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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 Jul 20, 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.

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 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
Financial Service Representative - Napa Branch

Financial Service Representative - Napa Branch

Travis Credit Union

Napa, CA • On-site

$27.87 - $34.43/hr

Part-time

Medical, Dental, Vision, Retirement, PTO

Posted 22 days ago

Travis Credit Union rating

9.7

Company rating: 9.7 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Schedule: Mon & Thur 10:30-6:00, Wed & Fri 9:30-6:00, Sat 9:30-2:30
35 hours/week
Candidates must live within a reasonable commuting distance of the communities served by Travis Credit Union, which include the following counties: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus, and Yolo.
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We are unable to sponsor or assume sponsorship of employment visas for this position. Candidates must have current authorization to work in the U.S. (no sponsorship available).
Summary:Travis Credit Union's (TCU) Financial Service Representative (FSR) is the face of the credit union! TCU's FSRs manage member relationships by helping members achieve their financial goals. The TCU FSR is a career minded individual that enjoys a multi-faceted role providing professional advice to members. Successful FSRs are people that love helping people!
  • Develops long term relationships with members through meaningful financial conversations.
  • Delivers a delightful member experience that sets the credit union apart from other financial institutions through value added membership benefits.
  • Provides accurate, prompt, efficient, and courteous cash and non-cash transaction services.
  • Actively promotes team relationships by supporting others in their learning and development goals, resulting in a high performing team.
  • Manages member relationships and loyalty through use of TCU's Client Relationship Management tool (CRM), focusing on activities related to achieving members' financial goal(s).
  • Engages in community events that provide financial education and literacy opportunities in the communities TCU serves.
  • Proactively initiates financial conversations to uncover member/non-member financial needs and the products and services that can help to achieve their financial goals. This will include consumer and business deposit accounts, consumer, mortgage and small business loan products, cash management services and online digital solutions.
  • Maintains working knowledge about new account membership eligibility requirements and services all new and existing accounts including IRAs, Trusts, and Business Accounts.
  • Establishes a working knowledge of TCU's policies and procedures, adhering on a daily basis.
  • Completes departmental functions such as opening and closing branch procedures, branch balancing and audits (vault, cash box, negotiable instruments, checks received, and branch credit card advances).
  • Assists Branch Management in preparing coin/cash and paperwork for shipments and deliveries.
  • Adheres to all banking regulations.
Required Skills:
  • Ability to provide positive and timely service.
  • Ability to resolve problems with empathy, accuracy, and timeliness.
  • Proficient in MS Office (Word, Excel, Outlook).
  • Strong math skills including rate, ratio and percentage calculations.
  • Ability to work as an effective team member in a team environment.
  • Possesses a passion for helping people.
  • Ability to travel to all TCU locations.
  • Must be flexible with work schedule to include working on Saturdays as needed.
Required Experience:
  • Reports directly to assigned branch management staff.
  • This position has no supervisory responsibilities.
  • HS Diploma or equivalent.
  • Retail sales experience preferred.
Levels:
  • Assoc. Financial Service Representative: Minimum 1 year of related experience.
  • Financial Service Representative:Minimum 2 years of related experience.
  • Sr. Financial Service Representative:Minimum 3 years of related experience.
Compensation:Base hourly starting range is commensurate with experience.
  • Assoc. Financial Service Representative: Grade 8: $23.51/hour - $29.04/hour
  • Financial Service Representative- Grade 9: $25.60/hour - $31.63/hour (Base plus Incentive)
  • Sr. Financial Service Representative-Grade 10: $27.87/hour - $34.43/hour (Base plus Incentive)
Our compensation philosophy considers various factors, including the scope and responsibilities of the position, as well as a candidate's experience, education/training, and key skills.
Benefits:
At Travis Credit Union, we prioritize the wellbeing of our employees and their families by providing a comprehensive Total Rewards program that supports their health, welfare, and financial security. In turn, this enables our employees to focus on delivering exceptional service to our members and meeting the goals of the credit union.
Eligible employees enjoy a robust benefits package, which includes:
  • Competitive medical, dental, and vision insurance
  • Mental health and wellness programs
  • Employee performance incentive plan
  • Merit-based salary increases
  • 401(k) program with immediately vested employer match
  • Generous holiday and vacation policies
  • Exclusive TCU perks such as employee loan and credit card discounts

Travis Credit Union is an Affirmative Action Employer
EOE / Individuals with Disabilities / Veteran Status
Employment Type: Regular Part Time

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