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Associate Financial Rep Jobs in Georgia (NOW HIRING)

5 Legal

Banking & Finance Associate

Atlanta, GA · On-site

Top 100 AmLaw firm seeks an associate to join their Banking & Finance Team in their Atlanta office ... Ideal candidates will have large firm experience representing lending institutions and corporate ...

Direct Counsel

Finance Associate Attorney

Atlanta, GA · On-site

$235K - $390K/yr

Direct Counsel is seeking a Finance Associate Attorney (Mid-to-Senior Level) to join a national law ... The ideal candidate has 2-6 years of experience representing financial institutions and corporate ...

Northside Hospital Inc.

Financial Counselor

Cumming, GA · On-site

$17 - $22.25/hr

Represents the Hospital in financial matters pertaining to obtaining payment on patient accounts ... Associates Degree in Business or related field 2. Good communication skills. 3. Must be able to ...

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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 Georgia are hiring for Associate Financial Rep jobs?

Cities in Georgia with the most Associate Financial Rep job openings:

    Associate Financial Rep jobs near you

    Financial Services Associate - Atlanta

    Atlanta, GA • On-site

    Recutify Inc.
    See more jobs at Recutify Inc.external

    $225K - $390K/yr

    Full-time

    Re-posted 27 days ago

    Job description

    Job Type: Full Time | Onsite (5 days in office)
    Compensation: $225,000 – $390,000

    About the Opportunity

    A well-established law firm is seeking a Transactional Associate to join its Financial Services practice. This role focuses on complex financing transactions including syndicated credit facilities and leveraged finance. The firm represents major financial institutions, Fortune 500 companies, and global organizations across a wide range of industries.

    Practice Areas Within the Finance Group

    • Securitization

    • Renewable Energy Project Finance

    • Syndicated Loans

    • Public Bonds

    • Real Estate Finance

    Core Responsibilities

    • Support complex financing transactions including syndicated credit facilities and leveraged finance

    • Draft and negotiate transactional documents

    • Collaborate with partners and deal teams on sophisticated financial transactions

    • Assist financial institution clients with structuring and executing credit facilities

    • Provide strategic legal analysis and transaction support

    Required Qualifications

    • 2–8 years of transactional legal experience

    • Experience with syndicated credit facilities and leveraged finance transactions

    • Strong academic performance

    • Excellent interpersonal and communication skills

    • Active bar admission in North Carolina or South Carolina

    Work Environment

    • Collaborative and business-focused law firm culture

    • Lean deal teams with significant partner involvement

    • Early responsibility and meaningful client interaction

    • Strong integration track for lateral attorneys

    • Office-centric culture focused on collaboration and mentorship

    SCREENING QUESTIONS (REQUIRED)

    1. How many years of transactional legal experience do you have post law school?

    2. What experience do you have working with syndicated credit facilities?

    3. What experience do you have with leveraged finance transactions?

    4. Are you currently barred in North Carolina or South Carolina?

    5. Are you comfortable working onsite five days per week in Atlanta?

    6. What types of financial transactions have you most recently supported?

    7. What is motivating you to explore a new opportunity at this time?

    8. What is your current compensation and what range are you targeting for your next role?

    Interview Process

    • Initial Zoom interview with hiring managers (30 minutes)

    • In-office interview with the team