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Associate Financial Representative Jobs in San Ramon, CA

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 ...

Matthews LLC

Associate

San Francisco, CA · On-site

... Finance, Leasing, Tenant Representation, Landlord Representation, Debt, Debt Origination Commitment to Diversity Matthews is an Equal Opportunity Company. Matthews does not discriminate based on race ...

Matthews LLC

Associate

San Francisco, CA · On-site

... Finance, Leasing, Tenant Representation, Landlord Representation, Debt, Debt Origination Commitment to Diversity Matthews is an Equal Opportunity Company. Matthews does not discriminate based on race ...

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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 Sep 2, 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 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 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 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 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.

How much does an associate financial representative make?

An associate financial representative typically earns between $40,000 and $60,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced representatives or those with additional certifications can earn higher salaries and commissions.

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 100% Full Time. Highlights an 85% In-person, 7% Hybrid, and 8% Remote job distribution, with an average salary of $61,160 per year, or $29.4 per hour.

CLO Structured Finance Associate Attorney

Direct Counsel

San Francisco, CA • On-site

$235K - $435K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 11 days ago

Job description

CLO Structured Finance Associate Attorney

Direct Counsel is seeking a Structured Finance Associate Attorney with 2–8 years of experience to join a leading global law firm and its sophisticated Structured Finance practice.

Locations

New York, NY; San Francisco, CA

Position Overview

The ideal candidate will have substantial experience in structured finance, with a strong focus on Collateralized Loan Obligations (CLOs) and/or middle-market leveraged loans. This role offers the opportunity to work on innovative and complex transactions while advising sophisticated financial institutions, investment managers, investors, arrangers, and issuers.

The successful candidate will be a collaborative team player who thrives in a fast-paced environment, can manage multiple transactions simultaneously, and is committed to delivering exceptional client service.

Responsibilities
  • Advise clients on the structuring, execution, and closing of CLO transactions, particularly those involving middle-market and broadly syndicated leveraged loans.
  • Represent arrangers, managers, investors, issuers, and other participants in structured finance transactions.
  • Draft, review, and negotiate transaction documentation and related agreements.
  • Advise clients on regulatory and compliance matters associated with CLO and structured finance transactions.
  • Support clients throughout the transaction lifecycle, from initial structuring through closing.
  • Manage multiple transactions and competing deadlines in a fast-paced environment.
  • Collaborate with attorneys and professionals across practices to develop practical and effective solutions for clients.
  • Maintain strong client relationships and provide responsive, business-oriented legal advice.
  • Stay current on developments in structured finance markets, CLO structures, leveraged lending, and applicable regulatory requirements.
Qualifications
  • 2–8 years of structured finance experience, with significant exposure to CLOs and/or middle-market leveraged loans.
  • Four to seven years of relevant law firm experience preferred.
  • Demonstrated experience with structured finance transaction documentation.
  • Strong drafting, negotiation, analytical, and communication skills.
  • Ability to manage multiple sophisticated transactions and deadlines simultaneously.
  • Highly motivated with exceptional attention to detail.
  • Strong client service skills and professional judgment.
  • Ability to work effectively both independently and as part of a collaborative team.
  • J.D. from an accredited law school.
  • Admission to a U.S. State Bar required, with satisfaction of any applicable admission requirements for the office jurisdiction.
Compensation

The anticipated salary range for this position is $235,000–$435,000 annually, depending on qualifications, experience, geography, and other relevant factors. This position is also eligible for a discretionary annual merit bonus.

Benefits

The firm offers a comprehensive benefits package, including medical, dental, vision and life insurance, mental well-being programs, family and pet care benefits, disability coverage, parental leave, health savings and flexible spending accounts, a 401(k) program, flexible time off, and paid holidays.

Application Requirements

Candidates should be prepared to submit a resume, law school transcript, and cover letter.