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Associate Financial Representative Jobs in Dallas, TX

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Financial Services Representative (Training Provided) ⚠️ Please Read Before Applying This ... Flexible schedule * Unlimited earning potential Many of our associates begin part-time while ...

Financial Consultant

Dallas, TX · On-site

$72K - $95K/yr

... representatives on the complete spectrum of TIAA products and services. This job covers ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Financial Consultant

Dallas, TX · On-site

$72K - $95K/yr

... representatives on the complete spectrum of TIAA products and services. This job covers ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Virtual Financial Consultant

Dallas, TX · On-site

$70K - $103K/yr

... representatives on the complete spectrum of TIAA products and services. This job covers ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

A Top 200 AmLaw firm seeks an associate to join their Finance Practice for their Dallas or Houston ... Experience in representing institutional and non-traditional lenders in connection with the ...

... representatives on the complete spectrum of TIAA products and services. This job covers ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

A Top Am Law 100 Law firm that represents the majority of the Fortune 100 and more than half of the Fortune 500 companies seeks a mid-level finance associate. Ideal candidates must have experience ...

Showing results 21-40

Associate Financial Representative information

See Dallas, TX salary details

$10

$26

$65

How much do associate financial representative jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for associate financial representative in Dallas, TX is $26.14, according to ZipRecruiter salary data. Most workers in this role earn between $19.09 and $25.53 per hour, depending on experience, location, and employer.

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.

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 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 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 most commonly searched types of Financial Representative jobs in Dallas, TX? The most popular types of Financial Representative jobs in Dallas, TX are:
What are popular job titles related to Associate Financial Representative jobs in Dallas, TX? For Associate Financial Representative jobs in Dallas, TX, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Dallas, TX look for? The top searched job categories for Associate Financial Representative jobs in Dallas, TX are:
What cities near Dallas, TX are hiring for Associate Financial Representative jobs? Cities near Dallas, TX with the most Associate Financial Representative job openings:
Infographic showing various Associate Financial Representative job openings in Dallas, TX as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $54,370 per year, or $26.1 per hour.

Full-time

Posted 25 days ago


Job description

This is position is a great opportunity for someone with 3-5 years of experience to work on a best-in-class finance/accounting team, and at a company that prioritizes culture and is perfectly positioned for growth.

PRINCIPAL JOB ACTIVITIES:

  • Provide analytical summaries for various company KPI's, including but not limited to, sales data, revenue analysis, variance analysis from budget and forecasts, and maintaining various excel models
  • Prepare and document annual budgets and periodic reforecasts, including all supporting documentation such as leasing templates, tenant analysis, property and portfolio analysis, and other various financial/performance metrics. Work alongside leasing, asset management, property General Managers, marketing, etc. to coordinate the final product.
  • Fulfill ad-hoc internal requests from various departments (Asset Management, Investment/Acquisitions, Development, Leasing, etc.) and deliverables to 3rd party owners and to partners/investors as needed
  • Coordinate with various levels of management and departments to gather, analyze, summarize, and prepare recommendations, reports, and analysis for monthly reporting packages, business planning, etc.
  • Perform daily treasury duties including uploading positive pay files, account transfers, wires, etc. Maintain supporting documentation for all treasury functions, and a weekly cash report sent out to various department members
  • Evaluate and read lease language and understanding of impacts to value of real estate assets
  • Conduct property level analyses assessing the financial impact of developments, expansions and significant leasing activities on investor returns as needed

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.

REQUIREMENTS:

  • Strong financial and analytical ability
  • Systems-oriented, tech-savvy; ability to work with financial systems (Yardi Voyager, Yardi Elevate Automated Budgeting & Forecasting (ABF) a plus)
  • Real estate background and experience with Argus strongly preferred
  • Demonstrated organizational skills
  • Ability to take direction and work independently or with others
  • Strategic thinker with the ability to formulate strategies and frame solutions to complex issues
  • Team-oriented
  • Excellent communication and interpersonal skills
  • Highly organized - comfortable participating in several different projects at a time along with day-to-day activities

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Work is typically performed in an office environment, but this position will require traveling to meet with property teams, attend ICSC conferences, Centennial related matters and interface with partners. Must have the ability to navigate and move about large retail environments for extended periods of time.
  • While performing the duties of this job, the employee is regularly required to stand; move about an office or retail space; use hands to finger, handle, or feel; reach with hands and arms; talk and hear. The employee is regularly required to sit.
  • The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal and expansive reading.

EQUAL OPPORTUNITY EMPLOYER:

Centennial ensures equal employment opportunities regardless of race, creed, gender, color, national origin, religion, age, sexual orientation, or disability.

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