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Associate Financial Representative Jobs in Florida

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Associate Financial Representative information

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$7

$19

$49

How much do associate financial representative jobs pay per hour?

As of Jun 24, 2026, the average hourly pay for associate financial representative in Florida is $19.66, according to ZipRecruiter salary data. Most workers in this role earn between $14.38 and $19.23 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 are Associate Financial Representatives?

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 popular job titles related to Associate Financial Representative jobs in Florida? For Associate Financial Representative jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Florida look for? The top searched job categories for Associate Financial Representative jobs in Florida are:
What cities in Florida are hiring for Associate Financial Representative jobs? Cities in Florida with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Florida as of June 2026, with employment types broken down into 72% Full Time, 25% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $40,898 per year, or $19.7 per hour.
Associate Financial Advisor

Associate Financial Advisor

Hancock Whitney Bank

Crestview, FL

Full-time

Posted 23 days ago

Hancock Whitney Bank rating

7.0

Company rating: 7.0 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

102nd of 141 rated banks

Job description

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.

JOB FUNCTION / SUMMARY:

Hancock Whitney Financial Consultant (HWFC) partner with licensed Financial Advisors (FA) to assist the FA with meeting and or exceeding assigned sales and referral goals. The primary objective of the Financial Representative role is to participate in and successfully complete the licensing process to move to an Associate Financial Advisor and gain industry experience in order to prepare for a career as a Financial Advisor.

ESSENTIAL DUTIES & RESPONSIBILITIES:

  • Requests study material and prepares for licensing exams.
  • Observes experienced Financial Advisors to gain knowledge about assisting clients to achieve their financial goals.
  • Assists Financial Advisors on training retail associates on how to increase referral opportunities.
  • Partners with Financial Advisors to assists and support licensed bankers by organizing call parties, client appreciation days, etc.
  • Attends annual compliance continuing education meeting held by Hancock Whitney Investment Services.
  • Successfully completes required continuing education in compliance with both insurance and securities regulations
  • Participates in community affairs to increase company and bank's visibility and to enhance new business opportunities.
  • Routinely travels with assigned region to meet with clients at different Financial Centers and/or client's office or other location as requested by the client.
  • Assist in opening accounts, preparing for account reviews, process account maintenance
  • Schedule client appointments, meetings with wholesalers, meetings with licensed bankers.
  • Help train and assist licensed bankers to assist clients.
  • Help uncover investment opportunities for existing and new clients.
  • Effectively work with assigned territory team of licensed bankers and Financial Center managers to assist clients, track referrals, follow up with all pending business/referrals, and meet revenue goals for branches as well as monthly/annual goal for Advisors.
  • Provide administrative support for Advisors as needed.

SUPERVISORY RESPONSIBILITIES:

None

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

  • Bachelor's degree preferably in Business, Finance, Accounting or related field.
  • 1 year of related experience preferably in Brokerage/Insurance and/or Banking/Retail
  • Must be able to obtain FINRA series 7 and series 66 license within the first year of employment. A current series 63 and 65 registration can substitute for the series 66.
  • Must currently possess or be able to obtain a multi-state Life and Health Insurance license within 90 days of employment.
  • An equivalent combination of education, training, and experience may be considered.
  • Ability to interact with individuals of widely divergent lifestyles required.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

  • Ability to travel if required to perform the essential job functions
  • Ability to work under stress and meet deadlines
  • Ability to operate related equipment to perform the essential job functions
  • Ability to read and interpret a document if required to perform the essential job functions
  • Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers.  All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

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