A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing ...
A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing ...
A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing ...
A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing ...
A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing ...
A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing ...
Customer Account Advisor
Dothan, AL · On-site
$14 - $15/hr
Join a powerful company with empowered associates! Begin your success story here! Looking for a ... As a Customer Account Advisor, you will leverage your passion for sales and customer service to ...
Customer Account Advisor
Dothan, AL · On-site
$14 - $15/hr
Join a powerful company with empowered associates! Begin your success story here! Looking for a ... As a Customer Account Advisor, you will leverage your passion for sales and customer service to ...
Admissions Advisor - Online Division
$19.33 - $26.16/hr
Associate Admissions Advisor: * Associate's Degree or equivalent work experience * A minimum of six months as an associate admissions advisor or related work experience, preferably in admissions ...
Admissions Advisor - Online Division
$19.33 - $26.16/hr
Associate Admissions Advisor: * Associate's Degree or equivalent work experience * A minimum of six months as an associate admissions advisor or related work experience, preferably in admissions ...
Wealth Advisor
$80K - $95K/yr
Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...
Wealth Advisor
$80K - $95K/yr
Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...
... a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...
... a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...
... a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...
... a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...
Service Advisor
Anniston, AL · On-site
$50K - $75K/yr
As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...
Service Advisor
Anniston, AL · On-site
$50K - $75K/yr
As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...
Service Advisor
Anniston, AL · On-site
$50K - $75K/yr
As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...
Service Advisor
Anniston, AL · On-site
$50K - $75K/yr
As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...
Talent Advisor
Auburn, AL · On-site
$20 - $22/hr
Surge Staffing is seeking a Talent Advisor with high energy, work ethic, good attitude, personality ... Deliver superb customer service to clients and temporary associates * Must have at least 1 year of ...
Talent Advisor
Auburn, AL · On-site
$20 - $22/hr
Surge Staffing is seeking a Talent Advisor with high energy, work ethic, good attitude, personality ... Deliver superb customer service to clients and temporary associates * Must have at least 1 year of ...
Talent Advisor
$20 - $22/hr
Surge Staffing is seeking a Talent Advisor with high energy, work ethic, good attitude, personality ... Deliver superb customer service to clients and temporary associates * Must have at least 1 year of ...
Talent Advisor
$20 - $22/hr
Surge Staffing is seeking a Talent Advisor with high energy, work ethic, good attitude, personality ... Deliver superb customer service to clients and temporary associates * Must have at least 1 year of ...
Talent Advisor
Opelika, AL · On-site
$20 - $22/hr
Surge Staffing is seeking a Talent Advisor with high energy, work ethic, good attitude, personality ... Deliver superb customer service to clients and temporary associates * Must have at least 1 year of ...
Quick apply
Talent Advisor
Opelika, AL · On-site
$20 - $22/hr
Surge Staffing is seeking a Talent Advisor with high energy, work ethic, good attitude, personality ... Deliver superb customer service to clients and temporary associates * Must have at least 1 year of ...
Monday - Friday 9-5 Summary As a Financial Advisor, you will be responsible for developing client ... clients, communities and associates unlock their full potential with capital and counsel.
Monday - Friday 9-5 Summary As a Financial Advisor, you will be responsible for developing client ... clients, communities and associates unlock their full potential with capital and counsel.
Financial Advisor II
Mobile, AL · On-site
Monday - Friday 9-5 Summary As a Financial Advisor, you will be responsible for developing client ... clients, communities and associates unlock their full potential with capital and counsel.
Financial Advisor II
Mobile, AL · On-site
Monday - Friday 9-5 Summary As a Financial Advisor, you will be responsible for developing client ... clients, communities and associates unlock their full potential with capital and counsel.
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that ...
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that ...
Service Advisor - Automotive - King Honda We need a Service Advisor who is an expert in the art and ... associates enjoy a number of benefits, including: * Health Insurance * Dental Insurance * Life ...
Quick apply
Service Advisor - Automotive - King Honda We need a Service Advisor who is an expert in the art and ... associates enjoy a number of benefits, including: * Health Insurance * Dental Insurance * Life ...
Service Advisor
Opelika, AL · On-site
Service Advisor - Automotive - King Honda We need a Service Advisor who is an expert in the art and ... associates enjoy a number of benefits, including: * Health Insurance * Dental Insurance * Life ...
Service Advisor
Opelika, AL · On-site
Service Advisor - Automotive - King Honda We need a Service Advisor who is an expert in the art and ... associates enjoy a number of benefits, including: * Health Insurance * Dental Insurance * Life ...
