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Associate Financial Representative Jobs in Magnolia, TX

LPL Financial

Advisor Licensing Program

Houston, TX · On-site

... an Associate Financial Advisor. TheAdvisor of the Wealth Advisor Groupis a group of corporate ... Training Representatives will be immersed in a hands on and comprehensive training which includes ...

LPL Financial

Advisor Licensing Program

Houston, TX · On-site

... Associate Financial Advisor. The Advisor of the Wealth Advisor Group is a group of corporate ... Training Representatives will be immersed in a hands on and comprehensive training which includes ...

5 Legal

Financial Restructuring Associate

Houston, TX · On-site

Top AmLaw 100 law firm seeks an associate to join their Financial Restructuring Practice in any of ... Candidates will also have experience representing debtors, creditors, and investors in a broad ...

Northern Trust

Associate Portfolio Advisor

Houston, TX · On-site

With more than 135 years of financial experience and over 24,000 partners, we serve the world ... representing small to mid-sized personal trusts and individual portfolios typically mid- range in ...

Northern Trust

Associate Portfolio Advisor

Houston, TX · On-site

With more than 135 years of financial experience and over 24,000 partners, we serve the world ... representing small to mid-sized personal trusts and individual portfolios typically mid- range in ...

Northern Trust

Associate Portfolio Advisor

Houston, TX · On-site

With more than 135 years of financial experience and over 24,000 partners, we serve the world ... representing small to mid-sized personal trusts and individual portfolios typically mid- range in ...

TERRACON

Regional Finance Representative

Houston, TX · On-site

Associate's degree in related field. Or in lieu of a degree, a high school diploma or equivalent ... Maintain assigned electronic project files related to financial documentation, which may include ...

5 Legal

Finance Associate

Houston, TX · On-site

A Top 200 AmLaw firm seeks an associate to join their Finance Practice for their Dallas or Houston ... Experience in representing institutional and non-traditional lenders in connection with the ...

Wegman

Finance Associate Attorney

Houston, TX · On-site

National firm is seeking a Finance Associate Attorney to join their Houston office ... Practice will represent sponsors and lenders in domestic and international credit transactions.

Huntington

Public Finance Associate

Houston, TX · On-site

$110K - $140K/yr

Financial Modeling & Analysis: Develop and maintain financial models, debt profiles, and analytical ... Compensation Range: $110,000.00 - $140,000.00 Annual Salary The compensation range represents the ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Magnolia, TX

Associate Financial Representative information

See Magnolia, TX salary details

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$56

How much do associate financial representative jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for associate financial representative in Magnolia, TX is $22.52, according to ZipRecruiter salary data. Most workers in this role earn between $16.44 and $22.02 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 the most commonly searched types of Financial Representative jobs in Magnolia, TX? The most popular types of Financial Representative jobs in Magnolia, TX are:
What are popular job titles related to Associate Financial Representative jobs in Magnolia, TX? For Associate Financial Representative jobs in Magnolia, TX, the most frequently searched job titles are:
What cities near Magnolia, TX are hiring for Associate Financial Representative jobs? Cities near Magnolia, TX with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Magnolia, TX as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $46,842 per year, or $22.5 per hour.

Associate Financial Representative

LPL Financial

Houston, TX • On-site

Full-time

Medical, Retirement, PTO

Posted 21 days ago

LPL Financial rating

7.3

Company rating: 7.3 out of 10

Based on 71 frontline employees who took The Breakroom Quiz

124th of 150 rated financial services

Job description

Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
Wealth Advisors Group (WealthAG) is a group of corporate employee advisors who provide investment solutions to mass affluent investors virtually and over the phone. The advisor will examine clients' immediate and long-term investment needs, help design solutions that best meet their individual financial goals and help grow our book of 120,000 clients. This is a team-based call center environment that delivers investment advice and guidance over the phone. The ideal candidate will be success driven with a client service attitude and the ability to deliver high touch, professional service.
Responsibilities:
  • Delivering financial advice and conducting reviews with clients over the phone via inbound and outbound calling activities
  • Handling and executing client transaction and general customer service requests.
  • Prepare client reports and proposals as required
  • Support other departments and independent financial advisors in their understanding of the program
  • Actively participate in customer service training and other training to remain current with operational policies and procedures
  • Provide regular feedback to the Management team to improve both the advisor experience and operational efficiencies
  • Communicate operational and financial industry policies and procedures.
  • Identify new sales and asset retention opportunities
  • Regularly exercise excellent business judgment
  • Research and resolve advisor and client issues

What are we looking for?
We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
  • Bachelor's Degree or equivalent working experience
  • Series 7
  • Series 63 and 65, or 66 License
  • 1 years + of direct client experience within the financial services industry

Preferences:
  • Life and Health
  • Excellent telephone service/relationship management skills
  • Proficient in Microsoft Office and web based applications
  • Ability to assist customers in call center environment while accessing data via multiple PC lookup applications. Must have excellent PC and data input skills
  • Prior financial trading experience
  • Ideal candidate will have prior tele-sales experience
  • Must have excellent communication skills, and strong service ethic
  • Previous Experience as a financial advisor
  • Prior LPL trading, financial related Service Call Center experience; or other service related job experience considered

Pay Range:
67,500.00 - 112,500.00
The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.
EAC 5.19.26

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