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Associate Financial Representative Jobs in Dallas, TX

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Finance Associate Attorney

Dallas, TX · On-site

$225K/yr

Are you a passionate Finance Associate Attorney seeking a rewarding career? Join an international ... demonstrated expertise in representing borrowers and/or lenders in reserve-based lending ...

Penske

Senior Financial Analyst

Irving, TX · Hybrid

$82K - $102K/yr

A Penske Logistics Sr. Financial Analyst is responsible for data mining and analysis, presentation ... representative of those that must be met by an associate to successfully perform the essential ...

Penske

Senior Financial Analyst

Irving, TX · Hybrid

$79K - $98K/yr

A Penske Logistics Sr. Financial Analyst is responsible for data mining and analysis, presentation ... representative of those that must be met by an associate to successfully perform the essential ...

Penske

Senior Financial Analyst

Irving, TX · On-site

$79K - $98K/yr

A Penske Logistics Sr. Financial Analyst is responsible for data mining and analysis, presentation ... representative of those that must be met by an associate to successfully perform the essential ...

CEN

Financial Consultant Investments

Dallas, TX · On-site

$60 - $80/hr

... associates in order to generate referrals. This duty is performed weekly, about 20% of the time. 2. ... The requirements listed below are representative of the knowledge, skill, and/or ability required.

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Dallas, TX

Associate Financial Representative information

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$10

$26

$65

How much do associate financial representative jobs pay per hour?

As of Sep 7, 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 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 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:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Dallas, TX as of August 2026, with employment types broken down into 100% Full Time. Highlights an 79% In-person, 10% Hybrid, and 11% Remote job distribution, with an average salary of $54,370 per year, or $26.1 per hour.

Financial Regulatory & Compliance Associate (Senior Level) - Dallas

Direct Counsel

Dallas, TX • On-site, Remote

$260K - $365K/yr

Full-time

Posted 13 days ago

Job description

Senior Financial Regulatory & Compliance Associate

Direct Counsel is representing a leading AmLaw 100 firm seeking a Senior Associate with 7+ years of financial services regulatory and compliance experience to join its Financial Regulatory & Compliance Practice. This is an excellent opportunity to advise sophisticated banking, fintech, payments, and financial services clients on complex regulatory matters.

Key Responsibilities
  • Advise banks, fintech companies, money services businesses, and virtual currency/payment platforms.
  • Counsel clients on licensing, chartering, new product development, M&A, bank partnership models, and third-party risk.
  • Advise on BSA/AML, BHCA, IBA, Reg Y, Reg K, CRA, Volcker Rule, capital/liquidity risk, and consumer protection regulations.
  • Represent clients before federal regulators, including the Federal Reserve, FDIC, OCC, FinCEN, and state authorities.
  • Handle regulatory enforcement matters as applicable.
Qualifications
  • 7+ years of financial services regulatory and compliance experience.
  • Strong experience advising banks, fintech, payments, or financial services companies.
  • Experience with federal and state financial regulators required.
  • Excellent legal research, writing, analytical, and communication skills.
  • Strong academic credentials and attention to detail.
  • Demonstrated ability to take significant responsibility and manage complex matters.
  • Must be admitted or eligible for admission in the applicable jurisdiction.
  • Spanish fluency is a plus, but not required.
Locations

Miami, FL | Los Angeles, CA | Atlanta, GA | Washington, D.C. | Dallas, TX | Chicago, IL | San Diego, CA | San Francisco, CA | New York, NY | Phoenix, AZ

Onsite | Full-Time

Compensation

$260,000–$365,000 annually, depending on experience and location, plus discretionary bonus and comprehensive benefits.