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Associate Financial Services Jobs in California (NOW HIRING)

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Associate Financial Services information

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$13

$31

$66

How much do associate financial services jobs pay per hour?

As of Aug 9, 2026, the average hourly pay for associate financial services in California is $31.54, according to ZipRecruiter salary data. Most workers in this role earn between $20.38 and $33.94 per hour, depending on experience, location, and employer.

What is the difference between Associate Financial Services vs Financial Analyst?

AspectAssociate Financial ServicesFinancial Analyst
Required CredentialsBachelor's degree, possibly certifications like CFA or CFPBachelor's degree, often CFA or related certifications
Work EnvironmentFinancial institutions, banks, investment firmsCorporations, investment firms, banks
Employer & Industry UsageEntry-level role in finance sectorAnalyzing financial data, investment decisions

The main difference is that Associate Financial Services typically refers to entry-level roles supporting financial operations, while Financial Analysts focus on analyzing financial data to guide investment and business decisions. Both roles often require similar credentials and are found in similar environments, but their core responsibilities differ.

What is an associate financial services?

Associate Financial Services typically refers to entry-level or early-career professionals who support financial advisors, analysts, or managers in banks, investment firms, or other financial institutions. Their responsibilities may include client communications, preparing financial reports, conducting market research, and assisting with account management. Associates often gain foundational experience in financial products and services, compliance, and customer service. This role serves as a stepping stone to more advanced positions in finance, such as financial analyst or advisor.

What are some typical challenges faced by associate financial services professionals when managing client portfolios?

Associate Financial Services professionals often encounter challenges such as balancing multiple client needs, staying updated on market trends, and managing tight deadlines for reporting and compliance. They must also ensure clear communication with clients to explain complex financial concepts and recommendations. Collaboration with senior advisors and other departments is essential for delivering comprehensive solutions, and strong organizational skills help in managing diverse portfolios efficiently.

What are the key skills and qualifications needed to thrive as an associate financial services?

To thrive as an Associate in Financial Services, you need strong analytical abilities, financial acumen, and a relevant degree such as finance, business, or economics. Familiarity with financial modeling tools, CRM systems, and proficiency in Excel are typically required, with certifications like the CFA or Series 7 often preferred. Excellent communication, attention to detail, and client relationship management skills set top performers apart. These skills are crucial for delivering accurate financial analysis, building trust with clients, and supporting the firm's strategic objectives.
What are the most commonly searched types of Financial Services jobs in California? The most popular types of Financial Services jobs in California are:
What cities in California are hiring for Associate Financial Services jobs? Cities in California with the most Associate Financial Services job openings:
Associate Financial Services jobs near you
Infographic showing various Associate Financial Services job openings in California as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 25% Part Time, 3% Temporary, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $65,611 per year, or $31.5 per hour.

Brand Strategist Associate - Financial Services

Dunham & Associates Investment Counsel, Inc.

San Diego, CA • On-site

$28.85 - $36.05/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago

Job description

BRAND STRATEGIST ASSOCIATE
About Dunham
Dunham & Associates Investment Counsel is a San Diego-based asset management and trust services firm serving independent financial advisors and RIAs across the country, operating through three entities: Dunham, Dunham Trust, and Dunham Private Trust Company. The way we work is a direct reflection of our company culture; we believe in accountability, putting our clients first, and constantly striving for growth. Since 1985, Dunham has grown to become a multi-billion-dollar firm. We work with close to 1,400 Financial Advisors across all 50 states.
Dunham, is an independently owned, registered Broker/Dealer and Investment Adviser helping Financial Advisors and individual investors reach their long-term goals. The firm's focus is on providing disciplined wealth management solutions and related services.
Position Summary
The Brand Strategist Associate plays a hybrid role at the intersection of brand strategy, marketing execution, and visual design. This person will help shape and maintain consistent brand voice and identity across Dunham's three entities while also producing the marketing collateral, campaigns, and design assets that bring that brand to life. The ideal candidate is equally comfortable thinking strategically about positioning and rolling up their sleeves to design a one-pager, build an email campaign, or edit a PowerPoint deck. This is a 40-hour per week onsite position in our San Diego office.
Key Responsibilities
Brand Strategy
  • Support development and stewardship of brand guidelines, voice, and visual identity across all three Dunham entities
  • Ensure brand consistency across web, print, presentations, and digital channels
  • Assist with competitive positioning research and messaging frameworks
  • Partner with the Director of Marketing to translate business goals into brand-aligned campaigns
Marketing & Communications
  • Draft and coordinate marketing collateral, email campaigns, and sales enablement materials for the sales team and occasionally for financial advisors, and RIAs
  • Support product marketing efforts (one-pagers, trifolds, info sheets, case studies) for Dunham products and services
  • Assist with internal communications, conference/event planning, and materials
  • Coordinate with compliance to ensure all client and advisor facing materials meet regulatory requirements
  • Help manage content calendars and project timelines across multiple concurrent initiatives
Graphic Design
  • Design print and digital assets including brochures, info sheets, email signatures, presentation templates, and event signage
  • Maintain and apply brand style guides (color palettes, typography, iconography) across all materials
  • Create custom graphics, icons, and layouts for product marketing and conference collateral
  • Prepare print-ready files and manage vendor coordination for physical materials
  • On going updates to existing and necessary marketing collateral - monthly, quarterly, yearly, and on an as-needed basis

Qualifications Required:
  • Bachelor's degree in Marketing, Communications, Graphic Design, or related field
  • Experience in marketing, brand, or design roles (financial services experience a plus)
  • Proficiency in design tools (Adobe Creative Suite - Illustrator, InDesign, Photoshop, Premier, and/or Canva)
  • Strong writing and editing skills with attention to detail, tone, clarity, and brand voice
  • Experience with Microsoft Office Suite (advanced skills with PowerPoint a plus)
  • Excellent organizational and time management skills and ability to manage multiple projects simultaneously
  • Ability to thrive in a fast-paced environment, pick up and own ad-hoc projects
Preferred:
  • Experience in financial services, RIA, or wealth management marketing
  • Familiarity with compliance-driven content review processes
  • Basic HTML/CSS knowledge (for email signatures, web assets)
  • Experience with video/short-form content creation

Core Competencies
  • Strategic thinking balanced with hands-on execution
  • Strong visual and aesthetic judgment
  • Collaborative, cross-functional communication style
  • Comfort working within regulated/compliance-reviewed environments
  • Adaptability across brand, marketing, and design tasks day-to-day
Strong work ethic and sense of accountability.
Salary DOE: $28.85 per hour to $36.05 per hour
Dunham & Associates Investment Counsel, Inc. is a Registered Investment Adviser and Broker/Dealer. Member FINRA / SIPC. Advisory services and securities offered through Dunham & Associates Investment Counsel, Inc. Trust services offered through Dunham Trust, an affiliated Nevada Trust Company.
Dunham offers a complete benefits package to full-time employees who regularly work more than 30 hours per week. Interns and temporary employees are not eligible for these benefits.
Health & Welfare
Medical, Dental & Vision (choices vary by state)
Life and AD&D Insurance (company paid)
Short-Term & Long-Term Disability (company paid)
Flexible Spending Plan (FSA)
Employee Assistance Plan (company paid)
Domestic Partner benefits
Aflac
Other Great Benefits!
401(k) Plan with generous company match
Paid Time Off (PTO) and Holiday benefits
Company-Sponsored Events

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