ZipRecruiter

Log In

1

Associate Financial Representative Jobs in Goleta, CA

FedEx Office

Retail Customer Service Associate

Santa Barbara, CA · On-site

$16.75 - $18.25/hr

  • Medical

  • Dental

  • Vision

  • Retirement

GENERAL DUTIES AND RESPONSIBILITIES: (This is a representative list of the general duties the ... Processes financial transactions using a Point of Sale terminal (POS),including handling cash and ...

Intuit Careers

Tax Associate - TurboTax Store

Ventura, CA

$62K - $83K/yr

  • Retirement

... financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World ... Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in ...

Intuit Careers

Tax Associate - In-Store

Ventura, CA

$62K - $83K/yr

  • Retirement

... financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World ... Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in ...

Intuit Careers

Tax Support Associate - Retail

Ventura, CA · On-site

$62K - $83K/yr

  • Retirement

... financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World ... Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in ...

FedEx Office

Retail Customer Service Associate

Santa Barbara, CA · On-site

$16.75 - $18.25/hr

  • Medical

  • Dental

  • Vision

  • Retirement

GENERAL DUTIES AND RESPONSIBILITIES : (This is a representative list of the general duties the ... Processes financial transactions using a Point of Sale terminal (POS),including handling cash and ...

FedEx

Retail Customer Service Associate

Santa Barbara, CA

$19.70 - $23.17/hr

  • Medical

  • Dental

  • Vision

  • Retirement

GENERAL DUTIES AND RESPONSIBILITIES : (This is a representative list of the general duties the ... Processes financial transactions using a Point of Sale terminal (POS),including handling cash and ...

CLEAR CONSTRUCTION INC

Accounts Payable Clerk

Santa Barbara, CA · On-site

$25 - $30/hr

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

This position plays a critical role in ensuring smooth financial operations for our clients and ... The requirements listed below are representative of the knowledge and ability required. Reasonable ...

CLEAR CONSTRUCTION INC

Accounts Payable Clerk

Santa Barbara, CA · On-site

$25 - $30/hr

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

This position plays a critical role in ensuring smooth financial operations for our clients and ... The requirements listed below are representative of the knowledge and ability required. Reasonable ...

First Bank

Personal Banker

Santa Barbara, CA · On-site

$21 - $25.50/hr

New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank ... associates. * Increasing sales and cross-sell opportunities by participating in sales events such ...

Haas Automation, Inc.

Credit Processor

Ventura, CA · On-site

$29 - $40/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Credit Processor 2 performs credit and collections functions for CNC Associates, Inc. Mexico FA ... Utilize professional judgement to determine which potential borrowers represent acceptable risk ...

previous page

Showing results 41-60

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 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 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 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 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 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.

Part Time Associate Banker Santa Barbara (30 hours)

JPMorgan Chase & Co

Santa Barbara, CA • On-site

Part-time

Medical, Retirement

Posted 5 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 495 frontline employees who took The Breakroom Quiz

71st of 171 rated banks

Job description

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.

 
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.  Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.

 
Job Responsibilities
  • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
  • Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
  • Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
  • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
  • Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
  • Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. 
  • Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
  • Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
  • Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.  
  • Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
  • Ability to quickly and accurately learn products, services, and procedures.
  • Client service experience or comparable experience.
  • High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
  • Strong desire and ability to influence, educate, and connect customers to technology solutions.
  • Cash handling experience.

FEDERAL DEPOSIT INSURANCE ACT:

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

 

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

What JPMorgan Chase & Co. employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply