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Associate Financial Representative Jobs in Tennessee

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Associate Financial Representative information

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$60

How much do associate financial representative jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for associate financial representative in Tennessee is $23.88, according to ZipRecruiter salary data. Most workers in this role earn between $17.45 and $23.37 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 Tennessee? The most popular types of Financial Representative jobs in Tennessee are:
What are popular job titles related to Associate Financial Representative jobs in Tennessee? For Associate Financial Representative jobs in Tennessee, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Tennessee look for? The top searched job categories for Associate Financial Representative jobs in Tennessee are:
What cities in Tennessee are hiring for Associate Financial Representative jobs? Cities in Tennessee with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Tennessee as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $49,672 per year, or $23.9 per hour.

Financial Account Representative - State Farm Agent Team Member

Vince Lewis - State Farm Agent

Knoxville, TN • On-site

$32K - $60K/yr

Full-time

PTO

Re-posted 5 days ago

Job description

Position Overview
Do you have aspirations to run your own business? If so, you may want to consider working in the office of Vince Lewis - State Farm Agent. As a member of our agency team, you have an opportunity to experience first-hand what it takes to be a State Farm Agent. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. This position will allow you to experience working in an agent's office and to explore the opportunity to become a State Farm agent yourself.
Responsibilities
  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive...
  • Salary plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Valuable experience
  • Growth potential/Opportunity for advancement within my agency
Requirements
  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Successful track record of meeting sales goals/quotas preferred
  • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
  • People-oriented
  • Self-motivated
  • Ability to make presentations to potential customers
  • Ability to effectively relate to a customer
  • Knowledge of life products
  • Knowledge of health products
  • Property and Casualty license (must be able to obtain)
  • Life and Health license (must be able to obtain)
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.
Looking for the skills and confidence to run a business in the future?
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We want to work alongside those who are equally committed to excellence and personal achievement. Our team is comprised of results-oriented individuals that are serious about their development.
About Our Agency
  • Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
  • Our office is located in Knoxville, TN.
We look forward to speaking with you!