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Associate Financial Representative Jobs in Largo, FL

AEVEX

Program Finance Analyst

Tampa, FL

The analyst ensures accurate and timely financial reporting throughout the program lifecycle ... Physical Requirements The physical demands described here are representative of those that must be ...

AEVEX

Sr. Program Finance Analyst

Tampa, FL

$80K - $100K/yr

Prepare regular financial reports for internal management and external customers, including ... Physical Requirements The physical demands described here are representative of those that must be ...

AppleOne

Associate Attorney

Clearwater, FL · On-site

$75K - $90K/yr

... and financial decisions. The Associate Attorney will work in a professional legal services ... representation and responsive service. Key Responsibilities - Advise clients on estate planning ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Largo, FL

Associate Financial Representative information

See Largo, FL salary details

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How much do associate financial representative jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for associate financial representative in Largo, FL is $22.49, according to ZipRecruiter salary data. Most workers in this role earn between $16.44 and $21.97 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 Largo, FL?

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

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

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

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

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

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

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

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Largo, FL as of June 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, 1% Temporary, and 1% Contract. Highlights an 77% Physical, 1% Hybrid, and 22% Remote job distribution, with an average salary of $46,784 per year, or $22.5 per hour.

Program Finance Analyst

AEVEX

Tampa, FL

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 13 days ago

Job description

The Program Finance Analyst supports program and project teams by providing advanced financial analysis, reporting, and forecasting to ensure effective cost management and compliance with contractual and corporate requirements. This role partners closely with program management, contracts, and operations to monitor financial performance, analyze variances, and support strategic decision-making. The analyst ensures accurate and timely financial reporting throughout the program lifecycle.

Essential Functions

  • Must be experienced in the day-to-day program finance responsibilities of managing program business and financial performance.
  • Provide Monthly, Quarterly, and Semi-Annual Financial Forecasting.
  • Prepare quarterly corporate social responsibility positions and charts.
  • Assist the program team and financial management in monitoring and tracking program expenditures, highlighting issues / concerns / trends, and ensuring program financial commitments are met.
  • Interact with a variety of program and financial management personnel and ensure alignment with company and program processes and procedures.
  • Manage the program process by running project selection boards, establishing project data repository structure, support the development and revisions of project cost estimates and manage project transitions to supported business units.
  • Prepare, analyze, and report/present program level earned value and financial performance to F&BO and Program teams.
  • Effectively communicate performance to leadership teams.
  • Regular and reliable attendance on a full time basis [or in accordance with posted schedule].
  • Responsible for exhibiting professional behavior with both internal and external business associates that reflects positively on the company and is consistent with the company's policies and practices.
  • Embodies AEVEX's cultural values and aligns daily actions with department goals and company culture.

Qualifications and Competencies

  • Security Clearance-Ability to obtain/maintain a Top Secret/SCI DoD clearance, U.S. Citizenship required.
  • Proficient in Word, Excel, Outlook, PowerPoint, Jira and/or Tableau
  • Aptitude to facilitate results, self-starter attitude, process oriented, structured problem solver.
  • Excellent verbal and written communication skills and exhibit a proactive, problem solving, cost conscious and company-focused mindset.
  • Deep knowledge of one pillar of business management (Finance, Scheduling, Contracts, Pricing/Estimating), working knowledge of the remaining pillars.
  • Demonstrated Financial and Analytical skills.

Education / Certifications

  • Bachelor's degree from an accredited college in a related discipline, or equivalent experience/combined education, with 5 years of professional experience; or 1 year of professional experience with a related Master's degree.

Experience

  • 2+ years Program finance experience to include monthly and quarterly program financial status preparation and analysis.
  • Experience and ability to interface with senior management.
  • Experience in creating and managing Budget Targets and Schedule Milestones.
  • Experience coordinating managers, cross-functional peers, coworkers, and core company personnel while working in a "team" environment.
  • Deep knowledge of one pillar of business management (Finance, Scheduling, Contracts, Pricing/Estimating), working knowledge of another pillar, familiarity and great interest to learn the remaining pillars.
  • Experience supporting and driving programs utilizing agile program management.
  • Experience with Federal Acquisition Regulation (FAR) / Defense Federal Acquisition Regulation (DFAR).

Physical Requirements

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 the employee is: Constantly required to sit, and to reach to use computers and other office equipment For the purpose of this summary, occasionally is used to represent up to 1/3 of the time given to the work day, frequently represents 1/3 to 2/3 of the time and constantly represents 2/3 or more of the time.

About AEVEX 

AEVEX, headquartered in Solana Beach, California, supports the U.S. national security mission and partner nation needs around the world by providing full-spectrum aviation, remote sensing, and analysis solutions. The company's capabilities include custom design and engineering; rapid prototyping; sensor integration and sustainment; aircraft modification and certification; flight test instrumentation and support; mission operations service; advanced intelligence data processing, exploitation, and dissemination solutions; and tailored hardware and software mission-system tools. AEVEX uses agile and customized approaches to rapidly define, develop, and deliver specialized solutions for airborne special mission needs for the U.S. Government, partner nations, and commercial businesses. AEVEX has major offices in California, Florida, North Carolina, Ohio, and Virginia.

AEVEX provides a full suite of comprehensive benefits, including a 401(k)-retirement plan, comprehensive Medical, Dental, Vision, Disability and Life insurance group coverage with a portion of the premiums paid by the company, professional development funds, and an Employee Assistance Plan (EAP) with counseling, legal help, child and elder care support, among other benefits for qualified employees.

Equal Employment Opportunity:

AEVEX is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state and local laws.

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