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Associate Financial Representative Jobs in Jupiter, FL

Public Finance Associate

West Palm Beach, FL ยท On-site

$180K - $210K/yr

Representing clients in developer counsel and bond counsel matters * Drafting and negotiating ... Working directly with developers, financial stakeholders, and project teams * Supporting large ...

... Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry ... We expect our associates at all levels to: Grow professionally and inspire others to do the same ...

The requirements listed below are representative of the knowledge, skill, and/or ability required ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

FP&A Analyst

Stuart, FL ยท On-site

The requirements listed below are representative of the knowledge, skill, and/or ability required ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

FP&A Analyst

Stuart, FL ยท On-site

The requirements listed below are representative of the knowledge, skill, and/or ability required ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

Conduct a career planning session, wherein any reference to Financial Aid complies with the stated ... Associate's degree from an accredited college or university or equivalent (Preferred) * Training or ...

Conduct a career planning session, wherein any reference to Financial Aid complies with the stated ... Associate's degree from an accredited college or university or equivalent (Preferred) * Training or ...

New

Be Seen First

... registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial ...

Urgent

Training provided

Be Seen First

... registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial ...

Urgent

Training provided

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Showing results 1-20

Associate Financial Representative information

See Jupiter, FL salary details

$10

$25

$64

How much do associate financial representative jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for associate financial representative in Jupiter, FL is $25.73, according to ZipRecruiter salary data. Most workers in this role earn between $18.80 and $25.14 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 are the most commonly searched types of Financial Representative jobs in Jupiter, FL?

The most popular types of Financial Representative jobs in Jupiter, FL are:

What are popular job titles related to Associate Financial Representative jobs in Jupiter, FL?

For Associate Financial Representative jobs in Jupiter, FL, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Jupiter, FL look for?

The top searched job categories for Associate Financial Representative jobs in Jupiter, FL are:

What cities near Jupiter, FL are hiring for Associate Financial Representative jobs?

Cities near Jupiter, FL with the most Associate Financial Representative job openings:

Infographic showing various Associate Financial Representative job openings in Jupiter, FL 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 $53,515 per year, or $25.7 per hour.

Assurance Senior Associate - Financial Services

Lindsay & Brownell

West Palm Beach, FL โ€ข Hybrid

Full-time

Re-posted 9 days ago


Job description

Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.

We are seeking a Senior Associate to join the Financial Services Assurance practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.

What it Means to Work for EisnerAmper:
  • You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry

  • You will have the flexibility to manage your days in support of our commitment to work/life balance

  • You will join a culture that has received multiple top "Places to Work" awards

    • We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions

    • We understand that embracing our differences is what unites us as a team and strengthens our foundation

    • Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work

What Work You Will be Responsible For:
  • Prepare budgets for each engagement

  • Run client engagements including pre-audit planning

  • Review client accounting, operating procedures, and systems of internal control

  • Conduct audit tests to verify fair representation of client financial statements

  • Document workpapers and develop accounting worksheets

  • Perform research on technical issues

  • Review staff prepared workpapers and programs

  • Identify issues and propose appropriate solutions

  • Keep manager/partner informed on status of job

  • Communicate with client in order to complete the audit in a timely and efficient manner

  • Supervise, train and mentor staff during engagement

  • Assess performance of staff for engagement evaluations

Basic Qualifications:
  • Bachelor's degree in Accounting or equivalent field is required

  • 2+ years of audit and/or assurance experience

  • Experience with asset management clients

Preferred/Desired Qualifications:
  • CPA or parts passed towards completion

  • Master's degree in Accounting or equivalent field

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law

About Our Assurance Team:

In the EisnerAmper Assurance Group, we're transforming the traditional reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.

To stay up to date with evolving industry processes and regulations, we place a heavy emphasis on continued education and the consistent adoption of new technologies. This enables us to effectively innovate, grow as individuals, and provide faster, more accurate solutions and due diligence for our partners.

Acting as a trusted third party to our clients, we provide solutions that create assurance and peace of mind. Because we understand trust comes with time, we define success by the relationships we create and foster. We act as a trusted business advisor every step of the way, from a client's first financial report to their close of business.

About EisnerAmper:

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.

Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com.

#LI-MC1

#LI-Hybrid

Preferred Location:
New York

For NYC and California, the expected salary range for this position is between

80000

and

115000

The range for the position in other geographies may vary based on market differences.The actual compensation will be determined based on experience and other factors permitted by law.