ZipRecruiter

Log In

1

Associate Financial Representative Jobs in San Ramon, CA

EverBank

Senior Financial Center Manager

Fremont, CA · On-site

$129K - $176K/yr

Manages, leads, and develops associates that align with the Bank's strategic goals. Provides the ... Represents the bank in local community-based activities and boards. * Manages performance of team ...

next page

Showing results 1-20

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.

Real Estate Finance Associate Attorney

Direct Counsel

San Francisco, CA

$260K - $550K/yr

Full-time

Posted 11 days ago

Job description

Real Estate Finance Associate Attorney (Mid-Level)
Location: Multiple U.S. offices (including Atlanta, Chicago, Cleveland, Dallas, Irvine, Los Angeles, New York, San Francisco, Washington, D.C.)
Practice Area: Real Estate Finance

Direct Counsel is seeking a Real Estate Finance Associate Attorney to join a global Am Law firm’s Real Estate Finance practice. This is an opportunity to work as part of a nationally integrated team representing financial institutions, lenders, and sophisticated borrowers in complex real estate lending transactions.

The ideal candidate will have 3–8 years of law firm experience handling commercial real estate finance matters, including loan origination, structuring, documentation, and closing. Experience with balance sheet lending transactions is preferred but not required. This role offers meaningful client interaction, early responsibility, and collaboration across multiple offices.

Responsibilities

  • Represent lenders and institutional clients in commercial real estate finance transactions

  • Draft and negotiate loan documents, security instruments, and related transaction materials

  • Conduct due diligence and manage transaction closings

  • Collaborate with attorneys across offices on national real estate finance matters

  • Communicate directly with clients, opposing counsel, and transaction stakeholders

Qualifications

  • 3–8 years of real estate finance experience at a law firm

  • Strong drafting, negotiation, and analytical skills

  • Excellent academic credentials

  • Ability to manage multiple transactions simultaneously

  • Strong teamwork and communication skills

  • Active bar admission in the jurisdiction of practice (or ability to become admitted)

Compensation

Expected salary range (select major markets): $260,000 – $550,000, depending on experience, qualifications, and location.