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Associate Financial Representative Jobs in Flint, MI

Patient Access Representative - Cardiology

Clarkston, MI ยท On-site

$17.75 - $22.50/hr

Under general direction, the Patient Access Representative I is responsible for completing tasks ... Associate Degree in Health Care, Finance or related area. Equivalent combination of education and ...

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Showing results 1-20

Associate Financial Representative information

See Flint, MI salary details

$10

$25

$64

How much do associate financial representative jobs pay per hour?

As of Aug 31, 2026, the average hourly pay for associate financial representative in Flint, MI is $25.59, according to ZipRecruiter salary data. Most workers in this role earn between $18.70 and $25.00 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 Flint, MI look for?

The top searched job categories for Associate Financial Representative jobs in Flint, MI are:

What cities near Flint, MI are hiring for Associate Financial Representative jobs?

Cities near Flint, MI with the most Associate Financial Representative job openings:

Infographic showing various Associate Financial Representative job openings in Flint, MI as of August 2026, with employment types broken down into 100% Full Time. Highlights an 82% In-person, 9% Hybrid, and 9% Remote job distribution, with an average salary of $53,219 per year, or $25.6 per hour.

Financial Account Representative - State Farm Agent Team Member

White Lake, MI โ€ข On-site

$36K - $50K/yr

Full-time

Retirement, PTO

Re-posted 12 days ago


Job description

Position Overview

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Account Representative – State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Responsibilities
  • Establish customer relationships and follow up with customers, as needed.
  • Work with the agent to establish and meet marketing goals.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Maintain a strong work ethic with a total commitment to success each and every day.
As an Agent Team Member, you will receive...
  • 401K
  • Salary plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Valuable experience
  • Growth potential/Opportunity for advancement within my agency
Requirements
  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Successful track record of meeting sales goals/quotas preferred
  • Excellent communication skills - written, verbal and listening
  • Self-motivated
  • Detail oriented
  • Ability to make presentations to potential customers
  • Ability to effectively relate to a customer
  • Knowledge of financial services products
  • Ability to explain complex financial issues in understandable terms
  • Series 6 and 63 (must have currently)
  • Courses on ethical and customer centered sales practices will be required
  • Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education

If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.