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Associate Financial Representative Jobs in Turlock, CA

Onsite Associate

Modesto, CA ยท On-site

$18 - $22/hr

You'll serve as a representative of Mallory at our customers' facilities and play an important role ... Employee Assistance Program with additional benefits such as financial wellness and planning * 10 ...

Onsite Associate

Modesto, CA ยท On-site

$18 - $22/hr

You'll serve as a representative of Mallory at our customers' facilities and play an important role ... Employee Assistance Program with additional benefits such as financial wellness and planning * 10 ...

Jr Planogram Specialist (POGs)

Modesto, CA ยท On-site

$19.78 - $24.75/hr

... financial data and the ability to provide space-related insights at both the account and market ... Qualifications * 2+ years of industry-level experience ( reset/merchandising ) or an Associate ...

With a team of over 20,000 associates, we're a community of forward-thinking, value-driven ... financial data and the ability to provide space-related insights at both the account and market ...

Bilingual Store Manager

Oakdale, CA ยท On-site

$18 - $22/hr

All associates are eligible to participate in our 401k plan. 1 Full-time employees are eligible for ... Actively promote all ACE financial services through cross-selling and marketing strategies ...

Bilingual Store Manager

Oakdale, CA ยท On-site

$18 - $22/hr

All associates are eligible to participate in our 401k plan. 1 Full-time employees are eligible for ... Actively promote all ACE financial services through cross-selling and marketing strategies ...

Store Manager (Store 5280)

Merced, CA ยท On-site

$22.90 - $30.90/hr

... financial protocol, and ethical responsibilities. * Communicate regularly with store associates and ... represented, organized, and alphabetized on the sales floor. * Protect company assets through ...

... financial protocol, and ethical responsibilities. * Communicate regularly with store associates and ... represented, organized, and alphabetized on the sales floor. * Protect company assets through ...

The physical demands described below are representative of those that must be met to successfully ... associates to ensure that our offerings meet the needs of their health and financial well-being.

The physical demands described below are representative of those that must be met to successfully ... associates to ensure that our offerings meet the needs of their health and financial well-being.

Showing results 41-60

Associate Financial Representative information

See Turlock, CA salary details

$11

$27

$69

How much do associate financial representative jobs pay per hour?

As of Sep 4, 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 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 Turlock, CA?

For Associate Financial Representative jobs in Turlock, CA, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Turlock, CA look for?

The top searched job categories for Associate Financial Representative jobs in Turlock, CA 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 100% Full Time. Highlights an 86% In-person, 7% Hybrid, and 7% Remote job distribution, with an average salary of $57,541 per year, or $27.7 per hour.

HR Assistant / Business Office Associate

Mathiesen Memorial Health Clinic

Jamestown, CA โ€ข Hybrid

$25 - $35/hr

Full-time

Posted 10 days ago


Job description

Position Summary

The Human Resources Assistant / Business Office Associate is a hybrid administrative position that provides support to both the Human Resources Department and the Business Office. This position is designed for an individual who is organized, dependable, detail-oriented, and interested in developing experience in both human resources and healthcare business operations.

The position assists the Human Resources Director with day-to-day administrative functions, employee data management, compliance training, leave tracking, and special projects throughout the year. The position also supports Business Office operations, including referrals, prior authorizations, denial processing, billing support, and other administrative tasks as assigned.

Because this position has access to confidential employee, patient, financial, and organizational information, a high level of professionalism, discretion, accuracy, and confidentiality is required.

