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Associate Financial Representative Jobs in Columbia, SC

Staples, Inc.

Rep I Accounts Payable

Columbia, SC

Our talented finance team partners with every area of the business to drive results and provide ... Inclusive culture with associate-led Business Resource Groups. Flexible PTO (22 days) and Holiday ...

Staples, Inc.

Rep I Accounts Payable

Columbia, SC · On-site

Our talented finance team partners with every area of the business to drive results and provide ... We Offer: • Inclusive culture with associate-led Business Resource Groups. • Flexible PTO (22 ...

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Associate Financial Representative information

See Columbia, SC salary details

$9

$24

$61

How much do associate financial representative jobs pay per hour?

As of Aug 24, 2026, the average hourly pay for associate financial representative in Columbia, SC is $24.34, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $23.80 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 Columbia, SC?

The most popular types of Financial Representative jobs in Columbia, SC are:

What are popular job titles related to Associate Financial Representative jobs in Columbia, SC?

For Associate Financial Representative jobs in Columbia, SC, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Columbia, SC look for?

The top searched job categories for Associate Financial Representative jobs in Columbia, SC are:

What cities near Columbia, SC are hiring for Associate Financial Representative jobs?

Cities near Columbia, SC with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Columbia, SC as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $44,688 per year, or $21.5 per hour.

Rep I Accounts Payable

Staples, Inc.

Columbia, SC

Full-time

Retirement, PTO

Re-posted yesterday

Staples rating

5.7

Company rating: 5.7 out of 10

Based on 637 frontline employees who took The Breakroom Quiz

459th of 737 rated retailers

Job description

Staples is business to business. You're what binds us together.

Our talented finance team partners with every area of the business to drive results and provide financial expertise. We are passionate about analyzing and interpreting information to assess performance and provide guidance. Our team serves as a true partner and advisor to all our business leaders; working with them to accelerate the company's profitability and growth.

Join our Finance team as a Rep I, Accounts Payable, where you'll play a critical role in ensuring accurate and timely payments to vendors and suppliers while supporting key financial operations across the business. This is a great opportunity for a detail-oriented professional who enjoys problem-solving, collaborating across teams, and delivering exceptional customer service in a fast-paced environment.

What you will be doing:

Process check and electronic payment runs, virtual card payments, wire transfers, and other payment methods.

Transmit daily cash disbursements to banking partners and verify successful transmissions.

Research and resolve suspect checks, process voids and stop payments in Oracle and Cash Pro.

Reconcile variances related to disbursement general ledger accounts.

Maintain vendor master records, including trade and expense vendor setup and updates.

Perform specialized system setup in Automatch or AS400 as needed.

Partner with Global Buying and Procurement teams on payment term updates and contract-related inquiries.

Investigate returned checks and coordinate resolution with internal stakeholders.

Respond to inquiries from internal and external customers.

What's needed: Basic Qualifications:

High School Diploma or GED required.

2+ years of experience in Accounts Payable, Finance, Accounting, Banking, or a related business function.

Strong attention to detail and organizational skills.

Proficiency with Microsoft Office Suite, including Excel.

Preferred Qualifications:

2-4 years of Accounts Payable experience.

Experience with Oracle Financials.

Experience maintaining vendor master records.

We Offer:

Inclusive culture with associate-led Business Resource Groups.

Flexible PTO (22 days) and Holiday Schedule (7 observed paid holidays).

Company Match 401(k), wellness programs, and more!

The salary range represents the expected compensation for this role at the time of posting. The specific base pay may be influenced by a variety of factors to include the candidate's experience, skill set, education, business considerations, geography, and internal equity.   Some roles may also be eligible for overtime pay, in accordance with federal and state requirements.  

LI-SJ

Staples is an Equal Opportunity Employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, age, national origin, protected veteran status, disability, or any other basis protected by federal, state, or local law.

What Staples employees say

Pay

Benefits

Hours and flexibility

Workplace

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About Staples

Sourced by ZipRecruiter

Staples is the country's largest operator of office supplies superstores, offering a vast selection of products at low prices, primarily to small business owners. The company has a strong online presence and operates over 994 stores in the U.S. and 40 warehouses/fulfillment centers. The company was founded by Leo Kahn and Thomas G. Stemberg, and opened its first store in Brighton, Massachusetts on May 1, 1986. By 1996, it had reached the Fortune 500, and later acquired the office supplies company Quill Corporation. Staples provides office and school supplies, office furnishings, electronics, software, snack and beauty products, as well as offering printing and technological services. The company has a strong commitment to innovation and customer service.

Industry

Retail

Company size

10,000+ Employees

Headquarters location

Framingham, MA, US

Social media

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