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Associate Financial Representative Jobs in Dothan, AL

Territory Manager

Dothan, AL ยท On-site

$62K - $75K/yr

Associate Support: * Promote a Safe Workplace by conducting on-site safety visits, performing ... Represent the company at local job fairs and build relationships with community partners, including ...

Associate Support: * Promote a Safe Workplace by conducting on-site safety visits, performing ... Represent the company at local job fairs and build relationships with community partners, including ...

Car Sales Consultant

Ozark, AL ยท 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 ...

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 ...

Car Sales Consultant

Ozark, AL ยท 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 ...

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

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

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

Our inclusive community of customers and associates champions the acceptance of all sizes, shapes ... Represents Lane Bryant by adhering to "Dress Your Best" guidelines; articulates current trends in ...

Security Guard

Geneva, AL ยท On-site

$12.75 - $15.50/hr

... financial losses. RESPONSIBILITIES * Log all incoming traffic into the operations area ... The requirements listed above are representative of knowledge, skill and/or ability required.

... finance, customer service, technology and more. You'll collaborate with a high-energy, driven team ... representative of those that must be met by an associate to successfully perform the essential ...

New

... finance, customer service, technology and more. You'll collaborate with a high-energy, driven team ... representative of those that must be met by an associate to successfully perform the essential ...

Sales Consultant - Customer Service

Dothan, AL ยท 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 ... Strong communication skills with confidence in representing CarMax and its products. * Ability to ...

Customer Specialist

Dothan, AL ยท 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 ... Strong communication skills with confidence in representing CarMax and its products. * Ability to ...

Sales Consultant

Dothan, AL ยท 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 ... Strong communication skills with confidence in representing CarMax and its products. * Ability to ...

Customer Specialist

Dothan, AL ยท 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 ... Strong communication skills with confidence in representing CarMax and its products. * Ability to ...

Customer Specialist

Dothan, AL ยท 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 ... Strong communication skills with confidence in representing CarMax and its products. * Ability to ...

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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 Jul 16, 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.

Is $200,000 enough to work with a financial advisor?

As an Associate Financial Representative, having $200,000 in assets or income can be sufficient to work with a financial advisor, depending on the advisor's fee structure and the services needed. Many advisors require a minimum investment or asset level, but some offer services for clients with lower assets, especially if they focus on financial planning or ongoing advice. It is important to consider the advisor's fee model and your financial goals when determining if this amount is adequate for professional guidance.

Is it hard to become a FA?

Becoming an Associate Financial Representative typically requires completing relevant licensing exams, such as the Series 6 or 7, and gaining industry-specific knowledge. The difficulty varies based on prior experience and study effort, but it generally involves dedicated preparation and understanding of financial products and regulations.

What does an associate financial representative do?

An associate financial representative assists clients with financial planning, insurance, and investment products under the supervision of a senior representative. They often handle client inquiries, prepare financial documents, and develop their knowledge of financial services, typically working towards industry certifications such as the Series 6 or 63. The role involves building client relationships and supporting the delivery of financial solutions within a team environment.

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 are Associate Financial Representatives?

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.

How many financial advisors make $500,000 a year?

While some financial advisors and associates in the industry can earn $500,000 or more annually, such high earnings are typically achieved by top-performing professionals with extensive experience, strong client bases, and advanced certifications like the CFP or CFA. Most financial advisors earn between $60,000 and $150,000 per year, with higher incomes often resulting from commissions, bonuses, and managing large portfolios.
What cities near Dothan, AL are hiring for Associate Financial Representative jobs? Cities near Dothan, AL with the most Associate Financial Representative job openings:
Territory Manager

Territory Manager

PeopleReady

Dothan, AL โ€ข On-site

$62K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 11 days ago


Job description


Overview:
The Territory Manager is a key role in the organization and is responsible for the day-to-day operations and well-being of the branch (s) in the territory. This role is accountable for driving revenue growth and profitability of the territory. Responsibilities include ensuring that the territory meets performance goals, following standard operating procedures and optimizing customer service. Additionally, this role includes supervisory and staff development, team building, conflict resolution, monitoring operations and managing financials.
Location: Dothan AL
Job Duties and Responsibilities
Operational Excellence:
  • Manage territory profit and loss (P&L).
  • Monitor performance metrics and financial data to assess and improve operational effectiveness.
  • Identify, prioritize and resolve operational issues.
  • Oversee day-to-day operations.
  • Maintain branch appearance in alignment with company standards.
  • Identify high-priority tasks and assign them to team members for timely and successful completion.
  • Promote and ensure a culture of safety.
  • Manage workers compensation claims.
  • Accountable for compliance with organizational standards, customer requirements, as well as federal, state and local regulations.
  • Streamline processes for operational excellence.
  • Lead change initiatives and adopt new systems.

