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Associate Financial Representative Jobs in Raleigh, NC

UNC HEALTH

Transplant Financial Coord

Chapel Hill, NC · On-site

$20.74 - $29.52/hr

... representative to ensure that patient is receiving care as defined by the contract. Contacts ... Associate's degree: Eight (8) years of experience in health care operations, including two (2) ...

Ancora Education

Financial Aid Officer-MMC

Raleigh, NC · On-site

$22 - $24/hr

Associate's degree or higher from an academic institution accredited by a regional or national ... Experience with CampusVue Physical Demands The physical demands described here are representative ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Raleigh, NC

Associate Financial Representative information

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How much do associate financial representative jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for associate financial representative in Raleigh, NC is $25.58, according to ZipRecruiter salary data. Most workers in this role earn between $18.70 and $25.00 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 are the most commonly searched types of Financial Representative jobs in Raleigh, NC?

The most popular types of Financial Representative jobs in Raleigh, NC are:

What are popular job titles related to Associate Financial Representative jobs in Raleigh, NC?

For Associate Financial Representative jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Raleigh, NC look for?

The top searched job categories for Associate Financial Representative jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Associate Financial Representative jobs?

Cities near Raleigh, NC with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $53,201 per year, or $25.6 per hour.

Financial Center Manager Associate - Raleigh

Fifth Third Bank

Raleigh, NC • On-site

Full-time

Re-posted yesterday

Fifth Third Bank rating

7.5

Company rating: 7.5 out of 10

Based on 113 frontline employees who took The Breakroom Quiz

105th of 174 rated banks

Job description

Make banking a Fifth Third better®
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
The Financial Center Manager will participate in a comprehensive, customized on-boarding and education program. This includes rotations in Operations, Sales & Service, Lending, Small Business, Preferred and Sales & Operations Management. The role will provide a robust learning approach for successful candidates to prepare for a Financial Center Manager role. After successful completion of the training program, the FCMA role will be placed in a Financial Center.
ESSENTIAL DUTIES & RESPONSIBILITIES:
  • Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification
  • Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience
  • Gain knowledge, demonstrate and maintain a working knowledge of Fifth Third's products, services processes, and internal resources to stay informed, guide and lead the team
  • Become skilled at the consultative sales process to proactively identify the financial needs of current or prospective customers and recommend the appropriate solutions to meet those needs
  • Understand how to develop an integrated book of business strategy in which all customers, through all channels, have a Financial Needs Assessment (FNA) and are assigned to the best banker for proactive ongoing support
  • Learn how to source, develop, coach and lead a team that reinforces our Core Values and business strategies
  • Learn to cultivate a One Bank culture that proactively collaborates with business partners
  • Participate in activities that benefit the communities we serve
  • Follow the Bancorp Code of Business Conduct and Ethics and other related policies and procedures, modeling the ethical behavior expected from every employee
  • Additional duties as assigned

SUPERVISORY RESPONSIBILITIES:
Assist in providing employees timely, candid and constructive feedback; assist in the development of employees to their full potential and provides challenging opportunities that enhance employee career growth; recognize and reward employees for accomplishments.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
  • College degree or two (2) or more years of leadership experience in a sales environment
  • Ability to professionally represent Fifth Third Bank in verbal and written communication
  • Capable of analyzing credit and financial information
  • Ability to successfully execute and coach sales activities
  • Exhibits business acumen
  • Demonstrated ability in making sound decisions
  • This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration.

WORKING CONDITIONS:
  • Normal office environment.
  • Extended viewing of computer screens.
  • Periodic travel within the Bancorp footprint to attend meetings and/or training.

#LI-DH2
Financial Center Manager Associate - Raleigh
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
LOCATION -- Raleigh, North Carolina 27612
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

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