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Associate Financial Rep Jobs in Rohnert Park, CA

PacSun

Seasonal Sales Associate

Santa Rosa, CA · On-site

$14.75 - $17.50/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 ...

CVS Health

Store Associate

Petaluma, CA · On-site

$18.31 - $25.31/hr

... represents the base hourly rate or base annual full-time salary for all positions in the job grade ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

CVS Health

Store Associate

Healdsburg, CA

$16.90 - $23.90/hr

... represents the base hourly rate or base annual full-time salary for all positions in the job grade ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

CVS Health

Store Associate

Novato, CA

$18.23/hr

... represents the base hourly rate or base annual full-time salary for all positions in the job grade ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

CVS Health

Store Associate

Sebastopol, CA

$16.90 - $23.90/hr

... represents the base hourly rate or base annual full-time salary for all positions in the job grade ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

CVS Health

Store Associate

Napa, CA · On-site

$16.90 - $23.90/hr

... represents the base hourly rate or base annual full-time salary for all positions in the job grade ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

CVS Health

Store Associate

Healdsburg, CA · On-site

$16.90 - $23.90/hr

... represents the base hourly rate or base annual full-time salary for all positions in the job grade ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

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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 15, 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
Associate Accountant

Associate Accountant

Northrop Grumman Corporation

Santa Rosa, CA

$57K - $85K/yr

Full-time

Medical, Life, Retirement, PTO

Posted yesterday

Northrop Grumman rating

8.1

Company rating: 8.1 out of 10

Based on 352 frontline employees who took The Breakroom Quiz

107th of 527 rated manufacturers

Job description

RELOCATION ASSISTANCE: No relocation assistance availableCLEARANCE REQUIRED FOR START: NoCLEARANCE TYPE: SecretTRAVEL: NoDescriptionAt Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history.

Northrop Grumman Aeronautics Systems has an opening for an Associate Accountant (Level 1) to join our team of qualified, diverse individuals. This position falls under one of Northrop Grumman's Small Business Units, Sonoma Photonics, Inc. and will be located onsite in Santa Rosa, CA.

The Accountant will report to the Business Manager, and be responsible for the adherence to and communication of accounting and auditing policies and procedures at our SantaRosa campus. In this role you will be contributing to asset, liability, and capital account entries, cost reporting, and compliance documentation for internal stakeholders, customers, and DCAA/DCMA. .

Essential Functions:

Provides financial information by researching and analyzing accounting data; preparing reports.

Prepares asset, liability, and capital account entries by compiling and analyzing account information.

Documents financial transactions by entering account information.

Prepare and report cost information to management and customers as well as DCAA/DCMA.

Summarizes current financial status by collecting information; preparing balance sheet, profit and loss statement, and other reports.

Substantiates financial transactions by auditing documents.

Reconciles financial discrepancies by collecting and analyzing account information.

Answers accounting procedure questions by researching and interpreting accounting policy and regulations.

We offer flexible work arrangements, 9/80 work schedule with every other Friday off, phenomenal learning opportunities, and exposure to a wide variety of projects and customers, and a very friendly team environment. We are looking for self-motivated, proactive, and goal-oriented people to help us grow our services and become even better at what we do.

Basic Qualifications:

  • Bachelor's Degree and 0 years of experience
  • Ability to compute, analyze, and interpret numerical data for reporting purposes
  • Ability to collaborate in a team environment.
  • Experience with Microsoft suite of products (such as Word, Outlook, and Excel)
  • Ability to obtain and maintain a Secret level DOD security clearance (U.S. citizenship is a pre-requisite) as well as Special Access Program (SAP) within a reasonable period of time, as determined by the company to meet its business needs.

Preferred Qualifications:

  • Bachelor's degree in Accounting
  • Active US Secret or Top-Secret Government clearance
  • Government reporting/compliance experience
  • Familiarity with GAAP, FAR, CAS
  • Demonstrated experience prioritizing multiple responsibilities and/or accomplishing them simultaneously
  • Cost Point experience

What We Offer:

At Northrop Grumman, we are on the cutting edge of innovation -- building the next generation of sophisticated aircraft to protect our country. Our diverse portfolio of programs means there are endless paths to cultivate your career. We are well-known for our inclusive, family environment, phenomenal learning opportunities, and exposure to a wide variety of projects and customers. We also offer exceptional benefits/healthcare, and a great 401K matching program.

Primary Level Salary Range: $57,300.00 - $85,900.00The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions.Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business.The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates.Northrop Grumman is an Equal Opportunity Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO and pay transparency statement, please visit http://www.northropgrumman.com/EEO. U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions.

What Northrop Grumman employees say

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About Northrop Grumman

Sourced by ZipRecruiter

At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible.

Industry

Space research administration

Company size

10,000+ Employees

Headquarters location

Falls Church, VA, US

Year founded

1939

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