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Associate Financial Representative Jobs in Atlanta, GA

Northside Hospital Inc.

Financial Counselor, Duluth

Duluth, GA · On-site

$17.50 - $22.75/hr

Responsibilities Represents the Hospital in financial matters pertaining to obtaining payment on ... Associates Degree in Business or related field 2. Good communication skills. 3. Must be able to ...

Northside Hospital Inc.

Financial Counselor, Duluth

Duluth, GA · On-site

$17.50 - $22.75/hr

Responsibilities Represents the Hospital in financial matters pertaining to obtaining payment on ... Associates Degree in Business or related field 2. Good communication skills. 3. Must be able to ...

Out2Bet

DIRECTOR OF PRODUCTION

Sandy Springs, GA · On-site

$90 - $130/hr

As the primary administrative and financial representative of the production department, the ... Associate Production Manager, and Technical Director. * Establish clear expectations ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Atlanta, GA

Associate Financial Representative information

See Atlanta, GA salary details

$10

$25

$63

How much do associate financial representative jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for associate financial representative in Atlanta, GA is $25.30, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $24.71 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 Atlanta, GA? The most popular types of Financial Representative jobs in Atlanta, GA are:
What are popular job titles related to Associate Financial Representative jobs in Atlanta, GA? For Associate Financial Representative jobs in Atlanta, GA, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Atlanta, GA look for? The top searched job categories for Associate Financial Representative jobs in Atlanta, GA are:
What cities near Atlanta, GA are hiring for Associate Financial Representative jobs? Cities near Atlanta, GA with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Atlanta, GA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, and 4% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $52,630 per year, or $25.3 per hour.

Financial Planning and Accounting Associate Director

Atlanta International School

Atlanta, GA • On-site

Full-time

Re-posted 14 days ago

Job description

Financial Planning and Accounting Associate Director
ABOUT OUR SCHOOL
Atlanta International School (AIS) offers the full International Baccalaureate (IB) continuum to
all students, from 3K through grade 12. Our challenging academic programs develop
internationally-minded, critical-thinking students able to take complex and often disparate
knowledge, concepts, and skills, and forge these into new and unique ways of solving problems.
We provide a rigorous education in a diverse, multicultural, multilingual community where the
reality and hope of human potential are in action.
Our mission at AIS is to develop courageous leaders who shape their world for the better. All
AIS employees believe deeply in the potential of each student, value critical thinking (their own
and students'), and know learning can be fun and exciting. AIS offers an incredible spirit of
community and diversity of perspectives that come from students, families, and employees
representing more than 90 nationalities and over 60 languages.
Our School is committed to the safety and well-being of every child. We maintain rigorous safeguarding practices to ensure a secure, supportive, and nurturing environment where all students can thrive.
Summary
The Financial Planning and Accounting Associate Director performs general accounting, budgeting and reporting responsibilities. This individual is proficient and knowledgeable with business and accounting procedures. This position is a key member of the business office team, reporting directly to the Head of Finance and Operations.
Direct Manager: Head of Finance and Operations
Department: Business Office
Status: Full-time; Exempt
Guiding Principles
  • Supports and advances the mission and vision of the school.
  • Supports and promotes the goals of the IB program.
  • Supports and advances international education.

Essential Duties and Responsibilities
  • Assist in managing the annual operating budget process across all school departments ensuring alignment with the school's strategic plan.
  • Perform monthly variance analysis, identifying trends and providing corrective recommendations to department heads.
  • Help maintain the school's multi-year financial forecast, adjusting for shifts in enrollment, staffing, and economic conditions.
  • Model various tuition-increase scenarios and their impact on net tuition revenue and market competitiveness.
  • Ensure compliance with non-profit accounting standards (GAAP) regarding restricted and unrestricted funds.
  • Assist in the preparation of materials for the annual audit and Form 990 filing.
  • Conduct cost-benefit analyses for new academic programs, extracurriculars, or facility expansions.
  • Perform benchmarking studies against peer schools (NAIS/local associations) regarding faculty compensation, benefits, and operational costs.
  • Manage the financial lifecycle of capital projects, including debt service tracking and construction fund draws.
  • Assist with the planning, budgeting, and logistics for school field trips, safeguarding the school against overages and ensuring successful execution.
  • Build and update electronic payment links to support auxiliary and school activities; assist users with real-time transaction tracking, reporting, and prompt account reconciliation.
  • Endowment accounting
  • Manage the fixed asset register and accounting for monthly additions, disposals, depreciation and movement in construction-in-progress.
  • Perform reconciliations including but not limited to bank accounts, restricted accounts and financial aid.
  • Assist in preparation of the month end close, including drafting journal entries, inputting cash receipts and drafting internal financial statements and reports.
  • Other duties as assigned

Skills and Requirements
  • BA or BS Degree in Accounting, Business or Finance is required
  • Must have a minimum of 5 years of financial accounting and reporting experience ideally within a non-profit or independent school setting
  • Ability to manage multiple projects independently in an environment with a high volume of transactions
  • An understanding of internal controls is required and experience with accounting ERP system
  • Mastery of Excel (complex modeling, macros, and data visualization).
  • Excellent written and oral communications skills
  • Required to comply with AIS's employee handbook (and student handbook as applicable)

TO BE CONSIDERED
To be considered for the above-mentioned position, please submit the following items: a letter
of interest, a resume, and email and phone contact information for three professional
references, with at least one being supervisory in nature by the stipulated deadline. Incomplete
applications will not be reviewed. We will contact those applicants whose skills and experience
best match our needs. Due to the high volume of applications, we regret that we are not able
to take or return phone calls regarding employment.
EEO
AIS is an equal opportunity employer. We are a diverse community of professionals that broadly
reflects the people of the metropolitan Atlanta area and the United States at large. We aim to
align our hiring process with our mission and institutional goals. All qualified applicants will
receive consideration for employment and will not be discriminated against on the basis of race,
color, religion or religious practices, sex, gender identity or expression, sexual orientation,
citizenship status, national origin, age, ability status, military status, unemployment status or
any other category protected by applicable local, state, or federal laws. AIS takes affirmative
action in support of its policy to employ and advance all qualified candidates.

Apply