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Associate Financial Representative Jobs in Goleta, CA

VCA Animal Hospitals

Client Service Representative

Goleta, CA · On-site

$17 - $22.53/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Financial Transactions & Fee Presentation * Present and explain fees for services and products ... The pay range for this role is $17.00 - $22.53 Hourly If you are a current associate, you need to ...

PacSun

Sales Associate

Santa Barbara, CA · On-site

$16 - $18.49/hr

  • Retirement

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 Barbara, CA · On-site

$16 - $18.49/hr

  • Retirement

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 Representative JobsAssociate Financial Representative Jobs in Goleta, CA

Associate Financial Representative information

See Goleta, CA salary details

$11

$28

$71

How much do associate financial representative jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for associate financial representative in Goleta, CA is $28.39, according to ZipRecruiter salary data. Most workers in this role earn between $20.77 and $27.74 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 Goleta, CA?

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

What job categories do people searching Associate Financial Representative jobs in Goleta, CA look for?

The top searched job categories for Associate Financial Representative jobs in Goleta, CA are:

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

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

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Goleta, CA as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 19% Part Time, and 2% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $59,050 per year, or $28.4 per hour.

Municipal Finance Associate Attorney

Direct Counsel

Ventura, CA • On-site, Remote

$158K - $205K/yr

Full-time

Medical, Retirement

Re-posted 4 days ago

Job description

Direct Counsel is seeking a Municipal Finance Associate with 3–6 years of experience to join a highly regarded Public Law practice. This opportunity is ideal for an attorney interested in advising public agencies and other participants in sophisticated municipal finance transactions throughout California.

The ideal candidate will have experience supporting municipal finance matters, strong drafting and analytical skills, and a demonstrated interest in public agency representation.

Responsibilities
  • Represent public agencies, underwriters, lenders, borrowers, and other participants in municipal finance transactions
  • Assist with the structuring, negotiation, and closing of public finance transactions
  • Draft and review financing documents, resolutions, agreements, disclosure documents, and related transaction materials
  • Conduct due diligence and assist with transaction management
  • Research and analyze municipal finance, regulatory, and public law issues
  • Advise clients regarding financing structures, regulatory requirements, and transaction-related risks
  • Collaborate with attorneys and clients to develop practical, business-oriented solutions
  • Manage multiple projects and deadlines in a fast-paced environment
Qualifications
  • J.D. from an accredited law school
  • Active California Bar membership in good standing
  • 3–6 years of experience with municipal finance transactions
  • Experience representing public agencies, underwriters, lenders, borrowers, or other transaction participants
  • Strong legal research, writing, drafting, and analytical skills
  • Excellent verbal and written communication abilities
  • Demonstrated interest in public agency representation
  • Ability to analyze sophisticated financing structures and regulatory requirements
  • Self-motivated with a strong work ethic and collaborative mindset
Compensation & Benefits
  • Salary Range: $158,000 – $205,000
  • Mainly Remote – Must Reside in California!
  • Annual performance-based bonus opportunities
  • Annual billable-hours bonus opportunities
  • Competitive health insurance benefits
  • 401(k) with partial employer match
  • Reasonable billable hour expectations
  • Flexible work arrangement
  • Strong mentorship and professional development opportunities
Why This Opportunity
  • Advise public agencies on meaningful infrastructure and public finance projects
  • Gain direct client contact and significant responsibility
  • Work on sophisticated municipal finance transactions across California
  • Join a collaborative and supportive public law team
  • Enjoy a flexible work environment with a strong emphasis on work-life balance and professional growth

Direct Counsel is committed to connecting exceptional legal talent with premier law firms and fostering inclusive hiring practices.