We are seeking a Senior Associate to join the Financial Services Assurance practice, able to sit in ... Conduct audit tests to verify fair representation of client financial statements * Document ...
We are seeking a Senior Associate to join the Financial Services Assurance practice, able to sit in ... Conduct audit tests to verify fair representation of client financial statements * Document ...
We are seeking a Senior Associate to join the Financial Services Assurance practice, able to sit in ... Conduct audit tests to verify fair representation of client financial statements * Document ...
We are seeking a Senior Associate to join the Financial Services Assurance practice, able to sit in ... Conduct audit tests to verify fair representation of client financial statements * Document ...
Merrill Financial Solutions Advisor (Partially Licensed)- Silicon Valley Market
San Jose, CA · On-site
$38.46 - $43.27/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Our Wealth Management team represents an array of different skills and experiences that individuals ...
Merrill Financial Solutions Advisor (Partially Licensed)- Silicon Valley Market
San Jose, CA · On-site
$38.46 - $43.27/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Our Wealth Management team represents an array of different skills and experiences that individuals ...
Financial Services Representative REPORTS TO: Branch Manager SALARY RANGE: Level 14 PRIMARY ... Minimum of an Associate of Arts degree. One year previous experience with a financial institution ...
Financial Services Representative REPORTS TO: Branch Manager SALARY RANGE: Level 14 PRIMARY ... Minimum of an Associate of Arts degree. One year previous experience with a financial institution ...
Financial Services Representative REPORTS TO: Branch Manager SALARY RANGE: Level 14 PRIMARY ... Minimum of an Associate of Arts degree. One year previous experience with a financial institution ...
Financial Services Representative REPORTS TO: Branch Manager SALARY RANGE: Level 14 PRIMARY ... Minimum of an Associate of Arts degree. One year previous experience with a financial institution ...
Associate Wealth Advisor - Hightower Signature Wealth
San Ramon, CA · On-site
$75K - $80K/yr
The Role We are looking for an Associate Wealth Advisor who is a relationship builder at heart ... Securities representative licenses, Series 65 or 66 * Introductory knowledge of different financial ...
Associate Wealth Advisor - Hightower Signature Wealth
San Ramon, CA · On-site
$75K - $80K/yr
The Role We are looking for an Associate Wealth Advisor who is a relationship builder at heart ... Securities representative licenses, Series 65 or 66 * Introductory knowledge of different financial ...
Associate Wealth Advisor - Hightower Signature Wealth
San Ramon, CA · On-site
$75K - $80K/yr
The Role We are looking for an Associate Wealth Advisor who is a relationship builder at heart ... Securities representative licenses, Series 65 or 66 * Introductory knowledge of different financial ...
Associate Wealth Advisor - Hightower Signature Wealth
San Ramon, CA · On-site
$75K - $80K/yr
The Role We are looking for an Associate Wealth Advisor who is a relationship builder at heart ... Securities representative licenses, Series 65 or 66 * Introductory knowledge of different financial ...
Financial Services Associate
San Leandro, CA · On-site
$27 - $31/hr
Summary The Financial Services Associate meets with applicants and students regarding their ... Physical Demands The physical demands described here are representative of those that must be met ...
Financial Services Associate
San Leandro, CA · On-site
$27 - $31/hr
Summary The Financial Services Associate meets with applicants and students regarding their ... Physical Demands The physical demands described here are representative of those that must be met ...
Finance Associate (2+ Years) - Growth Debt / Private Credit Direct Counsel represents a well-regarded Am Law firm seeking a mid-level Finance Associate to join its market-leading Banking & Private ...
Quick apply
Finance Associate (2+ Years) - Growth Debt / Private Credit Direct Counsel represents a well-regarded Am Law firm seeking a mid-level Finance Associate to join its market-leading Banking & Private ...
Wealth Planner
San Jose, CA · On-site
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Our Wealth Management team represents an array of different backgrounds and bring their unique ...
