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Associate Financial Representative Jobs in Dothan, AL

Carmax

Sales Associate

Dothan, AL · On-site

$14.60 - $21.90/hr

... test drives, and financing applications. * Conduct accurate vehicle condition assessments ... Strong communication skills with confidence in representing CarMax and its products. * Ability to ...

Carmax

Customer Service Sales Representative

Dothan, AL · On-site

$14.60 - $21.90/hr

We're rethinking the way people buy cars - and our associates help us do just that. We believe work ... test drives, and financing applications. * Conduct accurate vehicle condition assessments ...

CVS Health

Store Associate

Dothan, AL

$15 - $18/hr

... represents the base hourly rate or base annual full-time salary for all positions in the job grade ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

CVS Health

Store Associate

Blakely, GA

$15 - $18/hr

... represents the base hourly rate or base annual full-time salary for all positions in the job grade ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

CVS Health

Store Associate

Marianna, FL

$15 - $18/hr

... represents the base hourly rate or base annual full-time salary for all positions in the job grade ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

Rural King

Cashier

Dothan, AL · On-site

$10.75 - $14.50/hr

Associate Assistance Program * RK Cares Associate Hardship Program * 24/7 Chaplaincy Services ... You will be the frontline representative of our brand, responsible for greeting and interacting ...

Rural King

Cashier

Dothan, AL · On-site

$10.75 - $14.50/hr

Associate Assistance Program * RK Cares Associate Hardship Program * 24/7 Chaplaincy Services ... You will be the frontline representative of our brand, responsible for greeting and interacting ...

Rural King

Cashier

Dothan, AL · On-site

$10.75 - $14.50/hr

Associate Assistance Program * RK Cares Associate Hardship Program * 24/7 Chaplaincy Services What ... You will be the frontline representative of our brand, responsible for greeting and interacting ...

Gilland Ford

Car Sales Consultant

Ozark, AL · On-site

$50K - $100K/yr

Work collaboratively with sales managers and finance team * Maintain a clean, organized workspace ... associates seeking a career path * Wireless store or customer service reps * Experienced Sales ...

Gilland Ford

Car Sales Consultant

Ozark, AL

$50K - $100K/yr

Work collaboratively with sales managers and finance team * Maintain a clean, organized workspace ... associates seeking a career path * Wireless store or customer service reps * Experienced Sales ...

Gilland Ford

Car Sales Consultant

Ozark, AL · On-site

$50K - $100K/yr

Work collaboratively with sales managers and finance team * Maintain a clean, organized workspace ... associates seeking a career path * Wireless store or customer service reps * Experienced Sales ...

GameStop Inc

Store Manager (3858)

Dothan, AL

... financial protocol, and ethical responsibilities. * Communicate regularly with store associates and ... represented, organized, and alphabetized on the sales floor. * Protect company assets through ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Dothan, AL

Associate Financial Representative information

See Dothan, AL salary details

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How much do associate financial representative jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for associate financial representative in Dothan, AL is $23.92, according to ZipRecruiter salary data. Most workers in this role earn between $17.50 and $23.37 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 job categories do people searching Associate Financial Representative jobs in Dothan, AL look for?

The top searched job categories for Associate Financial Representative jobs in Dothan, AL are:

What cities near Dothan, AL are hiring for Associate Financial Representative jobs?

Cities near Dothan, AL with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you

Sales Representative (Tampa, Florida or Panhandle Region of Florida)

