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Associate Financial Rep Jobs in Osteen, FL (NOW HIRING)

VCA Animal Hospitals

Client Service Representative

Apopka, FL

$14 - $19/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Access to the people and financial resources of a large veterinary community * Growth & leadership ... We work hard to protect our culture and assure we hire associates that are going to have the ...

VCA Animal Hospitals

Client Service Representative

Apopka, FL · On-site

$14 - $19/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Access to the people and financial resources of a large veterinary community * Growth & leadership ... We work hard to protect our culture and assure we hire associates that are going to have the ...

BNY

Associate, Client Processing Representative II

Lake Mary, FL · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and ...

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All JobsAssociate Financial Rep JobsAssociate Financial Rep Jobs in Osteen, FL

Associate Financial Rep information

See Osteen, FL salary details

$9

$23

$58

How much do associate financial rep jobs pay per hour?

As of Aug 20, 2026, the average hourly pay for associate financial rep in Osteen, FL is $23.03, according to ZipRecruiter salary data. Most workers in this role earn between $16.83 and $22.50 per hour, depending on experience, location, and employer.

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.
Associate Financial Rep jobs near you

Specialist, Client Processing Representative - Global Clearing Ops

BNY

Lake Mary, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 days ago

Job description

Associate, Client Processing Representative I - Global Clearing Ops

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We're seeking a future team member for the role of Associate, Client Processing Representative I- Global Clearing Ops to join our Global Clearing Operations team. This role is located in Lake Mary, FL.

In this role, you'll make an impact in the following ways:

  • Apply expertise and judgement in providing quality, and complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and updates to client accounts in a timely manner.
  • Perform complex operational tasks in a product or functional area, including independent analysis and policy interpretation.
  • Serve as the primary point of contact for clients, executing all correspondent requisites timely and accurately with an understanding of the underlying business and specific client needs.
  • Review and check work of other Client Processing Support staff, help resolve escalated issues, and may be responsible for allocating and checking work of other team members.

To be successful in this role, we're seeking the following:

  • High school/secondary school diploma or the equivalent combination of education and experience is required; Bachelor's degree preferred.
  • 5-7 years of total work experience preferred.

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn 

Here's a few of our recent awards:

  • America's Most Innovative Companies, Fortune, 2025
  • World's Most Admired Companies, Fortune 2025
  • "Most Just Companies", Just Capital and CNBC, 2025

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn

 Here's a few of our recent awards:

  • America's Most Innovative Companies, Fortune, 2025
  • World's Most Admired Companies, Fortune 2025
  • "Most Just Companies", Just Capital and CNBC, 2025

    Our Benefits and Rewards:

    BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

    BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

    BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. 

    Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee's eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

    If hired, the employee will be in an "at will" position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

    Apply