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Associate Financial Representative Jobs in California

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 · On-site

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

Escondido, CA · On-site

$23 - $33.56/hr

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

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 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 Applicable Preferred License:

Palomar Health

Financial Rep Access Dept

Escondido, CA · On-site

$23 - $33.56/hr

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

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 Applicable Preferred License:

Palomar Health

Financial Rep Access Dept

Poway, CA · On-site

$23/hr

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

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 Applicable Preferred License:

Palomar Health

Financial Rep Access Dept

Poway, CA · On-site

$23/hr

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

Palomar Health

Financial Rep Access Dept

Escondido, CA · On-site

$23 - $33.56/hr

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

Palomar Health

Financial Rep Access Dept

Escondido, CA · On-site

$23 - $33.56/hr

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

Palomar Health

Financial Rep Access Dept

Escondido, CA · On-site

$23 - $33.56/hr

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

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Showing results 41-60

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 Aug 9, 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 is an associate financial representative?

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
Infographic showing various Associate Financial Representative job openings in California as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 22% Part Time, 2% Temporary, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $54,012 per year, or $26 per hour.

Financial Rep Access Dept

Palomar Health

Poway, CA • On-site

Full-time

Re-posted 17 days ago

Palomar Health rating

8.2

Company rating: 8.2 out of 10

Based on 16 frontline employees who took The Breakroom Quiz

Job description

Posting Date: 5/15/2026
Internal Closing Date: 5/21/2026
* Internal candidates must apply by midnight on the Closing Date in order to have bidding rights
Serves as the first contact for patients and families regarding funding sources for inpatient and outpatient services. Responsible for the day to day activities of obtaining funding for patients in the statuses of scheduling, pre-registration, registration, or post registration as assigned. Screens all admissions on a daily basis and educates referring physicians offices, patients and their families on hospital policy and procedures regarding various methods of payment source for services rendered. This may include advising applicable admits of pre-payment deposits and monthly payment arrangements.
Obtains and documents information that appropriately designates current funding information and/or provides information on available funding sources if the patient/family does not have current sources. Works in collaboration with all departments and units in the revenue cycle to appropriately communicate issues and/or barriers, and to formulate work plans for resolution. Obtains appropriate up front collection on all self pay accounts as well as co-pays, deductibles, and co-insurance as identified in information provided by the patient's insurance card or through the eligibility and verification process.
Screen the patient for possible other 3rd party and charity eligibility and keep up-to-date on admission/business office insurance procedures. Adept at utilizing payer resources and web sites to accurately explore and assess eligibility and successfully initiate referrals for MediCal/CMS/CCS. Appropriately administers the Palomar Health Financial Assistance Policy and Procedures to determine if the patient is eligible for discounted prices for services or is eligible for charity care designation. Well versed in policy and procedure that pertains to AB774 and is able to assist the patient/family in determining if they qualify based on federal poverty guidelines.
Responsible for careful financial evaluation of all admissions, taking appropriate steps that are most beneficial to the hospital, while giving the proper level of consideration to the patient. Must be firm and decisive, yet courteous, tactful, considerate and show concern and empathy for the patient/family under often stressful situations. Must be keen, alert and have the ability to effectively communicate with people from various education backgrounds. Must have the knowledge and confidence to make decisions regarding methods of payment and have the ability to work with frequent interruptions.
Speak and read English at a level that is sufficient to satisfactorily perform the essential functions of the position. Knowledge of standard office equipment (i.e., calculator, fax, photocopier) and personal computer and computer software skills (i.e., MS Windows, Excel, Access, Word, Powerpoint, internet, e-mail). Windows computer skills including proficient use of keyboarding, use of mouse or keys for functions such as selecting items, use of drop down menus, scroll bars, opening folders, copying and similar operations required upon employment or within the 1st two weeks of employment to perform the essential functions of the job. Performs other duties as assigned. Follows Palomar Health rules, policies, procedures, applicable laws and standards. Carries out the mission, vision, and quality commitment of Palomar Health.Job Requirements
Minimum Education: High School Diploma and/or combination of education and experiencePreferred Education: High School Diploma and/or combination of education and experience plus 1 year healthcare-related experience or basic college/medical coursework to learn medical terminologyMinimum Experience: 2 years Patient Access and/or Patient Financial Services experience assisting patients with insurance and government funded programsPreferred Experience: 3+ years Patient Access and Patient Financial Services experience assisting patients with insurance and government funded programs, including experience related to billing and payment of government funded health plans.
Bilingual (Spanish)Required Certification: Not ApplicablePreferred Certification: Certified Healthcare Access Associate (NAHAM)Required License: Not ApplicablePreferred License: Not ApplicableEmployment Type: Full-Time

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