Williston Financial Group

Marianna, FL • On-site

Full-time

Re-posted 3 days ago

Job description

Portland, Oregon-based WFG National Title Insurance Company (WFG), a Williston Financial Group company, is a new breed of national real estate service providers and title insurance companies powered by innovation and collaboration. Founded in 2010, WFG has become the 6th truly national title underwriter and accomplished that faster than any other underwriter in history by creating and delivering a comprehensive suite of real estate-related services and technology. In all that it does, WFG strives to improve the real estate transaction, while increasing transparency and empowerment to the title agent, lender, realty professional and consumer.
WFG enjoys a Financial Stability Rating of A' (A prime) as assigned by Demotech, Inc. Built around the directive to "communicate, collaborate, coexist," WFG has worked to introduce a superior level of client commitment and service to the traditional mortgage and real estate industries, working to meet the changing needs of its clients, agents and associates. For more information, please visit www.WFGNationalTitle.com.
Must Reside in Tampa, FL or the Panhandle Region of Florida
Job Purpose:
Sales Representatives are skilled in obtaining leads and closings, and are responsible for generating new revenue through the sales of the company's services. In addition to possessing excellent customer service skills, the Sales Representative works directly with executives and key personnel to identify, strategize, prioritize, and pursue new and existing opportunities. The ideal candidate will understand the need to continuously develop and feed a sales funnel, generate new opportunities, and close on opportunities in order to a thrive in a fast paced agile working environment.
Essential Job Functions:
  • Adhere to company policies and culture.
  • Identify and initiate contact with potential clients and opportunities.
  • Qualify potential clients to ensure a match for the Company's client criteria.
  • Proven sales experience; experience negotiating and closing.
  • Retain communication and build relationships with clients by making inperson and virtual calls.
  • Engage in WFG company culture that emphasizes engagement in our 4 Cs, quality of work and high performance.
  • Obtain and maintain knowledge of services offered on company and client sides.
  • Maintain knowledge of industry regulations.
  • Maintain CRM daily with customer contacts and details.
  • Qualify potential clients to ensure a match for the Company's client criteria.
  • Identify and pursue key decision makers.
  • Communicate with Sales leadership on a regular basis.
  • Participate in events such as trade shows and/or sales conferences.
  • Stay abreast on current trends and industry changes.
  • Strive to continuously meet or exceed performance goals and departmentally defined objectives.
  • Ability to travel based upon client or company needs.

Knowledge, Skills and Abilities:
  • Knowledge of sales principles and methods of selling products and services; including marketing strategy, tactics and sales techniques. Some roles require a minimum of 5 years of business sales experience, including a minimum of two years of successfully selling services.
  • Ability to understand and apply market intelligence to sales strategies, identify client needs and make recommendations.
  • Executive presence to influence senior decision-makers.
  • Knowledge of financial and servicing industry.
  • Excellent interpersonal and leadership skills including the ability to work well independently and in a team environment.
  • Strong customer service ethic and outstanding ethical standards.
  • Meets or exceeds Federal & State compliance requirements.
  • Possess solid negotiation and closing skills.
  • Interactive software such as Zoom, BombBomb, and Bam! knowledge and skills required.

Basic Qualifications:
  • High school diploma or equivalent.
  • Strong Oral and written communication skills.
  • Proficiency with computers, Microsoft Office Suite, CRM, and handheld devices.
  • Ability to multi-task and work in a fast paced environment; strong organizational skills.

Preferred Qualifications:
  • Bachelor's degree in business, finance or related field.
  • 3-5 years experience in Title Insurance/Settlement Services Sales.
  • Title Marketing License or able to qualify and obtain the license with the Department of Insurance.

Supervisory Responsibility:This position has no supervisory responsibilities.
Work Environment:
Working professionally in a remote capacity in the field making sales calls, attending meetings and following up with clients. Depending on location, may routinely operate in a professional office environment that uses standard office equipment such as computer, phone and photocopiers.
Physical Requirements/ADA:
No unusual physical requirements. Requires no heavy lifting, and nearly all work is performed in a comfortable indoor facility.
Routine deadlines; usually sufficient lead time; variance in work volume seasonal and predictable; priorities can be anticipated; some interruptions are present; travel or other inconveniences have advance notice; involves occasional exposure to demands and pressures from persons other than immediate supervisor.
Job frequently requires sitting, handling objects with hands.
Job occasionally requires standing, walking, reaching, talking, hearing, and lifting up to 10 lbs.
Vision requirements: Ability to see information in print and/or electronically.
Position Type/Expected Hours of Work:
Days and hours of full -time position are Monday through Friday, 8:00 a.m. to 5 p.m. Part-time positions may be considered.
Travel:
Travel is expected for this position.

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