... representing Business Financial Manager in working groups and integrated product teams related to ... Financial Systems Support & Integration MDW Associates, LLC ("MDW") is an equal opportunity ...
... representing Business Financial Manager in working groups and integrated product teams related to ... Financial Systems Support & Integration MDW Associates, LLC ("MDW") is an equal opportunity ...
... representing Business Financial Manager in working groups and integrated product teams related to ... Financial Systems Support & Integration MDW Associates, LLC ("MDW") is an equal opportunity ...
... representing Business Financial Manager in working groups and integrated product teams related to ... Financial Systems Support & Integration MDW Associates, LLC ("MDW") is an equal opportunity ...
... and financial information, scheduling and confirming patient appointments, verifying patient ... Leads regular staff meetings and associate one-on-ones * Monitors and approves timecards
... and financial information, scheduling and confirming patient appointments, verifying patient ... Leads regular staff meetings and associate one-on-ones * Monitors and approves timecards
... and financial information, scheduling and confirming patient appointments, verifying patient ... Leads regular staff meetings and associate one-on-ones * Monitors and approves timecards
... and financial information, scheduling and confirming patient appointments, verifying patient ... Leads regular staff meetings and associate one-on-ones * Monitors and approves timecards
Sales & Service Representative
Decatur, AL ยท On-site
... for safety, gross margin growth, and financial/operational performance. Key Duties ... Technical/Trade School, associate degree, bachelor's degree, preferably with studies in industrial ...
Sales & Service Representative
Decatur, AL ยท On-site
... for safety, gross margin growth, and financial/operational performance. Key Duties ... Technical/Trade School, associate degree, bachelor's degree, preferably with studies in industrial ...
Sales & Service Representative
Decatur, AL ยท On-site
... for safety, gross margin growth, and financial/operational performance. Key Duties ... Technical/Trade School, associate degree, bachelor's degree, preferably with studies in industrial ...
Sales & Service Representative
Decatur, AL ยท On-site
... for safety, gross margin growth, and financial/operational performance. Key Duties ... Technical/Trade School, associate degree, bachelor's degree, preferably with studies in industrial ...
Client Service Representative
Huntsville, AL ยท On-site
$15 - $18.69/hr
Banfield is committed to supporting the professional growth of our Associates. This allowance provides financial assistance to pursue continuing education opportunities.* * Back-Up Child and Elder ...
Client Service Representative
Huntsville, AL ยท On-site
$15 - $18.69/hr
Banfield is committed to supporting the professional growth of our Associates. This allowance provides financial assistance to pursue continuing education opportunities.* * Back-Up Child and Elder ...
Client Service Representative
Huntsville, AL ยท On-site
$15 - $18.69/hr
Banfield is committed to supporting the professional growth of our Associates. This allowance provides financial assistance to pursue continuing education opportunities.* * Back-Up Child and Elder ...
Client Service Representative
Huntsville, AL ยท On-site
$15 - $18.69/hr
Banfield is committed to supporting the professional growth of our Associates. This allowance provides financial assistance to pursue continuing education opportunities.* * Back-Up Child and Elder ...
Sales & Service Representative
Decatur, AL ยท On-site
... for safety, gross margin growth, and financial/operational performance. Key Duties ... Technical/Trade School, associate degree, bachelor's degree, preferably with studies in industrial ...
Sales & Service Representative
Decatur, AL ยท On-site
... for safety, gross margin growth, and financial/operational performance. Key Duties ... Technical/Trade School, associate degree, bachelor's degree, preferably with studies in industrial ...
Personal Financial Counselor; Huntsville, AL
Huntsville, AL ยท On-site
$58K - $93K/yr
The job duties listed above are representative and not intended to be all-inclusive of what may be ... May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor ...
Personal Financial Counselor; Huntsville, AL
Huntsville, AL ยท On-site
$58K - $93K/yr
The job duties listed above are representative and not intended to be all-inclusive of what may be ... May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor ...
The job duties listed above are representative and not intended to be all-inclusive of what may be ... May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor ...
The job duties listed above are representative and not intended to be all-inclusive of what may be ... May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor ...
Merrill Advisor Development Program- Financial Advisor: Greater Alabama Market
Huntsville, AL ยท Hybrid
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Our Wealth Management team represents an array of different backgrounds and bring their unique ...
Merrill Advisor Development Program- Financial Advisor: Greater Alabama Market
Huntsville, AL ยท Hybrid
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Our Wealth Management team represents an array of different backgrounds and bring their unique ...
Merrill Advisor Development Program- Financial Advisor: Greater Alabama Market
Huntsville, AL ยท On-site
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Our Wealth Management team represents an array of different backgrounds and bring their unique ...
Merrill Advisor Development Program- Financial Advisor: Greater Alabama Market
Huntsville, AL ยท On-site
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Our Wealth Management team represents an array of different backgrounds and bring their unique ...
