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Associate Financial Representative Jobs in Edmond, OK

DR Horton

Junior Sales Representative

Edmond, OK · On-site

The Company also provides mortgage financing and title services for homebuyers through its mortgage ... Associate's Degree or 2 years related experience * Must have a vehicle, valid driver's license, and ...

DR Horton, Inc.

Junior Sales Representative

Edmond, OK · On-site

The Company also provides mortgage financing and title services for homebuyers through its mortgage ... Associate's Degree or 2 years related experience * Must have a vehicle, valid driver's license, and ...

ACE Cash Express

Part Time Sales Associate

Oklahoma City, OK · On-site

$12.75 - $14.50/hr

Sales Associates will need to understand the diverse range of financial products and services that ... Physical Demands The physical demands described here are representative of those that must be met ...

BOK Financial

Mortgage Banker

Oklahoma City, OK

The Mortgage Banker is primarily responsible for representing a full range of mortgage financing ... of an Associate's Degree and 2-3 years related mortgage lending experience. Bachelor's degree ...

BOK Financial

Mortgage Banker

Oklahoma City, OK · On-site

The Mortgage Banker is primarily responsible for representing a full range of mortgage financing ... of an Associate's Degree and 2-3 years related mortgage lending experience. Bachelor's degree ...

ACE Cash Express

Bilingual Sales Associate

Oklahoma City, OK · On-site

$16.50 - $20/hr

Sales Associates will need to understand the diverse range of financial products and services that ... Physical Demands The physical demands described here are representative of those that must be met ...

ACE Cash Express

Bilingual Sales Associate

Midwest City, OK · On-site

$16.50 - $20/hr

Sales Associates will need to understand the diverse range of financial products and services that ... Physical Demands The physical demands described here are representative of those that must be met ...

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Showing results 21-40

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

Associate Financial Representative information

See Edmond, OK salary details

$7

$19

$49

How much do associate financial representative jobs pay per hour?

As of Aug 11, 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 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 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:
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 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $41,175 per year, or $19.8 per hour.

Associate Professor of Finance - Oklahoma Baptist University

Christian Career

Shawnee, OK

Full-time

Re-posted 25 days ago

Job description

Associate Professor of Finance - Oklahoma Baptist University

OBU Mission Statement

OBU transforms lives by equipping students to pursue academic excellence, integrate faith with all areas of knowledge, engage a diverse world, and live worthy of the high calling of God in Christ.

Expectations for all Employees

Oklahoma Baptist University achieves its mission through a shared commitment to the following expectations. All employees are expected to embrace these expectations and to model them in their behavior.

  • Demonstrate commitment to the essentials of the Christian faith.
  • Commit to the mission and vision of Oklahoma Baptist University
  • Maintain active membership in a local evangelical Christian Church
  • Treat people with dignity and respect.
  • Build relationships on honesty, integrity, and trust.
  • Strive for excellence through teamwork, leadership, and a strong work ethic.
  • Manage human and financial resources wisely and efficiently.

Purpose:

The Dickinson School of Business invites applications for a fulltime professor who can teach finance courses at both undergraduate and graduate levels. The ideal candidate will also be able to teach accounting courses or other courses offered through the School of Business. The candidate should maximize utilization of our new finance lab, integrate financial software (currently that is a Bloomberg terminal) in the finance courses, and provide leadership for the School’s Student Managed Investment Fund. Primary teaching responsibilities include undergraduate courses in personal finance, principles of finance, investments, portfolio analysis, financial management, international finance and the possible creation of new finance courses in the curriculum. The candidate may also teach an MBA course in financial management. Faculty members are expected to be involved in professional and community activities for the purposes of scholarship, professional development, student advising & mentorship, recruiting, and service.


Essential Functions:

• Teaching finance courses at the undergraduate and graduate levels. Depending on qualifications, teaching other courses in the School of Business and University is possible.
• Student advising and mentoring
• University committee service as assigned
• School of Business duties as assigned
Other Duties

• Assisting with the assessment process and accreditation reporting for the Finance major
• Working with Admissions to recruit students to the Business School and University.
• Networking within the community to help students connect with industry
Qualifications:
Knowledge, Skills and Abilities:
• Ability to teach courses in finance
• Strong communication skills
• Willingness to advise and mentor students
• Ability to serve as a representative to the professional community beyond OBU
• Commitment to pursue scholarly activity
• Willingness to teach some online courses
Required:
• A Master’s degree in finance
• Be proficient in office technology, office software (including various Microsoft tools), finance technology (e.g. Bloomberg, etc.) and classroom presentation software
• Sufficient mobility and physical stamina to teach classes and to travel as needed
Preferred:
• A terminal degree in Finance
• An additional 18 graduate hours in accounting
• Successful teaching experience at the university level and industry experience
• Experience with Bloomberg Terminal and/or other finance software
Special Requirements:
• Commitment to the vision and mission of Oklahoma Baptist University and the Paul Dickinson School of Business
• Must be an active member of an evangelical* church in one's community of residence, willing to teach in accordance with the Baptist Faith & Message 2000, and in agreement with the university's policy on human sexuality (provided by HR upon request).

*Evangelical is a broad term referring to a segment within Christianity which maintains the authority of the Bible and the belief in salvation by faith in Jesus alone.