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Associate Financial Advisor Jobs in Conover, NC (NOW HIRING)

Lowe's

Mgr-Pricing Business Partner

Mooresville, NC

... value, and financial goals. Act as a trusted advisor to Merchants by providing data-driven ... Manage and develop pricing associates while driving continuous improvement by simplifying processes ...

Lowe's

Pricing Manager-Electrical

Mooresville, NC

... value, and financial goals. Act as a trusted advisor to Merchants by providing data-driven ... Manage and develop pricing associates while driving continuous improvement by simplifying processes ...

Lowe's

Mgr-Pricing Business Partner

Mooresville, NC · On-site

... value, and financial goals. Act as a trusted advisor to Merchants by providing data-driven ... Manage and develop pricing associates while driving continuous improvement by simplifying processes ...

Lowe's

Pricing Manager-Electrical

Mooresville, NC · On-site

... value, and financial goals. Act as a trusted advisor to Merchants by providing data-driven ... Manage and develop pricing associates while driving continuous improvement by simplifying processes ...

Western & Southern Life

Staff Manager

Hickory, NC · On-site

$15.25 - $20.50/hr

... associates to ensure successful agent development for new and existing Financial Representatives ... Act as advisor to the staff by delivering strategy and direction to the Agency, and then ...

Western & Southern Life

Staff Manager

Statesville, NC · On-site

$15.25 - $20.50/hr

... associates to ensure successful agent development for new and existing Financial Representatives ... Act as advisor to the staff by delivering strategy and direction to the Agency, and then ...

Western & Southern Life

Staff Manager

Statesville, NC · On-site

... associates to ensure successful agent development for new and existing Financial Representatives ... Act as advisor to the staff by delivering strategy and direction to the Agency, and then ...

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Showing results 21-40

All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Conover, NC

Associate Financial Advisor information

See Conover, NC salary details

$35.4K

$61.8K

$103.5K

How much do associate financial advisor jobs pay per year?

As of Sep 4, 2026, the average yearly pay for associate financial advisor in Conover, NC is $61,769.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,800.00 and $75,900.00 per year, depending on experience, location, and employer.

What does an associate financial advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

What are some typical challenges an associate financial advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.

What are the key skills and qualifications needed to thrive as an associate financial advisor, and why are they important?

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What cities near Conover, NC are hiring for Associate Financial Advisor jobs?

Cities near Conover, NC with the most Associate Financial Advisor job openings:

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Conover, NC as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $61,769 per year, or $29.7 per hour.

Sales Associate

Financial Independence Group, LLC

Cornelius, NC • On-site

$13 - $17.50/hr

Full-time

Posted 3 days ago

New

Job description

WHO WE ARE

Financial Independence Group (FIG) is one of the nation's largest Finance and Insurance Marketing Organizations (FMO & IMO), supplying products and services to financial professionals in all 50 states.

We value:

  • The highest ethical standards
  • Commitment to excellence
  • Respect for individuals
  • Investment in people and processes
  • Accountability

...from our internal team members, external partners, and affiliated advisors.

Interested in learning more? Click here to find out what it's like to work at FIG.

JOIN OUR TEAM TODAY!

YOUR ROLE

The Sales Associate provides critical sales, marketing, and administrative support to their assigned Sales Hub. This role serves as a central point of organization, communication, and follow-through-ensuring both internal teams and external agents receive timely, thoughtful, and accurate support.

You will work closely with the SVP and VP of Sales for your assigned hub, supporting recruitment efforts, organizing ideas and initiatives, managing administrative needs, and ensuring nothing falls through the cracks. This role acts as an administrative catch-all for the team and will often act as a first impression for agents and partners interacting with FIG.

HOW YOU WILL MAKE AN IMPACT

Sales & Administrative Support

  • Receive, process, and submit electronic contracting requests; perform accurate and timely data entry and maintenance in the FIG CRM system.
  • Maintain calendars, schedules, and administrative organization for the sales hub to keep leaders and consultants operating efficiently.
  • Create and update informational spreadsheets and reports (e.g., top agent lists, activity tracking) on a regular basis.
  • Assist with overflow work and day-to-day operational needs for the sales hub.

Agent & Client Support (Customer Service Focus)

  • Serve as a reliable point of contact for agents, including answering inbound calls and responding to questions with care and professionalism.
  • Listen to agent concerns, ask thoughtful follow-up questions, and ensure issues are resolved or routed appropriately.
  • Field prequalification requests from agents, transcribe and review data, submit to carrier partners, and communicate feedback clearly and promptly.

Marketing & Project Coordination

  • Organize and help develop ideas and vision for marketing programs, promotions, and initiatives.
  • Create outlines, timelines, and visual maps to track progress and ensure benchmarks and deadlines are met.
  • Support marketing efforts such as outbound calls for special promotions, new product rollouts, rate changes, and follow-ups.
  • Assist with creative, relationship-focused initiatives (e.g., agent appreciation efforts, holiday cards, thoughtful touchpoints).

Systems & Process Knowledge

  • Learn and effectively use FIG systems, software platforms, and ARC processes to support sales and administrative functions efficiently.
  • Identify opportunities to improve organization, workflows, and team effectiveness.

Additional Support

  • Assist the assigned sales hub and FIG with other duties and responsibilities as assigned by leadership.

WHY YOU ARE THE RIGHT PERSON

Qualifications

  • Bachelor's degree or equivalent work experience
  • Comfortability with data entry, systems, and learning new software platforms

Skills & Intangibles That Matter Most

  • Highly organized, detail-oriented, and reliable with strong time-management skills
  • Creative thinker and problem solver who can overcome obstacles with a positive attitude
  • Genuinely cares about people-clients, agents, and teammates alike
  • Comfortable talking with others by phone; able to listen empathetically and ensure follow-through
  • Takes initiative, thinks ahead, and looks for ways to add value beyond assigned tasks
  • Brings gratitude, professionalism, and positive energy to the team
  • Strong verbal and written communication skills
  • Able to work independently while remaining deeply committed to team success and culture

Preferred

  • NC Life, Health, and LTC/Medicare Supplement license

Apply