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Note Broker Jobs in California (NOW HIRING)

State Fund Insurance - Associate Broker

Santa Rosa, CA · On-site

$70K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • PTO

Access State Fund Associate Broker will work with the retail agent to analyze new business ... Please note this is not designed to cover or contain a comprehensive listing of activities, duties ...

State Fund Insurance - Associate Broker

Santa Rosa, CA · On-site

$70K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • PTO

Access State Fund Associate Broker will work with the retail agent to analyze new business ... Please note this is not designed to cover or contain a comprehensive listing of activities, duties ...

Brokerage Services Admin / Specialist

Palo Alto, CA · On-site

$70K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... Note This position includes both licensed and non-licensed duties. Employees may only perform activities requiring a California real estate license if properly licensed and acting under broker ...

Brokerage Services Admin / Specialist

Palo Alto, CA

$70K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... Note This position includes both licensed and non-licensed duties. Employees may only perform activities requiring a California real estate license if properly licensed and acting under broker ...

Cyber Broker - NA FINEX

San Francisco, CA · On-site

$90 - $125/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

DescriptionThe Role As a Cyber Broker within Willis' FINEX practice, you will serve as a trusted ... Note: Employment‑based non‑immigrant visa sponsorship and/or assistance is not offered for this ...

Cyber Broker - NA FINEX

Los Angeles, CA · On-site

$90 - $125/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Description The Role As a Cyber Broker within Willis' FINEX practice, you will serve as a trusted ... Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this ...

Brokerage Services Coordinator

San Francisco, CA · On-site

$75K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Brokerage Services Coordinator We are seeking a proactive and highly organized Brokerage Services ... Note: The statements herein are intended to describe the general nature and level of work being ...

Brokerage Services Coordinator

San Francisco, CA · On-site

$75K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We are seeking a proactive and highly organized Brokerage Services Coordinator to support a dynamic ... Note: The statements herein are intended to describe the general nature and level of work being ...

Brokerage Services Coordinator

San Francisco, CA · On-site +1

$75K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We are seeking a proactive and highly organized Brokerage Services Coordinator to support a dynamic ... Note: The statements herein are intended to describe the general nature and level of work being ...

Director, Prime Trading

San Francisco, CA · On-site

$103K/yr

  • Medical

  • Retirement

  • PTO

NOTE: Fidelity will not provide sponsorship for this position. The Role This individual will be ... Brokerage or trading experience strongly preferred * Proven ability to communicate effectively at ...

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Showing results 1-20

Note Broker information

See California salary details

$25.2K

$65.8K

$115.5K

How much do note broker jobs pay per year?

As of Aug 18, 2026, the average yearly pay for note broker in California is $65,804.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,400.00 and $74,000.00 per year, depending on experience, location, and employer.

What is a note broker?

Note brokers are professionals who act as intermediaries in the buying and selling of promissory notes, such as mortgage notes, business notes, or structured settlements. They connect note holders—people who are owed payments—with investors interested in purchasing these payment streams, typically at a discount. Note brokers help facilitate these transactions by evaluating the notes, negotiating terms, and ensuring all legal paperwork is completed. Their role is crucial in providing liquidity for note holders and investment opportunities for buyers.

What are the key skills and qualifications needed to thrive as a note broker?

To thrive as a Note Broker, you need a solid understanding of real estate, finance, and investment principles, often supported by relevant coursework or experience in these fields. Familiarity with tools like mortgage calculators, CRM systems, and legal documentation software is essential for managing transactions and client relationships. Strong negotiation, relationship-building, and analytical skills set top performers apart by enabling effective deal-making and client trust. These skills and qualities are crucial for successfully connecting buyers and sellers of notes and ensuring smooth, compliant transactions in a competitive market.

What are some common challenges note brokers face when sourcing new clients or notes?

One common challenge Note Brokers encounter is identifying reliable sources for high-quality notes in a competitive marketplace. Many brokers must continuously network with real estate professionals, investors, and financial institutions to find notes that meet buyer criteria. Building trust with sellers and ensuring due diligence on the notes' legitimacy is crucial, as is staying updated on industry regulations and market trends. Persistence and strong relationship-building skills are essential for long-term success in this field.

What is the difference between Note Broker vs Loan Officer?

AspectNote BrokerLoan Officer
Required CredentialsTypically no formal licensing, but industry knowledge helpsRequires licensing (e.g., NMLS), certifications often preferred
Work EnvironmentIndependent, brokerage firms, online platformsBanks, credit unions, mortgage companies
Industry UsageFacilitates buying/selling notes, investment transactionsOriginates loans for borrowers, works directly with clients

While both Note Brokers and Loan Officers operate within the lending industry, Note Brokers primarily facilitate the buying and selling of existing notes and investments, often working independently or through brokerages. Loan Officers focus on originating new loans for borrowers, typically working for financial institutions. Understanding these differences helps clarify career paths and client interactions in the lending sector.