Essential Duties

Human Resources Support

  • Provide administrative support to the Human Resources Director and assist with routine HR functions and special projects.
  • Assist with maintaining accurate employee information and updating HR records and databases.
  • Assist with employee data entry, recordkeeping, filing, scanning, and document management.
  • Maintain organized and confidential electronic and paper personnel records as assigned.
  • Assist with tracking employee compliance requirements, including required training, certifications, licenses, and other employment-related documentation.
  • Monitor compliance training completion and assist with communicating training deadlines and follow-up reminders to employees and supervisors.
  • Assist with tracking employee leaves of absence, including maintaining leave calendars, documentation, dates, and other information as directed by the Human Resources Director.
  • Assist with onboarding and offboarding administrative tasks, including preparation and collection of employment-related documents.
  • Assist with periodic HR audits to ensure required employee documentation is complete and current.
  • Prepare spreadsheets, reports, correspondence, forms, and other HR materials.
  • Assist with annual and periodic HR projects, including employee training initiatives, policy acknowledgments, benefits-related projects, and other organizational activities.
  • Respond to routine employee questions and appropriately refer questions involving policies, employee relations, benefits, leave determinations, compensation, or other HR decisions to the Human Resources Director.
  • Maintain strict confidentiality regarding employee information and Human Resources matters.
  • Perform other Human Resources duties and projects as assigned.

Business Office Support

  • Provide administrative support to the Business Office based on departmental workload and operational needs.
  • Assist with processing and tracking patient referrals.
  • Assist with obtaining and tracking prior authorizations from insurance carriers and other payers.
  • Follow up on outstanding referrals, authorizations, documentation, and related requests as assigned.
  • Assist with reviewing and processing Waystar claim denials and other billing-related work queues.
  • Research basic denial information and route issues requiring additional review to the appropriate billing team member.
  • Assist the billing team with claim follow-up, documentation, data entry, account research, and other administrative functions.
  • Assist with obtaining information needed to support accurate and timely billing and reimbursement.
  • Communicate professionally with clinic staff, insurance carriers, outside healthcare organizations, and other parties as necessary to complete assigned tasks.
  • Maintain accurate documentation of work performed and follow established Business Office procedures.
  • Assist with special projects and other Business Office functions as assigned.

General Responsibilities

  • Maintain confidentiality of employee, patient, financial, and organizational information in accordance with MMHC policies and applicable privacy requirements.
  • Demonstrate accuracy and attention to detail when entering, reviewing, or maintaining information.
  • Manage multiple assignments and priorities while meeting established deadlines.
  • Communicate professionally and respectfully with employees, patients, providers, supervisors, insurance representatives, and outside organizations.
  • Work collaboratively with Human Resources, Business Office staff, clinic departments, and leadership.
  • Learn and appropriately use multiple software systems and electronic platforms.
  • Follow established MMHC policies, procedures, confidentiality requirements, and standards of conduct.
  • Maintain regular and reliable attendance.
  • Perform other duties as assigned.

Education and Skills

  • High school diploma or equivalent required.
  • Previous experience in one or more of the following areas: healthcare referrals, prior authorizations, medical billing, electronic health records (EHR), medical office operations, or Human Resources.
  • Basic understanding of healthcare administrative processes, medical office workflows, or Human Resources functions.
  • Basic proficiency with Microsoft Office applications, including Word, Excel, and Outlook.
  • Ability to learn and effectively use Human Resources, electronic health record, billing, payer, and other software systems.
  • Strong organizational skills with attention to detail and accuracy.
  • Ability to accurately enter, maintain, track, and manage confidential data and documentation.
  • Ability to prioritize assignments, manage multiple tasks, and work effectively while supporting multiple departments.
  • Ability to communicate professionally and effectively, both verbally and in writing.
  • Ability to maintain confidentiality and exercise appropriate discretion when handling sensitive employee, patient, and organizational information.

Preferred Qualifications

  • Experience with healthcare referrals and prior authorization processes.
  • Experience with medical billing, claims processing, insurance denials, or revenue cycle functions.
  • Experience using an electronic health record (EHR), practice management, HRIS, or medical billing system.
  • Experience with Waystar or similar healthcare revenue cycle software.
  • Familiarity with medical terminology, health insurance plans, payer requirements, and medical office workflows.

Physical Requirements

The position generally requires prolonged periods of sitting and working at a computer, frequent use of standard office equipment, and regular communication by telephone, email, and in person. May include walking or driving throughout the community to deliver and pick up documents. The employee must be able to perform the essential functions of the position with or without reasonable accommodation.

Reasonable accommodation may be provided to enable qualified individuals with disabilities to perform the essential functions of the position.

Tribal Preference

In accordance with MMHC's Tribal Preference policy, hiring preference may be given to qualified Native American applicants, as permitted by applicable law and Tribal policy.