Personal Financial Representative Salary in San Francisco, CA

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How much does a Personal Financial Representative make in San Francisco, CA? The average Personal Financial Representative salary in San Francisco, CA is $76,551 as of April 24, 2024, but the salary range typically falls between $62,682 and $84,647. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of years you have spent in your profession. With more online, real-time compensation data than any other website, Salary.com helps you determine your exact pay target.

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Salary range for a Personal Financial Representative

$62,682 to $84,647

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Personal Financial Representative

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Job Openings for Personal Financial Representative in San Francisco, CA

Senior Personal Financial Representative

Salal Credit Union - Seattle , WA

Salal Credit Union is looking to hire a full-time Senior Personal Financial Representative at our Northgate Branch to provide quality customer service to our members. Do you have retail banking ...

ZipRecruiter ATS Jobs for ZipSearch/ZipAlerts - 8 days ago

Personal Financial Rep II, III (Menifee)

California Coast Credit - Menifee , CA

... Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external ...

ZipRecruiter ATS Jobs for ZipSearch/ZipAlerts - 2 days ago

Personal Financial Planner

Northwestern Mutual - Puget Sound - Seattle , WA

... Financial Representative to Financial Advisor * The opportunity to design your roadmap to ... History of personal success * Honest, ethical, and a strong sense of morality * Good communication ...

ZipRecruiter ATS Jobs for ZipSearch/ZipAlerts - 30 days ago

Personal Lines Insurance Customer Service Representative

Mustard Seed Financial & Insurance - Meridian , ID

Join Mustard Seed Financial & Insurance, a leading insurance agency in Meridian, Idaho. As a Personal Lines Insurance Customer Service Representative, you will be an integral part of our team ...

ZipRecruiter ATS Jobs for ZipSearch/ZipAlerts - 87 days ago

Member Relationship Representative - Personal Banker - New Accounts - Weekdays Only

Qualstar Credit Union - Renton , WA

We are proud to specialize in providing financial services to hardworking union members through ... personal loan, Ricky was there to rescue me from my stress and guided me in the right direction ...

ZipRecruiter ATS Jobs for ZipSearch/ZipAlerts - 1 day ago

Personal Banker, Las Vegas NV

InTouch Credit Union - North Las Vegas , NV

The Personal Financial Assistant will work in our lobby, customer facing and providing the ... The physical demands described here are representative of those that must be met by an employee to ...

ZipRecruiter ATS Jobs for ZipSearch/ZipAlerts - 17 days ago

What does a Personal Financial Representative do?

Common responsibilities of a Personal Financial Representative

Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures.

January 26, 2023

Provide general information regarding all credit union products and services or regarding the credit union's policies to new and existing members.

March 01, 2023

Participate in business development activities including participating in orientations and on-sites.

March 07, 2023

Completes all required training and applies information, including all BVS courses, teller training, robbery training, and use of the intranet.

March 10, 2023

Assist members in completing payroll deduction, direct deposit forms and allocation requests, when necessary.

March 12, 2023

Attend credit union training sessions, conferences, or seminars if approved by the Branch Leader.

March 16, 2023

Understand all Teller functions and responsibilities and be able to function as a Teller if required.

March 25, 2023

Support management in community development activities.

April 24, 2023

Demonstrated ability to successfully perform duties with a high degree of accuracy and speed in a high-volume, fast-paced environment.

May 01, 2023

Respond to members' requests, problems, and complaints and/or direct them to the appropriate person for specific information and assistance.

May 07, 2023

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Personal Financial Representative Salary By Experience Levels in San Francisco, CA

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RELEVANT JOB EXPERIENCE

Length of experience is a pay differentiator. Those with greater experience may have an advantage in negotiating salary. For those with less experience, other factors such as education or special skills could impact your pay. Please visit Professional Salary Report for more details.

Personal Financial Representative Salary By Level of Education in San Francisco, CA

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LEVEL OF EDUCATION

Depending on the job, educational levels may have a significant impact on pay levels. Be informed and understand how things like education and certifications can help to increase potential earnings for the career you are interested in. Please visit Professional Salary Report for more details.

Average Salary Range for Personal Financial Representative in San Francisco, CA

Average Base Salary

Core compensation

62682

84647

76551

Average Total Cash Compensation

Includes base and annual incentives

69717

94722

85075

What is the average salary for Personal Financial Representative in 2024?

These charts show the average base salary (core compensation), as well as the average total cash compensation for the job of Personal Financial Representative in San Francisco, CA. The base salary for Personal Financial Representative ranges from $62,682 to $84,647 with the average base salary of $76,551. The total cash compensation, which includes base, and annual incentives, can vary anywhere from $69,717 to $94,722 with the average total cash compensation of $85,075.

View Average Salary for Personal Financial Representative as table

	Average Salary	Average Salary Range
Base Salary	$76,551	$62,682 - $84,647
Bonus	$8,524	$7,035 - $10,075
Total Pay	$85,075	$69,717 - $94,722

* Base Salary represents gross income before taxes and deductions. It does not include additional pay such as benefits, bonuses, profit sharing or commissions.

* Total Pay combines base salary, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job.

Personal Financial Representative Salary Near San Francisco, CA

CITY, STATE	AVERAGE SALARY RANGE	COMPARE TO San Francisco, CA
CITY, STATE Daly City, CA	AVERAGE SALARY RANGE $62,682 - $84,647	COMPARE TO San Francisco, CA 0%
CITY, STATE Berkeley, CA	AVERAGE SALARY RANGE $61,177 - $82,615	COMPARE TO San Francisco, CA
CITY, STATE Oakland, CA	AVERAGE SALARY RANGE $61,177 - $82,615	COMPARE TO San Francisco, CA
CITY, STATE Vallejo, CA	AVERAGE SALARY RANGE $56,413 - $76,182	COMPARE TO San Francisco, CA
CITY, STATE Hayward, CA	AVERAGE SALARY RANGE $61,077 - $82,480	COMPARE TO San Francisco, CA
CITY, STATE Concord, CA	AVERAGE SALARY RANGE $56,908 - $76,850	COMPARE TO San Francisco, CA

See salaries for Personal Financial Representative in locations close to San Francisco, CA. Pay for the same job may vary based on the location and on the location and on other factors such as the size of company, the industry, and other local conditions.

About San Francisco, California

San Francisco is located on the West Coast of the United States at the north end of the San Francisco Peninsula and includes significant stretches of the Pacific Ocean and San Francisco Bay within its boundaries. Several picturesque islands—Alcatraz, Treasure Island and the adjacent Yerba Buena Island, and small portions of Alameda Island, Red Rock Island, and Angel Island—are part of the city. Also included are the uninhabited Farallon Islands, 27 miles (43 km) offshore in the Pacific Ocean. The mainland within the city limits roughly forms a "seven-by-seven-mile square", a common local collo...

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

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The Personal Financial Representative job could be listed using titles that are not exactly the same, but actually are for the same or very similar job. Here are some job titles in San Francisco, CA that might be a good fit for the type of job and salary you are looking for.

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62682

84647

About San Francisco, California San Francisco is located on the West Coast of the United States at the north end of the San Francisco Peninsula and includes significant stretches of ....More

San Francisco, California area prices were up 4.5% from a year ago

Personal Financial Representative Salary in popular cities: Los Angeles, San Diego, San Jose

Recently searched related titles: Financial Services Assistant, Material Planning Specialist, Financial Associate

Learn more about: Compensation Packages, Employee Flight Risk, Gender Pay Gap, Job Openings for This Role

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