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Associate Financial Representative Jobs in San Ramon, CA

Balance

Financial Coach

San Francisco, CA · On-site

$33 - $33.60/hr

In this position you will be responsible for conducting in-person and online financial education workshops, representing Balance at community meetings, and working with clients in-person or by phone ...

Balance

Financial Coach

San Francisco, CA · On-site

$33 - $33.60/hr

... representing Balance at community meetings, and working with clients in-person or by phone to help ... Associate's degree from an accredited college * Experience in one or more of the following ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in San Ramon, CA

Associate Financial Representative information

See San Ramon, CA salary details

$11

$29

$74

How much do associate financial representative jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for associate financial representative in San Ramon, CA is $29.40, according to ZipRecruiter salary data. Most workers in this role earn between $21.49 and $28.75 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 San Ramon, CA? For Associate Financial Representative jobs in San Ramon, CA, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in San Ramon, CA look for? The top searched job categories for Associate Financial Representative jobs in San Ramon, CA are:
What cities near San Ramon, CA are hiring for Associate Financial Representative jobs? Cities near San Ramon, CA with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in San Ramon, CA as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 19% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $61,160 per year, or $29.4 per hour.

Finance Associate Attorney

Francis Lorraine Inc

San Francisco, CA • On-site

$220K - $330K/yr

Full-time

Re-posted 1 hour ago

Job description

Finance Associates (Mid-Level to Senior) | San Francisco or Irvine, CA


Compensation: $220,000 to $330,000 annually, depending on experience


A well-established firm is seeking mid-level to senior associates with 4 to 7 or more years of experience to join its Financial Practices Group.


The positions are available in either the San Francisco or Irvine office.


Strong candidates will have meaningful experience in commercial finance and/or real estate finance transactions, drafting and negotiating loan and security documents, and managing deals from inception through closing. A solid grasp of UCC Article 9, real estate secured lending, or both is expected. Experience representing both lenders and borrowers is a plus.


Applicants must be admitted to the California bar and have a strong academic background from a top law school or equivalent experience at a firm with a comparable finance or lending practice.


The group offers close collaboration with an experienced team across a wide range of debt financing transactions on both the lender and borrower side, along with strong mentoring, sponsorship, and real partnership opportunities.