ZipRecruiter

Log In

1

Associate Financial Rep Jobs in Florida (NOW HIRING)

next page

Showing results 1-20

People also search for

All JobsAssociate Financial Rep JobsAssociate Financial Rep Jobs in Florida

Associate Financial Rep information

What are the key skills and qualifications needed to thrive as an Associate Financial Representative, and why are they important?

To thrive as an Associate Financial Representative, you need a solid grasp of financial concepts, attention to detail, and a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications such as FINRA Series 6 or 7 is often required. Strong interpersonal skills, active listening, and professionalism help build trust and rapport with clients. These skills are crucial for delivering accurate financial advice, maintaining regulatory compliance, and fostering long-term client relationships.

What are some common challenges faced by Associate Financial Representatives during their first year on the job?

New Associate Financial Representatives often encounter challenges such as building a client base from the ground up, mastering complex financial products, and balancing administrative duties with client-facing activities. Learning to manage time effectively while prospecting, conducting meetings, and staying current with industry regulations can feel overwhelming at first. However, most firms provide mentorship, training, and support from more experienced team members to help new associates overcome these hurdles and develop strong professional skills.

What are Associate Financial Representatives?

Associate Financial Representatives are entry-level professionals who support financial advisors and clients in a variety of administrative and customer service tasks. Their duties often include preparing financial documents, managing client records, scheduling appointments, and responding to client inquiries. They help ensure that the office runs smoothly and assist in the delivery of financial services. This role is typically a stepping stone to becoming a full-fledged financial advisor, offering exposure to the financial planning industry and valuable on-the-job training.

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

AspectAssociate Financial RepFinancial Advisor
CredentialsSeries 6 or 7, possibly some state licensesSeries 7, 66, or 65, CFP certification often preferred
Work EnvironmentSupport role in financial firms, assisting senior repsClient-facing, providing personalized financial planning
Employer & Industry UsageUsed in brokerage firms, banks, and financial institutionsUsed across independent firms, banks, and advisory practices

The Associate Financial Rep typically supports senior financial professionals, focusing on client service and administrative tasks, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. The roles differ mainly in responsibility level and client interaction, but they share similar licensing requirements and industry environments.

What cities in Florida are hiring for Associate Financial Rep jobs? Cities in Florida with the most Associate Financial Rep job openings:
Associate Financial Rep jobs near you
Financial Management Associate / Lvl 1 / Ocala, FL

Financial Management Associate / Lvl 1 / Ocala, FL

Lockheed Martin Corporation

Ocala, FL

Other

Posted 24 days ago

Lockheed Martin rating

8.1

Company rating: 8.1 out of 10

Based on 377 frontline employees who took The Breakroom Quiz

33rd of 59 rated aerospace companies

Job description

You will be the Financial Management Associate for the Financial Management team. Our team is responsible for gathering and analyzing program data for CSR reporting, establishing budgets, developing EAC forecasts, supporting Production PMTs, and monitoring overall program health at the contract level.


What You Will Be Doing


As the Financial Management Associate you will be responsible for providing accurate financial data and analysis to support program management and decisionmaking.


Your responsibilities will include, but are not limited to:



  • Collect and analyze daily, weekly, monthly, and quarterly CSR data for program reporting.

  • Establish and maintain program budgets and develop Estimate at Completion (EAC) forecasts.

  • Provide financial support to Production PMTs and coordinate with Production Control, Engineering, and Orlando finance teams.

  • Monitor contractlevel program health and identify variances.

  • Travel to Orlando as needed to collaborate with program stakeholders.


Why Join Us


The ideal candidate is analytical, collaborative, and thrives in a fastpaced environment. This role offers direct impact on program financial health and the opportunity to work closely with senior leaders across the organization.


We are committed to supporting your worklife balance and overall wellbeing, offering flexible scheduling options. Learn more about Lockheed Martin's comprehensive benefits package here.


Further Information About This Opportunity


This position is in Ocala. Discover more about our Ocala, Florida location.


MUST BE A U.S. CITIZEN - This position is located at a facility that requires special access and must be able to relocate to the Ocala, FL area.

What Lockheed Martin employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Lockheed Martin logo

About Lockheed Martin

Sourced by ZipRecruiter

As a global security and aerospace company, the majority of Lockheed Martin's business is with the U.S. Department of Defense and U.S. federal government agencies.The remaining portion of Lockheed Martin's business is comprised of international government and commercial sales of products, services and platforms.

Industry

Manufacturing

Company size

10,000+ Employees

Headquarters location

Bethesda, MD, US

Year founded

1912

View All Lockheed Martin Jobs

Apply