Wealth Planner
San Jose, CA · On-site
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Our Wealth Management team represents an array of different backgrounds and bring their unique ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Our Wealth Management team represents an array of different backgrounds and bring their unique ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Our Wealth Management team represents an array of different backgrounds and bring their unique ...
Wealth Management Analyst
$75K - $125K/yr
As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth ... Providing backup coverage for traditional registered or unregistered Client Service Associate ...
Wealth Management Analyst
$75K - $125K/yr
As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth ... Providing backup coverage for traditional registered or unregistered Client Service Associate ...
Wealth Management Analyst
Menlo Park, CA · On-site
$75K - $125K/yr
As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth ... Providing backup coverage for traditional registered or unregistered Client Service Associate ...
Wealth Management Analyst
Menlo Park, CA · On-site
$75K - $125K/yr
As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth ... Providing backup coverage for traditional registered or unregistered Client Service Associate ...
Finance Associate Attorney
$220K - $330K/yr
... join its Financial Practices Group. The positions are available in either the San Francisco or ... Experience representing both lenders and borrowers is a plus. Applicants must be admitted to the ...
Quick apply
Finance Associate Attorney
$220K - $330K/yr
... join its Financial Practices Group. The positions are available in either the San Francisco or ... Experience representing both lenders and borrowers is a plus. Applicants must be admitted to the ...
Fintech & Financial Services Mid-Level Associate (3rd5th Year) - Silicon Valley
San Jose, CA · On-site
Fintech & Financial Services Mid-Level Associate (3rd-5th Year) Direct Counsel represents a well-regarded law firm seeking a talented mid-level associate (3rd-5th year) to join its market-leading ...
Quick apply
Fintech & Financial Services Mid-Level Associate (3rd5th Year) - Silicon Valley
San Jose, CA · On-site
Fintech & Financial Services Mid-Level Associate (3rd-5th Year) Direct Counsel represents a well-regarded law firm seeking a talented mid-level associate (3rd-5th year) to join its market-leading ...
Fintech & Financial Services Mid-Level Associate (3rd-5th Year) Direct Counsel represents a well-regarded law firm seeking a talented mid-level associate (3rd-5th year) to join its market-leading ...
Fintech & Financial Services Mid-Level Associate (3rd-5th Year) Direct Counsel represents a well-regarded law firm seeking a talented mid-level associate (3rd-5th year) to join its market-leading ...
Finance Associate Attorney (Restructuring & Special Situations Finance)
Palo Alto, CA · On-site
$235K - $390K/yr
Direct Counsel is seeking a Finance Associate to join a market-leading Business Restructuring ... Represent sophisticated financial institutions, hedge funds, CLOs, and private equity sponsors
Quick apply
Finance Associate Attorney (Restructuring & Special Situations Finance)
Palo Alto, CA · On-site
$235K - $390K/yr
Direct Counsel is seeking a Finance Associate to join a market-leading Business Restructuring ... Represent sophisticated financial institutions, hedge funds, CLOs, and private equity sponsors
Associate Director of Financial Aid Operations and Technology Apply now Job no: 560335 Work type ... Participate in the CMS Instance Management Team and represent the campus at CSU Financial Aid ...
Associate Director of Financial Aid Operations and Technology Apply now Job no: 560335 Work type ... Participate in the CMS Instance Management Team and represent the campus at CSU Financial Aid ...
Associate Director of Financial Aid Operations and Technology Apply now Job no: 560335 Work type ... Participate in the CMS Instance Management Team and represent the campus at CSU Financial Aid ...
Associate Director of Financial Aid Operations and Technology Apply now Job no: 560335 Work type ... Participate in the CMS Instance Management Team and represent the campus at CSU Financial Aid ...
Corporate Finance Associate - Palo Alto
Palo Alto, CA · On-site +1
$260K - $365K/yr
Palo Alto, CA Full-Time Direct Counsel represents an AmLaw 100 firm seeking a Corporate Finance Associate with 3-5 years of experience in debt capital markets and/or commercial finance to join its ...
