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Associate Financial Representative Jobs in Frederick, MD

WILLIAM R FELDMAN P C

Associate Attorney

Rockville, MD · On-site

$70K - $95K/yr

A regional law firm seeks an Associate Attorney to join its litigation and creditors' rights ... The position involves representing financial institutions, including banks and credit unions, in ...

WILLIAM R FELDMAN P C

Associate Attorney

Rockville, MD · On-site

$70K - $95K/yr

A regional law firm seeks an Associate Attorney to join its litigation and creditors' rights ... The position involves representing financial institutions, including banks and credit unions, in ...

DPDHL

Customer Service Representative

Hagerstown, MD · On-site

$21.50/hr

... associates, including paid holidays and vacation - 401(k) with generous company match - Tuition ... Maintain financial accounts by processing customer adjustments. * Prepare product or service ...

DPDHL

Customer Service Representative

Hagerstown, MD · On-site

$21.50/hr

... associates, including paid holidays and vacation - 401(k) with generous company match - Tuition ... Maintain financial accounts by processing customer adjustments. * Prepare product or service ...

DHL

Customer Service Representative

Hagerstown, MD · On-site

$21.50/hr

... associates, including paid holidays and vacation - 401(k) with generous company match - Tuition ... Maintain financial accounts by processing customer adjustments. * Prepare product or service ...

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Showing results 1-20

All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Frederick, MD

Associate Financial Representative information

See Frederick, MD salary details

$10

$26

$65

How much do associate financial representative jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for associate financial representative in Frederick, MD is $26.16, according to ZipRecruiter salary data. Most workers in this role earn between $19.13 and $25.58 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 the most commonly searched types of Financial Representative jobs in Frederick, MD?

The most popular types of Financial Representative jobs in Frederick, MD are:

What are popular job titles related to Associate Financial Representative jobs in Frederick, MD?

For Associate Financial Representative jobs in Frederick, MD, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Frederick, MD look for?

The top searched job categories for Associate Financial Representative jobs in Frederick, MD are:

What cities near Frederick, MD are hiring for Associate Financial Representative jobs?

Cities near Frederick, MD with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Frederick, MD as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $54,415 per year, or $26.2 per hour.

Member Services Representative

YOUNG MENS CHRISTIAN ASSOC INC

Frederick, MD • On-site

$17.37/hr

Part-time

Posted 8 days ago

Job description

Deadline to apply: August 18, 2026
POSITION SUMMARY:
Under the direction of the Associate Membership Director and in accordance with Association policies, the Member Services Representative is responsible for member satisfaction and retention through impeccable member service and practices that promote member engagement. The Member Services Representative will possess extensive knowledge in membership and program options as well as specific center information. The Member Services Representative will respond to members in person and on the phone by providing accurate information and by collecting and processing cash transactions and member records. The Member Services Representative will be responsible for regulating traffic in the centers as well as upholding and effectively communicating facility policies and procedures.
BENEFITS:
Benefits offered to Part Time employees (12-25 hours per week):
  • Free Membership (Individual)
  • Discount on Y programs
  • MD Sick leave for individuals older than 18 years of age

ESSENTIAL FUNCTIONS:
  • Ensure that daily care of members is first priority
  • Greet all members and guests who come into the facility and ensure proper check in procedures are followed.
  • Process membership and programs by proactively engaging in conversation on the benefits of YMCA memberships and programs.
  • Understand the process of selling memberships and programs as well as assist customers in online sales and/or the app.
  • Accurately process new memberships and program registrations as well as accurately maintain member information.
  • Follows all procedures for proper cash handling and record keeping in the Daxko database.
  • Provide facility tours.
  • Effectively communicate with all departments the needs of the customer. All emails and interactions are done so in a positive and friendly manner using the YMCA email account.
  • Address conflicts per department policy, in-person and on the phone, for effective resolutions and follow ups.
  • Meet and exceed membership satisfaction and retention goals
  • Practice strong fiscal stewardship for execution of membership and financial policies and procedures of the association
  • Respond to emergency situations by adhering to the safety policies and procedures set for the association
  • Consistently demonstrates excellent customer service by being friendly and greeting all who walk through the door. Making sure you are knowledgeable and helpful with all information provided.
  • Follow-up with all member inquiries including phone, voicemail and email concerns in a timely and professional manner.
  • Accountable for the understanding of policies and procedures of the Association.
  • Accountable for monthly shift assignments and flexibility of schedule including nights, weekends and holidays
  • Monitor branch facility calendar to keep informed on happenings in the facility during shifts.
  • Attend all staff meetings, staying current on all operating procedures as directed.
  • Assist with ensuring rooms are presentable per provided layout before any outside rentals and at the end of each day.
  • Follow all policies and procedures in regards to working with YESS CX.
  • Other duties may be assigned

QUALIFICATIONS/REQUIREMENTS:
  • Must be at least 18 years of age
  • High school diploma (or equivalent) and customer service experience preferred.
  • The ability to work well and effectively communicate with a diverse population in a wide variety of situations
  • Confidentiality and excellent organizational skills
  • Ability to work weekend schedule

Apply