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Associate Financial Representative Jobs in Jefferson, MD

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 ...

NVR

Call Center Representative

Thurmont, MD · On-site

$47K - $57K/yr

Bachelor's or Associate's degree preferred. * 2+ years of administrative experience. * Customer ... participate in NVR's financial returns. NVR also offers a New Home Purchase Discount when ...

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

Associate Financial Representative information

See Jefferson, MD salary details

$9

$24

$61

How much do associate financial representative jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for associate financial representative in Jefferson, MD is $24.34, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $23.80 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 cities near Jefferson, MD are hiring for Associate Financial Representative jobs?

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

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Jefferson, MD as of August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $50,627 per year, or $24.3 per hour.

Customer Service Representative

DPDHL

Hagerstown, MD • On-site

$21.50/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 9 days ago

Job description

DHL Supply Chain is Hiring! At DHL, you will play a part in one of the world's most essential industries. There has never been a better time to join DHL Supply Chain. In a global business like ours, the opportunities are endless. So, join us. Work with us. Grow with us.

The core responsibilities of this role include: exceptional email communication skills along with data organization.

Position: Customer Service Representative

Shift: 1st shift

Days: Mon- Fri

Hours: 8AM-4PM

Pay: $21.50 per hour

Be part of the world's largest logistics company!DHL Supply Chain has been certified as a Great Place to Work in the US and Canada! Our excellent benefits packages includes:
- Affordable medical, dental, and vision coverage available beginning on your 30th day
- PTO program for all associates, including paid holidays and vacation
- 401(k) with generous company match
- Tuition reimbursement program
- Excellent training and career advancement opportunities

Grow your skills. Shape your world.


Role Purpose:

Process orders and prepare correspondence to fulfill customer needs. Responsible for providing product, service, and transit information to the customer and act as a liaison to facilitate issue resolution.

Key Accountabilities:

  • Resolve product or service problems: clarify the customer's complaint, determine the cause of the problem, select and explain the best solution to solve the problems, expedite correction or adjustment, follow up to ensure resolution.
  • Maintain customer records and update account information.
  • Maintain financial accounts by processing customer adjustments.
  • Prepare product or service reports by collecting and analyzing customer information. Assist with order and product management.
  • Perform other duties as assigned.

Required Education and Experience:

  • High School Diploma or Equivalent
  • 0-12 months of system, data entry or reporting experience
  • 0-12 months of warehouse experience, preferred

Our Organization is an equal opportunity employer.

Employment Type: FULL_TIME

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