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Associate Financial Representative Jobs in Austin, TX

Direct Counsel

Venture & Growth Finance Attorney

Austin, TX · Hybrid

$310K - $365K/yr

Mid-Level Venture & Growth Associate Attorney Locations: New York, Reston, San Diego, San Francisco ... Represent banks and private credit funds in lender-side commercial finance matters. * Advise on ...

Lennar

Customer Care Representative

Austin, TX · On-site

$15.75 - $21.50/hr

Customer Care Representative We are Lennar Lennar is one of the nation's leading homebuilders ... their financial future, while Paid Parental Leave and an Associate Assistance Plan provide ...

Lennar Homes

Customer Care Representative

Austin, TX · On-site

$15.75 - $21.50/hr

Customer Care Representative We are Lennar Lennar is one of the nation's leading homebuilders ... their financial future, while Paid Parental Leave and an Associate Assistance Plan provide ...

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Showing results 41-60

All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Austin, TX

Associate Financial Representative information

See Austin, TX salary details

$10

$26

$65

How much do associate financial representative jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for associate financial representative in Austin, TX is $26.08, according to ZipRecruiter salary data. Most workers in this role earn between $19.04 and $25.48 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 Austin, TX?

The most popular types of Financial Representative jobs in Austin, TX are:

What are popular job titles related to Associate Financial Representative jobs in Austin, TX?

For Associate Financial Representative jobs in Austin, TX, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Austin, TX look for?

The top searched job categories for Associate Financial Representative jobs in Austin, TX are:

What cities near Austin, TX are hiring for Associate Financial Representative jobs?

Cities near Austin, TX with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Austin, TX as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $54,247 per year, or $26.1 per hour.

Remote Customer Service Representative

TechOp Solutions International

Austin, TX • On-site

$15.75 - $21.50/hr

Full-time

Posted 10 days ago

Job description

TechOp Solutions International is looking for Customer Service Representatives (CSRs) to provide high-quality customer service and administrative support. The CSR will serve as a primary point of contact for customers, responding to inquiries, resolving issues, and providing accurate information in accordance with established policies and procedures of customer satisfaction and operational performance.

This role is currently remote; however, candidates must reside in or near Austin, Texas.

Duties:

      • Provide professional customer service and administrative support.
      • Respond to and resolve complex customer questions by researching issues and applying established policies and procedures.
      • Document customer interactions accurately and maintain detailed records in applicable systems.
      • Escalate complex issues when appropriate and ensure timely resolution.
      • Process requests, verify information, and maintain data accuracy across various systems.
      • Collaborate with internal teams to resolve customer concerns and improve service delivery.
      • Maintain confidentiality of sensitive financial and personnel information.
      • Meet established productivity, quality, and customer satisfaction standards.
      • Performs additional duties as assigned

Requirements

    • High school diploma or equivalent required; Associates preferred.
    • Minimum 2 years of relevant experience with Associates degree; minimum of 4 years of relevant experience with HS diploma
    • Minimum of one (1) year of customer service or help desk support experience.
    • Proficiency with Microsoft Office Suite.
    • Must meet security eligibility requirements.

Benefits

TechOp Solutions is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.