ZipRecruiter

Log In

1

Associate Financial Representative Jobs in Parrish, FL

AMG Financial Services

Be Seen First

Financial Services Representative

Tampa, FL · On-site

$45K - $100K/yr

Financial Services Representative (Training Provided) ⚠️ Please Read Before Applying This ... Flexible schedule * Unlimited earning potential Many of our associates begin part-time while ...

Aionios LLC

Public Finance Associate

Sarasota, FL · On-site

$180K - $210K/yr

  • Medical

  • Retirement

Representing clients in developer counsel and bond counsel matters * Drafting and negotiating ... Working directly with developers, financial stakeholders, and project teams * Supporting large ...

Aionios LLC

Public Finance Associate

Tampa, FL · On-site

$180K - $210K/yr

  • Medical

  • Retirement

Representing clients in developer counsel and bond counsel matters * Drafting and negotiating ... Working directly with developers, financial stakeholders, and project teams * Supporting large ...

Stratford Davis

Associate Sales Representative - Remote

Tampa, FL · Remote

$85K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

Kickstart your professional journey in a flexible role focused on helping families protect and grow their financial well-being. As an Associate Sales Representative, you will work remotely to connect ...

New

next page

Showing results 1-20

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

Associate Financial Representative information

See Parrish, FL salary details

$9

$22

$57

How much do associate financial representative jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for associate financial representative in Parrish, FL is $22.87, according to ZipRecruiter salary data. Most workers in this role earn between $16.73 and $22.36 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 popular job titles related to Associate Financial Representative jobs in Parrish, FL?

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

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

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

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

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

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Parrish, FL as of June 2026, with employment types broken down into 1% As Needed, 67% Full Time, 29% Part Time, and 3% Contract. Highlights an 76% Physical, 1% Hybrid, and 23% Remote job distribution, with an average salary of $47,578 per year, or $22.9 per hour.

Insurance Agent with Training

Glosson Region - Modern Woodmen of America

Bartow, FL • On-site

$67K - $124K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 2 days ago

Job description

Benefits:
  • 401(k)
  • 401(k) matching
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

Are you a former athlete or someone who has always had a relentless competitive spirit? Do you thrive on challenges and achieving greatness in your career and beyond? The Glosson Region at Modern Woodmen of America is ready to add a new Associate Financial Representative (future Financial Representative once licensing is achieved) to our team. We are a dedicated group of driven, ambitious professionals, eager to impact people’s lives as we rapidly expand our offices across the region.
About The Glosson Region - Modern Woodmen of America:
At the Glosson Region, our mission is to grow membership by protecting legacies for families and businesses through wise financial planning. Our vision is to build a Legacy Region that grows beyond our generation, creating lasting impact for years to come. We are guided by unwavering faith, working diligently today to shape a better future tomorrow. With relentless grit, we fight for our goals and never quit. We foster a winning attitude, learning and helping others along the way, while embracing a growth mindset that drives both personal and professional development. We believe in the power of collaboration – when two or more work together, our growth multiplies. Join us in building a legacy that will stand the test of time.
Watch this short video to see how sharing meaningful moments—both personal and professional—can transform perspectives on a career in financial services with Modern Woodmen of America: https://youtu.be/-qWeFzHB-ck
About Modern Woodmen:
Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.
Check out the varying backgrounds of some of our local leaders:
Jarrett Glosson, Regional Director:
  • Year Started with MWA: March of 2007
  • Prior to MWA: Jarrett worked in media sales for Charter Media (now Spectrum), focusing on B2B and selling airtime.
  • Passionate About: Outside of business, Jarrett is dedicated to his church and enjoys spending time with his wife, Autumn (married for 22 years), and their dog, Benson (a miniature Bernedoodle). He loves to travel, having visited 16 countries, with Italy being his favorite. Jarrett also has a strong passion for self-development and is a fan of the Tennessee Titans.
Christopher Schults, Financial Representative:
  • Year Started with MWA: February of 2016
  • Prior to MWA: Chris previously ran his own cabinet business and was a volunteer firefighter.
  • Passionate About: Chris is deeply involved with his church and enjoys spending time with his wife, Alicia, and their three daughters. He combines his love for golf with fraternal work to give back to his community. Chris is a Tampa Bay Buccaneers fan and enjoys working out. Born and raised in Florida, he values his family and community.
Lenny Cannova, Financial Representative:
  • Year Started with MWA: February of 2014
  • Prior to MWA: Lenny was a pizza shop owner before deciding to transition into the Modern Woodmen role.
  • Passionate About: Lenny enjoys spending time with his wife, Lynn, their two daughters, and their grandchildren. He is passionate about golf, boating, and working on motorized projects such as motorcycles, ATVs, and jet skis. Lenny is a member of a boat club and loves spending time on the water. He is also a Chicago Bears fan.
Kristina Ribali, Managing Partner:
  • Year Started with MWA: March of 2020
  • Prior to MWA: Kristina worked in non-profit and donor relations before joining Modern Woodmen.
  • Passionate About: Kristina and her husband, JD, were instrumental in starting a campus of their church and are passionate about serving their community. They are dedicated to helping children become leaders through JD’s BizKidz program, which provides coaching and opportunities for kids to sell products and compete for cash prizes. Kristina loves to mentor the children involved in these events.
Our thriving offices are located across several locations:
  • The Regional Office can be found at 8981 Daniels Center Dr. Ste 210, Fort Myers, FL 33912.
  • Our Naples Office is located at Ste 302, 3435 10th St N, Naples, FL 34103.
  • The Punta Gorda Office is at Unit 116, 265 E Marion Ave, Punta Gorda, FL 33950.
  • Our Cape Coral Office is located at NBR 1b4, 3046 Del Prado Blvd S, Cape Coral, FL 33904.
Role Responsibilities:
  • Member Consultation: Meet with client members to assess their insurance needs and recommend appropriate coverage.
  • Customer Service: Provide exceptional customer service, addressing client inquiries and resolving issues promptly.
  • Networking: Build and maintain a network of client members through referrals, networking events, and community engagement.
  • Training and Development: Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills.
  • Target Achievement: Meet or exceed business development goals.
Perks/Benefits:
  • Strong Income Opportunity. 
  • Potential to earn client/member leads. 
  • Advancement Opportunity to become a Managing Partner
  • Exclusive training/development locally and nationally.
  • An environment and culture of mutual support and growth.
  • Attainment of prestigious credentials and recognition.
  • Consistent opportunities for growing your income and character.
  • Strong benefits and retirement package.
  • Dental, health, and vision insurance
  • Flexible schedule
  • Reward Travel
  • Life insurance
  • Professional development assistance
  • Referral program
Qualifications:
  • Team-Oriented
  • Enthusiastic
  • Positive Attitude
  • Self-Starter
  • Community-Focused
  • Coachable
  • Athletic Background (bonus)
  • Military Background (bonus)
  • Goal-Driven
  • Willingness to Obtain State Insurance License
  • Willingness to Obtain Series 6 or 7 Finra License
  • College Degree (preferred, not required)
If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team. 

Flexible work from home options available.