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Associate Financial Representative Jobs in Riverside, CA

Allspring Global Investments

Associate

Irvine, 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 ...

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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 ...

EverBank

Senior Financial Center Manager

Irvine, CA · On-site

$117.40K - $159.90K/yr

Manages, leads, and develops associates that align with the Bank's strategic goals. Provides the ... Represents the bank in local community-based activities and boards. * Manages performance of team ...

Lennar

Title Sales Representative

Murrieta, CA

$40K - $50K/yr

Title Sales Representative We are Lennar Title Lennar Title is centered around personal growth ... their financial future, while Paid Parental Leave and an Associate Assistance Plan provide ...

Lennar

Title Sales Representative

Irvine, CA · On-site

$40K - $50K/yr

Title Sales Representative We are Lennar Title Lennar Title is centered around personal growth ... their financial future, while Paid Parental Leave and an Associate Assistance Plan provide ...

Lennar

Title Sales Representative

Irvine, CA

$40K - $50K/yr

Title Sales Representative We are Lennar Title Lennar Title is centered around personal growth ... their financial future, while Paid Parental Leave and an Associate Assistance Plan provide ...

Lennar

Title Sales Representative

San Bernardino, CA

$40K - $50K/yr

Title Sales Representative We are Lennar Title Lennar Title is centered around personal growth ... their financial future, while Paid Parental Leave and an Associate Assistance Plan provide ...

Direct Counsel

Litigation Associate

Orange, CA · On-site

National Law Firm Direct Counsel is representing a well-established national law firm in Orange ... This firm handles a diverse caseload, including general civil litigation (real estate, financial ...

Direct Counsel

Litigation Associate

Irvine, CA

$160K - $225K/yr

National Law Firm Direct Counsel is representing a well-established national law firm in Orange ... This firm handles a diverse caseload, including general civil litigation (real estate, financial ...

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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 30, 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.
Associate

Associate

Allspring Global Investments

Irvine, CA • On-site

Other

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Associate
ID 2026-1266
Category Sales
Position Type Regular Full-Time
Location Type Onsite
Location US-CA-Irvine
About Matthews

Matthews is the fastest growing commercial real estate and technology company in the nation, built on a culture of teamwork, integrity, and excellence. We empower our professionals to achieve success through world-class resources, innovative technology, and an environment that rewards hard work and ambition. As an Associate at Matthews, you will join a team redefining success in commercial real estate and you will gain the tools, training, mentorship, and market insight to build a thriving business, develop lasting client relationships, and achieve financial freedom.

Why Matthews

Your growth and success is our mission. Every Associate begins with Matthews University, our award-winning training program designed to transform driven professionals into industry experts. You will be developed by (and learn directly from) top executives, leaders, and producers, gaining real-world experience and the confidence to excel in one of the most competitive industries in the world.

We believe in a culture where success is earned through effort, determination, and integrity. Our Associates thrive in an environment that celebrates collaboration, fuels healthy competition, and inspires everyone to win together.

Matthews has an industry-leading commitment to technology and the advancement of AI. The company has invested millions of dollars into proprietary, AI-driven technologies that deliver unrivaled efficiency and capability for our agents and clients. With industry-leading marketing tools, data-driven insights, cutting-edge technology, and a network of high-performing professionals, you will have everything you need to reach your full potential. Our relentless innovation and commitment to technology make Matthews the commercial real estate brokerage platform of the future.

What You Will Do

  • Complete the Matthews University training program to gain expertise in commercial real estate sales and brokerage.

  • Participate in the Matthews Mentor/Mentee Program, which provides hands-on mentorship and guidance during the highly critical and formative early years of your career.

  • Proactively reach out to commercial property owners (REITs, private equity, family office, high net worth individuals) to build relationships and identify opportunities to transact, lease, or finance commercial real estate assets.

  • Develop expertise in property valuation, market research, and investment analysis, including development strategies, financial returns, and investment metrics.

  • Confidently make introductory and follow up outreach to investors and clients.

  • Leverage Matthews proprietary software, Artemis (an Artificial Intelligence infused CRM) and Apollo (an AI infused marketing tool), to manage leads and track performance.

  • Collaborate closely with Market Leaders, Managing Directors, and top producers in a high energy, team-oriented environment.
Requirements

  • A driven, competitive, and entrepreneurial mindset

  • Excellent communication and interpersonal skills

  • Strong work ethic, discipline, integrity, and resilience

  • Bachelor's degree in Business, Real Estate, or related field (or equivalent experience)

  • Obtain a real estate salesperson license in the state you are located within 120 days of the start date of your association, if you are not already licensed

  • Ability to thrive in a fast-paced environment and adapt quickly to challenges

  • Coachable attitude with a desire for continuous improvement and personal growth
Your Opportunity

  • Uncapped income potential directly tied to your performance

  • Build a career in one of the most dynamic and rewarding industries

  • Learn from the best through structured mentorship and collaboration

  • Grow within a company that recognizes and promotes top performers
Who Should Apply

If you are a driven self-starter, we encourage you to apply for this role if you have interest in any of the following: Commercial Real Estate Associate, Real Estate Sales Associate, CRE Broker, Investment Property Sales, Real Estate Agent, Commercial Property Sales, Real Estate Brokerage, Sales Development Representative, Business Development, Sales Representative, Real Estate Salesperson, Commercial Sales Associate, Real Estate Investment Associate, Business, 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, color, gender, religion, national origin, disability status, veteran status, age, sexual orientation, gender identity, or any other protected status.

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