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Associate Financial Representative Jobs in California

Palomar Health

Financial Rep Access Dept

Poway, CA

Appropriately administers the Palomar Health Financial Assistance Policy and Procedures to ... Certified Healthcare Access Associate (NAHAM) Required License: Not Applicable Preferred License:

Palomar Health

Financial Rep Access Dept

Poway, CA

Appropriately administers the Palomar Health Financial Assistance Policy and Procedures to ... Certified Healthcare Access Associate (NAHAM) Required License: Not Applicable Preferred License:

Palomar Health

Financial Rep Access Dept

Poway, CA · On-site

Appropriately administers the Palomar Health Financial Assistance Policy and Procedures to ... Certified Healthcare Access Associate (NAHAM)Required License: Not ApplicablePreferred License: Not ...

Palomar Health

Financial Rep Access Dept

Poway, CA

Appropriately administers the Palomar Health Financial Assistance Policy and Procedures to ... Certified Healthcare Access Associate (NAHAM) Required License: Not Applicable Preferred License:

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in California

Associate Financial Representative information

See California salary details

$10

$25

$65

How much do associate financial representative jobs pay per hour?

As of Jun 29, 2026, the average hourly pay for associate financial representative in California is $25.97, according to ZipRecruiter salary data. Most workers in this role earn between $18.99 and $25.38 per hour, depending on experience, location, and employer.

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

AspectAssociate Financial RepresentativeFinancial Advisor
CertificationsFINRA Series 6 or 7, possibly Series 63 or 65Series 7, Series 66 or 65, CFP certification often preferred
Work EnvironmentSupport role in financial services, assisting senior staffClient-facing, providing personalized financial planning
Employer & Industry UsageFinancial firms, banks, brokeragesIndependent firms, banks, wealth management companies

The Associate Financial Representative typically supports financial advisors by handling administrative tasks and client inquiries, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. Both roles require relevant licenses, but the Financial Advisor usually has more advanced certifications and client responsibilities.

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 foundation in finance or business, strong analytical skills, and often a relevant bachelor's degree. Familiarity with financial planning software, CRM systems, and sometimes securities licenses such as Series 6 or 7 are typically required. Excellent communication, organization, and client relationship-building skills help you stand out in this client-facing role. These competencies are crucial for delivering accurate financial guidance, ensuring regulatory compliance, and building lasting client trust.

What are the typical day-to-day responsibilities of an Associate Financial Representative and how do they interact with senior advisors?

As an Associate Financial Representative, your daily tasks often include supporting senior financial advisors by preparing client portfolios, managing client communications, and handling administrative duties like scheduling meetings and maintaining records. You may also assist with research on investment products and help prepare financial planning materials. Collaboration is key in this role, as you'll work closely with both the advisory team and clients to ensure a smooth client experience and accurate information flow. This hands-on involvement provides valuable exposure to the financial planning process and can help you build foundational skills for career advancement within the firm.

What are Associate Financial Representatives?

Associate Financial Representatives are professionals who support financial advisors or planners in managing client relationships, preparing financial documents, and handling administrative tasks. They often assist with scheduling appointments, maintaining client records, processing paperwork, and responding to client inquiries. Their role is crucial in ensuring the smooth operation of a financial advisory practice and providing excellent customer service. Associate Financial Representatives may also help with research and the preparation of financial plans under the supervision of licensed advisors.
What are popular job titles related to Associate Financial Representative jobs in California? For Associate Financial Representative jobs in California, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in California look for? The top searched job categories for Associate Financial Representative jobs in California are:
What cities in California are hiring for Associate Financial Representative jobs? Cities in California with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you

Associate Financial Advisor - South Bay Wealth Advisors - Redondo Beach, CA

Thrivent

Redondo Beach, CA • On-site

$75K - $80K/yr

Full-time

Posted 4 days ago

Key responsibilities

  • Support clients through investment planning, insurance solutions, and ongoing relationship management in collaboration with a Lead Advisor.

  • Handle sensitive communications with members/customers and respond through verbal and written communications to ensure a high level of customer satisfaction.

  • Assist financial representatives in preparation and follow up for member/customer meetings, including conducting research, gathering information, and processing product applications.

Thrivent rating

8.8

Company rating: 8.8 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

Job description

Meaningful work. Rewarding career.
Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
South Bay Wealth Advisors is an independent financial services practice of Thrivent and is a values driven practice focused on building long term relationships and serving clients as an extension of their family and not just managing accounts, but supporting lives. We are growing and adding an Associate Financial Advisor to our team.
In this role you will be working closely with a Lead Advisor to support clients through investment planning, insurance solutions, and ongoing relationship management. This role is highly collaborative and offers the opportunity to be deeply involved in client meetings, case preparation, marketing initiatives, and community building efforts with clients and prospects and offers a clear path for long-term growth.
As an Associate Financial Advisor, you'll be a resource for our financial advisors and provide support to the clients of South Bay Wealth Advisors, including:
  • Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction
  • Identify criteria for fund selection and track against indexes, specifically for WRAP accounts
  • Participate in business planning for the Practice as needed
  • Open and complete product applications
  • Conducting substantive research or information gathering that will be used with making suitable securities product recommendations or providing appropriate investment advice (e.g. conducting due diligence, etc.)
  • Obtain member/customer financial and/or suitability information
  • Accepting and/or entering securities trade orders from customers, including unsolicited trade orders
  • Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations
  • Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts
  • Assist financial representatives in the preparation and follow up for the member/customer meetings
  • Collaborate with financial representatives to assist client with product changes
  • Participate and drive marketing services including direct-mail, fraternal activities, seminars, meetings
  • Additional responsibilities may be assigned in accordance with licensure and business needs

You will be employed/contracted by South Bay Wealth Advisors.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Our ideal candidate is:
  • Motivated Self-Starter
  • Analytical thinker
  • Customer Service Focused
  • Clear and professional communication
  • Strong attention to detail and follow through

Requirements
  • Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration Required
  • Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
  • Proficiency with Money Guide Pro, Wealthscape, Morningstar and Salesforce highly desired
  • 2+ years of experience in Financial Services as a licensed Advisor
  • Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
  • Ability to maintain integrity of sensitive/confidential information
  • Basic understanding of the sponsoring financial advisor our products and services, and Thrivent Financial
  • Previous administrative/secretarial experience desired

External/Internal Dependencies
  • Must be able to work with all roles of the sponsoring financial advisor
  • Must be able to represent the organization in work with external clients
  • Must be able to cultivate and maintain relationships with outside organizations

Thrivent Investment Management is the sponsor for FINRA registration, and Thrivent Financial for Lutherans is the sponsor for insurance licensure.
Compensation and Benefits
  • $75,000 - $80,000 annual salary with opportunity for bonus or commission
  • Monthly stipend for health benefits

About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Pay Transparency
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.

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