ZipRecruiter

Log In

1

Financial Services Professional Jobs in Ripon, CA

New York Life

Management Fast Track

Stockton, CA · On-site

$93K - $122K/yr

Our financial professionals help clients develop a long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life ...

WealthWave

Remote Financial Educator

Stockton, CA · On-site

... professionals seeking a secondary income, and ambitious, growth minded individuals. Our program ... your own agency within the financial services industry. This is a 1099, commission based ...

WealthWave

Remote Financial Educator

Modesto, CA · On-site

... professionals seeking a secondary income, and ambitious, growth minded individuals. Our program ... your own agency within the financial services industry. This is a 1099, commission based ...

Merakey

Lead Direct Support Professional

Stockton, CA · On-site

$26 - $28/hr

We are seeking a Full Time Lead Direct Support Professional (LDSP) to join our team at our program ... Confidential counseling, legal, and financial services through our Employee Assistance Program (EAP)

Merakey

Lead Direct Support Professional

Stockton, CA · On-site

$26 - $28/hr

Our Direct Support Professionals (DSPs) interact and support our individuals with development ... Confidential counseling, legal, and financial services through our Employee Assistance Program (EAP)

H&R Block

Experienced Tax Professional

Lodi, CA · On-site

$16.90 - $80/hr

Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services ... professional services) Why work for us At H&R Block, our purpose is simple: to provide help and ...

H&R Block

Experienced Tax Professional

Patterson, CA · On-site

$16.90 - $80/hr

Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services ... professional services) Why work for us At H&R Block, our purpose is simple: to provide help and ...

H&R Block

Experienced Tax Professional

Stockton, CA · On-site

$16.90 - $80/hr

Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services ... professional services) Why work for us At H&R Block, our purpose is simple: to provide help and ...

H&R Block

Experienced Tax Professional

Turlock, CA · On-site

$16.90 - $80/hr

Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services ... professional services) Why work for us At H&R Block, our purpose is simple: to provide help and ...

next page

Showing results 1-20

All JobsFinancial Services Professional JobsFinancial Services Professional Jobs in Ripon, CA

Financial Services Professional information

See Ripon, CA salary details

$40.9K

$101.4K

$155K

How much do financial services professional jobs pay per year?

As of Sep 5, 2026, the average yearly pay for financial services professional in Ripon, CA is $101,364.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,900.00 and $117,800.00 per year, depending on experience, location, and employer.

What is a financial services professional?

A financial services professional is a person who works with clients on financial planning and investment strategies to help them better manage wealth. Your job duties include acting as a financial advisor, providing investment management, and evaluating tax strategies. A career as a financial services professional requires you have some formal qualifications and education, including a bachelor’s degree in business, finance, accounting or a related field. You may supplement any relevant job experience by earning certification with the Financial Industry Regulatory Authority (FINRA). Depending on your state, you may also be required to obtain licensure for the buying and selling of stocks, bonds, and other securities.

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

To thrive as a Financial Services Professional, you need strong analytical abilities, financial acumen, and a relevant degree in finance, business, or economics, often supported by certifications such as CFP or Series 7. Familiarity with financial planning software, CRM systems, and investment platforms is typically required. Exceptional interpersonal skills, trustworthiness, and effective communication help build strong client relationships and deliver tailored financial advice. These skills and qualities are essential for earning clients' trust, providing accurate guidance, and achieving success in a highly regulated and client-focused industry.

What are some common challenges financial services professionals face when working with clients, and how can they be managed?

Financial services professionals often encounter challenges such as building trust with new clients, effectively communicating complex financial concepts, and navigating changing regulatory requirements. To manage these challenges, professionals should prioritize clear, transparent communication, stay updated on industry regulations, and focus on ongoing relationship-building. Regular training and mentorship can also help professionals develop the skills needed to address client concerns and foster long-term loyalty.

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

AspectFinancial Services ProfessionalFinancial Advisor
CredentialsVaries; often includes licenses like Series 6, 7, 63Typically requires certifications such as CFP, CFA, or Series 7
Work EnvironmentFinancial institutions, banks, insurance companiesIndependent or firm-based, client-facing
Employer & Industry UsageUsed broadly across financial services sectorsPrimarily in wealth management and investment advising
Search & Comparison IntentUnderstanding roles, licensing, and career pathsSeeking personalized financial planning and investment advice

While both roles operate within the financial industry, a Financial Services Professional has a broader scope, often working in various financial sectors with different licenses. A Financial Advisor typically focuses on providing personalized investment and financial planning services, often holding specialized certifications. The choice depends on whether you're seeking a general financial role or dedicated financial planning expertise.

Is a financial services professional a good career?

A financial services professional is a career that involves providing financial advice, managing investments, and offering banking or insurance services. It often requires strong analytical skills, certifications such as the Series 7 or CFP, and the ability to work in a client-focused environment. The field can offer good earning potential and job stability, especially with experience and ongoing education.
More about Financial Services Professional jobs

What job categories do people searching Financial Services Professional jobs in Ripon, CA look for?

