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Associate Financial Representative Jobs in Rohnert Park, CA

PacSun

Sales Associate

Santa Rosa, CA · On-site

$15.25 - $20.75/hr

Stays current on all financial goals and priorities * Support the leadership team in achieving all ... The physical demands described here are representative of those that are required by an associate ...

PacSun

Sales Associate

Santa Rosa, CA · On-site

$17.45 - $19.94/hr

Stays current on all financial goals and priorities * Support the leadership team in achieving all ... 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 Rohnert Park, CA

Associate Financial Representative information

See Rohnert Park, CA salary details

$11

$29

$73

How much do associate financial representative jobs pay per hour?

As of Jun 29, 2026, the average hourly pay for associate financial representative in Rohnert Park, CA is $29.15, according to ZipRecruiter salary data. Most workers in this role earn between $21.30 and $28.51 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 Rohnert Park, CA? For Associate Financial Representative jobs in Rohnert Park, CA, the most frequently searched job titles are:
What cities near Rohnert Park, CA are hiring for Associate Financial Representative jobs? Cities near Rohnert Park, CA with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Associate Financial Advisor

Associate Financial Advisor

JBA International

Sebastopol, CA

Other

Posted 21 days ago

Job description

ESSENTIAL FUNCTIONS:
Service
Provide exceptional customer service to all Member-clients.
Follow up with Members referred to Wealth Management Department by Branch and Member Service Center to schedule investment-needs meeting.
Provide regularly scheduled investment portfolio reviews.
Handle routine customer inquiries; effectively work with back-office support personnel at vendors and broker-dealer to ensure high degree of quality service and customer satisfaction.
Travel to Corporate offices and other Branch locations as assigned.
Investment Product Sales
Open accounts and execute trades for advisory, mutual funds, stocks, bonds, etc. as directed by client in compliance with CUSO Financial Services Office of Supervisory Jurisdiction (OSJ).
Research and provide literature on requested investment products including financial plans, advisory accounts, stocks, bonds, and mutual funds.
Research and provide literature and information to clients regarding insurance products such as annuities.
Establish and maintain interactive and open communication with CUSO Financial Services and product companies.
Provide Branch and/or Member Service Center team members with regular referral and product training.
Attend regular product and sales training meetings.
Administration
Complete transactions within all FINRA, SEC, and Credit Union procedures and regulations.
Research and repair all "Back to Rep" and NIGO "not in good order" items.
Complete daily, weekly, and monthly sales blotters and tracking reports.
Prepare and maintain complete and accurate digital client files, documentation, and Member data as directed by CUSO Financial Services and RCU.
Maintain a weekly "pipeline" report of Members assisted and pending business items.
Input financial planning data into financial planning software for the appropriate Members on an as-needed basis.
Coordinate marketing and advertising efforts to promote Redwood Credit Union and Wealth Management Department.
Associate Financial Advisor Development Training Program
The Associate Financial Advisor is responsible to complete all applicable sales, compliance and product training and be in good standing prior to any advancement or promotion to Financial Advisor. This program is as assigned by the VP-Wealth Management.
The Associate Financial Advisor will complete additional licensing and educational programs as assigned by management.

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