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Associate Financial Representative Jobs in Riverside, CA

TERRACON

Regional Finance Representative

Colton, CA · On-site

Associate's degree in related field. Or in lieu of a degree, a high school diploma or equivalent ... Maintain assigned electronic project files related to financial documentation, which may include ...

TERRACON

Regional Finance Representative

Colton, CA · On-site

$24.90 - $34.80/hr

Maintain assigned electronic project files related to financial documentation, which may include ... Associate's degree in related field. Or in lieu of a degree, a high school diploma or equivalent ...

Yum! Brands

Associate Manager, FP&A

Irvine, CA · Hybrid

$109K - $122K/yr

Reporting to the Sr. Manager of FP&A, the Associate Manager will oversee key areas of the P&L ... above represents the expected salary range for this job requisition. Ultimately, in determining ...

Tax Alchemy

Financial Advisor, CFP Professional

Irvine, CA · On-site +1

$85K - $100K/yr

Operating within a structured pod model alongside a Client Service Associate, this individual will ... Contribution to firm growth through referrals and professional representation Qualification ...

Direct Counsel

Bankruptcy Associate Attorney

Irvine, CA

$250K - $325K/yr

Bankruptcy Associate Attorney Location: Los Angeles, Irvine or San Francisco, CA Practice Area ... Prior experience representing lenders, creditors, or financial institutions is a plus. * AmLaw 200 ...

Yum

Associate Manager, Strategic Finance

Irvine, CA · On-site

$115K - $125K/yr

Reporting to the Sr. Manager of FP&A, the Associate Manager will oversee key areas of the P&L ... above represents the expected salary range for this job requisition. Ultimately, in determining ...

Trilogy Financial

Service Associate

Irvine, CA · On-site

$25 - $28/hr

We are committed to building strong relationships with our clients and applying sound financial ... Physical Requirements The physical demands described here are representative of those that must be ...

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

Associate Financial Representative information

See Riverside, CA salary details

$11

$27

$69

How much do associate financial representative jobs pay per hour?

As of Jul 12, 2026, the average hourly pay for associate financial representative in Riverside, CA is $27.45, according to ZipRecruiter salary data. Most workers in this role earn between $20.05 and $26.83 per hour, depending on experience, location, and employer.

Is $200,000 enough to work with a financial advisor?

As an Associate Financial Representative, having $200,000 in assets or income can be sufficient to work with a financial advisor, depending on the advisor's fee structure and the services needed. Many advisors require a minimum investment or asset level, but some offer services for clients with lower assets, especially if they focus on financial planning or ongoing advice. It is important to consider the advisor's fee model and your financial goals when determining if this amount is adequate for professional guidance.

Is it hard to become a FA?

Becoming an Associate Financial Representative typically requires completing relevant licensing exams, such as the Series 6 or 7, and gaining industry-specific knowledge. The difficulty varies based on prior experience and study effort, but it generally involves dedicated preparation and understanding of financial products and regulations.

What does an associate financial representative do?

An associate financial representative assists clients with financial planning, insurance, and investment products under the supervision of a senior representative. They often handle client inquiries, prepare financial documents, and develop their knowledge of financial services, typically working towards industry certifications such as the Series 6 or 63. The role involves building client relationships and supporting the delivery of financial solutions within a team environment.

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.

How many financial advisors make $500,000 a year?

While some financial advisors and associates in the industry can earn $500,000 or more annually, such high earnings are typically achieved by top-performing professionals with extensive experience, strong client bases, and advanced certifications like the CFP or CFA. Most financial advisors earn between $60,000 and $150,000 per year, with higher incomes often resulting from commissions, bonuses, and managing large portfolios.
What are popular job titles related to Associate Financial Representative jobs in Riverside, CA? For Associate Financial Representative jobs in Riverside, CA, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Riverside, CA look for? The top searched job categories for Associate Financial Representative jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Associate Financial Representative jobs? Cities near Riverside, CA with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Financial Representative

Financial Representative

Western & Southern Life

Ontario, CA

$37K - $57K/yr

Full-time

Re-posted 8 days ago

Job description

Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills and want to make an impact, you may be an ideal candidate for a career at Western & Southern Life, a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community, understand their financial needs and goals, and recommend impactful solutions. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package:
  • Competitive compensation. $620/week, assuming a 40-hour workweek (non-exempt training period) for the first 4 weeks of employment. After you complete this 4-week training period, the role is exempt. During Weeks 5-13, you will receive a $615/week base salary, and be eligible to earn incentives. During Weeks 14 –26, you will receive a $575/week base salary, and be eligible to earn incentives. After week 26, your compensation is variable based on licensure and individual performance; performing at minimum standards anticipates you will earn $37,000-57,000 annually, as noted in the “Salary” field above
  • Benefits, including medical and dental insurance, an Employee Assistance Program, a 401(k) plan with a company match, AND a defined benefit pension plan
  • First-class individualized training and development
  • Suite of digital and personalized marketing tools to build your business
  • Rewards and recognition plan acknowledging top-notch results
  • Dynamic career growth opportunities
A Successful Financial Representative Our field offices welcome candidates with a diverse range of backgrounds, including financial services newcomers, military veterans, college graduates and experienced financial representatives. Our most effective financial reps are:
  • Positive and resilient
  • Customer-focused
  • Interpersonally savvy
  • Action-oriented and results-driven
If this sounds like you, we encourage you to explore the possibilities, and apply today! JA 4182023 0423