The top searched job categories for Financial Services Professional jobs in Ripon, CA are:

What cities near Ripon, CA are hiring for Financial Services Professional jobs?

Cities near Ripon, CA with the most Financial Services Professional job openings:

Financial Services Professional jobs near you
Infographic showing various Financial Services Professional job openings in Ripon, CA as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, and 3% Contract. Highlights an 84% Physical, 1% Hybrid, and 15% Remote job distribution, with an average salary of $101,364 per year, or $48.7 per hour.

Financial Services Associate

Carrington College

Stockton, CA • On-site

$24 - $28/hr

Full-time

Re-posted 13 days ago

Carrington College rating

5.1

Company rating: 5.1 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

617th of 630 rated colleges and universities

Job description

Summary
The Financial Services Associate meets with applicants and students regarding their eligibility for federal financial aid programs by calculating anticipated awards in PELL, SEOG, Stafford/Direct and supplementary loans, and other Title IV and non-Title IV programs. The SFA packages and awards all Title IV and non-Title IV aid for each academic year and enters this in the Student Information Systems as required. All work is performed within the established governmental regulations and institutional procedures. A high level of ethics is required in the counseling of students.
Compensation: The starting pay range for this position is $24.00-$28.00 per hour.
Schedule: Opening #1 Mondays, Wednesdays 10:00AM-7:00PM & Tuesdays, Thursdays, Fridays 8:00AM-5:00PM
Opening #2 Mondays, Wednesdays, Fridays 8:00AM-5:00PM & Tuesdays, Thursdays 10:00AM-7:00PM
Essential Duties and Responsibilities
  • Provide an overview of the Financial Aid process and programs available to qualifying students.
  • Perform estimates and calculations as it relates to Tuition and Financial Aid based on a student's unique eligibility.
  • Counsel students regarding financial aid paperwork, award information, and options for covering educational expenses.
  • Create and schedule funding plans for enrolled students.
  • Evaluate all submitted Financial Aid documentation and determine additional requirements.
  • Deliver the highest level of service and experience to students and co-workers while maintaining performance metrics.
  • Track students' progress and review changes to Financial Aid eligibility throughout the program.
  • Perform required document tracking for drops, terminations, and graduates, including R2T4, PWD, and loan exit materials.
  • Enhance the financial literacy of students and graduates to ensure professional success.
  • Uphold Title IV, state, military, VA, and institutional knowledge and compliance.

Supervisory Responsibilities
This job has no supervisory responsibilities.
Competency
To perform the job successfully, an individual should demonstrate the following competencies:
  • Content Specific Knowledge: Understands the fundamentals, skills, methods, and procedures within their area of expertise and instructional practice.
  • Customer Focus: Personally demonstrates that external or internal customers are a high priority; identifies customer needs and expectations and responds to them in a timely and effective manner; anticipates and prevents delays or other things that can adversely affect the customer; keeps customers informed about the status of pending actions and inquires about customer satisfaction with products or services.
  • Productivity: Meets or exceeds productivity standards that have been established for organizational level or position; has successfully combined skills, ability, and effort level to ensure that expectations related to results/output are achieved.
  • Quality of Work: Has established a track record of producing work that is highly accurate, demonstrates attention to detail, and reflects well on the organization; is personally committed to high-quality work and encourages others to have similar standards.

Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Below are the minimum requirements of the education, experience, knowledge, and skills required to competently perform in this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Bachelor's degree preferred, Associate Degree required.
  • Must qualify for Professional Access to the National Student Loan Data System (NSLDS).
  • Two plus years of related financial advising and/or training experience preferred.
  • PC skills in Microsoft Office, Internet applications, and database software.
  • Experience with Student Financial Aid software applications is a plus.
  • Excellent oral and written communication skills.
  • Must be a self-starter with the ability to multi-task.

Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • While performing the duties of this job, the employee is regularly required to sit, stand, walk, use hands to finger, handle, or feel, talk, and hear.
  • The employee is frequently required to reach with hands and arms.
  • The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl.
  • The employee may occasionally lift and/or move up to 10 pounds.

Work Environment
The work environment characteristics described here are representative of an office environment with cubicles. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • The noise level in the work environment is usually quiet.
All qualified applications with arrest or conviction records will be considered for employment. To ensure the safety and integrity of our operations, it is imperative that a review of all applicants' criminal history is conducted. Failure to do so poses a significant risk to the Employer, potentially compromising both business operations and the organization's reputation.
As part of our standard hiring process, all candidates offered a position at San Joaquin Valley College Inc. will undergo a thorough background screening. This includes education verification, county and national criminal background checks, a motor vehicle report, and social security number trace/verification along with an address history search. Depending on the specific position, additional requirements may apply, such as drug testing, a Fraud and Abuse Control Information System check, and verification for access to the National Student Loan Database System.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

What Carrington College employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply