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Associate Financial Representative Jobs in Lebanon, TN

ASCAP

Licensing Associate

Nashville, TN · On-site +1

... and represents some of the world's most talented music creators. Founded and governed by ... These health care and financial plan options include the following: * A choice of either network ...

ASCAP

Licensing Associate

Nashville, TN · Remote

... and represents some of the world's most talented music creators. Founded and governed by ... These health care and financial plan options include the following: * A choice of either network ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Lebanon, TN

Associate Financial Representative information

See Lebanon, TN salary details

$10

$25

$64

How much do associate financial representative jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for associate financial representative in Lebanon, TN is $25.40, according to ZipRecruiter salary data. Most workers in this role earn between $18.56 and $24.86 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 Lebanon, TN? For Associate Financial Representative jobs in Lebanon, TN, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Lebanon, TN look for? The top searched job categories for Associate Financial Representative jobs in Lebanon, TN are:
What cities near Lebanon, TN are hiring for Associate Financial Representative jobs? Cities near Lebanon, TN with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Lebanon, TN as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, 2% Contract, and 1% Nights. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $52,841 per year, or $25.4 per hour.

Financial Service Representative

US COMMUNITY CREDIT UNION

Nashville, TN • On-site

$17.62 - $20/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago

Job description

At US Community Credit Union (USCCU), we're more than just a financial institution - we're a family rooted in the heart of Nashville, TN, and united by a shared mission: "Making Lives Better!" Every day, we work together to improve the financial lives of our members and make a meaningful impact in our community. And we do it by investing in what matters most - our people.
Why Choose a Career at USCCU?
If you're looking for purpose-driven work, opportunities for growth, and a workplace that feels like home, you'll find it here at US Community Credit Union.
Grow With Us
We believe in nurturing potential. With a strong promote-from-within culture, USCCU is the perfect place to launch, build, or elevate your career in financial services.
Rewarding Compensation
Our competitive pay rates reflect your experience and value. Plus, our incentive and bonus programs are designed to help you earn more when you succeed.
Benefits That Have Your Back
  • 100% Company-Paid Health and Dental Insurance (employee)
  • Vision Coverage Options
  • 401K with Company Match
  • Paid Short-Term and Long-Term Disability
  • Life Insurance - One Year's Salary, Paid by Us

Time to Recharge
We offer a generous PTO plan, paid holidays, and extra time to enjoy what matters most - both inside and outside of work.
Work That Feels Good
We're passionate about creating an uplifting, people-first environment where employees feel empowered, appreciated, and genuinely excited to come to work. From volunteer days and sporting event outings to Top Golf leagues, friendly contests, and team celebrations, our culture is built on connection, community, and fun.
Join USCCU - Because Your Career Matters to US!
Position Overview
As a Financial Service Representative (FSR) at US Community Credit Union, you will play a key role in delivering exceptional member experiences through expert financial guidance, accurate transaction processing, and proactive relationship building. You'll serve as both a financial liaison and a problem solver; helping members achieve their financial goals while ensuring smooth daily branch operations.
Member Assistance & Branch Productivity (35%)
  • Provide prompt, efficient, and friendly assistance to members with a wide range of financial transactions.
  • Take initiative to identify and complete unassigned or pending tasks without prompting.
  • Contribute to overall branch efficiency through opening/closing duties, lobby maintenance, and other responsibilities as assigned by branch leadership.

Cash Handling & Transaction Accuracy (20%)
  • Maintain an accurate and balanced cash drawer.
  • Process member transactions such as deposits, withdrawals, and loan payments with precision.
  • Complete additional services including money orders, cashier's checks, and other member requests while ensuring compliance and security.

Member Service Standards (20%)
  • Consistently demonstrate the credit union's service standards through professionalism, courtesy, and dependability.
  • Support a positive team environment built on collaboration and mutual respect.
  • Deliver high-quality service to all members and individuals conducting business with the credit union.

Member Education & Referrals (10%)
  • Educate members about USCCU's full range of products and services, aligning solutions with their unique financial needs.
  • Participate in product focus campaigns and branch goals programs by submitting quality referrals through the core system.
  • Take an active role in achieving branch performance and service goals.

Product & Service Knowledge (10%)
  • Demonstrate comprehensive understanding of the credit union's products, services, and digital tools.
  • Clearly communicate product benefits and recommend solutions that enhance member satisfaction and financial success.
  • Embody USCCU's mission and values by fostering trust, collaboration, and a member-first culture.

Other Duties (5%)
  • Perform additional job-related tasks as required or assigned by branch leadership.

Knowledge and Skills:
  • One month to twelve months of similar or related experience.
  • A high school education or GED
  • Work involves contact with persons beyond immediate associates regarding routine matters for the purpose of giving or obtaining information which may require some discussion. Outside contacts take the form of service to the public (members or vendors), requiring ordinary courtesy in providing assistance and information.
  • Must possess good communications skills, excellent organizational skills; be proficient in MS Word and Excel; be able to operate a 10 key calculator and computer keyboard

Working Environment/Physical Demands:
Work involves everyday risks or discomforts that require normal safety precautions typical of such places as offices, meeting and training rooms, etc. Employees work primarily in an office setting under generally favorable working conditions. The job requires walking, sitting, bending, stooping, standing for long periods of time, or similar activities. Employees frequently lift objects up to 25 pounds, occasional lift heavy objects from 26 to 50 pounds, yet seldom from 51 to 100 pounds.

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