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Associate Financial Representative Jobs in Powder Springs, GA

5 Legal

Banking & Finance Associate

Atlanta, GA · On-site

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

Finance Associate Attorney

Atlanta, GA

$235K - $390K/yr

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 ...

Northside Hospital Inc.

Financial Counselor

Atlanta, GA · On-site

$18.25 - $23.75/hr

Responsibilities Represents the Hospital in financial matters pertaining to obtaining payment on ... Associates Degree in Business or related field 2. Good communication skills. 3. Must be able to ...

Northside Hospital Inc.

Financial Counselor

Atlanta, GA · On-site

$18.25 - $23.75/hr

Responsibilities Represents the Hospital in financial matters pertaining to obtaining payment on ... Associates Degree in Business or related field 2. Good communication skills. 3. Must be able to ...

Northside Hospital Inc.

Financial Counselor

Atlanta, GA · On-site

$18.25 - $23.75/hr

Responsibilities Represents the Hospital in financial matters pertaining to obtaining payment on ... Associates Degree in Business or related field 2. Good communication skills. 3. Must be able to ...

Northside Hospital Inc.

Financial Counselor

Atlanta, GA · On-site

$18.25 - $23.75/hr

Represents the Hospital in financial matters pertaining to obtaining payment on patient accounts ... Associates Degree in Business or related field 2. Good communication skills. 3. Must be able to ...

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Showing results 21-40

All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Powder Springs, GA

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 Sep 2, 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 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 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:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Powder Springs, GA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 83% In-person, 7% Hybrid, and 10% Remote job distribution, with an average salary of $51,824 per year, or $24.9 per hour.

Financial Consultant - Employee Benefits

IMA Financial Group

Atlanta, GA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 26 days ago

IMA Financial Group rating

8.6

Company rating: 8.6 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

ROLE DESCRIPTION:
Independently delivers core financial modeling, claims projections, and strategic renewal analysis for self-funded and level-funded clients. This role translates complex financial data into client-ready insights and begins representing the Financial Strategy function in client discussions.
ESSENTIAL JOB DUTIES include but are not limited to:
  • Proficient in and demonstrates ownership in technical analytics and client deliverables.
  • Communicates technical analysis to clients.
  • Completes IBNR and claims projections with minimal oversight.
  • Consults on stop-loss programs and funding strategies for self-funded clients.
  • Produces strategic financial modeling for client renewals.
  • Supports financial negotiations with carriers and vendors.
  • Begins driving process improvements with financial analytics workflows.
  • Reviews data entry from junior associates and may mentor Client Associates pursuing Financial Strategist track.
KEY STRENGHTS AND TRAITS but are not limited to:
  • Consultative ability
  • Continuous learning
  • Negotiation
  • Service orientation
QUALIFICATIONS:
  • Active Life & Health License
  • Bachelor's degree
  • 4+ years relevant experience
  • Proficiency with self-funded plans
  • Focus on accuracy via peer reviews
  • Knowledge of market trends in funding and pricing
  • Proficiency in technical analysis

#LI-JS1
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
*These benefits do not apply to internship roles.
Why Join IMA?
We've built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
  • 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
  • 2023 Inc. Magazine's Best Workplaces
  • 2023 Denver Business Journal's Best Places to Work
  • 2022-2023 Connecticut Top Work Places
  • 2021-2023 Inc. 5000's List of Fastest Growing Companies
  • 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
  • 2022-2023 Kansas City Business Journal's Best Places to Work
  • 2021-2023 Charlotte Business Journal's Best Places to Work
  • 2021-2023 Los Angeles Business Journal's Best Places to Work
  • 2021-2023 The Salt Lake City Tribune Top Work Places
  • 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
  • 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category
  • 2021 Dallas Business Journal's Best Places to Work
  • 2021 Alaska Journal of Commerce's Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

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