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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.

Benefits Representative Sales Associate

Lomenick Agency

Morrisville, NC • Hybrid

$65K/yr

Full-time

Re-posted 9 days ago

Job description

Crafting Brighter Futures for Businesses Families across the US

At the forefront of specialized financial services, we help families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client.

Role Overview:

As a Benefits Representative Sales Associate, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of our company, embodying our values and commitment.

Primary Responsibilities:

  • Engage with clients to understand their financial goals and concerns.

  • Present tailored solutions to safeguard their assets effectively.

  • Maintain a pulse on the industry, ensuring you offer the best and most updated advice.

  • Foster relationships and ensure our clients always have someone they can turn to.

Why Work With Us?

  • Flexible Scheduling: Enjoy the benefits of a full-time role that has flexible, hybrid hours working from our office and your home.

  • Unlimited Earning Potential: Your dedication determines your earnings*.

  • Company Culture: At our company people are ambitious but respectful, high-energy, and treat every member like family. We do (optional) company outings frequently!

  • Grow with Us: Dive into continuous learning and development opportunities.

Application Process:

1. Submit Your Application: No stringent qualifications needed. We believe in potential.

2. Virtual Company Overview: Once your application is in, you'll receive an invite to a virtual overview, detailing everything you need to know about the position. This session lasts 20-30 minutes, and you can self-schedule at your convenience, often on the same day.

3. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions.

FAQs:

  • When will I hear back after applying? Typically, within 24 hours.

  • Is there any specific software I need for the virtual overview? No, our platform is accessible through any standard web browser. Details will be provided in the invitation.

  • What's the growth trajectory for a Benefits Representative Sales Associate? Our focus is on continuous learning and development. Many of our Associates have seen exponential career growth within our organization.

* This is a commission only role with average earnings of $65,000+ in the first year and uncapped room for rapid growth based on performance.

State and federal laws require licensing to sell certain insurance products. Ability to obtain a license is required.