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Associate Insurance Advisor Jobs in California (NOW HIRING)

NFP

Senior Associate, Advisor

San Francisco, CA · On-site

The Advisor Associate will work within our Advisory Team, mainly supporting other Wealth Advisors ... insurance, credit solutions, education funding, charitable/philanthropic strategies, etc.

Acera Insurance

$45K - $55K/yr

This role is responsible for providing support to the Commercial Client Advisor and Client ... Acera Leader in the client and insurance industry through professional writing, speaking and ...

Acera Insurance

$45K - $55K/yr

This role is responsible for providing support to the Commercial Client Advisor and Client ... Acera Leader in the client and insurance industry through professional writing, speaking and ...

Acera Insurance

$45K - $55K/yr

This role is responsible for providing support to the Commercial Client Advisor and Client ... Acera Leader in the client and insurance industry through professional writing, speaking and ...

Wells Fargo

Associate Financial Advisor

Napa, CA · On-site

Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wealth and Investment ... State Variable, Life and Health insurance licenses * Financial services experience * Client ...

One Degree Advisors

Lead Financial Advisor

San Diego, CA · On-site +1

$120K - $170K/yr

Lead planning projects for clients relating to tax, estate, insurance, and employee benefits * Contribute to the development of associate advisors * Stay updated and educated on relevant technology ...

One Degree Advisors

Lead Financial Advisor

San Diego, CA · On-site

$120K - $170K/yr

Lead planning projects for clients relating to tax, estate, insurance, and employee benefits * Contribute to the development of associate advisors * Stay updated and educated on relevant technology ...

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All JobsAssociate Insurance Advisor JobsAssociate Insurance Advisor Jobs in California

Associate Insurance Advisor information

See California salary details

$38K

$66.3K

$111K

How much do associate insurance advisor jobs pay per year?

As of Jun 15, 2026, the average yearly pay for associate insurance advisor in California is $66,278.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,500.00 and $81,400.00 per year, depending on experience, location, and employer.

What does an Associate Insurance Advisor do?

An Associate Insurance Advisor helps clients understand and select insurance policies that best fit their needs, such as life, health, auto, or home insurance. They assess clients' financial situations, provide information on different insurance options, and assist with policy applications and claims. Additionally, they may help with policy renewals, answer client questions, and ensure compliance with insurance regulations. Their role is both advisory and sales-oriented, requiring strong communication and customer service skills.

What is the difference between Associate Insurance Advisor vs Insurance Agent?

AspectAssociate Insurance AdvisorInsurance Agent
CredentialsTypically requires licensing and some industry certificationsRequires licensing; certifications vary by region
Work EnvironmentOften works in insurance firms, assisting clients and advisorsWorks independently or for agencies, selling policies directly
Employer & Industry UsageCommonly employed in insurance companies and brokeragesEmployed by agencies or independently selling policies
Search & Comparison IntentPeople compare to understand entry-level roles assisting advisorsPeople compare to understand direct sales roles and licensing

The main difference is that an Associate Insurance Advisor typically supports licensed advisors and may have a more client service-oriented role, while an Insurance Agent directly sells insurance policies to clients. Both roles require licensing, but their responsibilities and work environments differ, with the Associate Insurance Advisor often acting as a stepping stone within the industry.

What job makes $10,000 a month without a degree?

An Associate Insurance Advisor can potentially earn $10,000 a month through commissions and bonuses, especially with experience and a strong client base. Success in this role often depends on sales skills, industry knowledge, and building a network, with some advisors reaching high income levels without formal degrees.

Why do so many insurance agents quit?

Many insurance agents quit due to the high level of competition, the need for strong sales skills, and the reliance on commissions, which can lead to income instability. The job often requires persistent prospecting, ongoing training, and building client relationships, which can be challenging and lead to burnout or dissatisfaction.

How much do associate insurance agents make?

Associate insurance agents typically earn an average annual salary between $40,000 and $55,000, depending on experience, location, and performance. They often earn commissions or bonuses based on sales, and some roles require licensing and ongoing training.

What are the key skills and qualifications needed to thrive as an Associate Insurance Advisor, and why are they important?

To thrive as an Associate Insurance Advisor, you need a solid understanding of insurance products, risk assessment, and typically a relevant license such as a provincial insurance license. Familiarity with customer relationship management (CRM) software, quoting tools, and underwriting systems is also important. Strong interpersonal skills, attention to detail, and effective communication help build trust and rapport with clients. These competencies are crucial for accurately addressing client needs, ensuring regulatory compliance, and driving business growth.

How does an Associate Insurance Advisor typically collaborate with senior advisors and other team members?

Associate Insurance Advisors often work closely with senior advisors, underwriters, and customer service representatives to deliver comprehensive solutions to clients. They assist in preparing policy proposals, conducting client research, and ensuring accurate documentation. Regular meetings and open communication with the team are essential, as associates frequently support senior advisors in client meetings and follow-ups, helping to foster a collaborative environment that ensures clients receive tailored coverage and excellent service.

What jobs pay 2000 a day?

High-paying jobs that can pay around $2,000 a day typically include specialized roles such as senior corporate lawyers, experienced surgeons, investment bankers, and certain executive positions. These roles often require advanced education, extensive experience, and sometimes licensing or certifications, and they may involve high-pressure environments or significant responsibilities.
Associate Insurance Advisor jobs near you
Senior Associate, Advisor

Senior Associate, Advisor

National Financial Partners

San Rafael, CA • On-site

Full-time

Retirement, PTO

Posted 26 days ago

Job description

Who We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory servicesempowering clients to navigate complexity with clarity and confidence.
With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people firstour clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Summary:
We are seeking an experienced Senior Advisor Associate. This position will be involved in all aspects of wealth management for clients of the firm. The Advisor Associate will work within our Advisory Team, mainly supporting other Wealth Advisors, to help provide the highest levels of service to the firm's clients.
Job Responsibilities:
  • Create and execute investment plans, RMD (Required Minimum Distributions) calculations and distributions, tax loss harvesting coordination, etc.
  • Develop positive relationships with clients by attending meetings, calls and handling administrative requests directly as well as from team members on behalf of clients
  • Handle all client matters in a timely and efficient manner
  • Provide administrative support to team members including the preparation of correspondence, meeting materials, files, presentations and literature as directed
  • Create and supply data for reports at the direction of the advisors and directors
  • Develop working knowledge of various financial planning concepts, such as gift, estate and income tax planning, insurance, credit solutions, education funding, charitable/philanthropic strategies, etc.
  • Research client issues as directed and present data
  • Be a positive team player who works effectively within an entrepreneurial environment
  • Actively service client accounts by processing paperwork for accounts, track and monitor account/asset transfers, and process transaction requests as directed

Requirements:
  • 3-6 years of relevant experience
  • Bachelors' degree or higher from an accredited university; major in financial planning, business, accounting, finance, economics, or law preferred
  • Completed or willing to pursue CFP®
  • Series 65 or able to successfully complete within 90 days of employment
  • Continuously exhibits personal integrity and professional initiative
  • Reliable, follows through on commitments, self-starter when it comes to new challenges
  • Must be organized, detail-oriented and able to manage and prioritize tasks
  • Demonstrates a commitment to accuracy by delivering high quality work
  • Excellent written and verbal communication
  • Collaborative and able to work effectively with others

Diversity, Equity, Inclusion, and Belonging at Wealthspire
Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.
  • Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
  • Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
  • Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.
Do you see yourself excelling in this position?
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $85,000 to $110,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.

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