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Financial Associate Jobs in Fallbrook, CA (NOW HIRING)

TalentLink Solutions

Associate Wealth Advisor

Carlsbad, CA · On-site

$75K - $150K/yr

We are a growing wealth management firm specializing in comprehensive financial planning for pre ... We're seeking an Associate Wealth Advisor to join our collaborative team and contribute to our ...

LPL Financial

Business Development Associate

San Diego, CA · Remote

$47K - $64K/yr

As the Business Development Associate (BDA), you will be responsible for driving Financial Advisor ... Prospect financial advisors to gauge/create interest in meeting with a LPL recruiter * Use the news ...

eMolecules

Financial Analyst

San Diego, CA

The Financial Analyst position plays a pivotal role supporting the company's main business unit and provides management with a forecast of the company's performance for the upcoming month, quarter ...

eMolecules

Financial Analyst

San Diego, CA · On-site

The Financial Analyst position plays a pivotal role supporting the company's main business unit and provides management with a forecast of the company's performance for the upcoming month, quarter ...

Ctnd

Financial Consultant

San Diego, CA · On-site

$105 - $121/hr

Cre8tive Technology & Design is seeking a Financial Consultant to drive the implementation of best practice processes using Epicor Kinetic software. Join us in revolutionizing the way manufacturers ...

New

Becker North, Inc.

Associate

San Diego, CA · On-site

Associates are central members of each project team and they apply finance and economic theory and practice to high profile litigation, corporate strategy, regulation, and public policy issues on ...

Becker North, Inc.

Associate

San Diego, CA

Associates are central members of each project team and they apply finance and economic theory and practice to high profile litigation, corporate strategy, regulation, and public policy issues on ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Fallbrook, CA

Financial Associate information

See Fallbrook, CA salary details

$32K

$73.8K

$144.6K

How much do financial associate jobs pay per year?

As of Aug 20, 2026, the average yearly pay for financial associate in Fallbrook, CA is $73,757.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,400.00 and $80,700.00 per year, depending on experience, location, and employer.

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

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What does a financial associate do?

A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.

What are the most commonly searched types of Financial jobs in Fallbrook, CA?

The most popular types of Financial jobs in Fallbrook, CA are:

What cities near Fallbrook, CA are hiring for Financial Associate jobs?

Cities near Fallbrook, CA with the most Financial Associate job openings:

Financial Associate jobs near you

Associate Advisor

Centura Wealth Advisory

San Diego, CA • On-site

Full-time

Re-posted 24 days ago

Job description

Centura Wealth Advisory has an opening for an Associate Advisor supporting the Wealth Advisor(s) in delivering comprehensive financial, tax, investment, and estate planning solutions for high-net-worth clients. This role manages client meeting preparation, conducts financial modeling, prepares advanced planning deliverables, and collaborates with internal and external professionals to ensure accurate and effective implementation of client strategies. Additionally, this role contributes to the firm's growth by identifying and implementing process improvements, managing critical project elements, and actively mentoring and developing junior team members to maintain a high-performing advisory practice.
Primary Responsibilities:
Client Planning & Documentation
  • Review client facts, assumptions, and goals to prepare a first draft of tax planning strategies and opportunities for consideration.
  • Design and model income tax and estate planning strategies under the guidance of the Wealth Advisor
  • Prepare advanced planning deliverables for internal team review and client presentation, ensuring accuracy and clarity in Excel and other systems to effectively �tell the client story.�
  • Review client tax returns (personal, corporate, trust, and gift) to identify planning opportunities, errors, and overall financial positioning
  • Contribute technical insights, ask questions, and show hunger to learn during internal case preparation and planning discussions

Client Interaction & Meeting Support
  • Present planning deliverables and quarterly client performance review materials, including entity charts, balance sheets, and portfolio summaries.
  • Assist Wealth Advisors in client meetings by clearly explaining assumptions, recommendations, and strategy rationale.
  • Build and maintain strong client relationships through day-to-day interactions, listening for additional needs, assisting with questions or requests, and facilitating the flow of information to the advisory team.
  • Provide best-in-class client service by supporting timely responses and accurate follow-up.

Project & Process Management
  • Internally manages one of the team's key revenue lines, providing weekly status updates to the team, tracking progress toward goals, and coordinating next steps
  • Support the management of the annual �Report Card� process for all wealth management clients through creation of proposed scope of work and recap of planning value added in the prior year
  • Identify process inefficiencies in client case development, documentation, and financial plan creation, recommending solutions to improve workflow and accuracy.
  • Develop and implement systems, templates, and tools to enhance efficiency and standardization of the Liberated Wealth Process.
  • Manage the team's annual tax project by coordinating Diamond Team to ensure deadlines are met, project progress is tracked, and returns are accurate and complete.

Collaboration (Internal & External)
  • Coordinate with CPAs, EPAs, and other external professionals to support accurate implementation of tax, estate, and investment plans.
  • Collaborate with external center's of influence, client & their support team, and other internal departments to ensure alignment on planning strategy design & execution
  • Train and mentor Diamond Team interns through regular check-in meetings to support learning, questions, and professional growth.
  • Perform other duties as assigned, contributing to a collaborative and high-performance team environment.

Knowledge Skills and Abilities:
  • Strong understanding of financial, tax, and estate planning principles and documentation.
  • Technical proficiency with Salesforce, financial planning software, and Microsoft Office.
  • Exceptional written and verbal communication skills
  • High emotional intelligence, adaptability, and transparency in fast-paced, client-focused environments.
  • Hunger to learn and grow in the role, with willingness to ask questions and seek guidance when needed
  • Advanced proficiency in Excel, including formulas, formatting, and presenting data clearly
  • Ability to collaborate effectively with internal teams and external professionals while maintaining accuracy, timeliness, and quality of deliverable
  • Confident working with the UHNW/HNW

Minimum Qualifications:
  • Bachelor's degree in finance, Business Administration, Economics, or related field
  • Undergraduate degree � Required
  • Certified Financial Planning �CFP� designation - Required
  • Life & Health license in the State of CA � Optional
  • 3+ years minimum experience in wealth management
  • Proficient with Excel, Outlook, and Salesforce

Competencies:
  • Accountability
  • Communication
  • Teamwork
  • Adaptability
  • Client Orientation
  • Emotional Intelligence
  • Relationship Building

Centura Investment Advisory, headquartered in San Diego with a national presence, is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total Investment efficiency and purpose to those looking to liberate their wealth.
We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients.
At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer, and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status.
Expected salary range: $65,000 to $95,000

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