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Associate Financial Representative Jobs in Riverside, CA

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 ...

Associate Inside Sales Representative (Customer Sales and Service) - Orange, CA The Inside Sales ... We offer robust benefits to support your health and wellness as well as your personal and financial ...

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 ...

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 ...

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 ...

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 ...

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 ...

Litigation Associate

Irvine, CA · On-site

$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 ...

The Customer Account Representative will serve as the primary (and sole) salesperson assigned to ... financial well-being of our associates. Our competitive offering not only includes benefits like ...

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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 Jun 22, 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 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.
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:

Bankruptcy Associate Attorney

Direct Counsel

Irvine, CA

$250K - $325K/yr

Full-time

Posted 4 days ago


Job description

Bankruptcy Associate Attorney
Location: Los Angeles, Irvine or San Francisco, CA
Practice Area: Bankruptcy, Receivership & Creditor Remedies

Direct Counsel is seeking a Bankruptcy Associate Attorney to join a highly regarded national law firm in its California offices. This role offers the opportunity to work with a sophisticated team handling complex bankruptcy, receivership, and creditor remedies matters for institutional clients across a range of industries.

Position Overview

The associate will play a key role in representing institutional lenders, creditors, and court-appointed receivers in a variety of commercial disputes and insolvency proceedings. This position is ideal for a motivated attorney with strong commercial litigation experience who is interested in developing deeper expertise in bankruptcy and creditor-side remedies.

Key Responsibilities
  • Represent institutional lenders, creditors, and court-appointed receivers in state and federal litigation, bankruptcy proceedings, and related commercial disputes.

  • Handle matters involving creditors’ rights and remedies, receiverships, bankruptcy proceedings, and commercial landlord/tenant disputes.

  • Develop and implement litigation and restructuring strategies designed to protect creditor interests, maximize recoveries, and mitigate regulatory and compliance risks.

  • Assist court-appointed receivers with asset recovery, operational oversight, liquidation, and distribution of proceeds to stakeholders.

  • Draft pleadings, motions, discovery, and legal memoranda for complex commercial litigation and insolvency proceedings.

  • Conduct legal research and analysis related to bankruptcy law, receivership procedures, and creditor enforcement strategies.

  • Collaborate with attorneys across multiple practice groups, including real estate, finance, securities, environmental, and labor.

  • Coordinate with external professionals such as regulators, forensic accountants, property managers, brokers, and financial advisors involved in restructuring and receivership matters.

Qualifications
  • 3–5 years of experience in commercial litigation, bankruptcy, or creditors’ rights matters.

  • Experience with receiverships, creditor remedies, bankruptcy proceedings, and commercial disputes is strongly preferred.

  • Prior experience representing lenders, creditors, or financial institutions is a plus.

  • AmLaw 200 firm experience preferred.

  • Bankruptcy clerkship is a plus.

  • Strong analytical, writing, and oral advocacy skills.

  • Excellent academic credentials.

  • Ability to manage multiple matters in a fast-paced environment while working collaboratively across practice areas.

  • Admission to the California State Bar required.

Compensation

The anticipated base salary range for this position is $250,000 – $325,000, depending on experience, qualifications, and job-related skills.