ZipRecruiter

Log In

1

Associate Financial Representative Jobs in Bath, PA

New Tripoli Bank

Customer Care Representative

Orefield, PA · On-site

$15 - $20.50/hr

... an associate or bachelor's degree in accounting or finance being a plus Skill(s): Strong ... Customer Care Center Summary As a Customer Care Representative, you will serve as the first point ...

UniFirst

Client Success Representative

Breinigsville, PA · On-site

Bachelor's or Associate's degree preferred * Proficiency with Mobile Technology, Microsoft Office ... UniFirst Recruiters and/or representatives will not ask job seekers to provide personal financial ...

next page

Showing results 1-20

All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Bath, PA

Associate Financial Representative information

See Bath, PA salary details

$9

$24

$60

How much do associate financial representative jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for associate financial representative in Bath, PA is $24.14, according to ZipRecruiter salary data. Most workers in this role earn between $17.64 and $23.61 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 job categories do people searching Associate Financial Representative jobs in Bath, PA look for? The top searched job categories for Associate Financial Representative jobs in Bath, PA are:
What cities near Bath, PA are hiring for Associate Financial Representative jobs? Cities near Bath, PA with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Bath, PA as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, 2% Contract, and 1% Nights. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $50,216 per year, or $24.1 per hour.

Experienced Financial Professional MassMutual

MassMutual Philadelphia

Allentown, PA

Other

Re-posted 5 days ago

Job description

We’re looking for experienced financial professionals to join our team dependable team.

Whether you’re looking for a change or seeking to align with a more stable firm, and you have a passion for insurance and investments, then there’s no better place to work than MassMutual Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients greater peace of mind, we can help.

We are dedicated to prudent financial management and impeccable service.

MassMutual and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, annuities, and mutual funds. When you join our team, we help you build your practice and assist those in your community plan for their financial futures. We’re looking for people who possess the following characteristics:

Highly self-motivated and self-disciplined with the ability to work effectively and independently.

Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others.

Fearless, positive attitude and willingness to be accountable for results.

Organized, detail-oriented, and excellent time-management skills.

Desire for continuous learning.

Good communicator—you have excellent listening skills and the ability to explain complex information in a simple and concise manner.

Why MassMutual?

From quality training programs to a competitive compensation package, we offer tremendous support to our financial professionals. Our dedicated teams at the MassMutual Greater Philadelphia General Agency and the Home Office help our agents make a real impact for their customers and communities.

Our extensive, agent-focused resources include:

Our MassMutual University training program, designed to provide career-long support and growth for those interested in the management career path.

Our MML Investors, LLC for qualifying agents who are also Registered Representatives.

Dedicated underwriters who work diligently on cases.

Committed managing associates who are dedicated to helping you succeed.

A team of highly-trained and experienced product consultants and a design team to support your client acquisition needs.

Significant income potential.

Competitive benefits.