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Associate Solution Advisor Jobs in California (NOW HIRING)

Centura Wealth Advisory

Associate Advisor

San Diego, CA · On-site

Centura Wealth Advisory has an opening for an Associate Advisor supporting the Wealth Advisor in delivering comprehensive financial, tax, investment, and estate planning solutions for high-net-worth ...

Jobtailor

Business Solutions Advisor

Irvine, CA · On-site

... coaching to associates * Train at one financial center and potentially be placed at another ... advice and solutions while effectively managing client relationships and sales performance.

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Associate Solution Advisor information

What is an associate solution advisor?

An Associate Solution Advisor is an entry- to mid-level professional who works with clients to understand their business challenges and recommend suitable technology or process solutions. They typically assist in analyzing client needs, designing tailored strategies, and supporting the implementation of solutions. This role often requires strong communication, analytical, and problem-solving skills, and it is common in consulting and technology firms. Associate Solution Advisors frequently collaborate with both clients and internal teams to ensure successful project delivery.

What are the key skills and qualifications needed to thrive as an associate solution advisor?

To thrive as an Associate Solution Advisor, you need a solid understanding of business processes, analytical problem-solving abilities, and a relevant degree in business, IT, or a related field. Familiarity with CRM and ERP systems, data analysis tools, and potentially certifications like Salesforce or SAP are valuable. Strong communication, client management, and teamwork skills help you build trust and effectively address client needs. These competencies are crucial for delivering tailored solutions, driving client satisfaction, and supporting business growth.

How does an associate solution advisor typically collaborate with other departments within an organization?

As an Associate Solution Advisor, you will regularly collaborate with teams such as sales, technical consulting, and product management to deliver tailored solutions to clients. This role requires effective communication to understand client needs, align proposed solutions with business goals, and coordinate implementation efforts. Often, you will participate in meetings, provide input on solution design, and support sales teams with technical expertise. Building strong relationships across departments is essential to ensure seamless project delivery and client satisfaction.

What is the difference between Associate Solution Advisor vs Customer Support Specialist?

AspectAssociate Solution AdvisorCustomer Support Specialist
Required CredentialsBachelor's degree often preferred; technical knowledge beneficialHigh school diploma or equivalent; technical skills vary
Work EnvironmentCollaborative, client-facing, solution-orientedSupport center, call center, or online support
Employer & Industry UsageTech, software, consulting firmsIT services, telecom, retail
Common Search & ComparisonFocuses on solution selling and advisingFocuses on troubleshooting and issue resolution

The Associate Solution Advisor typically engages in advising clients on solutions, requiring technical knowledge and a consultative approach. In contrast, a Customer Support Specialist primarily handles troubleshooting and resolving customer issues. While both roles involve client interaction, the Associate Solution Advisor emphasizes proactive solution recommendations, whereas the Customer Support Specialist focuses on reactive support. Understanding these differences helps job seekers identify the right career path based on their skills and interests.

What cities in California are hiring for Associate Solution Advisor jobs?

Cities in California with the most Associate Solution Advisor job openings:

Associate Solution Advisor jobs near you

Associate Wealth Advisor

Santa Ana, CA • On-site

Orange County's Federal Credit Union
See more jobs at Orange County's Federal Credit Unionexternal

$70K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Re-posted 21 days ago

Key responsibilities

  • Manage member referrals, existing investment accounts, and leads generated through the Contact Center.

  • Conduct financial reviews and help members identify and pursue their financial goals.

  • Prepare and present personalized financial plans, retirement strategies, and portfolio recommendations.

Job description

As an Associate Wealth Advisor, you step into a thriving portfolio of existing clients and expand your reach by connecting with eager prospects from our Contact Center and other internal sources. Enjoy a monthly commission and the freedom to earn without limits!


Build Relationships. Build Futures. Build Your Career.

 

At Orange County’s Federal Credit Union (OCFCU), banking is personal—and it always has been. For more than 85 years, we’ve helped our members achieve life’s most important milestones by building genuine relationships, providing trusted guidance, and putting people before transactions. 


Today, with more than $3 billion in assets and 145,000+ members, we continue to grow while staying true to the values that have made us one of Orange County’s most respected financial institutions.


As a Associate Wealth Advisor (Centralized Financial Advisor), you’ll work with a steady flow of member referrals and leads while honing your consulting, relationship-building, and business development skills. You'll be supported by an established Wealth Management team while representing a broad range of investment and insurance solutions, including advisory accounts, mutual funds, ETFs, structured products, 529 plans, IRAs, annuities (fixed, indexed, and variable), stocks, bonds, life insurance, and long-term care insurance.

 

What You'll Do

  • Manage member referrals, existing investment accounts, and leads generated through our Contact Center.
  • Conduct financial reviews and help members identify and pursue their financial goals.
  • Prepare and present personalized financial plans, retirement strategies, and portfolio recommendations.
  • Recommend investment and insurance solutions aligned with each member’s needs.
  • Partner with mutual fund companies, insurance providers, broker/dealers, and Registered Investment Advisors (RIAs) to deliver exceptional service.
  • Utilize digital advisory tools, including Guided Wealth Portfolios, to help members access modern investment solutions.
  • Stay current on market trends, economic conditions, and investment products.
  • Maintain compliant client records and documentation in accordance with FINRA and regulatory requirements.

 

What We're Looking For

We’re seeking ambitious professionals who are passionate about helping others achieve financial success and eager to grow within wealth management.

  • Minimum two years of experience in the sales and delivery of personal investment products and services, wealth management, banking, or insurance.
  • FINRA Registration: Series 7, and Series 66 (or Series 63 & Series 65).
  • California Life Agent with Variable Contracts Insurance License, preferred. 
  • Fluency in Spanish is helpful .
  • After training this position is currently hybrid-eligible, with the expectation of three days pre-assigned on-site attendance. This role requires California residency and living within a 50-mile commute of our headquarters in Santa Ana.

 

Why Join OCCU?


•    The annual forgivable draw against commissions is $70,304.00, the earning potential is unlimited! 

•    Award winning workplace culture

•    Clear growth paths and internal mobility

•    People before profits—always

•    A team that supports each other and celebrates wins

•    Health Coverage: Comprehensive benefits, including Anthem, Delta Dental, and VSP, effective from your first day.

•    Financial Security: Life insurance at no cost and a 401(k) plan with an employer match up to 6%.

•    Work-Life Balance: 13 days of vacation and seven (7) sick days annually and paid holidays.

•    Recognition & Growth: annual discretionary bonus as well as educational grants up to $1,000 per year.


Orange County's Federal Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required.