1

Associate Financial Representative Jobs in Powder Springs, GA

As the primary administrative and financial representative of the production department, the ... Associate Production Manager, and Technical Director. * Establish clear expectations ...

Showing results 21-40

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.

Finance Solutions - FP&A Consultant - Experienced Associate

Pwc

Atlanta, GA • On-site

$61K - $100K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 4 days ago


PwC rating

8.3

Company rating: 8.3 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

27th of 72 rated business consultants


Job description

Industry/Sector

Not Applicable

Specialism

Finance

Management Level

Associate

Job Description & Summary

The Opportunity
As a Finance Solutions - FP&A Consultant - Experienced Associate, you will engage with clients to enhance their financial performance and decision-making processes. Within our Advisory practice, you will analyze financial data, develop performance metrics, and design frameworks that drive operational efficiency and strategic objectives. As an Associate, you will focus on learning and contributing to client engagements, developing your skills and knowledge to deliver quality work. You will be exposed to clients to learn how to build meaningful connections, manage and inspire others, and grow your personal brand by deepening your technical knowledge of firm services and technology resources.
In this role at PwC, you will provide guidance on budgeting, forecasting, and financial planning processes. You will be responsible for analyzing client needs, developing financial solutions, and offering support to help clients optimize their financial performance. This position offers the opportunity to work in a fast-paced environment, adapting to various challenges and scopes, while taking ownership and consistently delivering quality work that drives value for clients and team success.
Responsibilities
- Analyzing financial data to develop performance metrics and key performance indicators (KPIs)
- Designing and implementing performance management frameworks to enhance operational efficiency
- Providing guidance on budgeting, forecasting, and financial planning processes to support strategic objectives
- Utilizing financial management software to optimize financial performance and decision-making
- Conducting complex data analysis to extract meaningful insights and inform business decisions
- Creating budgets and monitoring financial trends to identify opportunities for cost reduction
- Developing financial models to represent real-world financial situations and support strategic planning
- Collaborating with clients to understand their needs and deliver tailored financial solutions
- Applying a learning mindset to continuously improve skills and contribute to team success
- Gathering information from diverse sources to analyze facts and discern patterns
What You Must Have
- At least a Bachelor's degree
- At least 1 years of experience
What Sets You Apart
- Preference for at least one of the following fields of study: Accounting, Analytics/Data Science, Business Administration/Management, Computer Science/Information Systems, Finance, Risk Management/Insurance
- Preference for at least Prior professional industry or sector experience (i.e., Banking & Capital Markets, Industrials, or Consumer Packaged Goods) is preferred years of experience
- Demonstrating proficiency in financial modeling and forecasting
- Utilizing data visualization software for insightful financial analysis
- Applying complex data analysis to drive business decisions
- Excelling in communication and active listening with diverse teams
- Developing and optimizing financial management processes

Travel Requirements

Up to 60%

Job Posting End Date

The salary range for this position is: $61,000 - $100,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glanceAs PwC is anequal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.Learn more about how we work: https://pwc.to/how-we-workFor only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

What PwC employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom