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Associate Financial Representative Jobs in Miami, FL

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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 ...

Sales Representative

Pompano Beach, FL · On-site

$3.0K - $7.0K/mo

Attend tax associate training sessions and office meetings * Be able to utilize Tax Software to ... Review financial records, like prior tax return forms, income statements plus documentation of ...

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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 ...

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 ...

Urgent

Training provided

Showing results 41-60

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.

Real Estate Agent - Transition to Financial Management

New York Life Insurance

Pompano Beach, FL • On-site

$50K - $250K/yr

Contractor

Posted 11 days ago

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Job description

New York Life Accelerated Path to Management Program

Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management.

What we’re looking for
We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions:
•Do you have sales or managerial experience in another industry?
•Have you previously run your own business?
•Do you have an MBA or other equivalent degree?

If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you’ll start off as a financial professional, learning how to sell our products, building client relationships, and meeting specific requirements before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success.

What we offer
Phase 1: Firsthand experience as a financial professional
You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite.

Training and resources
You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions—and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.
Product Solutions
You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a 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 professional, you will enter a specialized six-month Associate Partner training program. We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management.

How we will compensate you
When you begin with New York Life as a financial professional, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits.
If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$150,000 (the minimum salary in California is $68,640.00; the minimum salary in Washington is $77,968.80; the minimum salary in New York City, Nassau, Suffolk, and Westchester counties is $64,350.00; the minimum salary in the rest of New York State is $60,405.80), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds involve additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan, and a 401(k) savings plan.

New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 617 recruiters at all levels in 2024 was $285,000.