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Associate Financial Representative Jobs in Edmond, OK

INTEGRIS Health

Food Services Rep

Yukon, OK · On-site

... financial assistance for continued education, 24/7 mental health support and more. * Take the first ... Associate reports to Food Service Operations Lead. This position may have additional or varied ...

INTEGRIS Health

Food Services Rep

Yukon, OK · On-site

... financial assistance for continued education, 24/7 mental health support and more. * Take the first ... Associate reports to Food Service Operations Lead. This position may have additional or varied ...

INTEGRIS Health

Food Services Rep

Oklahoma City, OK · On-site

... financial assistance for continued education, 24/7 mental health support and more. * Take the first ... Associate reports to Food Service Operations Lead. This position may have additional or varied ...

INTEGRIS Health

Food Services Rep

Oklahoma City, OK · On-site

... financial assistance for continued education, 24/7 mental health support and more. * Take the first ... Associate reports to Food Service Operations Lead. This position may have additional or varied ...

INTEGRIS Health

Food Services Rep

Edmond, OK · On-site

... financial assistance for continued education, 24/7 mental health support and more. * Take the first ... Associate reports to Food Service Operations Lead. This position may have additional or varied ...

INTEGRIS Health

Food Services Rep

Oklahoma City, OK

... financial assistance for continued education, 24/7 mental health support and more. * Take the first ... Associate reports to Food Service Operations Lead. This position may have additional or varied ...

INTEGRIS Health

Food Services Rep

Edmond, OK · On-site

... financial assistance for continued education, 24/7 mental health support and more. * Take the first ... Associate reports to Food Service Operations Lead. This position may have additional or varied ...

Lennar

Field Customer Care Representative

Oklahoma City, OK · On-site

$14.75 - $20.25/hr

Customer Care Representative We are Lennar Lennar is one of the nation's leading homebuilders ... their financial future, while Paid Parental Leave and an Associate Assistance Plan provide ...

Lennar

Field Customer Care Representative

Oklahoma City, OK · On-site

$14.75 - $20.25/hr

Customer Care Representative We are Lennar Lennar is one of the nation's leading homebuilders ... their financial future, while Paid Parental Leave and an Associate Assistance Plan provide ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Edmond, OK

Associate Financial Representative information

See Edmond, OK salary details

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$49

How much do associate financial representative jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for associate financial representative in Edmond, OK is $19.80, according to ZipRecruiter salary data. Most workers in this role earn between $14.47 and $19.33 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 popular job titles related to Associate Financial Representative jobs in Edmond, OK?

For Associate Financial Representative jobs in Edmond, OK, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Edmond, OK look for?

The top searched job categories for Associate Financial Representative jobs in Edmond, OK are:

What cities near Edmond, OK are hiring for Associate Financial Representative jobs?

Cities near Edmond, OK with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Edmond, OK as of August 2026, with employment types broken down into 100% Full Time. Highlights an 85% In-person, 7% Hybrid, and 8% Remote job distribution, with an average salary of $49,448 per year, or $23.8 per hour.

Associate Financial Advisor

Strategic People Advisors

Oklahoma City, OK • On-site

$60 - $100/hr

Other

Posted 2 days ago

New

Job description

About Strategic People Advisors

Strategic People Advisors is a boutique recruitment agency representing elite clients in the financial services sector. On behalf of our client—a prominent wealth management team appointed with the insurance companies of OneAmerica Financial®—we are searching for an Associate Financial Advisor. This is a direct-hire, joint-work position designed to pair a developing professional with an established, top-producing team.

Position Overview

This role bridges the gap between starting out and running a mature wealth management practice. Instead of cold-calling in isolation, you will be integrated directly into active client cases, participating in strategy design and joint-planning meetings alongside a Senior Partner.

Key Responsibilities
  • Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models.
  • Participate in client meetings to assist with administrative follow-ups, case implementation, and annual review coordination.
  • Manage existing client relationships, addressing daily operational inquiries with high professional standards.
  • Collaborate with the team on local business development, group workshops, and educational marketing events.
Requirements
  • FINRA Series 7 and Series 66 (or Series 6 and 63) are highly preferred.
  • Active State Life & Health Insurance License is required (or must be obtained within 30 days of hire).
  • 1–3 years of experience in banking, insurance, or consultative client-facing sales.
  • High coachability, strong active-listening skills, and a collaborative mindset.
Compensation & Professional Development
  • Competitive income plus performance-based bonuses and joint-work splits.
  • Dedicated training program, licensing sponsorship, and a clear 3-year track to Lead Advisor status.
  • $50,000 - $100,000 per year. Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits.

This position operates on a professional hybrid schedule once initial training and licensing are completed.

For more information about our candidate process, visit us at https://www.strategicpeopleadvisors.com/.

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