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Associate Financial Representative Jobs in Rohnert Park, CA

CVS Health

Store Associate

Santa Rosa, CA

$18.21 - $25.21/hr

... represents the base hourly rate or base annual full-time salary for all positions in the job grade ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

New

CVS Health

Store Associate

Novato, CA · On-site

$18.23/hr

... represents the base hourly rate or base annual full-time salary for all positions in the job grade ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

CVS Health

Store Associate

Napa, CA · On-site

$16.90 - $23.90/hr

... represents the base hourly rate or base annual full-time salary for all positions in the job grade ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

CVS Health

Store Associate

Sebastopol, CA · On-site

$16.90 - $23.90/hr

... represents the base hourly rate or base annual full-time salary for all positions in the job grade ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

CVS Health

Store Associate

Napa, CA · On-site

$16.90 - $23.90/hr

... represents the base hourly rate or base annual full-time salary for all positions in the job grade ... financial wellbeing of colleagues and their families. The benefits for this position include ...

United States Coast Guard

Storekeeper

Petaluma, CA · On-site

$22.25 - $29/hr

Contract specialist, contracting officer, and contracting officer representative training. Certifications as defense financial manager, public accountant, logistics technician, logistics associate ...

Grainger Businesses

Field Account Representative

Napa, CA · On-site

$59K - $89K/yr

Employee discounts, tuition reimbursement, student loan refinancing and free access to financial ... Associate's Degree or * Bachelor's Degree or equivalent experience preferred * 1+ years of sales ...

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Showing results 21-40

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 Aug 16, 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 is an associate financial representative?

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

Account Associate - State Farm Agent Team Member

State Farm

Rohnert Park, CA • On-site

$20 - $23/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 16 days ago

State Farm rating

7.3

Company rating: 7.3 out of 10

Based on 1,553 frontline employees who took The Breakroom Quiz

237th of 308 rated insurance

Job description

Benefits:
  • SIMPLE retirement plan with matching
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance

ROLE DESCRIPTION:Katie Chase Insurance & Financial Services, Inc. is seeking an organized and efficient individual to fulfill administrative duties and support insurance agents in gaining and keeping customers. As an Account Associate with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile position. Your contributions as an upbeat, motivated professional who thrives in a fast-paced environment pave an entryway for growing your career and expanding your income.
We look forward to incorporating your energy and marketing perspective into our team as we build success together.
RESPONSIBILITIES:
  • Establish customer relationships and follow up with customers, as needed.
  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.
  • Assist team members with projects that will contribute to agency success.

QUALIFICATIONS:
  • Dedicated to customer service
  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Able to obtain Property and Casualty License
  • Able to obtain a Life/Health License
  • Able to achieve mutually agreed upon goals
  • Interested in marketing products and services based on customer needs

BENEFITS:
  • Hourly plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Health benefits
  • SIMPLE retirement plan
  • Growth potential/Opportunity for advancement within our office

Compensation: $20.00 - $23.00 per hour
Are You Driven & Ambitious?
We are a growing agency with big dreams and lots of potential. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team is comprised of results-oriented individuals that are serious about their development. If you want to work in an environment that is fun, challenging, and rewarding, then Katie Chase - State Farm Agent may be the right fit for you! If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team.
About Our Agency
  • Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
  • We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.
  • Our office is located in Novato and Sonoma.
  • Our office is open Monday - Friday 9:00 - 5:00.
  • Before becoming a State Farm Agent, I was previously employed as a State Farm Agent Team Member.

If you want a career, not a job, then we encourage you to apply
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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