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Associate Financial Representative Jobs in Turlock, CA

Heritage Grocers Group

MSB Sales Associate

Merced, CA · On-site

$15 - $20.25/hr

Promotes all financial services we offer with each customer that visits the store; * Complies with ... The physical demands and work conditions below representative those that must be met to ...

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ACE Cash Express-Reid

Part Time Sales Associate

Modesto, CA · On-site

$17.50 - $19.50/hr

Sales Associates will need to understand the diverse range of financial products and services that ... Physical Demands The physical demands described here are representative of those that must be met ...

ACE Cash Express

Bilingual Sales Associate

Modesto, CA · On-site

$17.50 - $19.50/hr

Sales Associates will need to understand the diverse range of financial products and services that ... Physical Demands The physical demands described here are representative of those that must be met ...

ACE Cash Express-Reid

Bilingual Sales Associate

Modesto, CA · On-site

$17.50 - $19.50/hr

Sales Associates will need to understand the diverse range of financial products and services that ... Physical Demands The physical demands described here are representative of those that must be met ...

ACE Cash Express-Reid

Bilingual Sales Associate

Oakdale, CA · On-site

$16.90 - $18/hr

Sales Associates will need to understand the diverse range of financial products and services that ... Physical Demands The physical demands described here are representative of those that must be met ...

ACE Cash Express

Bilingual Sales Associate

Oakdale, CA · On-site

$16.90 - $18/hr

Sales Associates will need to understand the diverse range of financial products and services that ... Physical Demands The physical demands described here are representative of those that must be met ...

ACE Cash Express-Reid

Bilingual Sales Associate

Modesto, CA · On-site

$16.90 - $17/hr

Sales Associates will need to understand the diverse range of financial products and services that ... Physical Demands The physical demands described here are representative of those that must be met ...

ACE Cash Express

Part Time Sales Associate

Oakdale, CA · On-site

$16.90 - $18/hr

Sales Associates will need to understand the diverse range of financial products and services that ... Physical Demands The physical demands described here are representative of those that must be met ...

ACE Cash Express-Reid

Part Time Sales Associate

Oakdale, CA · On-site

$16.90 - $18/hr

Sales Associates will need to understand the diverse range of financial products and services that ... Physical Demands The physical demands described here are representative of those that must be met ...

PacSun

Sales Associate

Modesto, CA · On-site

$14.25 - $19.50/hr

Stays current on all financial goals and priorities * Support the leadership team in achieving all ... The physical demands described here are representative of those that are required by an associate ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Turlock, CA

Associate Financial Representative information

See Turlock, CA salary details

$11

$27

$69

How much do associate financial representative jobs pay per hour?

As of Aug 9, 2026, the average hourly pay for associate financial representative in Turlock, CA is $27.66, according to ZipRecruiter salary data. Most workers in this role earn between $20.24 and $27.02 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 Turlock, CA? For Associate Financial Representative jobs in Turlock, CA, the most frequently searched job titles are:
What cities near Turlock, CA are hiring for Associate Financial Representative jobs? Cities near Turlock, CA with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Turlock, 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 $57,541 per year, or $27.7 per hour.

Financial Services Associate

Carrington College

Salida, CA • On-site

$24 - $28/hr

Full-time

Re-posted 18 days ago

Carrington College rating

5.1

Company rating: 5.1 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

604th of 617 rated colleges and universities

Job description

Summary
The Financial Services Associate meets with applicants and students regarding their eligibility for federal financial aid programs by calculating anticipated awards in PELL, SEOG, Stafford/Direct and supplementary loans, and other Title IV and non-Title IV programs. The SFA packages and awards all Title IV and non-Title IV aid for each academic year and enters this in the Student Information Systems as required. All work is performed within the established governmental regulations and institutional procedures. A high level of ethics is required in the counseling of students.
Compensation: The starting pay range for this position is $24.00-$28.00 per hour.
Essential Duties and Responsibilities
  • Provide an overview of the Financial Aid process and programs available to qualifying students.
  • Perform estimates and calculations as it relates to Tuition and Financial Aid based on a student's unique eligibility.
  • Counsel students regarding financial aid paperwork, award information, and options for covering educational expenses.
  • Create and schedule funding plans for enrolled students.
  • Evaluate all submitted Financial Aid documentation and determine additional requirements.
  • Deliver the highest level of service and experience to students and co-workers while maintaining performance metrics.
  • Track students' progress and review changes to Financial Aid eligibility throughout the program.
  • Perform required document tracking for drops, terminations, and graduates, including R2T4, PWD, and loan exit materials.
  • Enhance the financial literacy of students and graduates to ensure professional success.
  • Uphold Title IV, state, military, VA, and institutional knowledge and compliance.

Supervisory Responsibilities
This job has no supervisory responsibilities.
Competency
To perform the job successfully, an individual should demonstrate the following competencies:
  • Content Specific Knowledge: Understands the fundamentals, skills, methods, and procedures within their area of expertise and instructional practice.
  • Customer Focus: Personally demonstrates that external or internal customers are a high priority; identifies customer needs and expectations and responds to them in a timely and effective manner; anticipates and prevents delays or other things that can adversely affect the customer; keeps customers informed about the status of pending actions and inquires about customer satisfaction with products or services.
  • Productivity: Meets or exceeds productivity standards that have been established for organizational level or position; has successfully combined skills, ability, and effort level to ensure that expectations related to results/output are achieved.
  • Quality of Work: Has established a track record of producing work that is highly accurate, demonstrates attention to detail, and reflects well on the organization; is personally committed to high-quality work and encourages others to have similar standards.

Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Below are the minimum requirements of the education, experience, knowledge, and skills required to competently perform in this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Bachelor's degree preferred, Associate Degree required.
  • Must qualify for Professional Access to the National Student Loan Data System (NSLDS).
  • Two plus years of related financial advising and/or training experience preferred.
  • PC skills in Microsoft Office, Internet applications, and database software.
  • Experience with Student Financial Aid software applications is a plus.
  • Excellent oral and written communication skills.
  • Must be a self-starter with the ability to multi-task.

Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • While performing the duties of this job, the employee is regularly required to sit, stand, walk, use hands to finger, handle, or feel, talk, and hear.
  • The employee is frequently required to reach with hands and arms.
  • The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl.
  • The employee may occasionally lift and/or move up to 10 pounds.

Work Environment
The work environment characteristics described here are representative of an office environment with cubicles. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • The noise level in the work environment is usually quiet.
All qualified applications with arrest or conviction records will be considered for employment. To ensure the safety and integrity of our operations, it is imperative that a review of all applicants' criminal history is conducted. Failure to do so poses a significant risk to the Employer, potentially compromising both business operations and the organization's reputation.
As part of our standard hiring process, all candidates offered a position at San Joaquin Valley College Inc. will undergo a thorough background screening. This includes education verification, county and national criminal background checks, a motor vehicle report, and social security number trace/verification along with an address history search. Depending on the specific position, additional requirements may apply, such as drug testing, a Fraud and Abuse Control Information System check, and verification for access to the National Student Loan Database System.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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