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Associate Financial Representative Jobs in Birmingham, AL

DR Horton

Sales Representative - Springville

Hoover, AL · On-site

R. Horton also provides mortgage financing and title services for homebuyers through its mortgage ... Associate's degree or 2 years of related work experience * Demonstrated interest in pursuing real ...

DR Horton

Sales Representative - Odenville

Hoover, AL · On-site

R. Horton also provides mortgage financing and title services for homebuyers through its mortgage ... Associate's degree or 2 years of related work experience * Demonstrated interest in pursuing real ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Birmingham, AL

Associate Financial Representative information

See Birmingham, AL salary details

$9

$24

$62

How much do associate financial representative jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for associate financial representative in Birmingham, AL is $24.67, according to ZipRecruiter salary data. Most workers in this role earn between $18.03 and $24.13 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 Birmingham, AL?

The most popular types of Financial Representative jobs in Birmingham, AL are:

What are popular job titles related to Associate Financial Representative jobs in Birmingham, AL?

For Associate Financial Representative jobs in Birmingham, AL, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Birmingham, AL look for?

The top searched job categories for Associate Financial Representative jobs in Birmingham, AL are:

What cities near Birmingham, AL are hiring for Associate Financial Representative jobs?

Cities near Birmingham, AL with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you

Financial Services Representative

MassMutual Alabama

Birmingham, AL • On-site

Full-time

Medical, Dental, Life, Retirement

Re-posted 8 days ago

Job description

Company Description

Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyowners consistently since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long-term.

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. MassMutual is headquartered in Springfield, Massachusetts and its major affiliates include: Babson Capital Management LLC; Baring Asset Management Limited; Cornerstone Real Estate Advisers LLC; The First Mercantile Trust Company; MassMutual International LLC; MML Investors Services, LLC, Member FINRA and SIPC; OppenheimerFunds, Inc.; and The MassMutual Trust Company, FSB.

For more information, visit www.massmutual.com or find MassMutual on Facebook, Twitter, LinkedIn, YouTube and Google+.


CRN201503-169951


Job Description

As a Financial Services Representative, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. Discover a career that can't be offshored or outsourced. 

At MassMutual Alabama, a MassMutual general agency, you'll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results. 


RESPONSIBILITIES

Prospecting for clients through networking and referrals

Developing and maintaining long-term relationships with clients

Providing financial solutions for clients through fact gathering and needs analyses

Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates


Qualifications

Strong interpersonal skills and customer service focus

Market development/networking abilities

Presentation and organization skills

Strong work ethic, self-motivated and goal-oriented

BA, BS, and/or graduate degree or equivalent work experience required


Additional Information

Results-driven compensation and access to a competitive benefits package including medical and dental, life and disability insurance, and thrift and pension plans are available for qualified Financial Services Representatives. Contact Fanci Worthington today at: 


2 North 20th Street, Suite 1500

Birmingham, AL 35203

(205) 244-8614 

alabama.massmutual.com     


Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies.


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