ZipRecruiter

Log In

1

Associate Financial Rep Jobs in Florida (NOW HIRING)

Western & Southern Life

Staff Manager

Maitland, FL · On-site

$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

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

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 ...

next page

Showing results 1-20

All JobsAssociate Financial Rep JobsAssociate Financial Rep Jobs in Florida

Associate Financial Rep information

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 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 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
Manufacturing Finance Associate (Hybrid Telework)

Manufacturing Finance Associate (Hybrid Telework)

Lockheed Martin

Oldsmar, FL • Hybrid

Other

Medical, Retirement, PTO

Re-posted 15 days ago

Lockheed Martin rating

8.1

Company rating: 8.1 out of 10

Based on 388 frontline employees who took The Breakroom Quiz

34th of 61 rated aerospace companies

Job description

We are committed to work life balance by promoting this HYBRID TELEWORK opportunity. These job requirements allow the employee to work at a Lockheed Martin-designated office or job site for part of their schedule and has a predefined regular, recurring telework schedule for the remaining part of their work schedule.
WHO WE ARE
Lockheed Martin is a global leader in aerospace, defense, and technology solutions, dedicated to pushing the boundaries of innovation and shaping the future of the industry. With a rich legacy of excellence and a commitment to delivering advanced capabilities to our customers, we are proud to be at the forefront of cutting-edge technology and engineering.
At Lockheed Martin, we are passionate about innovation and integrity. We believe that by applying the highest standards of business ethics and forward-thinking, everything is within our capacity - and yours as a Lockheed Martin employee. Lockheed Martin values your skills, training, education, and background.
Do you want to be part of an environment that encourages and supports employees to think big, perform with quality and build incredible products? We provide the resources, encouragement, and focus - if you have the resourcefulness and courage to work hard, then we want to build a better tomorrow with you. Come and experience your future!
THE WORK
The Lockheed Martin Manufacturing Finance team is looking for a Financial Analyst to join our team. The Analyst will perform multiple financial activities in support of Rotary & Mission Systems (RMS) Operations, as part of the RMS Manufacturing Finance organization.
Job responsibilities include but are not limited to:
- Directly Supporting the Operations Control Account Managers (CAMs) in the Earned Value Management (EVM) of hardware and associated support costs, primarily in the SAP Common Operating System environment. This is done through the preparation of baselines, maintenance of performance reports, creation of Estimates at Complete (EAC), and ongoing ad-hoc surveillance support for all assigned programs through all phases of production.
- Investigation and understanding of variances to plan & the ability to talk intelligently to the numbers. It will not be just about the numbers - the WHY behind the numbers is a big part.
- Ensuring the integrity of the performance data through management of various exception conditions such as material suspense, pegging defaults, and zero balance.
- Establish & maintain a tight and close partnership with the Manufacturing Program Managers (MPM's) to keep them abreast of the financial health of their programs, allowing the financial analyst to add great value to the MPM.
- Support of a monthly Business Rhythm, Program Reviews and other miscellaneous tasks.
- Have a positive, can-do attitude and the motivational fit to evolve as a reliable team member.
WHY JOIN US
Opportunity for Impact: Join a team that is at the forefront of innovation in the aerospace and defense industry and make a significant impact on the success of our organization.
Professional Development: Take advantage of unparalleled opportunities for growth and advancement within Lockheed Martin, with access to world-class training and development programs.
Collaborative Culture: Work alongside some of the brightest minds in the industry who share your passion for excellence and who are committed to supporting each other's success.
Competitive Benefits: Enjoy a comprehensive benefits package, including health insurance, retirement plans, and paid time off, as well as competitive salary offerings.
Cutting-Edge Technology: Be part of a dynamic and forward-thinking work environment where you will have the opportunity to work with the latest technology and contribute to groundbreaking projects that are shaping the future of aerospace and defense.

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