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Financial Service Associate Jobs in California (NOW HIRING)

Cerity Partners

Client Service Associate

San Francisco, CA · On-site

$90K - $120K/yr

The Client Service Associate provides operational support to our Wealth Advisors and/or Partners ... Required Qualifications: * 2-3 years of experience in the Financial Services industry, preferably ...

RIA Recruiting

Client Service Associate

Ventura, CA · On-site

$70K - $110K/yr

We are seeking a Client Service Associate to assist in providing excellent service to our clients ... If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...

RIA Recruiting

Client Service Associate

Los Gatos, CA · On-site +1

$80K - $100K/yr

ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving ... We are seeking an experienced Client Service Associate to join our team. This position will have ...

RIA Recruiting

Client Service Associate

Los Gatos, CA · On-site +1

$65K - $80K/yr

ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving ... We are seeking an experienced Client Service Associate to join our team. This position will have ...

Pointwealth Management

Client Service Associate

Encino, CA · On-site

$55K - $85K/yr

This position is for an client service associate/manager (series 7 licensed or unlicensed) with the ... Your financial and professional advancement within financial services is as limitless as you allow ...

Pointwealth Management

Client Service Associate

Encino, CA · On-site

$55K - $85K/yr

This position is for an client service associate/manager (series 7 licensed or unlicensed) with the ... Your financial and professional advancement within financial services is as limitless as you allow ...

Wedbush

Client Service Associate

Los Angeles, CA · On-site

$55K - $75K/yr

We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures ... Our Correspondent Services Division has an immediate need for a Client Service Associate. This ...

Beacon Pointe Advisors

Client Service Associate

San Jose, CA · On-site

$17 - $23.50/hr

The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net ...

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Financial Service Associate information

See California salary details

$13

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$66

How much do financial service associate jobs pay per hour?

As of Sep 12, 2026, the average hourly pay for financial service associate in California is $31.54, according to ZipRecruiter salary data. Most workers in this role earn between $20.38 and $33.94 per hour, depending on experience, location, and employer.

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

AspectFinancial Service AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 6 or 7, and possibly a state licenseOften requires Series 7, Series 66, and relevant certifications like CFP
Work EnvironmentBank branches, financial institutions, customer service settingsIndependent or firm-based, client-facing, advisory settings
Employer & IndustryBanks, credit unions, financial service firmsFinancial planning firms, wealth management companies
Primary FocusSupporting financial transactions, customer service, product salesProviding personalized financial planning and investment advice

The main difference is that a Financial Service Associate primarily supports banking operations and customer service, while a Financial Advisor offers personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and a broader scope of client interaction.

What do you do as a financial service associate?

A financial service associate assists clients with banking and financial products, such as loans, accounts, and investments. They provide customer service, process transactions, and may help with financial planning or advising, often using banking software and adhering to regulatory standards.

What is the role of a financial service associate?

A financial service associate assists clients with banking, investment, and financial products, providing advice and support to meet their financial goals. They often handle account management, process transactions, and may use financial software or tools, requiring strong communication and customer service skills.

What are the most commonly searched types of Financial Service jobs in California?

The most popular types of Financial Service jobs in California are:

What cities in California are hiring for Financial Service Associate jobs?

Cities in California with the most Financial Service Associate job openings:

Financial Service Associate jobs near you
Infographic showing various Financial Service Associate job openings in California as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $65,611 per year, or $31.5 per hour.

Client Service Associate

San Francisco, CA • On-site

Cerity Partners
Finance and Insurance • 201 - 500 employees
Learn more about Cerity Partnersexternal

$90K - $120K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted yesterday

Key responsibilities

  • Execute all daily client transactions and activity, including asset transfers, cashiering needs, and account setup and maintenance.

  • Interface with custodians and other parties to facilitate operational processes and resolve client issues.

  • Prepare investment portfolio reviews, reports, and communicate with clients to provide superior service.

Job description

Position Summary:
The Client Service Associate provides operational support to our Wealth Advisors and/or Partners, providing services for 100 to 150 clients. The Client Service Associate is a key member of the service team for each client and serves as the liaison that facilitates the relationship between the client and the custodian.
Primary Responsibilities
  • Responsible for execution of all daily client transactions and activity. Interface with custodians and other professional interested parties on behalf of clients to complete client transactions and facilitate operational processes, providing information, guidance and instructions as circumstances dictate. These responsibilities include:

  • Coordinate the set up and ongoing maintenance of client accounts at the custodians.

  • Initiate and follow through with asset transfers.

  • Coordinate cashiering needs such as wires, checks, EFTs, etc.

  • Compile and complete necessary client and custodian paperwork.

  • Troubleshoot and resolve client issues -- escalate internally with team or with custodian as required.

  • Prepare annual and semi-annual investment portfolio reviews as well as any monthly or quarterly reports for clients.

  • Trade client accounts, if appropriate.

  • Communicate directly with clients and other interested parties, in both written and verbal formats, as needed to provide superior client service.

  • Record all client contact and activity information into our CRM system.

  • Provide other support to the client service teams as needed.

  • Backup Client Service Associate team members.

  • Backup reception and phones when needed.

  • Demonstrate professional, ethical, and courteous conduct in responsibilities and dealings with clients, prospects, COIs, colleagues, and other business entities. This includes compliance with legal, professional, and established firm standards of conduct. Uphold all Cerity Partner values as work is performed.

Required Qualifications:
  • 2-3 years of experience in the Financial Services industry, preferably with a broker-dealer, a mutual fund company, or a registered investment advisor.

  • BS/BA degree from an accredited college or university or equivalent experience required.

Preferred Qualifications:
  • Series 65 preferred / required within first year of employment.

  • Schwab Institutional, Fidelity Investments, Black Diamond, Orion, and/or Salesforce

Skills and Competencies:
  • Strong MS Office skills required.

  • Ability to interact professionally with high-net-worth clients and institutions.

  • Flexible in day-to-day work flow. Cooperative team player: willing to put team ahead of self.

  • Interpersonal Communications

  • Detail-Orientation/Quality Focus

  • Time-Management

  • Analytical Skills

  • Customer Focus

  • Organizing Skills

  • Business or Job-Specific Knowledge

  • Team Orientation

Physical Requirements:
  • Prolonged periods sitting at a desk and working on a computer.

  • Must be able to lift up to 15 pounds at times.

Compensation Range:
$90,000-120,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
  • Health, dental, and vision insurance - day 1!

  • 401(k) savings and investment plan options with 4% match

  • Flexible PTO policy

  • Parental Leave

  • Financial assistance for advanced education and professional designations

  • Opportunity to give back time to local communities

  • Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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