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Associate Financial Representative Jobs in San Ramon, CA

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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.

Financial Planning Consultant (Walnut Creek, CA)

Raymondjames

Walnut Creek, CA • On-site

$70K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago

Job description

Job Description Summary

Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues which may include portfolio design, income tax consulting, retirement planning, qualified retirement plans, risk management, estate planning, education funding, and small business planning. Continuously gains knowledge of the financial industry and markets through on- going education.

Job Description

Responsibilities

  • Partners with Financial Advisor to review clients' current portfolio design, understand client goals, enter client data, and conduct financial analysis.
  • Evaluates overall individual and employer-based retirement needs, researches various options, and recommends planning alternatives.
  • Researches and provides recommendations related to risk management concerns, including insurance.
  • Designs and recommends a tailored financial analysis or comprehensive financial plan for clients and prospects that meets their short and long-term financial needs and goals.
  • Prepares presentations that clearly communicate the recommendations and alternatives related to the client's financial analysis and comprehensive plan design.
  • Performs detailed document reviews; analyzes client information and situations across the financial planning spectrum to develop plan
  • Researches information as necessary on a case-by-case basis and writes customized financial plan observations and recommendations for each client case
  • Prepares files for meetings with existing and new clients
  • Prepares, coordinates and follows through on any needed communication with new or existing clients
  • Continuously monitors clients' financial situations with detail and accuracy, with the ability to the look at their overall financial picture
  • Responds to client questions by telephone, email and occasional personal visits.
  • Educates client on the functions of various securities markets and the principal factors that affect them.
  • Provides guidance on estate planning options and techniques.
  • Responds to and directs education funding questions including 529 savings plans.
  • Assists with guidance on small business planning.
  • Conducts research as needed related to assigned client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when appropriate.
  • May participate in client presentations.
  • May open, transfer, and close customer accounts and maintain appropriate account records.
  • May obtain and verify the client's purchase and sale instructions, enter orders, and follow up on completion of transactions.
  • Ensures firm and regulatory policies are followed within compliance standards
  • Perform other duties and responsibilities as assigned.

Education/Experience Requirements

  • Bachelor's degree in a related field and three years' experience in the financial services industry with an emphasis onfinancial, retirement and estate planning field or in marketing these services

~or~

  • An equivalent combination of experience, education and/or training as approved by Human Resources

Licenses

  • SIE required provided that an exemption or grandfathering cannot be applied
  • Series 7
  • Series 63, 65 and/or 66 as required by state or ability to obtain within six months

Education

Bachelor's (Required)

Work Experience

General Experience - 3 to 6 years

Certifications

s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Salary Range

$70,304.00-$100,000.00

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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