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Associate Financial Representative Jobs in Conley, GA

High school diploma and 3-5 years of customer service experience supporting financial services ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...

... R and Manager. In general, the Associate Manager's duty will be to complete as much of the ... QUALIFICATIONS Previous experience in collections or the finance industry a plus. The Associate ...

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Associate Financial Representative information

See Conley, GA salary details

$10

$25

$63

How much do associate financial representative jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for associate financial representative in Conley, GA is $25.30, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $24.71 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 Conley, GA are hiring for Associate Financial Representative jobs?

Cities near Conley, GA with the most Associate Financial Representative job openings:

Infographic showing various Associate Financial Representative job openings in Conley, GA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $52,621 per year, or $25.3 per hour.

Bankruptcy & Financial Restructuring Associate - Atlanta

Recutify Inc.

Atlanta, GA โ€ข On-site

$225K - $390K/yr

Full-time

Re-posted 21 days ago


Job description

Job Title: Bankruptcy & Financial Restructuring Associate – Atlanta
Location: Atlanta, Georgia
Employment Type: Full-Time | Onsite (5 days in office)
Compensation: $225,000 – $390,000

About the Role:
We are seeking a Bankruptcy & Financial Restructuring Associate to support sophisticated restructuring matters. The role focuses on creditor-side Chapter
11 work, workouts, restructuring negotiations, distressed M&A support, and related restructuring litigation. This position offers the opportunity to work closely
with finance and corporate deal teams in a collaborative and high-performing environment.

Core Responsibilities:

  • Draft pleadings, motions, objections, and filings for Chapter 11 matters

  • Analyze creditor rights, liens, priority, adequate protection, and plan treatment

  • Support negotiations in workouts, forbearances, amendments, and restructuring term sheets

  • Coordinate with finance teams on credit document interpretation and secured creditor strategy

  • Assist with contested matters, discovery, and restructuring litigation

  • Prepare client updates, timelines, and restructuring strategy memos

Required Qualifications:

  • JD and active bar membership

  • 2–6+ years of bankruptcy or restructuring experience

  • Strong legal writing and drafting skills

  • Ability to work under fast deadlines and handle complex matters

  • Experience supporting Chapter 11 or restructuring matters

Work Environment:

  • Collaborative, business-focused culture

  • Lean deal teams with strong partner involvement

  • Early responsibility and ownership of workstreams

  • Support for career progression and mentorship

  • Office-centric culture emphasizing collaboration

Screening Questions:

  1. How many years of bankruptcy or restructuring experience do you have post law school?

  2. What experience do you have working on Chapter 11 matters?

  3. Have you represented creditors in restructuring or bankruptcy cases?

  4. What types of restructuring work have you been most involved in (workouts, restructuring negotiations, litigation, etc.)?

  5. Are you currently admitted to the bar and in good standing?

  6. Are you comfortable working onsite five days per week in Atlanta?

  7. What is motivating you to explore a new opportunity right now?

  8. What is your current compensation and target range for your next role?

Interview Process:

  • Initial Recruiting Screener (30 minutes)

  • Hiring Manager / Practice Lead Interview (30–45 minutes)

  • Panel Interviews (2–4 interviews, 30–45 minutes each)

  • References and Conflict Check