ZipRecruiter

Log In

1

Associate Financial Representative Jobs in Riverside, CA

Yum Brands

Associate Manager, FP&A

Irvine, CA · Hybrid

$109.40K - $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

At Trilogy Financial, the Service Department is a newly formed team that is dedicated to support ... Physical Requirements The physical demands described here are representative of those that must be ...

Trilogy Financial

Service Associate

Irvine, CA · On-site

$25 - $28/hr

At Trilogy Financial, the Service Department is a newly formed team that is dedicated to support ... Physical Requirements The physical demands described here are representative of those that must be ...

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 ...

Allspring Global Investments

Associate

San Bernardino, CA · On-site

... Finance, Leasing, Tenant Representation, Landlord Representation, Debt, Debt Origination Commitment to Diversity Matthews is an Equal Opportunity Company. Matthews does not discriminate based on race ...

New

next page

Showing results 1-20

People also search for

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 May 29, 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.

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.

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 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
Infographic showing various Associate Financial Representative job openings in Riverside, CA as of May 2026, with employment types broken down into 75% Full Time, 22% Part Time, and 3% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $57,096 per year, or $27.4 per hour.

Financial Representative

Western & Southern Life

Ontario, CA

$37K - $57K/yr

Full-time

Posted 25 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