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Associate Financial Representative Jobs in Baltimore, MD

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Associate Financial Representative information

See Baltimore, MD salary details

$10

$26

$65

How much do associate financial representative jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for associate financial representative in Baltimore, MD is $26.14, according to ZipRecruiter salary data. Most workers in this role earn between $19.09 and $25.58 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 Baltimore, MD? For Associate Financial Representative jobs in Baltimore, MD, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Baltimore, MD look for? The top searched job categories for Associate Financial Representative jobs in Baltimore, MD are:
What cities near Baltimore, MD are hiring for Associate Financial Representative jobs? Cities near Baltimore, MD with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you

Financial Service Representative II

Securityplus Federal Credit Union

Woodlawn, MD

$20 - $30/hr

Full-time

Medical, Dental, Vision, Retirement

Posted 9 days ago

Job description

Description

About Securityplus Federal Credit Union:


Since 1938, Securityplus Federal Credit Union has proudly served our members and communities as a not-for-profit financial institution. Our mission is to empower people with financial security, providing the tools, resources, and guidance they need to reach their goals with confidence.


Guided by our CARES values of Collaboration, Agility, Respect, Excellence, and Spirit, we create meaningful connections and deliver exceptional service in everything we do. We believe in doing what is right for our members, supporting one another as a team, and making a positive impact that extends far beyond our branches.


Our vision is to be our members' first choice by providing experiences that inspire trust, confidence, and long-term relationships. When you join Securityplus, you become part of a purpose-driven team that believes in service, growth, and the power of community.


About this Role: 


Ready to elevate our member experience? The Financial Service Representative II plays an important role in delivering personalized financial solutions and strengthening member relationships. In this role, you'll assist members with complex transactions, guide them through their financial journeys, and proactively promote products and services that meet their needs, while ensuring every interaction reflects our mission and values.

You will take the lead in creating exceptional member experiences through consultative conversations, teamwork, and a commitment to service excellence. Your expertise and care will help members achieve their financial goals while contributing to the growth and success of Securityplus.


This is an opportunity for a motivated, service-driven professional to make a meaningful impact-on our members, our team, and the communities we proudly serve.

Requirements

Delivering Exceptional Member Service


Provide exceptional care while managing advanced financial services such as account openings, IRAs, and business accounts. Ensure each member feels valued and supported by delivering personalized attention and consistently exceeding service expectations.


Providing Tailored Financial Solutions


Take a consultative approach to understand each member's unique financial situation and offer customized solutions that strengthen their financial health, addressing everything from personal banking needs to business needs.


Fostering Growth


Proactively drive growth by deepening member relationships, increasing share of wallet, and expanding business partnerships. Utilize a service-driven approach that positions Securityplus as the trusted partner for all financial needs, contributing to both individual and business success.


Supporting Complex Transactions


Manage intricate financial transactions with accuracy, efficiency, and compliance. Ensure a seamless experience that reinforces member trust and aligns with Securityplus' standards of operational excellence.


Knowledge Resource


Serve as a go-to resource for team members, offering expertise, guidance, and mentorship. Promote a culture of continuous learning, helping the team stay informed and deliver exceptional service.


Building Community Connections


Actively participate in community outreach and events to enhance Securityplus' presence. Strengthen relationships by promoting membership benefits and fostering connections that extend beyond the branch, contributing to the credit union's growth and reputation.


Fostering a High-Energy, Collaborative Team


Partner across departments to address member needs and strengthen the credit union's overall service effectiveness.


What You'll Bring to the Table:

  • Associates degree or equivalent work experience required.
  • Two (2) years of experience in customer service, financial services, or sales, with a focus on providing tailored solutions.
  • Strong consultative sales skills with a passion for helping members reach their financial goals.
  • Excellent communication skills-verbal, written, and interpersonal.
  • Experience handling complex financial transactions and a deep understanding of financial products and services.
  • Self-motivated and goal-oriented with the ability to thrive in a fast-paced environment.
  • Eligibility to register with the Nationwide Mortgage Licensing System & Registry (NMLS) and maintain registration as a Mortgage Loan Originator (MLO).
  • Availability to work Saturdays.

Why You'll Love Working at Securityplus:


Mission-Driven Organization:

You'll be part of a credit union that's all about helping our members and communities thrive.


Competitive Salary & Benefits Package:

We offer a competitive salary and comprehensive retirement benefits, including a 401(k) with company contributions, health, dental, and vision coverage, along with the opportunity to earn an annual performance bonus.


Opportunities for Career Growth:

We value internal development and offer opportunities for career progression into new roles and other departments.


Work-Life Balance:

We believe in work/life balance. No burnout allowed here!


Culture of Fun and Collaboration:

No egos, no endless meetings-just a team of passionate people who genuinely love working together to make a positive difference.


Equal Employment Opportunity


Securityplus Federal Credit Union provides equal employment opportunities to all applicants and employees and strictly prohibits any type of harassment or discrimination in regard to race, religion, age, color, sex, disability status, national origin, genetics, sexual orientation, protected veteran status, gender expression, gender identity, or any other characteristic protected under federal, state, and/or local laws.


Reasonable Accommodations Statement 


Consistent with the Americans with Disabilities Act (ADA), it is the policy of Securityplus Federal Credit Union to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact Securityplus Federal Credit Union's Human Resources Department at 410.281.6200.


Physical Demands and Work Environment 


This position involves typical office work such as the use of the PC, reviewing manuals and related office papers, the use of the telephone, fax, and photocopy machines. While performing the duties of this job, the employee is required to sit, occasionally stand, walk, reach, talk, and hear. The employee may occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.


At-Will Statement


Your employment with Securityplus Federal Credit Union is on an at-will basis, meaning either you or the Company can terminate the employment relationship at any time, for any or no reason, and with or without cause or notice. As an at-will employee, your employment with Securityplus Federal Credit Union is not guaranteed for any length of time.

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