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Associate Financial Representative Jobs in Raleigh, NC

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Associate Financial Representative information

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$10

$25

$64

How much do associate financial representative jobs pay per hour?

As of Aug 12, 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 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 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, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $53,197 per year, or $25.6 per hour.

Finance & Accounting Representative

WakeMed

Raleigh, NC • On-site

Full-time

Re-posted 18 days ago

WakeMed rating

7.7

Company rating: 7.7 out of 10

Based on 135 frontline employees who took The Breakroom Quiz

157th of 887 rated healthcare providers

Job description

Overview
The Finance & Accounting Rep is responsible for posting and review functions, specialized collections, account research, patient and non-patient account management and/or patient and general ledger account reconciliation activity. Acts as a resource by providing support for Patient Account Representative positions in the department.
Department Description
Serving the community since 1961, WakeMed Health & Hospitals is the leading provider of health services in Wake County. With a mission to improve the health and well-being of our community, we are committed to providing outstanding and compassionate care. For more information, visit www.wakemed.org .
EOE
Licensure
Not Applicable
Education
High School Diploma or Equivalent Required Associate's Degree Business Administration Preferred
Experience
2 Years Accounting/Finance - Collections Required 2 Years Accounting/Finance - Patient Accounting Required

What WakeMed employees say

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Benefits

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About WakeMed

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Serving the community since 1961, WakeMed Health & Hospitals is the leading provider of health services in Wake County. With a mission to improve the health and well-being of our community, we are committed to providing outstanding and compassionate care.

Industry

Health care and social assistance

Company size

5,001 - 10,000 Employees

Headquarters location

Raleigh, NC, US

Year founded

1961

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