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Associate Financial Representative Jobs in Rohnert Park, CA

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 ...

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

Sonoma, CA · On-site

$18.47 - $25.47/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 ...

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 ...

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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
Store Associate

Store Associate

CVS Health

Napa, CA • On-site

$16.90 - $23.90/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 18 days ago

Key responsibilities

  • Provide differentiated customer service by anticipating customer needs, demonstrating compassion in all interactions, and resolving potential service issues.

  • Accurately perform cashier duties including handling cash, checks, and credit card transactions while following company policies and procedures.

  • Maintain the sales floor by restocking shelves, updating pricing information, and completing inventory management tasks as directed by the store manager.

CVS Health rating

5.8

Company rating: 5.8 out of 10

Based on 4,270 frontline employees who took The Breakroom Quiz

77th of 99 rated pharmacies

Job description

We're building a world of health around every individual - shaping a more connected, convenient and compassionate health experience. At CVS Health, you'll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselvesaccountable and prioritize safety and quality in everything we do. Join us and be part of something bigger - helping to simplify health care one person, one family and one community at a time.

Position Summary

Retail Store Associates play a meaningful role within the CVS Health family. At CVS Health, we're shaping the future of health care for people, businesses, and communities. With your talents and expertise, you can help us play a more active and supportive role in each person's unique healthcare needs. Join our team of thousands as we positively impact millions...one customer at a time.
The Retail Store Associate position provides an opportunity, in a leading retail setting, to excel in a growing, high impact, customer focused role, working both independently and as a member of a team, to positively impact the lives of others.
Essential Functions:

  • Providing differentiated customer service by anticipating customer needs, demonstrating compassion and care in all interactions, and actively identifying and resolving potential service issues
  • Focusing on the customer by giving a warm and friendly greeting, maintaining eye contact and offering help locating additional items, when needed
  • Accurately perform cashier duties - handling cash, checks and credit card transactions with precision while following company policies and procedures
  • Maintaining the sales floor by restocking shelves, checking in vendors, updating pricing information and completing inventory management tasks as directed by store manager
  • Supporting opening and closing store activities, when needed
  • Providing customer support to all departments, including photo and beauty, ensuring departments are fully stocked and operational while remaining current with all updated services and tools
  • Assisting pharmacy personnel when needed, including working regular shifts in the pharmacy as part of opportunities for growth and career development
  • Embracing and advocating for new CVS services and loyalty programs that support our purpose of helping people on their path to better health
  • Required Qualifications
    • At least 16 years of age
      Physical Requirements:
    • Remaining upright on the feet, particularly for sustained periods of time
    • Lifting and exerting up to 35 lbs of force occasionally, up to 10 lbs of force frequently, and a negligible amount of force regularly to move objects to and from, including overhead lifting
    • Visual Acuity - Having close visual acuity to perform activities such as: viewing a computer terminal, reading, visual inspection involving small parts/details

    Preferred Qualifications
    • Previous experience in a retail or customer service setting

    Education

    High School diploma or equivalent preferred but not required.

Anticipated Weekly Hours

40

Time Type

Full time

Pay Range

The typical pay range for this role is:

$16.90 - $23.90

This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors.

Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.

Great benefits for great people

We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families.

This fulltime position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial wellbeing of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility.


Additional details about available benefits are provided during the application process and on Benefits Moments.

We anticipate the application window for this opening will close on: 08/08/2026

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

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