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Associate Financial Representative Jobs in Olney, MD

Secured transactions representing borrowers and/or lenders * A working knowledge of syndicated ... Familiarity with drafting documents in connection with financial transactions. Knowledge of Article ...

Financial Analyst

Falls Church, VA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We invest heavily in our associates, and we take pride in celebrating their growth and success ... USI ONE ® represents Omni, Network, Enterprise-the three key elements that set USI apart from the ...

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Associate Financial Representative information

See Olney, MD salary details

$10

$26

$67

How much do associate financial representative jobs pay per hour?

As of Aug 18, 2026, the average hourly pay for associate financial representative in Olney, MD is $26.93, according to ZipRecruiter salary data. Most workers in this role earn between $19.66 and $26.35 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 job categories do people searching Associate Financial Representative jobs in Olney, MD look for?

The top searched job categories for Associate Financial Representative jobs in Olney, MD are:

What cities near Olney, MD are hiring for Associate Financial Representative jobs?

Cities near Olney, MD with the most Associate Financial Representative job openings:

Associate - Finance - Latin America Practice

UNAVAILABLE

Washington, DC • On-site

Full-time

Re-posted 17 days ago


Job description

About Latham & WatkinsLatham & Watkins is one of the world's leading global law firms advising the businesses and institutions that drive the global economy. We are the market leaders in major financial and business centers globally and offer unmatched expertise and resources to help you grow from an intellectually curious self-starter into an exceptional lawyer. If you aspire to be the best, this is where you belong.About the Practice GroupLatham's Latin America Practice combines deep insight into Latin America's legal and commercial dynamics with the complementary worldwide view of the firm's global platform to advise clients on their most significant matters in the region - from cross-border capital markets and M&A transactions to project financings and high-stakes arbitrations and litigations. We regularly guide clients through some of the largest, most sophisticated, and precedent-setting business transactions in Latin America across industries and practice categories. We advise the full spectrum of market participants, including private equity firms with Latin American portfolios, multinationals with local subsidiaries, governments seeking to privatize assets, local companies raising debt or equity capital internationally, as well as global financial institutions active in the market. Our international arbitration and litigation lawyers also routinely represent Latin American companies, states, and state-owned entities in highly complex commercial and investor-state disputes, white-collar criminal investigations, and other high-stakes controversies. Our combined personal and professional ties to nearly every Latin American country give us particular insight into the key issues, risks, and business drivers affecting deals in every major jurisdiction. We are fluent Spanish and Portuguese speakers who also understand the cultural nuances and business practices particular to Latin American countries, to effectively navigate complex deal dynamics to secure the interests of our clients.About the RoleThe Latin America Practice is seeking a highly qualified associate with a minimum of 2 years of experience to join our 3rd to 5th year associate class. The ideal candidate would have a combination of project finance and M&A experience. Spanish and/or Portuguese fluency is preferred. Main Contact DetailsIf you have any questions about the application, please contact: Julia Graham Associate Recruiting Manager - US Specialized Hiring julia.graham@lw.comAdditional InformationInvesting in the well-being of our lawyers and staff is among the firm's highest priorities. Through our "LiveWell Latham" program, we offer best-in-class benefits and comprehensive resources designed to support you and your loved ones through all life's moments - from building a family and taking care of loved ones, to managing your health and saving for the future. Latham & Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute. We periodically provide demographic data to legal publications, bar associations, civic and community organizations, and in some instances, to local, state, and federal government agencies as required by law or contract. So that the firm can provide this information accurately, we request that you consider self-identifying. Please click here to review your rights under U.S. employment laws. In accordance with Latham & Watkins policies, associates in this role must protect and maintain any highly sensitive, confidential, privileged, financial and/or proprietary information that Latham & Watkins retains either as part of the legal services the Firm provides to clients or for internal purposes. Los Angeles: Latham & Watkins LLP will consider qualified applicants with criminal histories in a manner consistent with the City of Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO). Please click the link above to review the Ordinance. San Francisco: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Please click the link above to review the Ordinance. Massachusetts: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. An employer that violates this law may be subject to fines and/or a private right of action for $500 in statutory damages "for each such violation," among other things.Pay Range

Associate Base Salary

Discretionary bonuses may be available depending on application circumstances and position.

Class ofUS Payroll2026$225,0002025$225,0002024$235,0002023$260,0002022$310,0002021$365,0002020$390,0002019

$420,000

2018$435,000Employment Type: OTHER