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Associate Financial Advisor Jobs in Temecula, CA

TalentLink Solutions

Associate Wealth Advisor

Carlsbad, CA · On-site

$75K - $150K/yr

We are a growing wealth management firm specializing in comprehensive financial planning for pre ... We're seeking an Associate Wealth Advisor to join our collaborative team and contribute to our ...

H&R Block

Tax Associate

Camp Pendleton, CA · On-site

$15.90 - $19.70/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 ...

H&R Block

Tax Associate

Carlsbad, CA · On-site

$15.90 - $19.70/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 ...

Hello Subaru of Temecula

Client Advisor

Temecula, CA · On-site

$120K/yr

Sales Associate Hello Auto Group has an immediate opening for a Sales Associate at our rapidly ... Additional commission based on vehicle sales, customer experience ratings and finance sales.

H&R Block

Tax Associate

Oceanside, CA · On-site

$15.90 - $19.70/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 ...

H&R Block

Tax Associate

Lake Elsinore, CA · On-site

$15.90 - $19.70/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 ...

H&R Block

Tax Associate

Temecula, CA · On-site

$15.90 - $19.70/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 ...

H&R Block

Tax Associate

San Juan Capistrano, 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 ...

H&R Block

Tax Associate

Murrieta, CA · On-site

$15.90 - $19.70/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 ...

H&R Block

Tax Associate

Camp Pendleton, CA · On-site

$15.90 - $19.70/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 ...

H&R Block

Tax Associate

Lake Elsinore, CA · On-site

$15.90 - $19.70/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 ...

H&R Block

Tax Associate

Oceanside, CA · On-site

$15.90 - $19.70/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 ...

H&R Block

Tax Associate

Camp Pendleton, CA · On-site

$15.90 - $19.70/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 ...

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All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Temecula, CA

Associate Financial Advisor information

See Temecula, CA salary details

$38.3K

$66.7K

$111.8K

How much do associate financial advisor jobs pay per year?

As of Aug 19, 2026, the average yearly pay for associate financial advisor in Temecula, CA is $66,721.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,700.00 and $82,000.00 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 Temecula, CA?

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

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

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

What job categories do people searching Associate Financial Advisor jobs in Temecula, CA look for?

The top searched job categories for Associate Financial Advisor jobs in Temecula, CA are:

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

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

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Temecula, CA as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $66,721 per year, or $32.1 per hour.

Associate Wealth Advisor

TalentLink Solutions

Carlsbad, CA • On-site

$75K - $150K/yr

Full-time

Medical, Retirement, PTO

Re-posted 5 days ago

Job description

We are a growing wealth management firm specializing in comprehensive financial planning for pre-retirees, retirees, and families in the disability community. We serve highly successful attorneys, business owners, and professionals who value sophisticated, multi-generational planning. Additionally, our founder is passionate about serving families navigating special needs planning. He recently presented at the Academy of Special Needs Planners (ASNP) 2025 conference, reflecting our commitment to this vital work. We believe in the planning process and serve a meaningful purpose helping clients make the transition from working to retirement, as well as helping families sustain wealth over multiple generations. We are cohesive, collegial, fast-paced and fun, and we sincerely enjoy one another's company. We have quite a bit of tenure within our team and we all commit to providing our clients with an extraordinarily high level of service.
We're seeking an Associate Wealth Advisor to join our collaborative team and contribute to our mission of delivering exceptional, comprehensive wealth advisory services. This role offers significant growth potential as you will work in a team environment to nurture the long-term needs of firm clients while actively participating in the advanced planning process. You will provide consistent, accurate and timely results with research, meeting preparation, meeting attendance, reporting, analysis, as well as input and management of the financial plan. In addition to the technical mastery, you will anticipate needs, resolve problems, and follow through on agreed upon deliverables.
You are an excellent communicator that can grasp others' needs and develop remarkable ways to fulfill them. You can move through your work efficiently while recognizing that the detailed work in our business is critical. You have enough experience and/or common sense to know that the first answer isn't always the right one and you are incredibly resourceful and thoughtful in all your interactions. You are going to be tech savvy, an adopter of change and always willing to help. You are naturally curious, love organization and detail work.
Required Qualifications
  • Bachelor's degree in accounting, financial planning, business, or finance required. Master's degree in taxation, finance, financial planning or business preferred.
  • CFP® and CPA (active or in pursuit)
  • 2-5 years in wealth management, financial planning, or related field
  • Strong financial planning background including experience in tax and estate planning as it relates to the financial planning process. Commitment to developing expertise in:
  • Demonstrated knowledge of wealth accumulation and wealth transfer planning at all levels of family wealth.
  • Understanding tax compliance and planning for special needs trusts and trusts in general.
  • Develop expert understanding and ownership of our financial planning process starting from discovery through ongoing monitoring needs.
  • Ability to coordinate clients' needs across legal and tax advisors.

Key Responsibilities
  • Provide comprehensive wealth advisory services to affluent clients and families
  • Develop and implement strategic tax and financial plans
  • Collaborate on special needs planning cases requiring coordinated tax, estate, and financial strategies
  • Help manage any financial planning or investment policy committee research needed for clients or firm process enhancement
  • Utilize and develop proficiency in financial planning software.

What We're Looking For
  • Demonstrated commitment to lifelong professional development
  • Genuine desire to help others. Be a dedicated resource and advocate for the families who hire us; adopt endless pursuit of striving to help enhance the lives of those who engage our firm.
  • Ability to think proactively and holistically about complex planning scenarios
  • Aspiration to develop deep expertise and potentially grow into leadership

Compensation & Benefits
  • Base Salary: $75,000-$150,000+ (commensurate with experience and credentials)
  • Performance Bonus: Structure to be determined based on role
  • Long-Term Growth: Potential equity/partner track
  • Health Insurance: Comprehensive coverage
  • Retirement: 401(k) with safe harbor matching and discretionary profit-sharing (upon eligibility)
  • Time Off: Generous PTO plus annual team trip
  • Professional Development: Firm-sponsored continuing education at premier conferences such as:
  • AICPA National Conference
  • Special Needs Symposium
  • Academy of Special Needs Planners Annual Conference
  • Hawaii Tax Institute or Stetson Tax Institute (virtual)
  • Dimensional Fund Advisors - Introductory & Advanced Conference

Work Environment
  • In-person to facilitate onboarding and team integration with hybrid flexibility following

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