What are popular job titles related to Note Broker jobs in California?

For Note Broker jobs in California, the most frequently searched job titles are:

What job categories do people searching Note Broker jobs in California look for?

The top searched job categories for Note Broker jobs in California are:

Infographic showing various Note Broker job openings in California as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, 3% Contract, and 1% Nights. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $65,804 per year, or $31.6 per hour.

State Fund Insurance - Associate Broker

Amwins

Santa Rosa, CA • On-site

$70K - $75K/yr

Full-time

Re-posted 4 days ago


Amwins rating

7.8

Company rating: 7.8 out of 10

Based on 38 frontline employees who took The Breakroom Quiz

193rd of 309 rated insurance


Job description

At Amwins, we succeed together — and have a good time doing it.

We know people don't leave companies. They leave cultures — which is why we work so hard on ours. At Amwins, we thrive on collaboration, not cutthroat competition. Our teams work together to help each other succeed, and we do right by our clients so they can do right by theirs.

First and foremost, we invest in our employees. That investment shows in everything we do; education and development programs, comprehensive and competitive benefits, and an organizational structure that's 43% owned by employee shareholders.

Our commitment to diversity, equity and inclusion helps cultivate an open, welcoming workplace that reflects the communities we serve. ​You will have the opportunity to volunteer within Amwins through a wide range of committees and in your community through the Amwins Foundation and Summer of Service.

Working at Amwins means you love what you do, how you do it and, ultimately, who you do it with. Whether it's today or 150 years from now, we continue to invest in our culture and your development so opportunities for growth and career advancement are never in short supply.

At Amwins, we win together — and have a good time doing it.

Learn more about us at amwins.com.

We see you in Amwins blue!

Join our Amwins Access State Fund team in Santa Rosa as an Associate Broker!

This is a full-time, in office position in our Santa Rosa, CA office with a hybrid schedule once training is complete.

Snapshot of what Amwins provides to our team members:

  • Compensation includes a salary commensurate with experience
  • Annual bonus potential
  • Broad benefits package available
    • Most benefits available first day of employment
    • Medical, Dental, Vision, Life, etc.
    • Parental Leave, Adoption Assistance, Travel Reimbursement for healthcare, Retail Discount Program, Scholarships for dependents of Amwins employees, etc.
  • Generous Paid Time Off and Company Holiday Schedule
  • Collaborative, continuing education focused work environment
  • Career advancement opportunities

Position Summary:

Access State Fund Associate Broker will work with the retail agent to analyze new business submissions, evaluate coverage needs/terms, and submit to the carrier. They will submit new business quotes to the agents and assist with binding of the policy. They also work with retail agencies to educate them on carrier requirements, as well as Amwins products, programs, and capabilities.

Essential Duties & Responsibilities:

  • Analyzes risks to determine eligibility, appropriate classification(s) and carrier(s).
  • Know available products, underwriting guidelines, and binding requirements for the line(s) of business they are responsible for.
  • Submit new business information to carrier, via on-line portal.
  • Offers quotes, noting all subjectivities and conditions.
  • Responsible for developing and maintaining strong working relationships with carrier underwriters, and internal and external customers.
  • Reviews inspections for recommendations, discrepancies, compliance with underwriting guidelines.
  • Understands premium commitments to specific carriers to balance the book and meet obligations.
  • Answers questions from the retail brokers and/or carrier
  • Effectively use the company's agency managements system as well as other tools to perform their duties.
  • Binds business within established guidelines.
  • Review and approve policies and endorsements within authority.
  • Performs special projects as assigned.

Qualifications & Skills:

  • College degree preferred.
  • P&C License required or in progress.
  • Must have strong knowledge of workers compensation insurance.
  • Must be able to classify and rate risks.
  • Must regularly exercise discretion and sound judgement.
  • Must have excellent typing skills.
  • Must have excellent organization skills.
  • Must have strong computer skills, including knowledge of Microsoft Office's Excel, Outlook and Word.
  • Work from the Santa Rosa, CA office location preferred.

Physical Demands: Must be able to remain in a stationary position for long periods of time, occasionally lift or move items up to 10 pounds, constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.

**Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Pursuant to California regulation, the compensation range for this position is as stated and includes eligibility for performance-based bonuses.

California Pay Range
$70,304—$75,000 USD

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