Associate Financial Representative Salary in California

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How much does an Associate Financial Representative make in California? The average Associate Financial Representative salary in California is $52,530 as of March 26, 2024, but the range typically falls between $47,849 and $58,557. Salary ranges can vary widely depending on the city and many other important factors, including education, certifications, additional skills, the number of years you have spent in your profession.

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Salary range for a Associate Financial Representative

$47,849 to $58,557

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Associate Financial Representative

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Location	Avg. Salary	Date Updated
Location Coachella, CA	Avg. Salary $50,197	Date Updated March 26, 2024
Location Acampo, CA	Avg. Salary $50,911	Date Updated March 26, 2024
Location Acton, CA	Avg. Salary $52,721	Date Updated March 26, 2024
Location Adelanto, CA	Avg. Salary $50,101	Date Updated March 26, 2024
Location Adin, CA	Avg. Salary $48,815	Date Updated March 26, 2024
Location Agoura Hills, CA	Avg. Salary $51,959	Date Updated March 26, 2024
Location Aguanga, CA	Avg. Salary $50,339	Date Updated March 26, 2024
Location Ahwahnee, CA	Avg. Salary $47,434	Date Updated March 26, 2024
Location Alameda, CA	Avg. Salary $58,102	Date Updated March 26, 2024
Location Alamo, CA	Avg. Salary $57,959	Date Updated March 26, 2024

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Search Associate Financial Representative Job Openings

Job Openings for Associate Financial Representative in California

Assoc. Financial Service Representative

Travis Credit Union - Vallejo , CA

Associate Financial Service Representative: Minimum 1 year of related experience. * Financial Service Representative: Minimum 2 years of related experience. * Sr. Financial Service Representative

ZipRecruiter - 42 days ago

Financial Services Representative

Hanmi Bank - Irvine , CA

SUMMARY The Financial Services Representative is responsible for providing the bank's customers ... Service Associate for deposit, and obtain receipt for customer. 7. Helps customer complete ...

ZipRecruiter ATS Jobs for ZipSearch/ZipAlerts - 4 days ago

Senior Associate, Finance

Lincoln Avenue Communities - Santa Monica , CA

Strong background in financial accounting and US GAAP. Experience with real estate financials is ... This represents the current target and is subject to change. To determine starting pay, we ...

ZipRecruiter ATS Jobs for ZipSearch/ZipAlerts - 19 days ago

Digital Membership Representative

Financial Partners Credit Union - Costa Mesa , CA

At a minimum must hold Associate's degree (A. A.) or equivalent from two-year College or technical ... Financial Partners Credit Union is an equal opportunity employer and prohibits discrimination and ...

ZipRecruiter - 6 days ago

Tax Associate (Chinese-Bilingual)

TransGlobal/Transpacific Financial Inc. - Arcadia , CA

We pride ourselves on delivering an all-in-one financial service platform covering insurance, real ... With a network of over 5000 licensed professionals, we represent top-rated insurance companies ...

ZipRecruiter - 13 days ago

On-Call Financial Associate

KQED - San Francisco , CA

Departments represent combined expenses in excess of $20M. The position will work collaboratively ... The Financial Associate is responsible for providing a variety of services to support the assigned ...

ZipRecruiter ATS Jobs for ZipSearch/ZipAlerts - 14 days ago

What does an Associate Financial Representative do?

Common responsibilities of an Associate Financial Representative

Monitoring and stocking marketing materials for insurance and investment related materials.

December 05, 2022

Handle case notes, processing correspondence, maintaining client case files, and filing new statements, account forms and other insurance and investment related materials.

January 09, 2023

Assisting team members to meet production goals and client expectations by tracking opportunities, producing quotes from illustration software, delivering coverage within strict timeframes, and handling and servicing an existing book of business.

January 20, 2023

Prepare and submit applications for opening investment account(s) and processing rollovers.

February 09, 2023

Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs.

March 13, 2023

Developing and maintaining a working relationship with colleagues and company staff.

March 13, 2023

Provide highest level of service by quickly and accurately identifying customer needs and articulating the appropriate solution to their questions and / or account-related issues.

March 27, 2023

Contact clients, prospects and centers of influence for appointments and referrals to generate interest in non-securities related products.

April 06, 2023

Review variable insurance/annuity applications, conversions and policy changes for completeness and accuracy and return to registered representative (RR) if missing information.

April 14, 2023

Generate target in-force client and prospect lists to identify cross-selling opportunities such as term conversions, life/no DI, etc.

May 12, 2023

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About California

California is a state in the Pacific Region of the United States. With 39.6 million residents, California is the most populous U.S. state and the third-largest by area. The state capital is Sacramento. The Greater Los Angeles Area and the San Francisco Bay Area are the nation's second and fifth most populous urban regions, with 18.7 million and 9.7 million residents respectively. Los Angeles is California's most populous city, and the country's second most populous, after New York City. California also has the nation's most populous county, Los Angeles County, and its largest county by area, S...

Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia

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About California California is a state in the Pacific Region of the United States. With 39.6 million residents, California is the most populous U.S. state and the thir....More

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