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Associate Financial Rep Jobs in Florida (NOW HIRING)

Western & Southern Life

Staff Manager

Maitland, FL

$15.75 - $21.50/hr

Responsibilities will also include providing functional and technical expertise to associates to ensure successful agent development for new and existing Financial Representatives. The position will ...

Western & Southern Life

Staff Manager

Miramar, FL

Responsibilities will also include providing functional and technical expertise to associates to ensure successful agent development for new and existing Financial Representatives. The position will ...

Western & Southern Life

Staff Manager

Miramar, FL · On-site

Responsibilities will also include providing functional and technical expertise to associates to ensure successful agent development for new and existing Financial Representatives. The position will ...

Western & Southern Life

Staff Manager

Maitland, FL · On-site

Responsibilities will also include providing functional and technical expertise to associates to ensure successful agent development for new and existing Financial Representatives. The position will ...

Western & Southern Life

Staff Manager

Miramar, FL · On-site

Responsibilities will also include providing functional and technical expertise to associates to ensure successful agent development for new and existing Financial Representatives. The position will ...

Western & Southern Life

Staff Manager

Maitland, FL · On-site

Responsibilities will also include providing functional and technical expertise to associates to ensure successful agent development for new and existing Financial Representatives. The position will ...

AMG Financial Services

Be Seen First

Financial Services Representative

Tampa, FL · On-site

$45K - $100K/yr

Financial Services Representative (Training Provided) ⚠️ Please Read Before Applying This ... Flexible schedule * Unlimited earning potential Many of our associates begin part-time while ...

R1

Financial Counseling Representative

Pensacola, FL · On-site

$17.50 - $25.04/hr

Financial Counseling Representative On-Site - Pensacola, FL| Hospital Ascension Sacred Heart ... Our associates are given the chance to contribute, think boldly and create meaningful work that ...

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Associate Financial Rep information

What is an associate financial rep?

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 are some common challenges faced by an associate financial rep 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 the key skills and qualifications needed to thrive as an associate financial rep, 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 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.

How much does an associate financial representative make?

An associate financial representative typically earns between $40,000 and $60,000 annually, with additional compensation from commissions and bonuses based on performance. Entry-level positions may start lower, while experienced reps with certifications can earn more. The role often requires strong communication skills and knowledge of financial products.

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

Automotive Finance Representative

Automotive Services Network

Winter Park, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted yesterday

Job description

Automotive Finance Representative - Holler Classic Family of Dealerships

Holler-Classic Family of Dealerships, an Automotive News Top 150 dealership group with 17 dealerships serving the Central Florida and Columbia, South Carolina markets, has been proudly family-owned since 1938. Our Buy Smart – Be Happy® brand promises include Our Best Price First, Pure and Simple® and Commission-Free Sales.

Holler and Classic Family Collection of Dealerships is adding to our Team resulting in an immediate need for a strong candidate to fill a Finance Representative a position

A Floating Finance Representative could be assisting at any of dealerships:

  • Classic Honda
  • Classic Mazda
  • Driver's Mart Sanford
  • Driver's Mart Winter Park
  • East Orlando Mitsubishi
  • Holler Ford
  • Holler Honda
  • Holler Hyundai/Genesis North Orlando
  • Mazda Lakeland

Assist customers in completing all the necessary paperwork to complete a vehicle purchase. Accurately complete DMV transactions, Bank Contracts, and all the legal documents involved in a motor vehicle transaction. Offer aftermarket products including extended warranties using a Menu based presentation. Complete the transaction while maintaining the highest levels of customer satisfaction while being compliant with all company policies. Maintain compliance with all State and Federal Regulations.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Automotive Finance Representative Essential Duties and Responsibilities include the following:

  • Arrange bank financing
  • Identify and sell appropriate aftermarket products, such as GAP coverage and maintenance programs
  • Provide customers with thorough explanation of contract, aftermarket products and extended warranties
  • Establish and maintain strong working relationships with several financial sources, including the manufacturer
  • Processes finance and lease deals accurately through appropriate financial sources, ensuring 100% compliance with all local, state and federal laws and regulations
  • Understands and complies with all federal, state and local regulations and processes related paperwork in a timely and efficient manner
  • Provides customer with complete explanation of manufacturer and dealership services procedures and policies

Minimum Qualifications:

  • College degree is preferred
  • Active Florida notary or ability to obtain
  • Strong background in retail sales or hospitality, automotive finance experience a plus
  • Experience offering various financial products preferred
  • Strong CSI scores
  • Strong history of selling AMO (After Market Options)
  • Reliable Transportation
  • Valid driver’s license with acceptable driving record
  • Acceptable background and drug screening

Supervisory Responsibilities:

  • None

Job Type:

  • Full-Time

Benefits:

  • 401(k) & 401(k) Matching
  • Employee Assistance Program
  • Health Insurance
  • Dental Insurance
  • Vison Insurance
  • Life Insurance
  • Flexible Spending Account
  • Paid Time Off After 6 months
  • Referral Program
  • Associate Discount Program

Schedule:

  • Ability to work a flexible schedule

Pay:

  • Pay will be discussed during the interview

Holler and Classic Family Collection of Dealerships is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status or other legally protected characteristics. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. We participate in the E-Verify program. Upon an applicant's request, Holler and Classic Family Collection of Dealerships will consider reasonable accommodation to complete the application process. https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf