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Associate Financial Representative Jobs in Baltimore, MD

LHH US

Member Services Representative

Baltimore, MD

$23 - $25/hr

This temporary opportunity is ideal for individuals with previous banking or financial institution ... Audrey Bevel Benefit offerings available for our associates include medical, dental, vision, life ...

LHH US

Member Services Representative

Baltimore, MD

$23 - $25/hr

This temporary opportunity is ideal for individuals with previous banking or financial institution ... Audrey Bevel Benefit offerings available for our associates include medical, dental, vision, life ...

Southern National Roofing

Sales Representative

Towson, MD · On-site

$150K - $300K/yr

Many of our top performers come from car sales, retail sales associate roles, inside sales, or ... Exhibits self-discipline and high motivation for financial success * Proficient in utilizing ...

RS&H

Senior FP&A Analyst

Timonium, MD · Hybrid

$82K - $102K/yr

Please note: no agency representation or submissions will be recognized for this vacancy ... with associates who work hard every day to create tomorrow together. We offer an exceptional ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Baltimore, MD

Associate Financial Representative information

See Baltimore, MD salary details

$10

$26

$65

How much do associate financial representative jobs pay per hour?

As of Sep 7, 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 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 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 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 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.

How much does an associate financial representative make?

An associate financial representative typically earns between $40,000 and $60,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced representatives or those with additional certifications can earn higher salaries and commissions.

What are the most commonly searched types of Financial Representative jobs in Baltimore, MD?

The most popular types of Financial Representative jobs in Baltimore, MD are:

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

Insurance Representative

Transamerica Life Insurance Company

Baltimore, MD • On-site

$57K - $72K/yr

Full-time

Re-posted 22 days ago

Job description

The Insurance Representative is directly responsible for writing new quality business, conserving existing business, providing ongoing quality service to policy owners in accordance with the Insurance Representative’s Agreement and maintaining a program of continuous self-improvement. The primary aspect of the Insurance Representative position is to sell. All other functions, particularly policy owner services, provide the opportunities to increase sales activity.

The Representative reports directly to a Managing Representative, Associate Director or Managing Director and is expected to meet weekly and annual objectives agreed upon with his/her immediate supervisor for the number of submitted life & health applications, life and health placements, life & health annualized controllable increase, Personal Financial Planning (PFP) sales interviews, Quality Life Check-ups (QLCs), first year and renewal persistency, first year and renewal lapse limits and all other required annual objectives. The Representative, with his/her immediate supervisor’s approval, is responsible for the creation, development and implementation of action plans that are consistent with Company and personal objectives. In order to accomplish these goals, the Representative has to demonstrate the ability to work without close supervision and to work evening hours and weekends. The Representative is expected to perform at levels that will result in net premium growth on the agency to which he/she is assigned.

The Representative will establish annual individualized objectives on the Representative’s Marketing Plan. He/she will create, develop and implement the methods/activities/action plans necessary to achieve the annual objectives. The Representative will participate in an individual Action Planning Conference (APC) with his/her direct supervisor on a regular basis for the purpose of meeting the individual’s activity, sales, service and training goals established in the Representative’s Marketing Plan.

The Representative is expected to perform at levels that will result in net premium growth on the agency to which he/she is assigned.

Qualifications

Education – High school diploma required. An undergraduate college degree, in a business-related field (i.e., marketing, business administration, management, etc.) preferred.

Years and type of experience required/preferred – One to 3 years of experience in an insurance sales environment preferred, but not required.

Life and health insurance license is required.

Valid driver’s license and dependable/reliable transportation.

Establishes high goals and expectations. Able to start and persist with specific courses of action while exhibiting high motivation and a sense of urgency; willing to commit to long hours of work and make personal sacrifice in order to reach goals. Conducts oneself and communicates in a professional manner. 

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