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Associate Financial Representative Jobs in Fallbrook, CA

Cherokee Federal

Financial Investigator

San Diego, CA · On-site

$90K - $98K/yr

Negotiate with debtors and representing attorneys for settlement of civil cases. * Analyze ... Financial Analyst, Financial Coordinator, Finance Associate, Financial Planner, and Budget ...

Skilled Wound Care

Payment Processing Specialist

Vista, CA · On-site

$21 - $26/hr

This role serves as a front-line financial representative, ensuring a smooth payment experience ... Associate degree in Healthcare Administration, Business, or related field preferred • Minimum of ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Fallbrook, CA

Associate Financial Representative information

See Fallbrook, CA salary details

$11

$27

$69

How much do associate financial representative jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for associate financial representative in Fallbrook, CA is $27.58, according to ZipRecruiter salary data. Most workers in this role earn between $20.14 and $26.97 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 Fallbrook, CA?

For Associate Financial Representative jobs in Fallbrook, CA, the most frequently searched job titles are:

What cities near Fallbrook, CA are hiring for Associate Financial Representative jobs?

Cities near Fallbrook, CA with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Fallbrook, CA as of July 2026, with employment types broken down into 1% As Needed, 64% Full Time, 30% Part Time, 2% Temporary, 2% Contract, and 1% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $57,362 per year, or $27.6 per hour.

Financial Investigator

Cherokee Federal

San Diego, CA • On-site

$90K - $98K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 16 days ago

Job description


Financial Investigator
A Financial Investigator provides support in various financial investigations and tasks, such as budgeting, financial analysis, and reporting, to ensure the smooth operation of financial activities within an organization.
Compensation & Benefits
Estimated Starting Salary Range for Financial Investigator: $90,000 - $98,000
Pay commensurate with experience.
Full-time benefits include Medical, Dental, Vision, 401K, and other possible benefits as provided. Benefits are subject to change with or without notice.
Financial Investigator Responsibilities Include:
  • Independently plan and conduct asset investigations to recover debts imposed in cases handled by or referred to the USAOs.
  • Analyze financial and other records to assist government attorneys, agents, and agencies in identifying assets subject to seizure or attachment, or assets available to pay court-ordered restitution and fines.
  • Provide technical expertise using various investigative automated systems and law enforcement databases, such as Choice Point, Auto Track, Accurint, and other Internet capabilities, to provide case support to the government in criminal and civil debt collection matters.
  • Research and identify assets utilizing data amplification programs/systems and through various forms of cryptocurrencies.
  • Coordinate surveillance of debtors with appropriate law enforcement/investigative agencies, while personally participating only in surveillance activities occurring in locations open and accessible to the public with little or no risk of personal harm.
  • Research and identify assets utilizing various social media and cyber research tools.
  • Communicate with financial institutions regarding accounts identified for execution or garnishment to satisfy a debt.
  • Prepare legal documents in response to the results of investigative activities.
  • Conduct investigations of debtors and defendants by utilizing public records, law enforcement databases, and Internet websites.
  • Prepare written and visual summaries of complex financial transactions to assist attorneys in preparing for hearings and trials.
  • Assist government attorneys in criminal investigations to trace the flow of proceeds from specified unlawful activities to assets that may be subject to seizure.
  • Identify specific transactions in violation of money laundering and other Title 18 offenses.
  • Assist attorneys with pre-seizure planning by determining the value of assets subject to seizure and identifying any encumbrances.
  • Assist other staff members in the unit by reviewing complex financial and other records to determine a debtor's ability to pay restitution and fines.
  • Conduct witness interviews and participate in Judgment Debtor Examinations to obtain information regarding financial and other relevant transactions.
  • Negotiate with debtors and representing attorneys for settlement of civil cases.
  • Analyze financial records in civil cases from banks and other entities to identify assets subject to lien or attachment, verify the truth of debtor statements, identify violations of law, trace proceeds to their ultimate disposition, and calculate debtors' discretionary income that may be applied to government debts.
  • Through examination of records, identify and isolate individuals and affiliates that serve as alter egos or nominees to avoid payment and collection efforts.
  • Conduct financial investigations to obtain information for subpoenas and garnishment packages to secure payment directly from payers.
  • Prepare exhibits for and participate in depositions.
  • Perform other job-related duties as assigned.

Financial Investigator Experience, Education, Skills, Abilities Requested:
  • Minimum of 5 years' criminal investigator experience, preferably in a military or intelligence agency.
  • Minimum of 3 years' experience as a financial investigator for complex criminal or drug-related investigations.
  • Must have or be able to obtain a Public Trust clearance.
  • Must be able to respond to all possible situations; ability to detect attempts at trespass; ability to communicate orally; knowledge of security practices.
  • Knowledge of office procedures sufficient to refer calls or provide routine and factual information to visitors.
  • Excellent verbal and written communication skills.
  • Advanced skills with MS Office software.
  • Must pass pre-employment qualifications of Cherokee Federal.
  • Past applicable job experience may include, but is not limited to: Financial Analyst, Financial Coordinator, Finance Associate, Financial Planner, and Budget Specialist.

Company Information
Cherokee Strategic Solutions (CSS) provides support, services, and solutions to federal and commercial customers. The company takes a personalized approach to solving our clients' toughest challenges, helping you make the most of your skills. CSS is part of Cherokee Federal - a team of tribally owned federal contracting companies. For more information, visit cherokee-federal.com.
#CherokeeFederal #LI-SM2 #AppC2
Similar Searchable Job Titles:
  • Financial Analyst
  • Financial Coordinator
  • Finance Associate
  • Financial Planner
  • Budget Specialist
  • Financial Investigator

Keywords:
  • Financial analysis
  • Financial planning
  • Budget management
  • Financial reporting
  • Financial systems

Legal Disclaimer
Cherokee Federal is an equal opportunity employer. Please visit cherokee-federal.com/careers for information regarding our Affirmative Action and Equal Opportunity Employer Statement, Accommodation request, and Presidential EO 14042 Notice.
Cherokee Federal logo

About Cherokee Federal

Sourced by ZipRecruiter

Cherokee Federal - a division of Cherokee Nation Businesses - is a team of tribally owned federal contracting companies focused on building solutions, solving complex challenges, and serving the nation's mission around the globe for more than 60 federal clients. Our team of companies manages nearly 1,000 projects of all sizes across the construction, consulting, engineering and manufacturing, health, and technology portfolios. Since 2012, the Cherokee Federal team of companies has won more than $5 billion in government contracts. Our 3,000+ employees work in 26 countries, 50 states and 2 U.S. territories. Why choose Cherokee Federal? Visit our website and learn about the great reasons to join our team. cherokee-federal.com

Industry

Architectural services

Company size

1,001 - 5,000 Employees

Headquarters location

Tulsa, OK, US

Year founded

1969

Social media

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