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Associate Financial Representative Jobs in Riverside, CA

Ace Hardware

Screen and glass associate

Santa Ana, CA

$16.50/hr

Customer Service Representative We are looking for an experienced and seasoned customer service ... financial accounts. By analyzing customer needs and collecting customer information, our customer ...

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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

Licensed Bilingual Customer Service Representative

Alsop & Associates Insurance Agency

Chino, CA • On-site

$30K - $60K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 28 days ago

Job description

The Receptionist / Customer Service Representative position will involve answering multiple phone lines, providing customer service to agency customers, receiving and processing insurance payments for existing customers, drafting letters & reports, and other additional clerical duties as directed by the agent or associates. A fast paced, growing insurance agency is looking to fill entry level sales positions. The position is part time with flexible hours, scheduling appointments or calling our contacts for new clients needing new insurance quotes or coverage reviews. Full time employment opportunities are also available for sales agents looking to improve their selling techniques and increase commissions. Apply now and we will contact you directly to learn more. We are seeking energetic and hungry individuals with an entrepreneurial spirit to join our fast pace agency sales department. As an independent insurance professional you will work with a dynamic team of sales agents that share your desire to win. Position pays a competitive base with a generous commission structure that works well for those who are disciplined and follow our proven sales process. Fill out the Apply Here field now so we can contact you for a phone interview.
Our office is rapidly growing and we are looking to train the right individual to fit right into our company. We are currently seeking to fulfill a full-time position. Our Customer Service Representative will be responsible to provide exceptional customer service to our current clients and new prospects when they call in for assistance.
Insurance industry or agency experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position.

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Health Insurance

Dental Insurance

Vision Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Paid Time Off (PTO)


Responsibilities
  • Process customer policy change requests.
  • Complete Evidence of Insurance requests.
  • Develop new Financial Services opportunities.
  • Document each customer contact in eAgent.
  • Immediately greet all customers, entering the office, in a friendly and helpful manner.
  • Take premium payments from customers.
  • Ask each customer for referrals and explain our referral program.
  • Treat each customer contact as a cross and up-sell opportunity including financial products.
  • Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
  • Answer incoming phone calls on the first ring.
  • Return all phone messages promptly.
  • Share training and education knowledge and expertise with team members.
  • Thoroughly understand and follow all underwriting, rating and compliance requirements.
  • Maintain knowledge of new products.
  • Prospecting and generating new business through leads & referral sources.
  • Generating insurance quotes.
  • Provide exceptional customer service.
  • Be outstanding at relationship building.
  • Maintain client relationships with follow up phone calls.
  • Claims follow up calls.
  • Cold call, direct email, and perform other lead generation activities

Requirements
  • Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
  • Possess an upbeat, positive and enthusiastic attitude.
  • Be a great self-starter with a sense of urgency.
  • Must be highly self-motivated.
  • A terrific presenter and communicator, and a barracuda closer.
  • Excellent Spelling and Grammar skills.
  • Exceptional Business Writing and Editing Skills.
  • Great Customer Service Skills.
  • Problem-Solving Capabilities.
  • Works well with other employees and is a team player with a positive attitude.
  • Be able to obtain or currently possess a property & casualty insurance license
  • Strong communication skills, both oral and written
  • Be equipped with great listening and closing skills
Bilingual, fluent in both English and Spanish is beneficial.