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Associate Financial Representative Jobs in Rohnert Park, CA

CVS Health

Store Associate

Novato, CA

$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

Petaluma, CA · On-site

$18.31 - $25.31/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

Healdsburg, 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

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

Petaluma, CA · On-site

$18.31 - $25.31/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 ...

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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

Account Representative - State Farm Agent Team Member

Renee Hyde - State Farm Agent

Windsor, CA

$65K - $90K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 20 days ago

Job description

Benefits:
  • 401(k) matching
  • Bonus based on performance
  • Health insurance
  • Paid time off
  • Training & development

Position Overview
State Farm Insurance Agent located in Windsor, CA is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Renee Hyde, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance.
Responsibilities
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Work with the agent to establish and meet marketing goals.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Requirements
  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Successful track record of meeting sales goals/quotas preferred
  • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
  • Self-motivated
  • Detail oriented
  • Ability to make presentations to potential customers
  • Bilingual - Spanish required
  • Property and Casualty license (must be able to obtain)
  • Life and Health license (must be able to obtain)
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. By accepting this position, you are not guaranteed an agency position with State Farm Insurance Companies. As an agent team member, you will still need to go through the regular State Farm agent selection process when you are ready to pursue an agency opportunity.State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.