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Associate Financial Representative Jobs in Bristol, VT

OR Associate's degree in accounting, business/office administration AND two (2) years or more of ... represents a variety of backgrounds, perspectives, and skills. The State does not discriminate in ...

Wealth Management Associate

Colchester, VT · On-site

$80.70 - $89.80/hr

In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will ... representing the service lens * Participating in firm initiatives (e.g., training or education ...

Retail Sales Associate

Montpelier, VT · On-site

$15.59 - $17.59/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... represents just one part of our total rewards approach. We're proud to offer a variety of financial ...

Retail Sales Associate

Colchester, VT · On-site

$17.09 - $19.09/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... represents just one part of our total rewards approach. We're proud to offer a variety of financial ...

Retail Sales Associate

Burlington, VT · On-site

$17.09 - $19.09/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... represents just one part of our total rewards approach. We're proud to offer a variety of financial ...

Retail Sales Associate

Richmond, VT

$15.50 - $17.75/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... represents just one part of our total rewards approach. We're proud to offer a variety of financial ...

Retail Sales Associate

Burlington, VT · On-site

$15 - $17.25/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... represents just one part of our total rewards approach. We're proud to offer a variety of financial ...

Retail Sales Associate

Northfield, VT · On-site

$15.59 - $17.59/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... represents just one part of our total rewards approach. We're proud to offer a variety of financial ...

Retail Sales Associate

Montpelier, VT · On-site

$15.25 - $17.50/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... represents just one part of our total rewards approach. We're proud to offer a variety of financial ...

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Associate Financial Representative information

See Bristol, VT salary details

$10

$27

$68

How much do associate financial representative jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for associate financial representative in Bristol, VT is $27.08, according to ZipRecruiter salary data. Most workers in this role earn between $19.81 and $26.49 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 cities near Bristol, VT are hiring for Associate Financial Representative jobs?

Cities near Bristol, VT with the most Associate Financial Representative job openings:

Infographic showing various Associate Financial Representative job openings in Bristol, VT as of August 2026, with employment types broken down into 100% Full Time. Highlights an 92% In-person, and 8% Remote job distribution, with an average salary of $56,329 per year, or $27.1 per hour.

Financial Administrator I

State of Vermont

Waterbury Center, VT • On-site

Full-time

Medical, Dental, Life, Retirement

Re-posted 16 days ago


State Of Vermont rating

8.1

Company rating: 8.1 out of 10

Based on 43 frontline employees who took The Breakroom Quiz

9th of 50 rated states


Job description

Overview
The Vermont Department of Health Business Office is recruiting for a Financial Administrator I to join the budget team. In this role you will develop budgets and expense projections for a portfolio of divisions within the Department, monitor spending against forecasts, analyze expenses and trends, and track special fund revenue and expenses. If you have training and/or experience in accounting, budgeting, economics, or financial analysis and a desire to put your skills to work to promote the physical, mental, and social well-being of people in Vermont, this may be the opportunity for you.
Who May Apply
This position, Financial Administrator I (Job Requisition #55648), is open to all State employees and external applicants.
If you would like more information about this position, please contact megan.hoke@vermont.gov
Resumes will not be accepted via e-mail. You must apply online to be considered.
Please note that multiple positions in the same work location may be filled from this job posting.
AHS BACKGROUND CHECKS: Candidates must pass any level of background investigation applicable to the position. In accordance with AHS Policy 4.02, Hiring Standards, Vermont and/or national criminal record checks, as well as DMV and adult and child abuse registry checks, as appropriate to the position under recruitment, will be conducted on candidates, with the exception of those who are current classified state employees seeking transfer, promotion or demotion into an AHS classified position or are persons exercising re-employment (RIF) rights.
Environmental Factors
Work is performed in a standard office setting.
Minimum Qualifications
High School diploma or equivalent AND three (3) years or more of accounting experience maintaining, reviewing and analyzing financial data and records.
OR
Associate's degree in accounting, business/office administration AND two (2) years or more of accounting experience maintaining, reviewing and analyzing financial data and records.
OR
Bachelor's degree in accounting, business/office administration.
OR
One (1) year or more of experience as a Financial Specialist III with the State of Vermont.
NOTE: All levels of required accounting experience, unless otherwise noted, must have been performed to ensure compliance with GAAP (Generally Accepted Accounting Principles) and standards.
Special Requirements
For some positions experience working with the VISION system (VISION is the State of Vermont PeopleSoft financial management system) may be required.
Total Compensation
As a State employee you are offered a great career opportunity, but it's more than a paycheck. The State's total compensation package features an outstanding set of employee benefits that are worth about 30% of your total compensation, including:
  • 80% State paid medical premium and a dental plan at no cost for employees and their families
  • Work/Life balance: 12 paid holidays each year and a generous leave plan
  • State Paid Family and Medical Leave Insurance (FMLI)
  • Two ways to save for your retirement: A State defined benefit pension plan and a deferred compensation 457(b) plan
  • Tuition Reimbursement
  • Flexible spending healthcare and childcare reimbursement accounts
  • Low cost group life insurance
  • Incentive-based Wellness Program
  • Qualified Employer for Public Service Student Loan Forgiveness Program

Want the specifics? Explore the Benefits of State Employment on our website.
Equal Opportunity Employer
The State of Vermont celebrates diversity, and is committed to providing an environment of mutual respect and meaningful inclusion that represents a variety of backgrounds, perspectives, and skills. The State does not discriminate in employment on the basis of race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, membership in an employee organization, family medical history or genetic information, or family or parental status. The State's employment decisions are merit-based. Retaliatory adverse employment actions by the State are forbidden.

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About State of Vermont

Sourced by ZipRecruiter

State of Vermont is not a conventional company but rather a governing body of which oversees the U.S. state of Vermont. Its headquarters are situated in Montpelier, VT, US. As an official state governmental authority, it is involved in various industry sectors including health, environment, transportation, education, commerce, and public safety. Its functions range from law enforcement to educational programs, social services, environmental conservation, and more. The official website vermont.gov serves as a central portal for citizens to access state services and information.

Industry

Public administration

Company size

51 - 200 Employees

Headquarters location

Montpelier, VT, US

Year founded

1791

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