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Associate Financial Rep Jobs in Rohnert Park, CA

PacSun

Sales Associate

Santa Rosa, CA · On-site

$15.25 - $20.75/hr

Stays current on all financial goals and priorities * Support the leadership team in achieving all ... The physical demands described here are representative of those that are required by an associate ...

PacSun

Sales Associate

Santa Rosa, CA · On-site

$17.45 - $19.94/hr

Stays current on all financial goals and priorities * Support the leadership team in achieving all ... The physical demands described here are representative of those that are required by an associate ...

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All JobsAssociate Financial Rep JobsAssociate Financial Rep Jobs in Rohnert Park, CA

Associate Financial Rep information

See Rohnert Park, CA salary details

$11

$29

$73

How much do associate financial rep jobs pay per hour?

As of Jul 10, 2026, the average hourly pay for associate financial rep in Rohnert Park, CA is $29.15, according to ZipRecruiter salary data. Most workers in this role earn between $21.30 and $28.51 per hour, depending on experience, location, and employer.

What are some common challenges faced by Associate Financial Representatives during their first year on the job?

New Associate Financial Representatives often encounter challenges such as building a client base from the ground up, mastering complex financial products, and balancing administrative duties with client-facing activities. Learning to manage time effectively while prospecting, conducting meetings, and staying current with industry regulations can feel overwhelming at first. However, most firms provide mentorship, training, and support from more experienced team members to help new associates overcome these hurdles and develop strong professional skills.

What are the key skills and qualifications needed to thrive as an Associate Financial Representative, and why are they important?

To thrive as an Associate Financial Representative, you need a solid grasp of financial concepts, attention to detail, and a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications such as FINRA Series 6 or 7 is often required. Strong interpersonal skills, active listening, and professionalism help build trust and rapport with clients. These skills are crucial for delivering accurate financial advice, maintaining regulatory compliance, and fostering long-term client relationships.

What are Associate Financial Representatives?

Associate Financial Representatives are entry-level professionals who support financial advisors and clients in a variety of administrative and customer service tasks. Their duties often include preparing financial documents, managing client records, scheduling appointments, and responding to client inquiries. They help ensure that the office runs smoothly and assist in the delivery of financial services. This role is typically a stepping stone to becoming a full-fledged financial advisor, offering exposure to the financial planning industry and valuable on-the-job training.

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

AspectAssociate Financial RepFinancial Advisor
CredentialsSeries 6 or 7, possibly some state licensesSeries 7, 66, or 65, CFP certification often preferred
Work EnvironmentSupport role in financial firms, assisting senior repsClient-facing, providing personalized financial planning
Employer & Industry UsageUsed in brokerage firms, banks, and financial institutionsUsed across independent firms, banks, and advisory practices

The Associate Financial Rep typically supports senior financial professionals, focusing on client service and administrative tasks, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. The roles differ mainly in responsibility level and client interaction, but they share similar licensing requirements and industry environments.

What cities near Rohnert Park, CA are hiring for Associate Financial Rep jobs? Cities near Rohnert Park, CA with the most Associate Financial Rep job openings:
Associate Financial Rep jobs near you
Financial Service Representative - Napa Branch

Financial Service Representative - Napa Branch

Travis Credit Union

Napa, CA • On-site

$27.87 - $34.43/hr

Part-time

Medical, Dental, Vision, Retirement, PTO

Posted 11 days ago

Job description

Description
Schedule: Mon & Thur 10:30-6:00, Wed & Fri 9:30-6:00, Sat 9:30-2:30
35 hours/week
Candidates must live within a reasonable commuting distance of the communities served by Travis Credit Union, which include the following counties: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus, and Yolo.
We are unable to sponsor or assume sponsorship of employment visas for this position. Candidates must have current authorization to work in the U.S. (no sponsorship available).
Summary: Travis Credit Union's (TCU) Financial Service Representative (FSR) is the face of the credit union! TCU's FSRs manage member relationships by helping members achieve their financial goals. The TCU FSR is a career minded individual that enjoys a multi-faceted role providing professional advice to members. Successful FSRs are people that love helping people!
  • Develops long term relationships with members through meaningful financial conversations.
  • Delivers a delightful member experience that sets the credit union apart from other financial institutions through value added membership benefits.
  • Provides accurate, prompt, efficient, and courteous cash and non-cash transaction services.
  • Actively promotes team relationships by supporting others in their learning and development goals, resulting in a high performing team.
  • Manages member relationships and loyalty through use of TCU's Client Relationship Management tool (CRM), focusing on activities related to achieving members' financial goal(s).
  • Engages in community events that provide financial education and literacy opportunities in the communities TCU serves.
  • Proactively initiates financial conversations to uncover member/non-member financial needs and the products and services that can help to achieve their financial goals. This will include consumer and business deposit accounts, consumer, mortgage and small business loan products, cash management services and online digital solutions.
  • Maintains working knowledge about new account membership eligibility requirements and services all new and existing accounts including IRAs, Trusts, and Business Accounts.
  • Establishes a working knowledge of TCU's policies and procedures, adhering on a daily basis.
  • Completes departmental functions such as opening and closing branch procedures, branch balancing and audits (vault, cash box, negotiable instruments, checks received, and branch credit card advances).
  • Assists Branch Management in preparing coin/cash and paperwork for shipments and deliveries.
  • Adheres to all banking regulations.

Required Skills:
  • Ability to provide positive and timely service.
  • Ability to resolve problems with empathy, accuracy, and timeliness.
  • Proficient in MS Office (Word, Excel, Outlook).
  • Strong math skills including rate, ratio and percentage calculations.
  • Ability to work as an effective team member in a team environment.
  • Possesses a passion for helping people.
  • Ability to travel to all TCU locations.
  • Must be flexible with work schedule to include working on Saturdays as needed.

Required Experience:
  • Reports directly to assigned branch management staff.
  • This position has no supervisory responsibilities.
  • HS Diploma or equivalent.
  • Retail sales experience preferred.

Levels:
  • Assoc. Financial Service Representative: Minimum 1 year of related experience.
  • Financial Service Representative: Minimum 2 years of related experience.
  • Sr. Financial Service Representative: Minimum 3 years of related experience.

Compensation: Base hourly starting range is commensurate with experience.
  • Assoc. Financial Service Representative: Grade 8: $23.51/hour - $29.04/hour
  • Financial Service Representative - Grade 9: $25.60/hour - $31.63/hour (Base plus Incentive)
  • Sr. Financial Service Representative -Grade 10: $27.87/hour - $34.43/hour (Base plus Incentive)

Our compensation philosophy considers various factors, including the scope and responsibilities of the position, as well as a candidate's experience, education/training, and key skills.
Benefits:
At Travis Credit Union, we prioritize the well-being of our employees and their families by providing a comprehensive Total Rewards program that supports their health, welfare, and financial security. In turn, this enables our employees to focus on delivering exceptional service to our members and meeting the goals of the credit union.
Eligible employees enjoy a robust benefits package, which includes:
  • Competitive medical, dental, and vision insurance
  • Mental health and wellness programs
  • Employee performance incentive plan
  • Merit-based salary increases
  • 401(k) program with immediately vested employer match
  • Generous holiday and vacation policies
  • Exclusive TCU perks such as employee loan and credit card discounts

Travis Credit Union is an Affirmative Action Employer
EOE / Individuals with Disabilities / Veteran Status

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