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Associate Financial Representative Jobs in Milton, FL

Carmax

Customer Service Sales Representative

Pensacola, FL · On-site

$15.50 - $23.30/hr

We're rethinking the way people buy cars - and our associates help us do just that. We believe work ... test drives, and financing applications. * Conduct accurate vehicle condition assessments ...

Carmax

Customer Service Sales Representative

Pensacola, FL · On-site

$15.50 - $23.30/hr

We're rethinking the way people buy cars - and our associates help us do just that. We believe work ... test drives, and financing applications. * Conduct accurate vehicle condition assessments ...

Cumberland Farms

Retail Sales Associate -

Navarre, FL · On-site

$14.75 - $16.75/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... represents just one part of our total rewards approach. We're proud to offer a variety of financial ...

cumberlandfarmsinc

Retail Sales Associate -

Mary Esther, FL · On-site

$13.75 - $15.75/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... represents just one part of our total rewards approach. We're proud to offer a variety of financial ...

cumberlandfarmsinc

Retail Sales Associate -

Cantonment, FL · On-site

$13.50 - $15.50/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... represents just one part of our total rewards approach. We're proud to offer a variety of financial ...

cumberlandfarmsinc

Retail Sales Associate -

Pensacola, FL · On-site

$14.25 - $16.25/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... represents just one part of our total rewards approach. We're proud to offer a variety of financial ...

cumberlandfarmsinc

Retail Sales Associate -

Pensacola, FL · On-site

$14.25 - $16.25/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... represents just one part of our total rewards approach. We're proud to offer a variety of financial ...

Cumberland Farms

Retail Sales Associate -

Milton, FL · On-site

$14.25 - $16.25/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... represents just one part of our total rewards approach. We're proud to offer a variety of financial ...

Cumberland Farms

Retail Sales Associate -

Pensacola, FL · On-site

$14.25 - $16.25/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... represents just one part of our total rewards approach. We're proud to offer a variety of financial ...

cumberlandfarmsinc

Retail Sales Associate -

Pensacola, FL · On-site

$14.25 - $16.25/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... represents just one part of our total rewards approach. We're proud to offer a variety of financial ...

Cumberland Farms

Retail Sales Associate -

Crestview, FL · On-site

$14.25 - $16.25/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... represents just one part of our total rewards approach. We're proud to offer a variety of financial ...

Cumberland Farms

Retail Sales Associate -

Pensacola, FL · On-site

$14.25 - $16.25/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... represents just one part of our total rewards approach. We're proud to offer a variety of financial ...

Cumberland Farms

Retail Sales Associate -

Pensacola, FL · On-site

$14.25 - $16.25/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... represents just one part of our total rewards approach. We're proud to offer a variety of financial ...

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Showing results 21-40

All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Milton, FL

Associate Financial Representative information

See Milton, FL salary details

$9

$23

$59

How much do associate financial representative jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for associate financial representative in Milton, FL is $23.57, according to ZipRecruiter salary data. Most workers in this role earn between $17.21 and $23.03 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 Milton, FL?

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

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

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

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

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

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Milton, FL as of August 2026, with employment types broken down into 100% Full Time. Highlights an 84% In-person, 7% Hybrid, and 9% Remote job distribution, with an average salary of $49,030 per year, or $23.6 per hour.

Personal Financial Counselor, PFC-Hurlburt, FL

Magellan Health Services

Hurlburt Field, FL

$58K - $93K/yr

Full-time

Medical, Life

Posted 18 days ago

Job description

This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation.

  • Provides personal financial counseling and management services directly to service members and their families.

  • Assists service members in establishing a spending plan for extended absences.

  • Develops and makes available informational financial materials to service members and families.

  • Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

  • Responds to requests for age-appropriate classes or seminars.

  • Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.

  • Manages duty to warn situations according to Department of Defense (DoD) protocol.

  • Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.

  • Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.

  • All other duties as assigned.

The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description.

Other Job Requirements

Responsibilities

Bachelor's degree required.
May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.
May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
3+ years of financial counseling experience.
Must be a U.S. citizen and speak fluent English.
If required by the contract, must be bilingual in English and Spanish.
Be able to obtain a favorably adjudicated Tier 2 investigation.
Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

General Job Information

Title

Personal Financial Counselor, PFC-Hurlburt, FL

Grade

24

Work Experience - Required

Financial Counseling

Work Experience - Preferred

Education - Required

A Combination of Education and Work Experience May Be Considered., Bachelor's

Education - Preferred

License and Certifications - Required

AFC - Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise, DL - Driver License, Valid In State - OtherOtherOther

License and Certifications - Preferred

Salary Range

Salary Minimum:

$58,440

Salary Maximum:

$93,500

This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.

This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.
Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.

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