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Associate Financial Representative Jobs in Georgetown, TX

Hammer Media

Future Opportunities

Austin, TX · On-site

Our content breaks down real financial situations, helping millions of people better understand their money and make smarter financial decisions. We've built an entire ecosystem around financial ...

Hammer Media

Future Opportunities

Austin, TX · On-site

Our content breaks down real financial situations, helping millions of people better understand their money and make smarter financial decisions. We've built an entire ecosystem around financial ...

R1

Financial Counseling Representative

Austin, TX

$18.59 - $25.44/hr

Here's what you can expect working as a Financial Counseling Representative: * You will have the ... Our associates are given the chance to contribute, think boldly and create meaningful work that ...

R1

Financial Counseling Representative

Austin, TX · On-site

$18.59 - $25.44/hr

As an R1 Financial Counseling Representative , you will be responsible for counseling uninsured and ... Our associates are given the chance to contribute, think boldly and create meaningful work that ...

TIAA

Financial Consultant ll

Austin, TX

$72K - $95K/yr

... representatives on the complete spectrum of TIAA products and services. This job covers ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Financial Consultant ll

Austin, TX · On-site

$72K - $95K/yr

... representatives on the complete spectrum of TIAA products and services. This job covers ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

R1

Financial Counseling Representative I

Austin, TX · On-site

$18.59 - $25.44/hr

Here's what you can expect working as a Financial Counseling Representative: * You will have the ... Our associates are given the chance to contribute, think boldly and create meaningful work that ...

R1

Financial Counseling Representative I

Austin, TX · On-site

$18.59 - $25.44/hr

As an R1 Financial Counseling Representative , you will be responsible for counseling uninsured and ... Our associates are given the chance to contribute, think boldly and create meaningful work that ...

5 Legal

Corporate Finance Associate

Austin, TX

The ideal candidate must be a capital markets associate with 3-6 years of experience representing ... financial instruments. Experience with related equity derivatives is a plus but not required.

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Georgetown, TX

Associate Financial Representative information

See Georgetown, TX salary details

$9

$24

$61

How much do associate financial representative jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for associate financial representative in Georgetown, TX is $24.45, according to ZipRecruiter salary data. Most workers in this role earn between $17.88 and $23.89 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 Georgetown, TX? For Associate Financial Representative jobs in Georgetown, TX, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Georgetown, TX look for? The top searched job categories for Associate Financial Representative jobs in Georgetown, TX are:
What cities near Georgetown, TX are hiring for Associate Financial Representative jobs? Cities near Georgetown, TX with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you

Future Opportunities

Hammer Media

Austin, TX • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 10 hours ago

Job description

Who We Are

Hammer Media is the digital media company behind Caleb Hammer and his YouTube channels, including the hit show Financial Audit.

In just three years, we've grown to 3.5+ million subscribers and over 4 billion views, making Financial Audit one of the fastest-growing personal finance shows on the internet. Our content breaks down real financial situations, helping millions of people better understand their money and make smarter financial decisions. We've built an entire ecosystem around financial literacy-combining engaging media, real financial stories, and practical tools that help people create lasting change in their financial lives.

As we continue to grow, Hammer Media is expanding into new shows and formats, reaching wider audiences and creating more ways to educate.

About the Role

If you're excited about what we're building at Hammer Media and passionate about helping people take control of their financial future, we'd love to hear from you.

Apply below and tell us a bit about yourself, the kind of work you love doing, and why you're interested in joining Hammer Media. Whether your background is in content, production, marketing, design, operations, engineering, or something else entirely, we'd love to learn more about you!

Benefits

We are an in-office team in East Austin because we believe the best ideas happen when we're in the same room. Our culture is high-energy, collaborative, and focused on radical accountability.

  • Relocation Assistance: Not in Austin? No problem. We provide a relocation package to help the right candidate join us here
  • Awesome Office & Team: Work from our East Austin office with a stocked snack bar, catered lunches, and a team that actually likes spending time together
  • Unlimited PTO: We trust you to manage your time and your results
  • Health & Wealth: 100% coverage for employee health, dental, and vision, plus a 401(k) with a company match
  • Lunch & Events: Lunch stipend and quarterly team-building activities (we go big on our events)
  • Pet-friendly: There's a good chance you'll be greeted by a few wagging tails when you walk through the door

Apply