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Associate Financial Representative Jobs in Arizona

FBL Financial

Client/Member Triage Representative

Gilbert, AZ · On-site

$16 - $21.75/hr

At Farm Bureau Financial Services, our client/members can feel confident knowing their family, home ... Associates Degree or equivalent plus three years of relevant experience required. * Strong customer ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Arizona

Associate Financial Representative information

See Arizona salary details

$9

$24

$61

How much do associate financial representative jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for associate financial representative in Arizona is $24.52, according to ZipRecruiter salary data. Most workers in this role earn between $17.93 and $23.99 per hour, depending on experience, location, and employer.

What is the difference between Associate Financial Representative vs Financial Advisor?

AspectAssociate Financial RepresentativeFinancial Advisor
CertificationsFINRA Series 6 or 7, possibly Series 63 or 65Series 7, Series 66 or 65, CFP certification often preferred
Work EnvironmentSupport role in financial services, assisting senior staffClient-facing, providing personalized financial planning
Employer & Industry UsageFinancial firms, banks, brokeragesIndependent firms, banks, wealth management companies

The Associate Financial Representative typically supports financial advisors by handling administrative tasks and client inquiries, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. Both roles require relevant licenses, but the Financial Advisor usually has more advanced certifications and client responsibilities.

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 foundation in finance or business, strong analytical skills, and often a relevant bachelor's degree. Familiarity with financial planning software, CRM systems, and sometimes securities licenses such as Series 6 or 7 are typically required. Excellent communication, organization, and client relationship-building skills help you stand out in this client-facing role. These competencies are crucial for delivering accurate financial guidance, ensuring regulatory compliance, and building lasting client trust.

What are the typical day-to-day responsibilities of an associate financial representative and how do they interact with senior advisors?

As an Associate Financial Representative, your daily tasks often include supporting senior financial advisors by preparing client portfolios, managing client communications, and handling administrative duties like scheduling meetings and maintaining records. You may also assist with research on investment products and help prepare financial planning materials. Collaboration is key in this role, as you'll work closely with both the advisory team and clients to ensure a smooth client experience and accurate information flow. This hands-on involvement provides valuable exposure to the financial planning process and can help you build foundational skills for career advancement within the firm.

What is an associate financial representative?

Associate Financial Representatives are professionals who support financial advisors or planners in managing client relationships, preparing financial documents, and handling administrative tasks. They often assist with scheduling appointments, maintaining client records, processing paperwork, and responding to client inquiries. Their role is crucial in ensuring the smooth operation of a financial advisory practice and providing excellent customer service. Associate Financial Representatives may also help with research and the preparation of financial plans under the supervision of licensed advisors.
What are the most commonly searched types of Financial Representative jobs in Arizona? The most popular types of Financial Representative jobs in Arizona are:
What are popular job titles related to Associate Financial Representative jobs in Arizona? For Associate Financial Representative jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Arizona look for? The top searched job categories for Associate Financial Representative jobs in Arizona are:
What cities in Arizona are hiring for Associate Financial Representative jobs? Cities in Arizona with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Arizona as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $51,001 per year, or $24.5 per hour.

Sr. Inside Sales Associate (Phoenix, AZ or Remote)

Edelman Financial Engines

Phoenix, AZ • On-site, Remote

Full-time

Medical, Dental, Retirement

This job post has expired today. Applications are no longer accepted.

Edelman Financial Engines rating

9.2

Company rating: 9.2 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

 

 

Sr. Inside Sales Associate (Phoenix, AZ or Remote)

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. 

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.

Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.

As a Sr. Inside Sales Associate on the Client Discovery team, you’ll play a pivotal role by engaging with prospective clients through a consultative needs-based dialogue that generates enthusiasm to meet with our industry-leading financial planners. Using an assigned book of leads generated by our marketing department and partners, you’ll provide a best-in-class experience that builds value in EFE’s Wealth Management services.

In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Sr. Inside Sales Associate role, we are seeking a candidate with excellent interpersonal and communication skills to help clearly articulate and personalize EFE’s differentiators to drive lead conversion. If you are goal-oriented, persuasive, confident, with a strong desire to be a top performer, and able to build strong prospective client relationships, this may be an opportunity for you!

Responsibilities:

 

  • Effectively engages prospects in exploratory dialogue to identify needs/wants and value expectations to support the achievement of prospects’ objectives
  • Applies knowledge of EFE’s Financial Planning capabilities to promote products and services (retirement planning, investments, estate planning, insurance, and tax planning) to convey how EFE financial planners could potentially address their needs
  • Accurately assess prospect’s needs and build a prospect profile to identify the right tier/treatment based on defined assignment criteria, while collecting and recording crucial client information for Planners
  • Support marketing strategies to attract, convert, and retain new clients; provide insights/feedback to business partners on prospects’ desires, needs, and areas of concern
  • Communicate effectively both verbally and in writing with Planners and other internal partners to share information about the prospect’s interaction

Requirements:

 

  • 5+ years in a sales-based contact center environment; experience in financial services is a plus
  • Proven ability to drive strong results from an assigned book of leads
  • Strong interpersonal/communication skills and experience using emotional intelligence
  • Passionate about proactively seeking coaching & development opportunities
  • Previous financial license or desire to obtain a license is a bonus 
  • Bachelor’s Degree preferred

Edelman Financial Engines takes a market-based approach to pay. The expected total compensation range for this role nationally is $120,000 to $140,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

 

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.  
 
For more information, please visit EdelmanFinancialEngines.com. 
 
© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.  
 
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. 
 
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. 
 
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or HRQ@EdelmanFinancialEngines.com. 
 
1  The Barron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.  
 
2 Edelman Financial Engines data, as of September 30, 2025. 

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