ZipRecruiter

Log In

1

Associate Financial Representative Jobs in Raleigh, NC

Southern National Roofing

Sales Representative

Durham, NC · On-site

$150K - $300K/yr

Many of our top performers come from car sales, retail sales associate roles, inside sales, or ... Exhibits self-discipline and high motivation for financial success * Proficient in utilizing ...

previous page

Showing results 41-60

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

Associate Financial Representative information

See Raleigh, NC salary details

$10

$25

$64

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.

Sales Representative

Southern National Roofing

Durham, NC • On-site

$150K - $300K/yr

Full-time

Posted 26 days ago

Job description

$150K-$300K In-Home Sales Closer
High Ticket Sales In-Home Sales Representative Commission Sales Top Closers Wanted
Pre-Set Appointments No Cold Calling No Door Knocking
Urgently Hiring In-Home Sales Closers
If you can close in the home, we'll keep your calendar full.
Southern National Roofing is looking for in-home sales closers and sales representatives who want to earn serious money without chasing their own leads. Every appointment is pre-qualified and scheduled by our in-house team so you can focus on what you do best: closing.
Our top closers consistently earn $150K+ running company-provided appointments.
Southern National
We're a $25M+ residential roofing company, ranked #93 on the Roofing Contractor Top 100, #116 on the Top 500 Remodelers, #379 on the Inc. 5000, A+ BBB Accredited, and part of the top 2% of Master Elite Roofers nationwide.
This role is ideal for high ticket sales professionals, sales representatives, account managers, car sales professionals, and retail sales leaders who are comfortable presenting in person and closing large deals. Many of our top performers come from car sales, retail sales associate roles, inside sales, or other commission sales environments where performance directly drives income.
Responsibilities:
As a Sales Closer, you will be responsible for selling roofing products and services to homeowners. This role involves meeting with homeowners, assessing their roofing needs, providing product and service recommendations, and ultimately closing sales.
Leads are pre-qualified and provided by the company, and there is no cold calling or door knocking required.
  • Conduct 8 - 12 pre-scheduled and pre-confirmed in-home appointments per week
  • Close sales and achieve sales targets
  • Provide exceptional customer service throughout the sales process
  • Attend trainings and stay up-to-date on company products and services
  • Drive to pre-set appointments with no cold calling or door knocking required
  • Complete a thorough PAID two-week training program with our dedicated sales training team as part of our on-boarding process
  • Attend regular sales meetings
Who Thrives in This Role
  • Experienced sales representatives or high ticket closers
  • Professionals from car sales, retail sales, account management, or inside sales
  • Competitive people comfortable working in a commission sales environment
  • Individuals who want to transition from retail sales or customer service into higher income potential
Compensation:
  • Expected monthly earning of $12,500 - $25,000
  • On Target Annual Earnings: $150,000.00 - $300,000.00
  • Weekly draw against commission + Progressive Uncapped Commission
  • Bonus opportunities other incentives
Schedule:
  • Monday - Friday, appointments are scheduled at 1pm and 6pm; Saturday appointments are at 10am and 2pm
  • Sales meetings may occur Monday - Thursday at 11am

Work Location: Road Warrior
Keywords: sales representative, high ticket sales, high ticket closer, in-home sales, outside sales, commission sales, car sales, retail sales associate, account manager, inside sales
Requirements
    • 3 years of prior outside sales experience is mandatory for this position
    • Demonstrated history of successfully meeting sales objectives
    • Demonstrates excellent communication and interpersonal skills
    • Able to establish rapport and foster trust with customers
    • Must possess a valid driver's license and have reliable transportation
    • Open to coaching and eager to acquire new skills
    • Exhibits self-discipline and high motivation for financial success
    • Proficient in utilizing various technologies including laptops, mobile devices, and tablets
    • Exceptional negotiation and communication abilities

Apply