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Associate Financial Representative Jobs in Georgetown, TX

A Top 200 AmLaw firm seeks an associate to join their Corporate Securities and M&A Practice Group ... and preferred stock financing, general private company corporate representation, including ...

Venture & Growth Finance Attorney

Austin, TX ยท Hybrid

$310K - $365K/yr

Mid-Level Venture & Growth Associate Attorney Locations: New York, Reston, San Diego, San Francisco ... Represent banks and private credit funds in lender-side commercial finance matters. * Advise on ...

Help secure families' financial futures * Close sales and earn performance-based pay and bonuses We find that coachable individuals with a good attitude perform best in this environment.

Help secure families' financial futures * Close sales and earn performance-based pay and bonuses We find that coachable individuals with a good attitude perform best in this environment.

Help secure families' financial futures * Close sales and earn performance-based pay and bonuses We find that coachable individuals with a good attitude perform best in this environment.

Help secure families' financial futures * Close sales and earn performance-based pay and bonuses We find that coachable individuals with a good attitude perform best in this environment.

Showing results 41-60

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 Director, Insurance

Stellantis Financial Services US

Austin, TX โ€ข Hybrid

Other

Posted 8 days ago


Job description

Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citron, Dodge, DS Automobiles, Fiat, Jeep, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys.

Our exciting growth provides opportunities to advance your career as we successfully lead products and services from a small to midsize company in just a few years. Join our world class team and culture and contribute to our core mission which is enhancing our customer's experience.

This is a hybrid position. Must have reliable transportation and live within a commutable distance to one of the following cities: Auburn Hills, MI or Austin, TX

Position Summary:

The Associate Director of Insurance is responsible for setting strategic direction, leading high-impact insurance initiatives, and ensuring that all insurance products, policies, and operations align with business objectives, customer needs, and regulatory requirements. This position has significant influence over enterprise decision-making, vendor partnerships, cross-functional integration, and profitability outcomes.

The Associate Director leads the vision, development, and execution of insurance strategies, guide multiple project teams, and collaborate with senior executives to shape SFSs insurance roadmap. This role demands strong business acumen, deep industry knowledge, and the ability to navigate complex challenges while delivering measurable results.

Duties & Responsibilities:

  • Develop and execute long-term strategy initiatives for insurance products and operations, ensuring alignment with corporate goals
  • Serve as a subject matter expert and thought leader for Property & Casualty insurance within SFS
  • Drive innovation and identify new business opportunities within the insurance portfolio to maximize growth and profitability
  • Ensure integration of insurance processes with Finance, Legal, Marketing, Operations, and other departments to achieve seamless execution
  • Lead the creation, implementation, and governance of insurance policies, ensuring compliance with legal, regulatory, and industry standards
  • Build and maintain strong relationships with senior leaders, external partners, and vendors to drive operational excellence
  • Negotiate and manage vendor contracts to optimize cost, service quality, and risk management
  • Monitor and analyze market trends, emerging risks, and claims data to anticipate challenges and proactively adjust strategies
  • Provide executive-level reporting on program performance, financial impact, and risk exposure

Qualifications & Competencies Required: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Required Experience:

  • Eight (8) years minimum of progressive experience in Property & Casualty insurance
  • Four (4) years minimum of leadership or managerial responsibility experience

Education:

  • Bachelors degree in business, risk management, finance, or a related field

Skills Required:

  • Proven track record of leading strategic, multi-million-dollar insurance initiatives from concept to execution
  • Strong knowledge of insurance product development, underwriting, claims, and compliance in a captive finance environment
  • Exceptional leadership, communication, and negotiation skills, with the ability to influence senior stakeholders
  • Expertise in project management tools, data analytics, and process improvement methodologies
  • Demonstrated ability to lead change management initiatives and scale operations in high-growth environments

Overtime required: Required on an as needed basis

Travel: 0-10% as required on an as needed basis

Preferred:

  • Masters degree in business, risk management, finance, or a related field is highly preferred
  • PMP, CPCU, or similar professional certification
  • Property & Casualty Insurance Agent License
  • Experience with legal and regulatory frameworks impacting captive finance insurance operations

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

Work Schedule: This position requires the ability to work various shifts to accommodate business needs. Typically, between the hours of 8AM-6PM Monday through Friday and on weekends as needed. Travel is required 10% of the time.

An applicant must be authorized to work in the United States to be eligible for this position. Stellantis Financial Services, Inc. will not sponsor applicants for work visas of any type for this position.

Stellantis Financial Services, Inc (SFS) is an equal opportunity employer and is committed to providing its employees an environment that is free of harassment, discrimination, and intimidation. It is the policy of SFS to comply with all applicable employment laws and regulations and to provide equal opportunity for all qualified persons and to not discriminate against any employee or applicant for employment because of race, color, religion, sex, age, national origin, disability, pregnancy, sexual orientation, veteran status, gender identity or expression, change of sex, and/or transgender status or any protected status. Candidates must possess authorization to work in the United States. This policy applies to recruitment and placement, promotion, training, transfer, retention, rate of pay and all other terms and conditions of employment. Employment and promotion decisions will be based solely on merit, ability, achievement, experience, conduct and other legitimate business reasons.