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Associate Financial Representative Jobs in Turlock, CA

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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:
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.

Retail Sales Associate

Stoneledge Furniture, LLC

Empire, CA

$16.90/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 3 days ago


Job description

We Don't Follow Trends, We Create Them.

Make some serious Cash!
For over 75 years, Ashley Furniture has been the largest home furnishings manufacturer, transforming homes worldwide. With our customer base continuously growing, we are expanding our reach by opening more stores to meet the increasing demand. Our dedication to quality, style, and affordability has solidified our reputation as a trusted and recognized brand worldwide.

Purpose at Ashley:

As a Retail Sales Associate, transform store guests into loyal customers. When guests enter the store, you’re the person who guides them. As the expert on home furnishings, you create inspiration, enthusiasm, and excitement about Ashley’s products. You help our guests discover the styles that reflect their lives and help them design rooms they will love to live in. This is an excellent opportunity for an entrepreneurial, focused, and ambitious sales professional with a passion for lifestyle retail and thrives in a fast-paced, high-energy environment.

What You’ll Do:

  • Thrives in an environment that rewards for delivering world-class service and delighting our guests.
  • Provide outstanding service experience for every customer and guest. Maintain a welcoming, professional, visible presence at the front desk; engage with guests, ensuring they are always treated in a cordial, respectful manner representing the Company's brand image.
  • Accurately and efficiently process sales orders, adhering to cash handling protocols. Aid customers with credit applications and financing matters as required while maintaining thorough documentation of sales transactions
  • Address customer concerns independently whenever possible
  • Aid in store opening and closing activities, including cash reconciliation and completion of daily checklists
  • Support inventory management and loss prevention procedures, including participation in bi-annual inventory check
  • Meet and exceed sales goals, align to KPI’s and performance standards
  • Complete any additional tasks as assigned by management

What You Bring:

  • Legally authorized to work in the US.
  • At least 18 years old
  • Ability to lift, tug, and pull 25 lbs with or without accommodation.
  • High school diploma or equivalent, preferred
  • 1 year customer service and/or sales experience, preferred
  • Gets charged up by interacting with others, by being outgoing, friendly, and easy to talk to
  • Conveys information in a way that inspires action
  • Gets excited by developing and sharing fresh ideas
  • Ability to work flexible hours, including weekends and holidays
  • Communicates information in a motivating manner that prompts action
  • Flourishes in an environment that values exceptional service and customer satisfaction
  • Maintain reliable attendance

What’s In It for You:
When you join us, you are eligible to participate in our comprehensive benefits programs, which include:

  • Extended health, dental benefits, and vision insurance
  • Employee Discount from 10% - 30%
  • Life/Disability Insurance
  • Flex Spending Account
  • 401K
  • Paid Time Off

Compensation:

The first two weeks of training are paid at an hourly rate of $16.90 to $16.90 per hour, at the minimum wage rate in the location where you work. After training the hourly rate remains the same and incentive eligibility begins. This position is eligible to earn bi-weekly and monthly incentives, as well as quarterly written sales bonus. Incentive rates range from 0.25% to 30% depending on products sold and written sales volume. The quarterly written sales bonus is based on total written sales volume and is reasonably expected to range from $0 to $3,500.00 based on fiscal quarter store and individual sales performance.

Benefits:

When you join our family, you are eligible to participate in our comprehensive benefits programs which includes Health, Dental, Vision, Life/Disability, Flexible Spending Accounts, 401(k), 80 hours paid vacation and 40 hours of California Paid Sick Leave.

Ashley values its diversity and is proud to be an equal opportunity employer. All employment decisions are made on the basis of an individual’s skills, qualifications, merit, and business need.

To learn more about Ashley Furniture, our community engagement programs, environmental stewardship, and our core values, please visit our Corporate Social Responsibility information page: Corporate Social Responsibility

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