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Associate Financial Representative Jobs in Madison, AL

Marmon

Inside Sales Representative

Hartselle, AL

Associates degree with three years of Customer Service or Inside Sales experience in a ... Bachelor's degree preferred (Business, Finance, or related field preferred). * Proficiency in ...

DR Horton, Inc.

Sales Representative

Huntsville, AL · On-site

The Company also provides mortgage financing and title services for homebuyers through its mortgage ... Associate's Degree or 2 years related experience * Must have a vehicle, valid driver's license, and ...

DR Horton

Sales Representative

Huntsville, AL · On-site

The Company also provides mortgage financing and title services for homebuyers through its mortgage ... Associate's Degree or 2 years related experience * Must have a vehicle, valid driver's license, and ...

DR Horton, Inc.

Sales Representative

Huntsville, AL · On-site

The Company also provides mortgage financing and title services for homebuyers through its mortgage ... Associate's Degree or 2 years related experience * Must have a vehicle, valid driver's license, and ...

DR Horton

Sales Representative

Huntsville, AL · On-site

The Company also provides mortgage financing and title services for homebuyers through its mortgage ... Associate's Degree or 2 years related experience * Must have a vehicle, valid driver's license, and ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Madison, AL

Associate Financial Representative information

See Madison, AL salary details

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How much do associate financial representative jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for associate financial representative in Madison, AL is $22.55, according to ZipRecruiter salary data. Most workers in this role earn between $16.49 and $22.07 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 popular job titles related to Associate Financial Representative jobs in Madison, AL?

For Associate Financial Representative jobs in Madison, AL, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Madison, AL look for?

The top searched job categories for Associate Financial Representative jobs in Madison, AL are:

What cities near Madison, AL are hiring for Associate Financial Representative jobs?

Cities near Madison, AL with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Madison, AL as of August 2026, with employment types broken down into 100% Full Time. Highlights an 85% In-person, 7% Hybrid, and 8% Remote job distribution, with an average salary of $49,035 per year, or $23.6 per hour.

Associate Director

Huntsville, AL

Transamerica Life Insurance Company
Insurance Services • 1 - 10 employees
Learn more about Transamerica Life Insurance Companyexternal

Full-time

Re-posted 8 days ago

Job description

As an Affiliated Associate with Transamerica Agency Network, you’re in business for yourself but you’re not on your own. You have the support of one of the most recognized brands in the industry – Transamerica. What’s more, you offer individuals and families services that matter including life insurance protection and retirement strategies. Which means not only are you in control of your time, but you can help individuals and families prepare for the future.

What can Transamerica Agency Network (TAN) offer you?

With TAN, you are part of a financial services marketing group that represents one of the most recognized brands in the financial services and insurance industry. Through Transamerica and other well- known preferred providers, you have offer products and services to help you develop a strategy that best fits your client’s needs.

You have access to products from Transamerica and multiple other companies through United Financial Services, Inc. to help you offer clients the peace of mind they deserve with life insurance, retirement services, estate planning, income replacement strategies and more. But it’s not all about products, you also have access to education and financial concepts to help individuals and families understand the importance of preparing for the future.

We also offer a unique business model that allows you to build your business your way. You control your time, income potential and whether you want to create a personal practice, become a specialist in a certain product or service, or build a team of financial professionals.

What qualifications do you need?

It does not matter if you’re new to financial services or have experience in this industry. TAN offers you an opportunity that can help you follow the path you want 

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