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Associate Financial Representative Jobs in Athens, AL

... for safety, gross margin growth, and financial/operational performance. Key Duties ... Technical/Trade School, associate degree, bachelor's degree, preferably with studies in industrial ...

... 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 ...

... for safety, gross margin growth, and financial/operational performance. Key Duties ... Technical/Trade School, associate degree, bachelor's degree, preferably with studies in industrial ...

... 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 ...

Retail Sales Associate

Huntsville, AL

$14 - $16/hr

Financial savings and retirement resources * Support for your physical and mental well-being About ... Retail Sales Representative, Location: Huntsville, AL - 35806

Showing results 21-40

Associate Financial Representative information

See Athens, AL salary details

$10

$25

$64

How much do associate financial representative jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for associate financial representative in Athens, AL is $25.39, according to ZipRecruiter salary data. Most workers in this role earn between $18.56 and $24.81 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 popular job titles related to Associate Financial Representative jobs in Athens, AL? For Associate Financial Representative jobs in Athens, AL, the most frequently searched job titles are:
What cities near Athens, AL are hiring for Associate Financial Representative jobs? Cities near Athens, AL with the most Associate Financial Representative job openings:
Infographic showing various Associate Financial Representative job openings in Athens, AL as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $52,820 per year, or $25.4 per hour.

Subject Matter Expert (SME) in Strategic Planning & PPBE Analysis

MDW Associates

Huntsville, AL โ€ข 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.