitment to care extends to our associates. When you join us, you become part of a High ...
Block Advisors Accounting Specialist
Novato, CA · On-site
$19.28 - $28.89/hr
Enter financial information into accounting or other financial systems, while complying with ... That same commitment to care extends to our associates. When you join us, you become part of a High ...
... financial center associates regarding delivery of an exceptional client experience Required ... advise clients of product/pricing policies and guidelines and gather any additional required ...
... financial center associates regarding delivery of an exceptional client experience Required ... advise clients of product/pricing policies and guidelines and gather any additional required ...
Credit Solutions Advisor - Rohnert Park
Rohnert Park, CA · On-site
$26 - $30.83/hr
... financial center associates regarding delivery of an exceptional client experience Required ... Is a critical thinker and can analyze financial and credit data to advise clients of product ...
Credit Solutions Advisor - Rohnert Park
Rohnert Park, CA · On-site
$26 - $30.83/hr
... financial center associates regarding delivery of an exceptional client experience Required ... Is a critical thinker and can analyze financial and credit data to advise clients of product ...
Corporate M&A / Private Equity Associate Attorney
Bodega Bay, CA · On-site
$225K - $420K/yr
Advise clients on mergers, acquisitions, divestitures, recapitalizations, and other strategic ... Coordinate with specialists across tax, finance, executive compensation, employment, and regulatory ...
Quick apply
Corporate M&A / Private Equity Associate Attorney
Bodega Bay, CA · On-site
$225K - $420K/yr
Advise clients on mergers, acquisitions, divestitures, recapitalizations, and other strategic ... Coordinate with specialists across tax, finance, executive compensation, employment, and regulatory ...
Business Solutions Advisor - Coddingtown Center
Santa Rosa, CA · On-site
$26 - $34.67/hr
Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team ...
Business Solutions Advisor - Coddingtown Center
Santa Rosa, CA · On-site
$26 - $34.67/hr
Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team ...
Associate Financial Advisor information
See Sebastopol, CA salary details
$48.4K is the 25th percentile. Wages below this are outliers.
$42.7K - $50.2K
33% of jobs
$50.2K - $57.6K
1% of jobs
$57.6K - $65.1K
9% of jobs
The median wage is $69.1K / yr.
$65.1K - $72.5K
13% of jobs
$72.5K - $80K
7% of jobs
$80K - $87.5K
12% of jobs
$87.7K is the 75th percentile. Wages above this are outliers.
$87.5K - $94.9K
9% of jobs
$94.9K - $102.4K
6% of jobs
$102.4K - $109.8K
5% of jobs
$109.8K - $117.3K
2% of jobs
$117.3K - $124.8K
2% of jobs
$42.7K
$74.5K
$124.8K
How much do associate financial advisor jobs pay per year?
As of Aug 22, 2026, the average yearly pay for associate financial advisor in Sebastopol, CA is $74,471.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,400.00 and $91,500.00 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?
| Aspect | Associate Financial Advisor | Financial Advisor |
|---|---|---|
| Certifications | Series 7, Series 66, CFP (preferred) | Series 7, Series 66, CFP (required) |
| Work Environment | Support role, assisting senior advisors, client meetings | Client-facing, responsible for managing client portfolios |
| Responsibilities | Research, preparing reports, supporting client service | Developing 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 Sebastopol, CA?
The most popular types of Financial Advisor jobs in Sebastopol, CA are:
What job categories do people searching Associate Financial Advisor jobs in Sebastopol, CA look for?
The top searched job categories for Associate Financial Advisor jobs in Sebastopol, CA are:
What cities near Sebastopol, CA are hiring for Associate Financial Advisor jobs?
Cities near Sebastopol, CA with the most Associate Financial Advisor job openings:
Full-time
Posted 11 days ago
Edward Jones rating
8.0
Based on 257 frontline employees who took The Breakroom Quiz
73rd of 151 rated financial services
Job description
There's power in partnership. It's how we work - and how we help our clients achieve financial fulfillment. Demand for human-delivered, personalized financial advice has never been greater - and right now, qualified financial advisors are in short supply. If you're a driven professional ready to build something meaningful, this is your moment to step into a career with real impact, firm-wide support and long-term growth potential.
As an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. In partnership with the financial advisor, you'll play a critical role in sourcing new clients, building and maintaining client relationships and contributing to the practice's overall business outcomes.
What you'll do
As an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. In partnership with the financial advisor, you'll play a critical role in sourcing new clients, building and maintaining client relationships and contributing to the practice's overall business outcomes.
What you'll do
- Build and deepen client relationships by supporting discovery conversations, gathering key financial information, and helping advance personalized financial plans aligned with client goals and priorities
- Support comprehensive financial planning by preparing analysis, modeling scenarios, and helping align investments to client goals, life events, and longterm priorities
- Guide portfolio strategy and implementation by researching performance, allocation, and costs; preparing proposals; and supporting investment adjustments in alignment with suitability and firm guidance
- Partner with the financial advisor and practice team to deliver ongoing financial planning, including monitoring progress, preparing reviews, and adjusting strategies as client needs evolve
- Contribute to client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to a relationshipbased financial planning experience
What Edward Jones employees say
Pay
Benefits
Hours and flexibility
Workplace
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