Subject Matter Expert (SME) in Strategic Planning & PPBE Analysis
Huntsville, AL ยท On-site
$100 - $130/hr
... representing Business Financial Manager in working groups and integrated product teams related to ... Financial Systems Support & Integration MDW Associates, LLC is an equal opportunity employer and ...
Subject Matter Expert (SME) in Strategic Planning & PPBE Analysis
Huntsville, AL ยท On-site
$100 - $130/hr
... representing Business Financial Manager in working groups and integrated product teams related to ... Financial Systems Support & Integration MDW Associates, LLC is an equal opportunity employer and ...
Sales & Service Representative
Decatur, AL ยท On-site
... for safety, gross margin growth, and financial/operational performance. Key Duties ... Technical/Trade School, associate degree, bachelor's degree, preferably with studies in industrial ...
Sales & Service Representative
Decatur, AL ยท On-site
... for safety, gross margin growth, and financial/operational performance. Key Duties ... Technical/Trade School, associate degree, bachelor's degree, preferably with studies in industrial ...
Accounting Associate
Huntsville, AL ยท On-site
$60K - $78K/yr
Demonstrate awareness and knowledge of Federal Government's financial and management ... This range is representative of base pay only and does not include straight time pay for hours ...
Accounting Associate
Huntsville, AL ยท On-site
$60K - $78K/yr
Demonstrate awareness and knowledge of Federal Government's financial and management ... This range is representative of base pay only and does not include straight time pay for hours ...
Senior Specialty Representative - Cardiovascular - Huntsville, AL
Huntsville, AL ยท On-site
$114K - $140K/yr
Bachelor's Degree and 3 years of sales experience OR Associate degree and 6 years of sales ... financial plans with opportunities to save towards retirement or other goals, work/life balance ...
Senior Specialty Representative - Cardiovascular - Huntsville, AL
Huntsville, AL ยท On-site
$114K - $140K/yr
Bachelor's Degree and 3 years of sales experience OR Associate degree and 6 years of sales ... financial plans with opportunities to save towards retirement or other goals, work/life balance ...
Supports the production recap and supporting schedules Financial & Administrative * Maintains ... Associate's Degree preferred * Read, write, speak and understand English to 11th grade or above
Supports the production recap and supporting schedules Financial & Administrative * Maintains ... Associate's Degree preferred * Read, write, speak and understand English to 11th grade or above
Retail Sales Associate
$14 - $16/hr
Financial savings and retirement resources * Support for your physical and mental well-being About ... Retail Sales Representative, Location: Huntsville, AL - 35806
Retail Sales Associate
$14 - $16/hr
Financial savings and retirement resources * Support for your physical and mental well-being About ... Retail Sales Representative, Location: Huntsville, AL - 35806
Associate Agent
Huntsville, AL ยท On-site
Alfa and its affiliates now provide insurance and other financial services to more than 1 million ... represent, the products they sell and in providing excellent customer service. They assist the ...
Quick apply
Associate Agent
Huntsville, AL ยท On-site
Alfa and its affiliates now provide insurance and other financial services to more than 1 million ... represent, the products they sell and in providing excellent customer service. They assist the ...
Associate Financial Representative information
See Athens, AL salary details
$10.21 - $15.10
8% of jobs
$16.64 is the 25th percentile. Wages below this are outliers.
$15.10 - $19.99
53% of jobs
$23.34 is the 75th percentile. Wages above this are outliers.
$19.99 - $24.89
20% of jobs
$24.89 - $29.78
8% of jobs
$29.78 - $34.67
1% of jobs
$34.67 - $39.57
1% of jobs
$39.57 - $44.46
1% of jobs
$44.46 - $49.35
3% of jobs
$49.35 - $54.25
3% of jobs
$54.25 - $59.14
1% of jobs
$59.14 - $64.03
0% of jobs
$10
$25
$64
How much do associate financial representative jobs pay per hour?
What is the difference between Associate Financial Representative vs Financial Advisor?
| Aspect | Associate Financial Representative | Financial Advisor |
|---|---|---|
| Certifications | FINRA Series 6 or 7, possibly Series 63 or 65 | Series 7, Series 66 or 65, CFP certification often preferred |
| Work Environment | Support role in financial services, assisting senior staff | Client-facing, providing personalized financial planning |
| Employer & Industry Usage | Financial firms, banks, brokerages | Independent 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?
What are the typical day-to-day responsibilities of an associate financial representative and how do they interact with senior advisors?
What is an associate financial representative?

Subject Matter Expert (SME) in Strategic Planning & PPBE Analysis
Huntsville, AL โข Hybrid
Full-time
Medical, Dental, Vision, Life, Retirement
Re-posted 8 days ago
Job description
MDW Associates is seeking a Subject Matter Expert (SME) in Strategic Planning & PPBE Analysis to support our Missile Defense Agency customer at Redstone Arsenal, AL, serving as a strategic policy writer and business operations advisor within the Planning, Programming, Budgeting, and Execution (PPBE) environment. The role supports a mission-critical organization responsible for developing and sustaining integrated missile defense capabilities, including emerging initiatives such as Golden Dome for America. The SME Strategic Planning & PPBE Analyst will translate leadership guidance, program objectives, and PPBE-related processes into clear, actionable policy, procedures, training, and business documentation, while collaborating with senior leaders and cross-functional stakeholders to assess operations, identify gaps, and implement policy-driven solutions that enhance consistency, compliance, and mission effectiveness. This position is ideal for a strong writer and critical thinker with experience in federal or Department of War environments, particularly in policy development, process improvement, organizational effectiveness, and PPBE-related business operations.
