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$10

$26

$66

How much do associate financial rep jobs pay per hour?

As of Jul 10, 2026, the average hourly pay for associate financial rep in the United States is $26.31, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $25.72 per hour, depending on experience, location, and employer.

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 are hiring for Associate Financial Rep jobs? Cities with the most Associate Financial Rep job openings:
What are the most commonly searched types of Financial Rep jobs? The most popular types of Financial Rep jobs are:
What states have the most Associate Financial Rep jobs? States with the most job openings for Associate Financial Rep jobs include:
Associate Financial Rep jobs near you

Associate Financial Professional

Stone Press Financial Group

Lexington, SC

$80K/yr

Full-time

Posted 29 days ago

Job description

Join Stone Press Financial Group as an Associate Financial Professional, where your impact will help shape the financial futures of families and communities. Our mission, "To Do Good," is at the heart of everything we do, offering individuals stability and confidence through life's challenges. With our 175-year legacy, we provide the foundation and resources you need to succeed. You'll benefit from comprehensive support, training, and the tools necessary to build strong client relationships and deliver personalized financial solutions. If you're a driven professional eager to grow in financial services, we're excited to support your journey and help you realize your potential.

Compensation:

$80,000+ at plan earnings


Responsibilities:
  • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
  • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
  • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

Qualifications:
  • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
  • Bachelor’s degree in business administration, finance, or related field is required
  • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
  • Superior customer service skills, math skills, relationship skills, and communication skills are preferred
  • Bachelor's Degree a must, sales experience and/or financial internships a plus
  • A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth
  • You are personable and caring, with a natural ability to connect and communicate with others
  • Enthusiastic, high energy, and positive attitude
  • Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously
  • Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team
  • Must have excellent communication and interpersonal skills
  • Quick learner who is comfortable in a fast-paced, dynamic environment

About Company

Our mission is clear: To Do Good in our communities and for the families we serve.

For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.

You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.