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Financial Professional Associate Jobs in San Ramon, CA

Infinite Wise Solutions

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Remote Financial Retirement Planning Professional

Milpitas, CA · Remote

$1.0K - $250K/yr

Our associates receive the mentorship, training, technology, and professional support needed to strengthen their skills, serve clients effectively, and build a scalable financial services practice.

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Financial Professional Associate information

See San Ramon, CA salary details

$49.7K

$97.8K

$151.4K

How much do financial professional associate jobs pay per year?

As of Aug 30, 2026, the average yearly pay for financial professional associate in San Ramon, CA is $97,782.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,500.00 and $134,100.00 per year, depending on experience, location, and employer.

What is a financial professional associate?

Financial Professional Associates are entry-level financial advisors who work with clients to help them manage their finances, plan for their future, and achieve their financial goals. They typically assist with investment planning, retirement strategies, insurance needs, and other financial services. Financial Professional Associates often work under the supervision of more experienced advisors and receive training to develop their skills and knowledge in the financial industry. Their role is essential in guiding clients through complex financial decisions and building long-term relationships.

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

To thrive as a Financial Professional Associate, you need a solid understanding of financial products, sales acumen, and typically a bachelor’s degree in finance, business, or a related field. Familiarity with CRM software, financial planning tools, and relevant licenses such as FINRA Series 6 or 7 and state insurance licenses are often required. Strong interpersonal skills, ethical judgment, and the ability to communicate complex information clearly help build client trust and long-term relationships. These skills are essential for helping clients achieve their financial goals while ensuring compliance and fostering business growth.

What are some common challenges faced by financial professional associates when building their client base, and how can they overcome them?

Financial Professional Associates often encounter challenges in building a robust client base, especially early in their careers when they may lack an extensive personal network. Overcoming these obstacles typically involves proactive networking, leveraging mentorship opportunities, and utilizing company-provided resources such as training programs and marketing tools. Many successful associates focus on building trust with clients through education, transparent communication, and consistent follow-up. Developing a referral system and participating in community events can also help expand their reach and establish credibility within the financial services industry.

What is the difference between Financial Professional Associate vs Financial Advisor?

AspectFinancial Professional AssociateFinancial Advisor
Required CredentialsTypically Series 6/7, possibly life insurance licensesSeries 7, 66, or 65, and relevant licenses
Work EnvironmentSupport role in financial firms, assisting advisorsClient-facing, providing financial planning and investment advice
Employer & Industry UsageUsed in brokerage firms, banks, and financial institutionsUsed across independent and firm-affiliated financial planning practices

The main difference is that a Financial Professional Associate primarily supports financial advisors and handles administrative tasks, while a Financial Advisor directly interacts with clients to develop financial plans and investment strategies. The roles often require similar licenses initially, but their responsibilities and client engagement levels differ significantly.

What cities near San Ramon, CA are hiring for Financial Professional Associate jobs?

Cities near San Ramon, CA with the most Financial Professional Associate job openings:

Financial Professional Associate jobs near you
Infographic showing various Financial Professional Associate job openings in San Ramon, CA as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 23% Part Time, and 5% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $97,782 per year, or $47 per hour.

Entry Level Insurance Financial Sales Professional - Remote

Infinite Wise Soultions

San Francisco, CA • Remote

$20K/mo

Part-time

Retirement

Re-posted 27 days ago

Job description

Financial Sales Professional - Leads and Training Provided
  1. ALL Work from Home Capacity
  2. Part time or Full Time positions available you do not have to quit your job as you learn
  3. Great training and best mentorship provided; no experience is needed
  4. Very lucrative - COMMISSION ONLY, performance-based business model, potentially can earn over six figures or more
  5. Leadership and upward advancement

The need for financial services professionals continues to grow as more baby-boomer advisors retire each year. Eventually, there may be fewer advisors available to provide needed guidance and other services to middle-income people. These consumers are in search of a well-respected, value-driven financial services company that can help them develop strategies for their families' long-term financial security, and this is where we come in.

Here's what sets this opportunity apart:

  1. Ownership: Own your book of business, generational agency ownership that can be transferred to your future generations, equity, stock options and beneficiary to your business and agency, provided you get to a certain leadership level.
  2. Rewarding Career: Make a real difference in people's lives by inspiring and helping them achieve their financial goals & dreams.
  3. Meaningful Growth: We invest in your development with hands-on training, support, and world class mentorship to help you reach your full potential
  4. Get paid what you are worth: Producer, Agency Bonus, Expansion bonus, Yearly Renewal, Profit Sharing, world-class travel, etc.
  5. Opportunity Description:
  6. -Develop Financial Need Analysis (FNA) for Clients
    -Leads: We utilize 3 tiers to lead generations. Hot, Warm, and Cold leads. We are partnered with ETHOS as a lead generation tool as well.
    -Place families, individuals, and business owners in a financial position of advantage for some of the following:
    -Protect Retirement Assets/401k and all IRA Funds
    -College Planning
    -Tax-Free and Tax-Deferred Index Strategies
    -Debt Management Services
    -Build and Leave a Legacy
    -Estate Planning with our legal team

If you are a highly motivated and ambitious individual with a passion for wanting to add value to people's lives, desire a flexible schedule, and seeking a rewarding career path, I encourage you to connect to learn more.

LUCRATIVE COMPENSATION:

  • Uncapped 1099 / production-based commission income (one client may be $3,500 in compensation and another may be $20,000)
  • Residual income (paid from work done last year, every year)
  • Passive income
  • Bonuses, Equity (must qualify) paid world travel, and more

REQUIREMENTS:

  • Acquire baseline licensing to work as an independent financial professional with a strong and reputable brand and world-class industry partners like Mutual of Omaha, Ethos, AIG, and over fortune 500 companies.
  • Connect with people to identify goals, educate, advise, plan and design solutions for individuals, families, and businesses
  • Illustrate and present plans for retirement, investment, college/savings, and lifetime income generation
  • Build meaningful and lasting relationships and experiences with clients, business associates, and partners
  • Expand business, management, and leadership skills working with clients, team members, and new associates
  • Leverage proven workflow and technology systems that produce highly efficient and effective results for clients and businesses.
  • Minimum 18 years of age
  • Legal U.S. Resident, Citizen or Work Permit with SSN
  • Able to pass a Background Screening
  • Able to complete licensing requirements within 45 days
  • Accountable with high level of integrity (critical in this regulated and customer based industry)
    Employment Type: PART_TIME

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