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Associate Financial Representative Jobs in Columbia, SC

Foundever

Customer Service Representative

Sumter, SC · On-site

$17/hr

You will assist customers with their entry-level banking and financial needs while contributing to ... With 130,000 associates across the globe, we're the team behind the best experiences for +800 of ...

Foundever

Customer Service Representative

Sumter, SC · On-site

$17/hr

You will assist customers with their entry-level banking and financial needs while contributing to ... With 130,000 associates across the globe, we're the team behind the best experiences for +800 of ...

Foundever

Customer Service Representative

Sumter, SC · On-site

$17/hr

You will assist customers with their entry-level banking and financial needs while contributing to ... With 150,000 associates across the globe, we're the team behind the best experiences for +800 of ...

Foundever

Customer Service Representative

Sumter, SC · On-site

$17/hr

You will assist customers with their entry-level banking and financial needs while contributing to ... With 130,000 associates across the globe, we're the team behind the best experiences for +800 of ...

Foundever

Customer Service Representative

Sumter, SC · On-site

$17/hr

You will assist customers with their entry-level banking and financial needs while contributing to ... With 130,000 associates across the globe, we're the team behind the best experiences for +800 of ...

Foundever

Customer Service Representative

Sumter, SC · On-site

$17/hr

You will assist customers with their entry-level banking and financial needs while contributing to ... With 130,000 associates across the globe, we're the team behind the best experiences for +800 of ...

DR Horton

Sales Representative

West Columbia, SC · On-site

The Company also provides mortgage financing and title services for homebuyers through its mortgage ... Associate's Degree or 2 years related experience * Must have a vehicle, valid driver's license, and ...

DR Horton, Inc.

Sales Representative

West Columbia, SC · On-site

The Company also provides mortgage financing and title services for homebuyers through its mortgage ... Associate's Degree or 2 years related experience * Must have a vehicle, valid driver's license, and ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Columbia, SC

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.

Float Sales & Service Representative

First Citizens Bank

Columbia, SC

Full-time

Posted 23 days ago

First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

106th of 171 rated banks

Job description

Overview
Are you a people person? Be a First Citizens person. Join our branch team and make a difference.The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner.The successful candidate will demonstrate:Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversationCustomer Service Skills: Demonstrates professionalism and empathy in customer interactionsAdaptability: Has the ability to learn and adapt quickly to new information and technologyTeamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationshipsFlexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficientlyAgility: Able to process information and move quickly through problem resolution
Responsibilities & Qualifications
Duties & Responsibilities:
Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.
Position Specific Skills:
Financial literacy
Knowledge of retail banking products and services
Qualifications:
Minimum Required Education and Experience: High School Diploma or GED and years' experience in 6 months customer service
Preferred Education:
Preferred Area of Study:
Preferred Area of Experience:Sales
Required Licenses or Certifications: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided. - IO
Preferred Licenses or Certifications:
Additional Information

High School Diploma or GED and 6 months customer service

Preferred Area of Experience: Sales

License or Certification Type: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.

Skill(s): Financial literacy, Knowledge of retail banking products and services

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Qualifications:

High School Diploma or GED and 6 months customer service

Preferred Area of Experience: Sales

License or Certification Type: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.

Skill(s): Financial literacy, Knowledge of retail banking products and services

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Education:UNAVAILABLEEmployment Type: FULL_TIME

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