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Associate Financial Consultant Jobs in Ripon, CA

Carmax

Automotive Sales Consultant

Modesto, CA · On-site

$16.91 - $20/hr

We're rethinking the way people buy cars - and our associates help us do just that. We believe work ... Guide customers through the entire process, including appraisals, test drives, and financing ...

H&R Block

Tax Associate

Modesto, 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

Manteca, 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

Stockton, 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

Valley Springs, CA · On-site

$14.45 - $18/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

Turlock, 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

Modesto, 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

Patterson, 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

Tracy, 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

Lathrop, 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

Modesto, 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

Livermore, 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 ...

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Showing results 21-40

All JobsAssociate Financial Consultant JobsAssociate Financial Consultant Jobs in Ripon, CA

Associate Financial Consultant information

See Ripon, CA salary details

$48.3K

$110.2K

$184.7K

How much do associate financial consultant jobs pay per year?

As of Aug 15, 2026, the average yearly pay for associate financial consultant in Ripon, CA is $110,249.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,800.00 and $132,700.00 per year, depending on experience, location, and employer.

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

AspectAssociate Financial ConsultantFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires similar certifications; may hold CFP or CFA designations
Work EnvironmentEntry-level role in financial firms, supporting senior staffClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in investment firms, banks, and financial services companiesCommon across independent practices, banks, and advisory firms

The main difference is that Associate Financial Consultants typically support senior staff and focus on research and analysis, while Financial Advisors directly manage client relationships and provide tailored financial planning. Both roles require relevant certifications and work in similar environments, but their responsibilities and client interaction levels differ.

What are some typical challenges faced by an associate financial consultant in their first year on the job?

In their first year, Associate Financial Consultants often face challenges such as building a client base, understanding complex financial products, and adapting to a fast-paced, goal-oriented environment. They must quickly develop strong communication skills to explain financial concepts clearly to clients and foster trust. Additionally, balancing client service with ongoing training and compliance requirements can be demanding, but these experiences are essential for long-term career growth in financial consulting.

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

To thrive as an Associate Financial Consultant, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a bachelor’s degree in finance or a related field. Familiarity with financial planning software, CRM tools, and certifications such as the Series 7 or Series 66 licenses are typically required. Strong interpersonal skills, attention to detail, and the ability to explain complex financial concepts clearly help build trust with clients. These skills and qualifications are crucial for delivering sound financial advice, ensuring regulatory compliance, and developing long-term client relationships.

What does an associate financial consultant do?

An associate financial consultant provides clients with financial advice, helps develop investment strategies, and assists in planning for financial goals. They analyze financial data, prepare reports, and often work under the supervision of senior consultants, using tools like financial planning software. Certification such as the CFP may be required or preferred.

What are the most commonly searched types of Financial Consultant jobs in Ripon, CA?

The most popular types of Financial Consultant jobs in Ripon, CA are:

What job categories do people searching Associate Financial Consultant jobs in Ripon, CA look for?

The top searched job categories for Associate Financial Consultant jobs in Ripon, CA are:

What cities near Ripon, CA are hiring for Associate Financial Consultant jobs?

Cities near Ripon, CA with the most Associate Financial Consultant job openings:

Associate Financial Consultant jobs near you
Infographic showing various Associate Financial Consultant job openings in Ripon, CA as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $110,249 per year, or $53 per hour.

Customer Service Representative (Loan Consultant II - CA)

Lendmark Financial Services

Lodi, CA

$23 - $25/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 5 hours ago

Lendmark Financial Services rating

8.0

Company rating: 8.0 out of 10

Based on 39 frontline employees who took The Breakroom Quiz

73rd of 150 rated financial services

Job description

At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. We value each customer and understand that people want to do business with people who care. That's one way we differ from our competitors. We are proud of what we as a team have accomplished. We will always strive for improvement, our motto since day one has been "Success is the only option."

Lendmark Financial Services offers a comprehensive benefits package for employees and dependents that includes medical, dental, vision benefits, paid time off, paid holidays, 401(k), life insurance, long-term disability, tuition assistance and an employee assistance program. We also offer optional benefits such as critical care, auto, home and pet insurance as well as other ancillary insurance options.

GENERAL SUMMARY:

The role of Loan Consultant II (CA) is to provide exceptional customer experience while providing personal loan solutions. This position focuses on building a customer base through sales, loan extension and merchant referrals. Role success will be based on creation of customer experience, generation of business, compliance, attainment of monthly goals, and accuracy.

MAJOR DUTIES/RESPONSIBILITIES:

  • Greet, assist and solicit individuals entering the office and calling by phone; receive and process credit and employment verifications, and record information obtained.

  • Process payments, distributions, and make recommendations regarding loan approvals.

  • Approve loans up to established lending limits and complete loan closings.

  • Handle account activities related to collection accounts, including phone calls and face to face communications with customers.

  • Prepare reports, correspondences, transaction documentation, and record and file documentation; operate cash drawer, process bank deposits, maintain records and balances and closing of the branch.

  • Actively market all branch products and services to individuals.

  • Perform all other duties as assigned by management.

BASIC REQUIREMENTS:

  • High School Diploma or GED from accredited institution

  • 2-4 plus years consumer finance or related experience

  • Cash handling; computer skills; customer service skills

  • Ability to work with minimum supervision

  • Excellent communication skills

  • Proficient working knowledge of Microsoft Windows, Excel and Word Applications

PREFERRED/DESIRED QUALIFICATIONS:

  • Associates or Bachelor's Degree

  • Bilingual, Spanish/English


COMPENSATION:

  • The salary range for this position is $23.00 - $25.00 per hour, based on the specific Knowledge, Skills, Abilities and/or Experience of the selected candidate.

  • This position is eligible for Quarterly Incentive compensation based on individual and company performance guidelines.

WORK ENVIRONMENT:

  • Office Environment

If you are interested in a fast paced, high growth, team oriented and great culture environment, you'll enjoy a career with us!

What Lendmark Financial Services employees say

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