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Associate Financial Representative Jobs in Powder Springs, GA

Act as owner representative and perform required data entries related to the Client's financial ... Associate degree or bachelor's degree in Accounting, Finance, Mathematics, Engineering, or another ...

Act as owner representative and perform required data entries related to the Client's financial ... Associate degree or bachelor's degree in Accounting, Finance, Mathematics, Engineering, or another ...

In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will ... representing the service lens Participating in firm initiatives (e.g., training or education ...

Top AmLaw 100 law firm seeks an associate to join their Financial Restructuring Practice in any of ... Candidates will also have experience representing debtors, creditors, and investors in a broad ...

Top 100 AmLaw firm seeks an associate to join their Banking & Finance Team in their Atlanta office ... Ideal candidates will have large firm experience representing lending institutions and corporate ...

Direct Counsel is seeking a Finance Associate Attorney (Mid-to-Senior Level) to join a national law ... The ideal candidate has 2-6 years of experience representing financial institutions and corporate ...

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Associate Financial Representative information

See Powder Springs, GA salary details

$10

$24

$62

How much do associate financial representative jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for associate financial representative in Powder Springs, GA is $24.92, according to ZipRecruiter salary data. Most workers in this role earn between $18.22 and $24.38 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 job categories do people searching Associate Financial Representative jobs in Powder Springs, GA look for? The top searched job categories for Associate Financial Representative jobs in Powder Springs, GA are:
What cities near Powder Springs, GA are hiring for Associate Financial Representative jobs? Cities near Powder Springs, GA with the most Associate Financial Representative job openings:
Infographic showing various Associate Financial Representative job openings in Powder Springs, GA as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $51,824 per year, or $24.9 per hour.

Financial Controls Associate

Jacobsen|Daniels Enterprise Inc.

Atlanta, GA • Hybrid

$70K - $80K/yr

Full-time

Re-posted 3 days ago


Job description

Description

Job Title:            Financial Controls Associate

FLSA Status:      Exempt, Full-Time

Salary:                $70,000 - $80,000 - Depending on Qualifications

Location:            ATL Airport / Hybrid



Position Description Summary:


The Financial Controls Associate works directly with the project managers, program controls directors, and project controls staff in support of the project's financial goals and objectives. This includes project setup, work plan coordination, contract administration, measuring and reporting progress, and analyzing cost or budgetary deviations. This position will also participate in discussions with the Project Team and Management on the status of the project financials to identify project risks and opportunities that can impact the contribution to the overall project schedule, budget and reimbursement process.
 

The Associate will prepare and/or support preparation of project budget and financial updates, cashflow forecasts, budget to actual trends, spending forecasts and various monthly project financial reports. Requires the ability to analyze contract terms, review and audit invoices related to those contracts, identify cost trends, and interpret change order and schedule impacts. This information will be reported accurately and timely between clients, stakeholders, financial controls staff and to the project manager(s).

Requirements

Essential Function(s) of the Position

  • Initiate and support in the review, approval, and execution of project related contracts and applicable change orders.
  • Responsible for timely and accurate invoice reviews and approval processes.
  • Assist in the monthly reporting process, including but not limited to budget to actual, project spend trends and cashflow analysis, submitting a draft report for discussion with management.
  • Initiates project financial summaries and phasing set up with support from the project manager(s); advises the team in policies, standards, methodologies, and processes.
  • Maintain proper project records and contract files.
  • Help identify, resolve and guide appropriate staff on billing disputes and required corrections on draft invoice packages.
  • Assist the project manager(s) in developing and maintaining the project workflow(s) and plan(s) to ensure project schedule and financials are reported accurately.
  • Performs miscellaneous reconciliations of project financials, as needed.
  • Assist in preparation of reports and presentations and aids in budgeting process.
  • Ensure smooth workflows and operations by identifying needs, reporting any issues, and informing management of necessary actions required for improvement.
  • Serve as the liaison between the Project Management Team and contractors/consultants to assist with troubleshooting various invoicing issues.
  • Act as owner representative and perform required data entries related to the Client's financial system(s).
  • Present financial data while participating in project meetings and/or audits of financial information, as required.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.


Education & Experience Requirements: 

  • High School Degree required. Associate degree or bachelor's degree in Accounting, Finance, Mathematics, Engineering, or another related field is preferred. Applicable experience may be substituted for degree requirements
  • Advanced systems skills - SharePoint, Microsoft Office Suite - particularly Excel
  • Knowledge of VantagePoint, standard project management software (Procore, Prolog, Bluebeam, etc.), or a Customer Relationship Management (CRM) system is a plus
  • 4-7 years of relevant work experience is preferred

Position Qualifications:

  • Strong work ethic, team player, dedicated, reliable, self-motivated and positive attitude
  • Organized and detail oriented with an ability to work independently
  • Able to prioritize multiple tasks and deadlines
  • Must be accurate and efficient with the ability to meet deadlines
  • Flexible and able to drive / guide change
  • Ability to work in a fast-paced, global environment
  • Excellent written and oral communication skills, ability to communicate effectively with management teams and respond to questions from within and outside the organization
  • Experience with risk identification, audits and project management skills is a plus


Physical Demands

While performing the duties of this job, the employee is regularly required to stand, sit for long periods, bend, use hands to manipulate (type), talk and hear; walk; sit, and lift or move no more than ten (10) pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
 

Mental Demands

 While performing the duties of this position, employees are regularly required to use written and oral communication skills; read and interpret data, information, and documents; analyze and solve problems, use math, and mathematical reasoning; observe and interpret situations; learn and apply new information or new skills; work under deadlines with occasional interruptions, and interact with staff and other companies.
 

Working Conditions

Remote / Work from Home (WFH) with occasional travel to project site(s)

Periodic weekend or evening work may be required 

Reporting Relationships

Reports to a Managing Consultant, Director, or other member of management within the division.

Supervisory Responsibility

None.


This position description is intended to describe the general nature and level of work being performed by a person assigned to this job. This is not to be construed as an exhaustive list of all duties that may be performed by an employee so classified.


Jacobsen|Daniels is an Equal Opportunity Employer and strives for diversity. J|D, in accordance with applicable law, does not discriminate in hiring or otherwise in employment on the basis of race, color, religion, sex, national origin, age, marital or veteran status, disability, sexual orientation, or any other legally protected status. EOE/AA/Vets