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Associate Financial Representative Jobs in San Ramon, CA

Bank of America

Wealth Planner

San Jose, CA · On-site

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Our Wealth Management team represents an array of different backgrounds and bring their unique ...

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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 Jun 21, 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 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 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 June 2026, with employment types broken down into 75% Full Time, 21% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $61,160 per year, or $29.4 per hour.

Associate Wealth Advisor - Hightower Signature Wealth

hightower

San Ramon, CA

$75K - $80K/yr

Other

Medical, Dental, Vision, Retirement

Posted 4 days ago

Job description

Hightower’s Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

The Role

We are looking for an Associate Wealth Advisor who is a relationship builder at heart, with strong communication skills and a problem-solving mindset that excels in a fast-paced and evolving organization. You are self-motivated, a proactive learner who performs at a high level under variable workloads, and have a passion for making a positive impact on client's lives. You will report to the Senior Wealth Advisor.

You have strong professional communication and interpersonal skills. You can motivate yourself to manage a variety of tasks and solve problems with little oversight. You will have experience and attributes in the following areas:

  • Strong organizational skills and follow-through to monitor progress
  • Introductory understanding of financial planning concepts, advisory operations, and client paperwork
  • Education or work experience in the wealth management field

What You'll Do

  • Onboard new clients
  • Help with preparation for and follow-up from client reviews
  • Respond to client service requests
  • Prepare investment proposals
  • Support multiple roles across the practice – advisory, financial planning, operations, and relationship management – through a variety of tasks
  • Follow and have knowledge of regulatory requirements

What You'll Bring

  • 3 or more years of experience in investment management business
  • CFP® certification or on track to obtain certification
  • Securities representative licenses, Series 65 or 66
  • Introductory knowledge of different financial planning and investment concepts
  • Demonstrated analytical and problem-solving skills
  • Able to handle multiple undertakings at once, ranging from analytical to relational tasks
  • Team-oriented to support a growing advisory practice
  • Experience with eMoney, Salesforce, and Tamarac a plus

What We Offer

  • Annual base salary of $75,000-$80,000 based on qualifications and experience
  • Coverage on the first day of employment for Medical, Dental, and Vision insurance
  • Paid parental leave (16 weeks for the primary caregiver and 8 weeks for the secondary caregiver)
  • 401k Matching plan
  • HSA Employer contributions
  • Student loan assistance
  • Pet insurance

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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