ZipRecruiter

Log In

1

Financial Associate Jobs in Temecula, 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 ...

Palomar Health

Financial Rep Access Dept

Escondido, CA · On-site

$23 - $33.56/hr

Appropriately administers the Palomar Health Financial Assistance Policy and Procedures to ... Certified Healthcare Access Associate (NAHAM) or equivalent Required License: Not Applicable ...

Palomar Health

Financial Rep Access Dept

Escondido, CA · On-site

$23 - $33.56/hr

Appropriately administers the Palomar Health Financial Assistance Policy and Procedures to ... Certified Healthcare Access Associate (NAHAM) or equivalent Required License: Not Applicable ...

Palomar Health

Financial Rep Access Dept

Escondido, CA · On-site

$23 - $33.56/hr

Appropriately administers the Palomar Health Financial Assistance Policy and Procedures to ... Certified Healthcare Access Associate (NAHAM) or equivalent Required License: Not Applicable ...

Palomar Health

Financial Rep Access Dept

Escondido, CA · On-site

$23 - $33.56/hr

Appropriately administers the Palomar Health Financial Assistance Policy and Procedures to ... Certified Healthcare Access Associate (NAHAM) or equivalent Required License: Not Applicable ...

Palomar Health

Financial Rep Access Dept

Escondido, CA · On-site

$23 - $33.56/hr

Appropriately administers the Palomar Health Financial Assistance Policy and Procedures to ... Certified Healthcare Access Associate (NAHAM) or equivalent Required License: Not Applicable ...

Teamwass

Senior Financial Analyst

Encinitas, CA

$100K - $105K/yr

Job Overview This role is an opportunity to shape financial planning and decision-making across THETEAM's Sports Talent business. You'll build and maintain revenue and P&L forecasts, analyze ...

Wasserman Media

Senior Financial Analyst

Encinitas, CA · On-site

$100K - $105K/yr

What You'll Do Maintain financial models and forecasts : Create and maintain detailed models (revenue and P&L) for financial forecasting, budgeting, and analysis to support strategic planning and ...

Vuori, Inc

Sr. Financial Analyst

Carlsbad, CA

$94K - $120K/yr

Reporting to the VP of Finance, the Senior Financial Analyst will be responsible for managing the consolidated financial plans and reporting for all areas of the business. This role will support ...

Vuori, Inc

Sr. Financial Analyst

Carlsbad, CA · On-site

$94K - $120K/yr

Reporting to the VP of Finance, the Senior Financial Analyst will be responsible for managing the consolidated financial plans and reporting for all areas of the business. This role will support ...

next page

Showing results 1-20

All JobsFinancial Associate JobsFinancial Associate Jobs in Temecula, CA

Financial Associate information

See Temecula, CA salary details

$30.3K

$69.9K

$137.1K

How much do financial associate jobs pay per year?

As of Aug 17, 2026, the average yearly pay for financial associate in Temecula, CA is $69,913.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,700.00 and $76,500.00 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 supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills, with some roles needing relevant certifications or degrees in finance or accounting.

What is a financial associate?

A financial associate is a professional who supports financial planning, analysis, and management within organizations. They often handle tasks such as preparing reports, analyzing financial data, and assisting with budgeting, typically requiring knowledge of financial software and strong analytical skills.

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

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

What job categories do people searching Financial Associate jobs in Temecula, CA look for?

The top searched job categories for Financial Associate jobs in Temecula, CA are:

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

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

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Temecula, CA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $69,913 per year, or $33.6 per hour.

Financial Consultant (Remote)

Synergy Financial

Temecula, CA • Remote

$75K - $100K/yr

Full-time

Life, Retirement

Posted yesterday

New

Job description

Synergy Financial is a rapidly growing financial services company offering remote work-from-home commission-based positions. We are currently seeking serious, ambitious, and hardworking individuals in the United States to join our team.

Opportunity of a Lifetime
This contract-based position provides an incredible opportunity to change your life. As a state-licensed insurance broker, you will have the chance to help families with various financial services, including 401K rollovers, annuities, life insurance, living benefits, death benefits, student loan debt settlements, and more. By joining our team, you will receive extensive training and become part of one of the highest-paying industries in financial services.
Robust Skill Sets

We are looking for individuals with a diverse range of skill sets to excel in this position. The ideal candidate possesses the following abilities:





  • Strong customer service skills
  • Excellent sales and negotiation skills
  • Business development expertise
  • Proficiency in data analytics
  • Consulting experience in financial services

These skill sets, combined with your dedication and hard work, will enable you to thrive in this commission-based role.

Life-changing Opportunity
At Synergy Financial, we believe in the power of financial education and creating generational wealth. Our organization is multi-lingual and multi-cultural, providing an inclusive and supportive environment. By joining our team, you will have the opportunity to make a positive impact on people's lives while enjoying a great income.

Compensation
This is a contract-based position with an estimated full-time annual On-Time-Estimate of Commissions at $75,000 - $100,000+. The earning potential is substantial, and the more you put into this opportunity, the more you can achieve.

Join the Movement
If you are looking to be part of a movement that is changing lives and creating a positive impact, this is your chance. Synergy Financial, and supporting screening team, Meraki Group Endeavors, offers this life-changing opportunity.

Meraki Group Endeavors is a talent solutions consultancy responsible for screening and interviewing candidates prior to the formal interview process with a Synergy Financial Representative.

Don't miss out on this chance to join a dynamic team and take control of your financial future. Apply now and start your journey with Synergy Financial!


Industry Type(s): Independent Consulting and Financial Services
Employment Type: Contract




Industry
  • Business Consulting and Services
Employment Type
Contract



TAGS:
Remote Sales Jobs, Financial Services, Insurance Broker, Insurance Agent, Leadership Experience, Commission-Based, High Ticket Sales, Work From Home, 1099, Sales, Business Development, Customer Service, Account Management, Data Analytics, Financial Consulting, 401k Rollover, Retirement Specialist, Life Insurance