This is a hybrid position with work based in Huntsville, Alabama. Candidates must be within a two-hour commuting distance or be willing to relocate.
The SME Strategic Planning & PPBE Analyst may perform a combination of some or all of the following duties:
- Coordinate with Program office key leaders and stakeholders to understand current/future process & policy requirements
- Observe program office operations, document business processes, including mapping to DoD and/or Agency policy and guidance, and validate policies and processes adhere to program office implementation plans
- Develop and maintain policies & procedures in accordance with DoD/MDA standards and governing documents
- Develop and champion change initiatives from conception to adoption by developing and presenting briefing packages, courses of actions, and impact assessments
- Support standardization of products, processes, policies and procedures in cross-functional workspaces by representing Business Financial Manager in working groups and integrated product teams related to program office modernization
- Translate complex program office operations, leadership priorities, business rules, PPBE-related processes, and DoW/MDA requirements into clear, accurate, actionable, and user-friendly written products.
- Coordinate with program office leadership, Business Financial Managers, analysts, and key stakeholders to understand current and future policy, process, documentation, training, and PPBE support requirements.
- Observe and assess program office operations, document business processes, and map workflows to applicable DoW, MDA, PPBE, and program office policies, guidance, and implementation plans.
- Prepare executive-level written products, briefings, decision papers, meeting materials, status updates, white papers, talking points, and leadership communications.
Required Experience/Skills:
- Familiarity with the DoW Planning, Programming, Budgeting, and Execution process and its relationship to program office operations, financial management, and decision support.
- Experience assessing business processes, identifying gaps or inconsistencies, developing recommendations, and supporting implementation of process improvements.
- Demonstrated ability to develop clear, concise, accurate, and actionable written products for senior leaders, technical stakeholders, and operational users.
- Experience writing or maintaining policies, standard operating procedures, process guides, desk guides, training materials, implementation plans, white papers, decision papers, briefings, or similar government-facing products.
- Strong understanding of federal government or DoW organizational processes, stakeholder coordination, documentation standards, and policy implementation practices.
- Ability to synthesize information from multiple sources, including interviews, meetings, policies, procedures, systems, and operational practices.
- Strong analytical, organizational, communication, facilitation, and interpersonal skills.
- Ability to work independently and collaboratively in a fast-paced, mission-focused environment.
- Proficiency with Microsoft Office applications, including Word, Excel, PowerPoint, Outlook, and Teams.
- 15+ years of relevant experience.
- Strong knowledge of MS Office suite.
- Excellent Communication Skills (Written and Verbal).
- The ability to work in a Team environment.
Desired Experience/Skills:
- MS/MA in business or related field with 10 years or greater of DoW Financial Analyst Experience.
- Must Work independently and conduct strategic high-level coordination activities.
- Must be a self-starter able to support multiple complex projects simultaneously.
- Expert knowledge of MS Office.
Education Requirements:
- Bachelor's degree in business or a related field.
Security Requirements:
- Candidates for this position must have a minimum of an Active Secret Security Clearance.
Company Description
Incorporated in 2012, MDW is a small business headquartered in McLean, VA with offices in Huntsville, AL. We provide Federal government clients with consulting, management services, advisory and assistance services, decision support, strategic planning, process planning and improvement, task execution and metrics analysis. Our mission is to make our clients more successful by providing honest assessments, exceptional analysis, prudent advice, direct communication, and hard work.
Our core capabilities include:
- Strategic Planning
- Cost Estimating
- Budget Programming and Justification
- Budget Execution
- Acquisition Management
- Financial Systems Support & Integration
MDW Associates, LLC ("MDW") is an equal opportunity employer and does not discriminate in hiring or employment on the basis of race, religion, color, sex, national origin, age, marital status, covered veteran status, mental or physical disability, pregnancy or any other unlawful basis unrelated to the ability to do the job. MDW seeks to employ talented, ethical, and entrepreneurial-minded persons. Our applicants and employees are protected from discrimination as required by Federal law.
Additional Information
We offer a competitive and comprehensive benefits and compensation package for our employees, including but not limited to:
- Health
- Dental
- Vision
- Group Life Insurance/Long Term Disability/Short Term Disability
- Retirement/401(k)
- Flexible Leave Policy
All your information will be kept confidential according to EEO guidelines.
About MDW Associates
Sourced by ZipRecruiter
Company size
51 - 200 Employees
Headquarters location
McLean, VA, US
Year founded
2012