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Associate Financial Representative Jobs in Texas

RSM

Senior Associate - Financial Due Diligence

Dallas, TX · On-site

$85K - $161K/yr

Job Responsibilities * Executes financial due diligence analyses with moderate independence ... The salary range (or starting rate for interns and associates) for this role represents numerous ...

Hammer Media

Future Opportunities

Austin, TX

Our content breaks down real financial situations, helping millions of people better understand their money and make smarter financial decisions. We've built an entire ecosystem around financial ...

Hammer Media

Future Opportunities

Austin, TX · On-site

Our content breaks down real financial situations, helping millions of people better understand their money and make smarter financial decisions. We've built an entire ecosystem around financial ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Texas

Associate Financial Representative information

See Texas salary details

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$24

$61

How much do associate financial representative jobs pay per hour?

As of Jul 15, 2026, the average hourly pay for associate financial representative in Texas is $24.51, according to ZipRecruiter salary data. Most workers in this role earn between $17.93 and $23.94 per hour, depending on experience, location, and employer.

Is $200,000 enough to work with a financial advisor?

As an Associate Financial Representative, having $200,000 in assets or income can be sufficient to work with a financial advisor, depending on the advisor's fee structure and the services needed. Many advisors require a minimum investment or asset level, but some offer services for clients with lower assets, especially if they focus on financial planning or ongoing advice. It is important to consider the advisor's fee model and your financial goals when determining if this amount is adequate for professional guidance.

Is it hard to become a FA?

Becoming an Associate Financial Representative typically requires completing relevant licensing exams, such as the Series 6 or 7, and gaining industry-specific knowledge. The difficulty varies based on prior experience and study effort, but it generally involves dedicated preparation and understanding of financial products and regulations.

What does an associate financial representative do?

An associate financial representative assists clients with financial planning, insurance, and investment products under the supervision of a senior representative. They often handle client inquiries, prepare financial documents, and develop their knowledge of financial services, typically working towards industry certifications such as the Series 6 or 63. The role involves building client relationships and supporting the delivery of financial solutions within a team environment.

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.

How many financial advisors make $500,000 a year?

While some financial advisors and associates in the industry can earn $500,000 or more annually, such high earnings are typically achieved by top-performing professionals with extensive experience, strong client bases, and advanced certifications like the CFP or CFA. Most financial advisors earn between $60,000 and $150,000 per year, with higher incomes often resulting from commissions, bonuses, and managing large portfolios.
What are popular job titles related to Associate Financial Representative jobs in Texas? For Associate Financial Representative jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Texas look for? The top searched job categories for Associate Financial Representative jobs in Texas are:
What cities in Texas are hiring for Associate Financial Representative jobs? Cities in Texas with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Senior Associate - Financial Due Diligence

Senior Associate - Financial Due Diligence

RSM

Dallas, TX • On-site

$85K - $161K/yr

Full-time

Re-posted 7 days ago

Job description

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

Job Responsibilities

  • Executes financial due diligence analyses with moderate independence, including quality of earnings, normalized performance, and working capital considerations.
  • Supports preparation of client deliverables, reports, and supporting analyses.
  • Participates in client interactions, meetings, and information-gathering discussions.
  • Collaborates with engagement team members and specialists to support integrated deal insights.
  • Applies sound judgment to identify issues, trends, and risks relevant to transaction decision-making.

Minimum Qualifications

  • Bachelor’s degree in Accounting, Finance, or a related field.
  • 1–6 years of experience.

Preferred Qualifications

  • Experience performing financial due diligence, audit, or transaction-related analyses.
  • Exposure to quality of earnings, working capital, or transaction modeling concepts.
  • Progress toward CPA or equivalent professional certification.
  • Strong analytical skills with the ability to synthesize financial data into client-ready insights.
  • Effective written and verbal communication skills in client-facing environments.

Additional Role Expectations

  • Travel: As required by engagement needs; may include local or national travel.
  • Peak Periods: Increased workload during active transaction phases and reporting timelines.
  • Scheduling: Flexibility to meet client deadlines and engagement delivery requirements.

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $85,100 - $161,700

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

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