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Associate Financial Representative Jobs in Lancaster, PA

Penske

Associate Financial Analyst

Reading, PA · On-site

The physical and mental demands described here are representative of those that must be met by an ... The associate is frequently required to use hands to touch, handle, and feel, and to reach with ...

Penske

Associate Financial Analyst

Reading, PA · On-site

We are looking for candidates that want grow their career in the field of Finance. Penske offers ... representative of those that must be met by an associate to successfully perform the essential ...

Penske

Financial Analyst

Reading, PA · On-site

Provides analysis and metrics for Finance core processes and is responsible for knowledge of all ... representative of those that must be met by an associate to successfully perform the essential ...

Penske

Financial Analyst

Reading, PA · On-site

Provides analysis and metrics for Finance core processes and is responsible for knowledge of all ... representative of those that must be met by an associate to successfully perform the essential ...

Penske

Financial Business Partner

Reading, PA · On-site

The Finance Business Partner (FBP) is a senior individualcontributor role within the Financial ... representative of those that must be met by an associate to successfully perform the essential ...

Penske

Senior Financial Analyst

Reading, PA · On-site

$82K - $102K/yr

A Penske Logistics Sr. Financial Analyst is responsible for data mining and analysis, presentation ... representative of those that must be met by an associate to successfully perform the essential ...

Penske

Senior Financial Analyst

Reading, PA · On-site

$82K - $102K/yr

A Penske Logistics Sr. Financial Analyst is responsible for data mining and analysis, presentation ... representative of those that must be met by an associate to successfully perform the essential ...

Penske

HR Business Financial Analyst

Reading, PA · On-site

Financial Analysis, Statistical Analysis, Data visualization and story telling, Business Software ... representative of those that must be met by an associate to successfully perform the essential ...

Penske

HR Business Financial Analyst

Reading, PA · Hybrid

Executing established analytical processes (including trending, correlation, financial, qualitative ... representative of those that must be met by an associate to successfully perform the essential ...

Southern National Roofing

Sales Representative

York, PA · On-site

$150K - $300K/yr

Many of our top performers come from car sales, retail sales associate roles, inside sales, or ... Exhibits self-discipline and high motivation for financial success * Proficient in utilizing ...

Southern National Roofing

Sales Representative

York, PA · On-site

$150K - $300K/yr

Many of our top performers come from car sales, retail sales associate roles, inside sales, or ... Exhibits self-discipline and high motivation for financial success * Proficient in utilizing ...

Penske

Account Representative - Brokerage

Reading, PA · On-site

Provide detailed instruction to various customers & associates from other shifts by phone and ... alternative financial decisions before taking action Other projects and tasks as assigned by ...

Penske

Account Representative - Brokerage

Reading, PA · On-site

... financial decisions before taking action • Other projects and tasks as assigned by supervisor ... The associate is frequently required to use hands to touch, handle, and feel, and to reach with ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Lancaster, PA

Associate Financial Representative information

See Lancaster, PA salary details

$10

$25

$64

How much do associate financial representative jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for associate financial representative in Lancaster, PA is $25.57, according to ZipRecruiter salary data. Most workers in this role earn between $18.70 and $25.00 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 Lancaster, PA? For Associate Financial Representative jobs in Lancaster, PA, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Lancaster, PA look for? The top searched job categories for Associate Financial Representative jobs in Lancaster, PA are:
What cities near Lancaster, PA are hiring for Associate Financial Representative jobs? Cities near Lancaster, PA with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Lancaster, PA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $53,187 per year, or $25.6 per hour.

Associate Financial Analyst

Penske

Reading, PA • On-site

Full-time

Re-posted 12 days ago

Job description

We expect to have positions like this available in the future, and are looking to identify talent for those roles today. Please apply if you are interested.

Position Summary:
Come join our team! We are looking for candidates that want grow their career in the field of Finance. Penske offers competitive benefits, pay, tuition reimbursement, development opportunities, and more!
Under general supervision, this position provides critical accounting and analytical support for financial processes (billing, payroll, metrics, planning, pricing, forecasting) for PL Field Operations.  This could be one customer/one location, one customer/many locations, or many customers/many locations.
Responsibilities:
Provide overall financial analytical support (interpret financial results, ad hoc analysis, etc.) to drive operational decisions in a sound financial manner
Assist in preparation of annual business plans for internal (PL) and external customers  
Capture and report on critical Key Performance Indicators (internal focus and external focus)
Actively participate in month-end close processes (internal (PL) and external focus)
Identify and implement LEAN principles (Process Improvements, Kaizen, etc.) for continuous improvement
Provide financial training to field operations 

Other Projects as assigned

About Penske Logistics
Penske Logistics engineers state-of-the-art transportation, warehousing and supply chain management solutions that deliver powerful business results for market-leading companies. With operations in North America, South America, Europe and Asia, Penske and its associates help businesses move forward by increasing visibility and driving down supply-chain costs. Visit Penske Logistics to learn more.

Qualifications:
Bachelor's degree in Accounting or Finance preferred, or willingness to get Bachelor's degree
0-2 years of general accounting or entry-level finance experience preferred
Intermediate Microsoft Office skills - primarily in Excel, Outlook, PowerPoint
Strong written and verbal communication
Not afraid to ask questions and challenge processes
Ability to travel
Ability to multi-task and meet deadlines
Analytical mind-set
Regular, predictable, full attendance is an essential function of the job 
Physical Requirements:
The physical and mental demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
The associate will be required to: read; communicate verbally and/or in written form; remember and analyze certain information; and remember and understand certain instructions or guidelines
While performing the duties of this job, the associate may be required to stand, walk, and sit.  The associate is frequently required to use hands to touch, handle, and feel, and to reach with hands and arms.  The associate must be able to occasionally lift and/or move up to 25lbs/12kg
Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus 
Penske is an Equal Opportunity Employer.

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