Top 6091 Financial Associate Jobs

Financial Associate
Castle Capital Management —Irvine, CA
- $65,000 - $120,000 a year
- Call employer
- Hybrid work
- Background check
- Business development experience
- Bachelor's degree
Quick Apply
Financial Associate
MVAR Media —Alexandria, VA
- $65,000 - $75,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Paid holidays
- Health insurance
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Associate Financial Analyst
Hawaiian Telcom Inc —Honolulu, HI
- $60,000 - $84,000 a year
- Office
- Analysis skills
- Presentation skills
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10d
Associate Financial Advisor - Wisconsin Heartland Associates
Thrivent —Madison, WI
- $36,000 a year
- Full-time
- Background check
- Mid-level
- Office
- 401(k)
Quick Apply
Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA
Thrivent —Bellevue, WA
- $70,000 - $105,000 a year
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Senior Associate, Capital Markets - AZ
Phoenix Energy One, LLC —Phoenix, AZ
- $90,000 - $1,000,000 a year
- Full-time
- Mid-level
- Office
- Accounting
- Profit sharing
- Health savings account
Quick Apply
Financial Advisor - Associate
Old Forge Wealth Management —Warwick, RI
- $50,000 - $120,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Retirement plan
Quick Apply
Associate Financial Advisor - Afton Union Financial Group - Seattle, WA
Thrivent —Seattle, WA
- $100,000 - $140,000 a year
- Full-time
- Remote
- Research
- Mid-level
- 3 years
- Retirement plan
Quick Apply
Private Equity Investment Sales Associate
Paulson Investment Company, LLC —Newport Beach, CA
- $50,000 - $200,000 a year
- Full-time
- Sales
- Mid-level
- In-person
- Health insurance
- Dental insurance
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Financial Operations Associate
Integritas Emergency Physician Services —Carbondale, IL
- $19 - $23 an hour
- Full-time
- Microsoft Excel
- Office
- Administrative experience
- AD&D insurance
- Disability insurance
Quick Apply
6d
Financial Planning Associate
Northwestern Mutual —Portage, MI
- $40,000 - $60,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Investment Management Associate
Herndon Plant Oakey Ltd. —Corpus Christi, TX
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
13d
Supervision Associate
Northwestern Mutual —Cedar Rapids, IA
- $50,000 - $70,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Paid parental leave
- Health insurance
Quick Apply
2d
Associate Financial Advisor II
LPL Financial —Farmington, CT
- $82,200 - $137,000 a year
- Full-time
- Microsoft Excel
- Business development experience
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
Associate Manager, Financial Planning
MissionSquare —New York, NY
- $84,880 - $127,330 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- 401(k)
- Tuition reimbursement
Business Associate/ Financial Advisor
VJH Concierge Financial Planning —Knoxville, TN
- $30,000 - $35,000 a year
- Email
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Paid time off
Quick Apply
Financial Administrative Associate Trainee
The Retirement Optimization Group —Rochester, NY
- $40,000 - $52,000 a year
- Full-time
- Background check
- Marketing
- Writing skills
- 401(k)
- Paid time off
Quick Apply
Associate Financial Representative
Northwestern Mutual - West Los Angeles —Ontario, CA
- $55,000 - $65,000 a year
- Full-time
- Microsoft Outlook
- Customer service
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
1d
Associate Banker-Bilingual Chinese Preferred
East West Bank —Irvine, CA
- $20.00 - $21.50 an hour
- Weekends as needed
- Microsoft Excel
- High school diploma or GED
- Bachelor's degree
- Opportunities for advancement
Financial Services Associate - Floater
Northern Lights FCU —Langdon, NH
- From $19.50 an hour
- Part-time
- Background check
- Customer service
- English
- Disability insurance
- Health insurance
Quick Apply

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Financial Associate

Castle Capital Management
Irvine, CA

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Job Details

Contract
$65,000 - $120,000 a year

Qualifications

Bachelor's degree
Series 65
Life & Health Insurance License

Full Job Description

Job Title: Financial Associate – Path to Becoming a Financial Advisor

Job Type: Hybrid

Compensation: Commission and Fees | Licensing Support Provided

About This Opportunity

Castle Capital Management is looking for a motivated, coachable individual who is serious about building a career as a financial advisor. This is not a call-center or transaction-processing role it is a structured development path for someone who wants to learn financial planning from the ground up, build their own client base, and grow into a full-fledged advisor.

You will work directly with an experienced, CEPA®-designated advisor, CFP® Candidate with 13 years of experience , learning our planning process, developing prospecting skills, and earning the licenses required to serve clients independently.

What You'll Be Doing

Prospecting for new clients through referrals, networking, introductions, and outreach business development is a core part of this role from day one
Sitting in on and eventually leading client discovery and financial planning meetings
Learning and applying our comprehensive financial planning process from initial discovery through plan presentation and implementation
Building financial plans and recommendations under senior advisor guidance
Supporting client service and follow-up to build lasting relationships
Participating in ongoing training, study groups, and professional development
Progressing toward full advisor responsibilities as you hit licensing and performance milestones
THIS IS A FULL COMMISSION, FEE BASED ROLE. No Base Salary, 1099 income for someone looking to build their own practice.

Licensing Requirements

Must hold or obtain a state life & health insurance license before client-facing activity begins
Must pass the Series 65 (Investment Adviser Representative) exam within 12 months of hire
Study materials, exam fees, and licensing guidance are provided

Who We're Looking For

Genuine interest in financial planning as a long-term career you want to be an advisor, not just work around advisors
Entrepreneurial mindset you are comfortable prospecting, asking for referrals, and building a pipeline
Strong communicator with the ability to build rapport and trust with clients of all backgrounds
Coachable and process-oriented you follow a system and improve within it
Self-directed and accountable; you do not need to be micromanaged
1–3 years of experience in sales, financial services, insurance, or a client-facing professional role (preferred, not required)
Bachelor's degree preferred; relevant experience or licensure may substitute

Why Castle Capital Management

Direct mentorship from a CEPA®-credentialed, CFP® Candidate advisor with a defined training path
Clear progression to full advisor status no ambiguity about what the next step looks like
Training in a structured, repeatable financial planning process you can use for your entire career
Compensation model that rewards effort early and builds recurring income over time
Entrepreneurial culture you own your relationships and your book of business

To Apply

Submit your application through Indeed. Include a brief note or cover letter about why you want to become a financial advisor. Candidates with an active insurance license or prior financial services experience will be prioritized for early interviews.

Pay: $65,000.00 - $120,000.00 per year

Work Location: Hybrid remote in Irvine, CA 92612

Quick Apply

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