Quick apply
Corporate Finance Associate - Palo Alto
Palo Alto, CA · On-site +1
$260K - $365K/yr
Palo Alto, CA Full-Time Direct Counsel represents an AmLaw 100 firm seeking a Corporate Finance Associate with 3-5 years of experience in debt capital markets and/or commercial finance to join its ...
Associate Financial Rep information
See Sunnyvale, CA salary details
$12.41 - $18.36
8% of jobs
$20.23 is the 25th percentile. Wages below this are outliers.
$18.36 - $24.31
53% of jobs
$28.39 is the 75th percentile. Wages above this are outliers.
$24.31 - $30.26
20% of jobs
$30.26 - $36.22
8% of jobs
$36.22 - $42.17
1% of jobs
$42.17 - $48.12
1% of jobs
$48.12 - $54.07
1% of jobs
$54.07 - $60.02
3% of jobs
$60.02 - $65.97
3% of jobs
$65.97 - $71.92
1% of jobs
$71.92 - $77.87
0% of jobs
$12
$30
$77
How much do associate financial rep jobs pay per hour?
What is an associate financial rep?
What are some common challenges faced by an associate financial rep during their first year on the job?
What are the key skills and qualifications needed to thrive as an associate financial rep, and why are they important?
What is the difference between Associate Financial Rep vs Financial Advisor?
| Aspect | Associate Financial Rep | Financial Advisor |
|---|---|---|
| Credentials | Series 6 or 7, possibly some state licenses | Series 7, 66, or 65, CFP certification often preferred |
| Work Environment | Support role in financial firms, assisting senior reps | Client-facing, providing personalized financial planning |
| Employer & Industry Usage | Used in brokerage firms, banks, and financial institutions | Used 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?
Full-time
Re-posted 15 days ago
Job description
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
We are seeking a Senior Associate to join the Financial Services Assurance practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.
What it Means to Work for EisnerAmper:You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will have the flexibility to manage your days in support of our commitment to work/life balance
You will join a culture that has received multiple top "Places to Work" awards
We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
We understand that embracing our differences is what unites us as a team and strengthens our foundation
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
Prepare budgets for each engagement
Run client engagements including pre-audit planning
Review client accounting, operating procedures, and systems of internal control
Conduct audit tests to verify fair representation of client financial statements
Document workpapers and develop accounting worksheets
Perform research on technical issues
Review staff prepared workpapers and programs
Identify issues and propose appropriate solutions
Keep manager/partner informed on status of job
Communicate with client in order to complete the audit in a timely and efficient manner
Supervise, train and mentor staff during engagement
Assess performance of staff for engagement evaluations
Bachelor's degree in Accounting or equivalent field is required
2+ years of audit and/or assurance experience
Experience with asset management clients
CPA or parts passed towards completion
Master's degree in Accounting or equivalent field
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law
About Our Assurance Team:In the EisnerAmper Assurance Group, we're transforming the traditional reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
To stay up to date with evolving industry processes and regulations, we place a heavy emphasis on continued education and the consistent adoption of new technologies. This enables us to effectively innovate, grow as individuals, and provide faster, more accurate solutions and due diligence for our partners.
Acting as a trusted third party to our clients, we provide solutions that create assurance and peace of mind. Because we understand trust comes with time, we define success by the relationships we create and foster. We act as a trusted business advisor every step of the way, from a client's first financial report to their close of business.
About EisnerAmper:EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.
Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com.
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For NYC and California, the expected salary range for this position is between
80000and
115000The range for the position in other geographies may vary based on market differences.The actual compensation will be determined based on experience and other factors permitted by law.
About Lindsay & Brownell
Sourced by ZipRecruiter
Industry
Accounting services
Company size
1 - 10 Employees
Headquarters location
La Jolla, CA, US
Year founded
1992