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Associate Financial Services Jobs in California (NOW HIRING)

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Associate Financial Services information

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$66

How much do associate financial services jobs pay per hour?

As of Aug 30, 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 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 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 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 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 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, 76% Full Time, 18% Part Time, and 5% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $65,611 per year, or $31.5 per hour.

Associate Financial Wellness Specialist

Roseville, CA • On-site

My Secure Advantage
Finance and Insurance • 11 - 50 employees
Learn more about My Secure Advantageexternal

$58K - $72K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 29 days ago

Job description

My Secure Advantage 

Job Title: Associate Financial Wellness Specialist

Company: My Secure Advantage (MSA)

Location: Roseville, CA (On-site/Hybrid)

Workplace Type: Hybrid

Job Type: Full-time

Experience Level: Associate

Industry: Financial Services / Wellness and Fitness Services

Salary Range: $58,000 – $72,000/yr


Job Description 

What if your next presentation could change someone’s financial life — and you could measure exactly how?

My Secure Advantage (MSA) has spent 25+ years helping people go from financially stressed to financially confident. We partner with employers, retirement advisors, and employee assistance programs across the country to deliver coaching and education that actually moves the needle — for members and the companies that sponsor them.

We’re about 115 people strong, spread across 27 states, headquartered right here in Roseville. We’re small enough that your work is visible and large enough that your impact scales.

The Role

We’re hiring an Associate Financial Wellness Specialist to join our Education team in Roseville, CA. You’ll deliver financial wellness presentations — virtual and in-person — that do more than inform. They activate. Your goal is to move people from curiosity to commitment: scheduling their first coaching session, completing an assessment, or taking a concrete next step.

This is a growth-track position. You’ll start as an Associate with hands-on mentorship and clear benchmarks, with a defined path to our full Financial Wellness Specialist role.

What You’ll Do

  • Deliver dynamic financial wellness presentations (virtual and in-person) on topics from budgeting and credit to retirement planning and investments

  • Connect with audiences through storytelling and interactive engagement that drives real next-step action

  • Represent MSA at client events, building trust with sponsors through consistently excellent delivery

  • Track conversion metrics and event feedback to continuously sharpen your approach

  • Collaborate with the Education team to evolve content based on what you’re seeing in the field

  • Stay current on financial wellness trends and share insights with the team

How We Measure Success

We’re transparent about what “good” looks like here. In addition to other team metrics, these are the metrics you’ll own:

  • 15% of event attendees schedule a coaching session within 14 days

  • 20% take a meaningful next step within 7 days

  • Event NPS of 70+ and Speaker NPS of 75+

  • 80% of event hosts rebook within 30 days

Who You Are

  • A compelling presenter who can make retirement planning feel as engaging as a TED Talk

  • Grounded in financial knowledge — budgeting, credit, debt, retirement, investments — enough to be credible without being boring

  • Hungry to grow, coachable, and self-aware about where you’re still developing

  • Someone who genuinely cares about the people in the audience, not just the metrics

What You Bring


Required:

  • 1–3 years presenting, training, or facilitating groups (virtual and in-person)

  • Strong foundational knowledge of personal finance, retirement, or investments

  • Comfort with virtual platforms (Zoom, WebEx, GoToWebinar)

  • Based in or willing to relocate to the greater Sacramento/Roseville area


Preferred:

  • Bachelor’s degree in Finance, Business, Communications, or Education

  • Series 65 license or relevant investment credentials (or willingness to obtain)

  • 5+ years in financial services, retirement planning, or financial education

Compensation

$58,000 – $72,000 base salary depending on experience and credentials, plus a performance bonus of $3,000 – $5,000 tied to your presentation impact metrics. Candidates with a Series 65 or equivalent credentials may qualify for the upper end of the range.

Benefits include medical, dental, and vision insurance, 401(k), paid vacation and sick leave, and access to MSA’s own financial coaching benefit.

Working Details

  • Hybrid — Roseville office 3+ days/week

  • Some regional travel for

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