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Associate Financial Representative Jobs in Riverside, CA

Heritage Grocers Group

MSB Sales Associate

San Bernardino, CA · On-site

$14.50 - $19.50/hr

Promotes all financial services we offer with each customer that visits the store; * Complies with ... The physical demands and work conditions below representative those that must be met to ...

Heritage Grocers Group

MSB Sales Associate

Lake Elsinore, CA · On-site

$13.75 - $18.50/hr

Promotes all financial services we offer with each customer that visits the store; * Complies with ... The physical demands and work conditions below representative those that must be met to ...

PacSun

Associate Merchandise Planner

Anaheim, CA · On-site

$71K/yr

Maintain strategic financial plans tied to merchandising strategies for both retail stores and e ... The physical demands described here are representative of those that are required by an associate ...

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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 Jun 21, 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:
Associate Financial Representative jobs near you
Customer Account Representative

Customer Account Representative

Lighting Unlimited

Lake Forest, CA

$70K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 11 days ago

Job description

Job Description:

Since 1953, Ferguson has been a source of quality supplies for a variety of industries. Together We Build Better infrastructure, better homes and better businesses. We exist to make our customers' complex projects simple, successful, and sustainable. We proactively solve problems, adapt and grow to continuously serve our customers, communities and each other. Ferguson, a Fortune 500 company, is proud to provide best-in-class products, service and capabilities across the following industries: Commercial/Mechanical, Facilities Supply, Fire and Fabrication, HVAC, Industrial, Residential Trade, Residential Building and Remodel, Waterworks and Residential Digital Commerce. Ferguson has approximately 36,000 associates across 1,700 locations. Ferguson is a community of proud associates who operate with the shared purpose of building something meaningful. You will build a career that you are proud of, at a company you can believe in.

The Customer Account Representative will serve as the primary (and sole) salesperson assigned to customer accounts. This role will handle customer relationships, account performance, and be focused on selling and growing accounts that are not assigned to another commissioned salesperson. This associate will primarily interact with customers via Teams, phone and e-mail.

Position Details:

Schedule | Monday - Friday 7am to 4:00pm

Pay Rate | $24.04/hr

This is a commission eligible role. The estimated total compensation range is $70,000 - $100,000 annually.

Responsibilities
  • Develop relationships with assigned accounts to influence sales and margin growth within our service and product offerings
  • Provide personalized customer service through timely and successful delivery of our solutions according to customer needs and objectives
  • Be an expert on our strategic product offering and services
  • Serve as the sales representative handling customer needs ranging from quotations and orders through post-delivery support
  • Be a creative problem solver with the ability to understand and resolve customer issues quickly and efficiently
Qualifications
  • 2-5 years of prior sales and/or customer service experience is preferred
  • Exhibit a highly motivated customer service-oriented mentality with ability to build long term relationships focused on sales
  • Ability to react well in a fast-paced environment, follow through on commitments, work independently, and set self-motivated goals
  • Proven track record of responding quickly to customer needs and ability to make decisions in a timely manner
  • Requires excellent communication, time management, problem solving, and organizational skills with a high-level autonomy and decision-making
  • Working knowledge and understanding of company products and services necessary for success

This is a commission eligible role. The estimated total compensation range is $70,000 - $100,000 annually.

At Ferguson, we care for each other. We value our well-being just as much as our hard work. We are committed to a holistic approach towards benefits plans and programs that support the mental, physical and financial well-being of our associates. Our competitive offering not only includes benefits like health, dental, vision, paid time off, life insurance and a 401(k) with a company match, but our associates also enjoy additional meaningful and inclusive enhancements that are adaptable to their diverse situations and needs, including mental health coverage, gender affirming and family building benefits, paid parental leave, associate discounts, community involvement opportunities and more!

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Ferguson complies with all wage regulations. The starting wage may be higher in certain locations based on local or state wage requirements.

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The Company is an equal opportunity employer as well as a government contractor that shall abide by the requirements of 41 CFR 60-300.5(a), which prohibits discrimination against qualified protected Veterans and the requirements of 41 CFR 60-741.5(A), which prohibits discrimination against qualified individuals on the basis of disability.

Ferguson Enterprises, LLC. is an equal employment employerF/M/Disability/Vet/SexualOrientation/Gender Identity.

Equal Employment Opportunity and Reasonable Accommodation Information

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