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Associate Financial Representative Jobs in Naples, FL

Moors & Cabot Inc

Financial Advisor

Naples, FL · On-site

Set performance expectations and goals for assigned Client Associate(s) in conjunction with the ... In addition to specializing in wealth management through full service registered representatives ...

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

Associate Financial Representative information

See Naples, FL salary details

$9

$24

$62

How much do associate financial representative jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for associate financial representative in Naples, FL is $24.78, according to ZipRecruiter salary data. Most workers in this role earn between $18.12 and $24.23 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 Naples, FL?

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

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

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

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

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

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Naples, FL as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $51,544 per year, or $24.8 per hour.

Financial Representative - Naples, FL

Fidelity Investments

Naples, FL • On-site

Full-time

Re-posted 13 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

16th of 151 rated financial services

Job description


Financial Representative
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by finding opportunities to deepen relationships.
The Expertise and Skills You Bring
  • Customer service, phone-based support, or financial services experience provides a strong foundation for success in this role
  • Experience in banking, insurance, or financial services is a plus
  • Comprehensive resources and support are provided to prepare for the required Series 7 and Series 66 licenses
  • A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
  • Serve as a technology champion within the branch, embracing new tools as an early adopter and sharing knowledge to enhance team capabilities and overall performance
  • Superb interpersonal skills and passion to engage with clients
  • The ability to assess client needs and find opportunities
  • Remarkable attention to detail and ability to prioritize
  • Organizational skills to manage multiple tasks
  • Embraces feedback, fosters collaboration, and approaches challenges with curiosity

The Team
As a key member of the team, you will provide daily support to Fidelity's most valued clients, delivering an exceptional experience that strengthens client relationships. By proactively identifying opportunities and making effective introductions, you will play a direct role in driving the success and growth of the branch. Your contributions will be recognized and appreciated by clients, making your work both impactful and rewarding.
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding.
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Customer Service
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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