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Associate Financial Representative Jobs in Provo, UT

RV Sales Associate

Draper, UT ยท On-site

$170K/yr

Motivated first-year representatives averaged $76k+ If you are driven, competitive, and ready to be ... Partner with our Finance team to coordinate lending and finalize deals. Qualifications WHAT WE'RE ...

Motivated first-year representatives averaged $76k+ If you are driven, competitive, and ready to be ... Partner with our Finance team to coordinate lending and finalize deals. Qualifications WHAT WE'RE ...

RV Sales Associate

Draper, UT ยท On-site

$170K/yr

Motivated first-year representatives averaged $76k+ If you are driven, competitive, and ready to be ... Partner with our Finance team to coordinate lending and finalize deals. WHAT WE'RE LOOKING FOR:

Seasonal Sales Associate

Sandy, UT ยท On-site

$12.75 - $15.25/hr

Stays current on all financial goals and priorities * Support the leadership team in achieving all ... The physical demands described here are representative of those that are required by an associate ...

Showing results 21-40

Associate Financial Representative information

See Provo, UT salary details

$10

$24

$62

How much do associate financial representative jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for associate financial representative in Provo, UT is $24.89, according to ZipRecruiter salary data. Most workers in this role earn between $18.17 and $24.33 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 Provo, UT? For Associate Financial Representative jobs in Provo, UT, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Provo, UT look for? The top searched job categories for Associate Financial Representative jobs in Provo, UT are:
What cities near Provo, UT are hiring for Associate Financial Representative jobs? Cities near Provo, UT with the most Associate Financial Representative job openings:
Infographic showing various Associate Financial Representative job openings in Provo, UT as of June 2026, with employment types broken down into 1% As Needed, 76% Full Time, 21% Part Time, 1% Temporary, and 1% Contract. Highlights an 77% Physical, 1% Hybrid, and 22% Remote job distribution, with an average salary of $51,771 per year, or $24.9 per hour.

Customer Relations Representative - State Farm Agent Team Member

Koy Jasperson - State Farm Agent

Santaquin, UT โ€ข On-site

$30K - $50K/yr

Other

PTO

Re-posted 13 days ago


Job description

Customer Relations Representative - State Farm Agent Team Member

Successful State Farm Agent is seeking a qualified professional to join their winning team. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Responsibilities

  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

As an Agent Team Member, you will receive:

  • Hourly pay plus commission
  • Growth potential/Opportunity for advancement within my office
  • Paid time off
  • Valuable career-building experience
  • Monday Lunches (if team goals are reached)
  • Leave early on Friday (if team goals are reached)
  • Putt for Pivots
  • Monthly bonus (if team goals are reached)
  • 10 Paid Holidays
  • Potential to earn Health benefit allowance

Requirements

  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Excellent communication skills - written, verbal and listening
  • People-oriented
  • Self-motivated
  • Ability to make presentations to potential customers
  • Bilingual - Spanish required
  • Property and Casualty license (must be able to obtain)
  • Life and Health license (must be able to obtain)

If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Compensation: $30,000.00 - $50,000.00 per year.

My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Payson, UT and help customers with their insurance and financial services needs, including:

  • Auto insurance
  • Home insurance
  • Life insurance
  • Retirement planning