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Associate Financial Representative Jobs in Miami, FL

A full-service law firm seeks an associate to join their Financial Industry Group in their New York ... bilateral lending experience representing investment banks and corporate/commercial banks.

Banking & Finance Associate Attorney

Miami, FL · On-site

$260K - $390K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Banking & Finance Associate Attorney Direct Counsel is seeking a Banking & Finance Associate ... Experience representing lenders, borrowers, or financial institutions in sophisticated financing ...

Real Estate Finance Associate - Miami

Miami, FL · On-site

$215K - $390K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Direct Counsel represents a prestigious AmLaw firm seeking a Real Estate Finance Associate to join its nationally recognized Real Estate Finance Practice Group. This opportunity is ideal for a mid ...

Manager - Financial Due Diligence

Miami, FL · On-site

$112.10 - $225.50/hr

Manager - Financial Due Diligence page is loaded## Manager - Financial Due Diligencelocations ... The salary range (or starting rate for interns and associates) for this role represents numerous ...

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... registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial ...

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Training provided

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... registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial ...

Be Seen First

... registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial ...

Performs financial due diligence for clients who are acquiring and divesting businesses ... The salary range (or starting rate for interns and associates) for this role represents numerous ...

Be Seen First

... registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial ...

Urgent

Training provided

Be Seen First

... registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial ...

Showing results 21-40

Associate Financial Representative information

See Miami, FL salary details

$10

$25

$63

How much do associate financial representative jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for associate financial representative in Miami, FL is $25.17, according to ZipRecruiter salary data. Most workers in this role earn between $18.41 and $24.62 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 Miami, FL?

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

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

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

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

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

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

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

Infographic showing various Associate Financial Representative job openings in Miami, FL as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $52,345 per year, or $25.2 per hour.

Associate VP, Clinical Financial Operations - UHealth

University of Miami

Medley, FL

Full-time

Medical, Dental

Re-posted 4 days ago


University Of Miami rating

7.7

Company rating: 7.7 out of 10

Based on 52 frontline employees who took The Breakroom Quiz

260th of 618 rated colleges and universities


Job description

Current Employees:

If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty or staff position, please review this tip sheet.

The University of Miami/UHealth has an exciting opportunity for an Associate Vice President, Clinical Financial Operations.

The Assoc. VP, Clinical Financial Operations, is responsible for the supervision and management of all matters
related to financial policies, financial management, and financial analysis for the University of Miami clinical
operations, consisting of the hospital, clinics and physician practices. The Associate VP, Clinical Financial
Operations, is responsible for the ongoing monitoring of operational and financial performance and the
development and implementation of improvement actions plan, as necessary. Additionally, the Associate. VP,
Clinical Financial Operations, is focused on ensuring collaborative and cohesive financial operations across the
clinical continuum, ensuring coordination of financial and business systems and processes. The incumbent is
expected to maintain collaborative relationships with senior leaders and managers for effective change
management while seeking to continuously improve financial operations in conjunction with clinical senior
leadership.

Core Job Functions:
1. Develops and tracks financial performance metric standards across the clinical enterprise for internal
achievement and external benchmarking with peers, educates operational leadership in the relevance
of established financial metrics.
2. Ensures monthly financial reviews and productivity reviews are conducted consistently and coordinated
across the clinical enterprise.
3. Presents financial reports to operational leadership on a routine basis.
4. Coordinates and assists leadership in strategic plan coordination and financial oversight of pro-forma
business plan results to actuals with a focus on identifying opportunities for improvements and
efficiencies to support current goals and objectives.
5. Directs operating plan preparation and forecasting in conjunction with the office of financial planning
and analysis.
6. Monitors financial performance of service lines across the enterprise.
7. Serves as the Clinical Finance representative on all committees as requested.
8. Ensures that all operational managers are provided training on all available financial systems and reports
that are necessary to independently manage their departments.
9. Trains, mentors, hires, and supervises department staff, as needed.
10. Ensures internal control oversight and compliance with laws and regulations, safeguarding of assets,
compliance with university policies and procedures, reliability of internal and external reporting, and
efficiency and effectiveness of operations. Creates an effective control environment, conducts risk
assessment, implements and monitors controls.

This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other
duties or responsibilities as necessary.

Core Qualifications:

Education:

Bachelor's degree in relevant field or equivalent.

Experience:

Minimum 10 years of relevant experience

Knowledge, Skills, and Attitudes:

  • Knowledge of business and management principles.
  • Ability to direct, manage, implement, and evaluate department operations.
  • Ability to establish department goals and objectives that support the strategic plan.
  • Ability to effectively plan, delegate and/or supervise the work of others.
  • Ability to maintain effective interpersonal relationships.
  • Ability to exercise sound judgment in making critical decisions.
  • Ability to translate and present complicated concepts into simple items with actionable analysis.

Department Specific Functions:

This Associate. VP, Clinical Financial Operations will support the Ambulatory Services leadership in the evaluation of the financial performance of key locations, offering insight into financial outcomes and business processes to support organizational goals. This position collaborates across multiple departments, shared services, and financial peers. Success in this role requires strong communication skills, the ability to simplify complex concepts, effective teamwork, and a solid understanding of finance and accounting principles.

The University of Miami offers competitive salaries and a comprehensive benefits package including medical, dental, tuition remission and more.

UHealth-University of Miami Health System, South Florida's only university-based health system, provides leading-edge patient care powered by the ground breaking research and medical education at the Miller School of Medicine. As an academic medical center, we are proud to serve South Florida, Latin America and the Caribbean. Our physicians represent more than 100 specialties and sub-specialties, and have more than one million patient encounters each year. Our tradition of excellence has earned worldwide recognition for outstanding teaching, research and patient care. We're the challenge you've been looking for.

The University of Miami is an Equal Opportunity Employer. Applicants and employees are protected from discrimination based on certain categories protected by Federal law.

Job Status:

Full time

Employee Type:

Staff

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About University of Miami

Sourced by ZipRecruiter

The University of Miami, located in the beautiful Coral Gables, Florida, is a comprehensive, private research institution in the United States. Operating within the higher education industry, the institution offers a multitude of degree programs spanning over 180 majors and program through its 12 colleges. The University was founded in 1925 with the mission to disseminate knowledge, transform lives, and change the world - a mission it has held faithfully to this day. Notably, the University of Miami has gained global recognition for its commitment to research and innovation, with over $324 million in research and sponsored project funding awarded annually.

Industry

Colleges, universities, and professional schools

Company size

10,000+ Employees

Headquarters location

Coral Gables, FL, US

Year founded

1925