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Associate Financial Advisor Jobs (NOW HIRING)

Jambalaya Group

Associate Financial Advisor

Worthington, OH · On-site

$75K - $90K/yr

The Associate Financial Advisor will work directly alongside the lead advisor and collaborate with an experienced client service team. Initially, the position will focus on supporting existing client ...

Jambalaya Group

Associate Financial Advisor

Worthington, OH · On-site

$75K - $90K/yr

The Associate Financial Advisor will work directly alongside the lead advisor and collaborate with an experienced client service team. Initially, the position will focus on supporting existing client ...

Jambalaya Group

Associate Financial Advisor

Issaquah, WA · On-site

$85K - $95K/yr

Associate Financial Advisor (AFA) Location: Issaquah, WA | Full-Time Are you a client-focused professional with experience in financial services who's ready to step into a client facing role with a ...

Jambalaya Group

Associate Financial Advisor

Issaquah, WA · On-site

$85K - $95K/yr

Associate Financial Advisor (AFA) Location: Issaquah, WA Full-Time Are you a client-focused professional with experience in financial services who's ready to step into a client facing role with a ...

Wsfsbank

Associate Financial Advisor

Wilmington, DE · On-site

$77K - $127K/yr

The Associate Financial Advisor partners with Advisors and Senior Advisors to deliver comprehensive financial planning and investment solutions to mass affluent clients with assets under $2 million.

Wsfsbank

Associate Financial Advisor

Wilmington, DE · On-site

$77K - $127K/yr

The Associate Financial Advisor partners with Advisors and Senior Advisors to deliver comprehensive financial planning and investment solutions to mass affluent clients with assets under $2 million.

Jambalaya Group

Associate Financial Advisor

Issaquah, WA · On-site

$85K - $95K/yr

Associate Financial Advisor (AFA) Location: Issaquah, WA | Full-Time Are you a client-focused professional with experience in financial services who's ready to step into a client facing role with a ...

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Associate Financial Advisor information

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$38.5K

$67.2K

$112.5K

How much do associate financial advisor jobs pay per year?

As of Sep 15, 2026, the average yearly pay for associate financial advisor in the United States is $67,157.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $82,500.00 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.

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Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $67,157 per year, or $32.3 per hour.

Associate Financial Advisor

Williamsport, PA

Synerfac Technical Staffing
Recruiting and Staffing Services • 51 - 200 employees
Learn more about Synerfac Technical Staffingexternal

$45K - $65K/yr

Full-time

Posted 19 days ago

Key responsibilities

  • Participate in client meetings and assist with developing and maintaining strong client relationships.

  • Support the financial planning process and assist with investment recommendations and related client needs.

  • Work closely with the advisory team to learn the various functions of a wealth management practice.

Job description

A growing wealth management practice in Williamsport, PA is seeking an Associate Financial Advisor to join its team. This opportunity is well suited for someone who is interested in building a long-term career in financial planning and wealth management, whether they are beginning their career or bringing relevant financial services experience to the role.
The Associate Financial Advisor will work closely with the advisory team and participate in client meetings, financial planning activities, investment recommendations, and other aspects of the financial advisory process. The ideal candidate will be motivated to develop strong client relationships, expand their knowledge of investments and financial planning, and gradually take on greater responsibility within the practice.
Key Responsibilities:
- Participate in client meetings and assist with developing and maintaining strong client relationships.
- Support the financial planning process and assist with investment recommendations and related - client needs.
- Work closely with the advisory team to learn the various functions of a wealth management practice.
- Build knowledge of financial products, investment strategies, and financial planning concepts.
- Develop the skills and experience necessary to take on increasing responsibility as a financial advisor.
- Maintain a professional, dependable, and client-focused approach when working with clients and team members.
- Contribute to the continued growth and success of the practice through strong communication, follow-through, and relationship building.
Job Requirements:
- Bachelor's degree in finance, business, economics, accounting, or a related field preferred.
- Strong communication and interpersonal skills.
- Genuine interest in investments, financial planning, and wealth management.
- Motivated, dependable, and willing to learn.
- Strong work ethic and team-oriented mindset.
- Ability to build trust and develop meaningful relationships with clients.
- Desire to establish a long-term career in financial advising.
- Previous financial services experience is a plus, but candidates at the beginning of their careers are encouraged to apply.
- Existing financial industry licenses are a plus, but not required.
Qualifications:
- Ability to communicate effectively with clients and colleagues in a professional manner.
- Strong organizational skills and attention to detail.
- Self-motivated approach with the ability to learn new concepts and responsibilities.
- Demonstrated interest in developing a career within the financial services industry.
- Candidates with relevant experience and an established client base or book of business may be considered for additional compensation based on their background and potential contribution.
By applying for this job, you agree to receive calls, Al-generated calls, text messages, or emails from Synerfac Technical Staffing and our contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undeliverable messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at www.synerfac.com/privacy/
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About Synerfac Technical Staffing

Sourced by ZipRecruiter

Since 1987, Synerfac has served three groups, Our Clients, Our Candidates and Our Staff. We treat all three with equal importance because we recognize the synergy of success when one group succeeds, We all succeed. Synerfac is in the business of providing opportunities and adding value. We strive to create extraordinary experiences. For our clients we provide staffing services that enable them to focus on their core competencies which will add value to their businesses. For our employees we provide permanent and temporary assignments that complement their job skills and experience while providing professional and financial rewards. For our staff –we provide careers that are balanced, uplifting and carry the highest rewards by continually improving our business process. Our goal is to enhance the lives and enterprises of all those we touch to make them better off for having known us.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

Cherry Hill, NJ, US

Social media

Twitter

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