ZipRecruiter

Log In

1

Associate Financial Representative Jobs in Chester, PA

Professional Planning Associates

Be Seen First

Financial Services Administrator

Philadelphia, PA · On-site

$50K - $60K/yr

... investment representatives in the areas of financial client services.​ The primary ... Company Description Professional Planning Associates has been in the business of providing ...

New

Professional Planning Associates

Be Seen First

Financial Services Manager

Philadelphia, PA · On-site

$65K - $75K/yr

... investment representatives in the areas of financial client services.​ The primary ... Associates has been in the business of providing financial planning services since it was founded ...

New

Main Line Health

Patient Financial Counselor

Media, PA · On-site

$18.75 - $24.50/hr

Associate Degree or Bachelor's Degree preferred. Licensures/Certifications: Certified Revenue Cycle ... Representative (CRCR)/Healthcare Financial Management Association desirable

Main Line Health

Patient Financial Counselor

Media, PA · On-site

$18.75 - $24.50/hr

Associate Degree or Bachelor's Degree preferred. Licensures/Certifications: Certified Revenue Cycle ... Representative (CRCR)/Healthcare Financial Management Association desirable

Main Line Health

Patient Financial Counselor

Media, PA · On-site

$18.75 - $24.50/hr

Associate Degree or Bachelor's Degree preferred. Licensures/Certifications: Certified Revenue Cycle ... Revenue Cycle Representative (CRCR)/Healthcare Financial Management Association desirable ...

previous pagenext page

Showing results 21-40

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

Associate Financial Representative information

See Chester, PA salary details

$10

$25

$64

How much do associate financial representative jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for associate financial representative in Chester, PA is $25.38, according to ZipRecruiter salary data. Most workers in this role earn between $18.56 and $24.81 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 popular job titles related to Associate Financial Representative jobs in Chester, PA?

For Associate Financial Representative jobs in Chester, PA, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Chester, PA look for?

The top searched job categories for Associate Financial Representative jobs in Chester, PA are:

What cities near Chester, PA are hiring for Associate Financial Representative jobs?

Cities near Chester, PA with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Chester, PA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $52,794 per year, or $25.4 per hour.

Leveraged Finance Associate Attorney

Direct Counsel

Philadelphia, PA • On-site

$260K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 25 days ago

Job description

Leveraged Finance Associate Attorney
Locations: Charlotte, NC | Dallas, TX | New York, NY | Philadelphia, PA

Direct Counsel is seeking a Leveraged Finance Associate Attorney to join the nationally recognized Global Finance practice of a premier Am Law firm. This is an outstanding opportunity to work on sophisticated domestic and cross-border financing transactions representing borrowers, lenders, private equity sponsors, issuers, financial advisors, agents, and equity investors across every level of the capital structure.

The ideal candidate will have 3–6 years of leveraged finance experience with a strong background handling acquisition financings, recapitalizations, restructurings, and other complex financing transactions.

Responsibilities

  • Represent borrowers, lenders, private equity sponsors, issuers, financial advisors, agents, and equity investors in leveraged finance transactions.

  • Structure, negotiate, and document a broad range of financing transactions, including domestic and cross-border acquisition financings, dividend recapitalizations, restructurings, and reorganizations.

  • Draft and negotiate credit agreements, security documents, intercreditor agreements, and other financing documentation.

  • Serve as a key member of transaction teams, managing significant aspects of transactions from due diligence through closing.

  • Advise clients on financing structures, evolving market terms, and strategic transaction considerations.

  • Collaborate with attorneys across the Global Finance practice to deliver practical, business-focused legal solutions for sophisticated financing matters.

Qualifications

  • J.D. from an accredited law school with strong academic credentials.

  • 3–6 years of experience in leveraged finance or related finance transactions at a law firm.

  • Significant experience representing borrowers, lenders, private equity sponsors, and/or agents in complex financing transactions.

  • Experience with domestic and cross-border acquisition financings, recapitalizations, restructurings, and reorganizations.

  • Exposure to middle-market lending and representing alternative lenders, including business development companies (BDCs), hedge funds, and other non-bank lenders, is preferred.

  • Demonstrated ability to manage key aspects of sophisticated transactions from due diligence through closing.

  • Excellent drafting, negotiation, analytical, and communication skills.

  • Active bar admission, or eligibility for admission, in the jurisdiction where the candidate will be based.

Compensation & Benefits

  • Salary: Starting at $260,000, with compensation commensurate with class year and experience.

  • Comprehensive benefits package including medical, dental, vision, retirement savings, paid time off, professional development opportunities, and additional employee wellness benefits.

This is an exceptional opportunity for a finance attorney to join a market-leading Global Finance practice handling sophisticated leveraged finance transactions for leading financial institutions, private equity sponsors, and corporate borrowers.