Associate Support:
  • Promote a Safe Workplace by conducting on-site safety visits, performing associate check-ins, and ensure personal protective equipment (PPE) is accessible to associates.
  • Lead investigations for worker's compensation claims
  • Conduct new hire orientations at customer locations as needed.
  • Represent the company at local job fairs and build relationships with community partners, including unemployment offices.

Leadership:
  • Manages territory staff including hiring, scheduling and assigning work, reviewing performance, and recommending promotions, transfers, demotions or terminations.
  • Set performance goals and professional development plans.
  • Lead team building and staff development activities.
  • Strategize and drive grass-roots recruiting in local markets when needed.
  • This role will manage 2 - 7 individual contributors potentially across multiple locations.
  • Customer Satisfaction and Engagement:
  • Retain and expand existing customer accounts.
  • Monitor customer feedback and recommend strategies to improve the customer experience.
  • Travel to customer sites for sales and safety needs.
  • Troubleshoot customer service issues and provide resolutions.

Sales and Marketing:
  • Use existing data and dashboard to identify and re-engage with past billing customers.
  • Support existing customer base to drive additional sales.
  • Create price quotes for prospective customers.
  • Understand local market conditions and support current and prospective sales opportunities.
  • Ensure leads sourced by Sales Enablement are followed up on - when applicable.

Education and Experience:
  • Bachelor's Degree or equivalent combination of education and experience
  • At least 4 years' professional experience with 2 years of related management experience.
  • Prior experience in improving customer satisfaction and driving positive business outcomes.
  • Experience in account management and direct customer interface.
  • Prior experience managing in the staffing industry or similar preferred.
  • Proven leadership competencies and experience.

Core Knowledge and Skills:
  • Excellent written and verbal communication skills.
  • Proficient in financial performance analysis.
  • Success in developing and maintaining customer relationships.
  • Advanced problem-solving abilities.
  • Capable of defining problems, collecting data, and making informed decisions.
  • Ability to prioritize tasks and meet deadlines under pressure.
  • Proven ability to drive processes and improve operational performance.
  • Demonstrated leadership competencies.
  • Experience in hiring, managing, developing, and leading individuals and teams.
  • Proficient in MS Office suite (Excel, PowerPoint, Outlook) and Teams.

Work Environment and Physical Demands:
  • Must have valid driver license, reliable, registered vehicle, and vehicle insurance.
  • Work hours may require flexibility and availability in the evenings and weekends as necessary.
  • Up to 50% of the work could be outside of the territory at customer sites performing sales activities.
  • Branch work environment with frequent customer interaction.
  • Employee is frequently required to stand, walk, sit, talk, and/or hear for long periods of time. The employee must regularly lift and/or move up to 10 pounds, frequently lift and/or move 25 pounds, and occasionally lift and/or move 50 pounds. Occasionally exposed to outdoor weather conditions. Required to inspect equipment, detect safety hazards, judge and communicate risks.

Salary Range: $62,673 - $75,207 annually, depending on experience and geographic location, plus eligibility for incentive pay, subject to plan terms.
Please note that actual compensation offered may vary based on local pay requirements, and will meet or exceed state-specific minimum wage or salary thresholds.
Benefits and Well-Being:
We offer a competitive benefits package, including 6 paid holidays, 1 paid floating holiday and up to 20 days of Paid Time Off per year, Medical/Dental/Vision insurance, Company-matching 401(k) and Employee Stock Purchase Program, in addition to other programs and perks. More details about our benefits can be found here.
We consider qualified applicants with arrest and conviction records in accordance with applicable law.
TrueBlue, Inc. and its brands welcome and encourage applications from candidates with disabilities. Accommodations are available upon request for candidates taking part in the application or interview process. If you require disability-related accommodation during the application or interview process, please contact your Recruiter directly, Employee Relations at HR-Advice@trueblue.com, or 1-800-610-8920. TrueBlue, Inc. and its brands will consult with all applicants who request disability-related accommodation during the application or interview process to ensure that the accommodation provided takes into account the applicant's individual accessibility needs.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.
About Us
PeopleReady, a TrueBlue company, specializes in quick and reliable on-demand labor and highly skilled workers. Backed by over 35 years of experience, PeopleReady's workforce solutions have been carefully crafted to service businesses and workers across a wide range of industries, including construction, manufacturing and logistics, retail, and hospitality.
We aim to connect job seekers with meaningful, flexible work that fits their schedules while providing businesses with a qualified, reliable workforce. Leveraging our game-changing JobStack apps and presence in more than 600 markets throughout the U.S., we're proud to help people and businesses grow and thrive.