Service Advisor
Opelika, AL · On-site
Service Advisor - Automotive - King Honda We need a Service Advisor who is an expert in the art and ... associates enjoy a number of benefits, including: * Health Insurance * Dental Insurance * Life ...
Service Advisor
Opelika, AL · On-site
Service Advisor - Automotive - King Honda We need a Service Advisor who is an expert in the art and ... associates enjoy a number of benefits, including: * Health Insurance * Dental Insurance * Life ...
$46K/yr
Job Title Education Abroad Advisor Department Education Abroad Worker Type Regular Pay Type Salary ... and associates; evidence of experience supporting a diverse, equitable, and inclusive curricular ...
$46K/yr
Job Title Education Abroad Advisor Department Education Abroad Worker Type Regular Pay Type Salary ... and associates; evidence of experience supporting a diverse, equitable, and inclusive curricular ...
Associate Advisor information
See Alabama salary details
$10.89 - $13.65
6% of jobs
$13.65 - $16.40
15% of jobs
$16.97 is the 25th percentile. Wages below this are outliers.
$16.40 - $19.15
19% of jobs
The median wage is $20.90 / hr.
$19.15 - $21.91
16% of jobs
$21.91 - $24.66
15% of jobs
$25.83 is the 75th percentile. Wages above this are outliers.
$24.66 - $27.41
11% of jobs
$27.41 - $30.17
7% of jobs
$30.17 - $32.92
5% of jobs
$32.92 - $35.67
2% of jobs
$35.67 - $38.43
2% of jobs
$38.43 - $41.18
2% of jobs
$10
$23
$41
How much do associate advisor jobs pay per hour?
What is an associate adviser?
Can financial advisors make $500,000 a year?
What is the difference between Associate Advisor vs Financial Advisor?
| Aspect | Associate Advisor | Financial Advisor |
|---|---|---|
| Required Credentials | Typically a bachelor's degree; may need licenses like Series 7 or 66 | Same as Associate Advisor, often with additional certifications like CFP |
| Work Environment | Support role within financial firms, assisting senior advisors | Client-facing role providing personalized financial planning |
| Employer & Industry Usage | Used in financial services firms, banks, and advisory firms | Used across similar firms, often with more client responsibility |
| Search & Comparison Intent | Commonly compared for entry-level roles or career progression | Viewed as a more senior or independent role |
In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.
Is $200,000 enough to work with a financial advisor?
What are some common challenges Associate Advisors face when transitioning into client-facing responsibilities?
What does an associate advisor do?
What is an Associate Advisor?
What are the key skills and qualifications needed to thrive as an Associate Advisor, and why are they important?

Synovus rating
8.9
Based on 27 frontline employees who took The Breakroom Quiz
9th of 149 rated banks
Job description
A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing loans, establishing, and servicing deposit relationships, and ensuring the accuracy of critical data to mitigate risk.
Job Duties and Responsibilities:
- Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Prepare new and renewal loan documents. Create a superior client experience with accurate and timely processing of loan packages, while mitigating the firm's risk by following compliance, loan policies, legal and regulatory requirements. Close and disburse loan proceeds and process booking loans within 10 days. Assist Financial Advisors (FAs) in establishing new deposit relationships. Open depository accounts, verify client credentials, obtain all supporting documentation with zero CIP and deposit exceptions over 45 days. Effectively monitor portfolio risk in terms of delinquencies, maturities, and overdrafts. Ensure the accuracy of critical data (i.e., risk ratings, non-accruals, pricing, etc.) to minimize negative impact on the client or firm. Clear all controllable collateral exceptions within 90 days and all collateral exceptions within 180 days. Prepare for and attend weekly meetings with Financial Advisors and Credit Analysts to address monthly recurring tasks in a timely manner and resolve any pending items (past dues, exception items, maturing loans and deposits, etc.) with a focus on critical actions of supported advisors. Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as needed to ensure delivery of distinctive service. Perform other related duties and responsibilities as assigned.
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.
Minimum Education: High School Diploma or Equivalent -- College degree is preferred.
Minimum Experience: Minimum of 10 years' experience in financial services.
Required Knowledge, Skills & Abilities: Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. Broad knowledge of bank products and services. Knowledge of federal and state banking regulations and compliance requirements. Excellent interpersonal skills, including verbal and written communication skills. Effective analytical and mathematical reasoning skills with problem-solving ability. Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. Excellent client service skills. Tact and diplomacy in dealing with both clients and team members. The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. This position may require successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Registration must be accomplished within an established timeframe after initial employment and includes a nationwide finger print check.
About Synovus
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
5,001 - 10,000 Employees
Headquarters location
Columbus, GA, US
Year founded
1888