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Associate Financial Representative Jobs in Reston, VA

5 Legal

Debt Finance Associate

Washington, DC · On-site

Secured transactions representing borrowers and/or lenders * A working knowledge of syndicated ... Familiarity with drafting documents in connection with financial transactions. Knowledge of Article ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Reston, VA

Associate Financial Representative information

See Reston, VA salary details

$11

$27

$69

How much do associate financial representative jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for associate financial representative in Reston, VA is $27.37, according to ZipRecruiter salary data. Most workers in this role earn between $20.00 and $26.78 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 Reston, VA?

For Associate Financial Representative jobs in Reston, VA, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Reston, VA look for?

The top searched job categories for Associate Financial Representative jobs in Reston, VA are:

What cities near Reston, VA are hiring for Associate Financial Representative jobs?

Cities near Reston, VA with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Reston, VA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $56,937 per year, or $27.4 per hour.

Associate Advisor, Commercial Risk - Middle Market

Baldwin

Bethesda, MD

$80K/yr

Full-time

Re-posted 2 days ago

Job description

Job Description Summary
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.
The Associate Advisor will work to gain knowledge of the respective line of insurance to successfully gain technical and sales knowledge. As an Associate Advisor, they will begin with an in-depth training program and will have exposure to existing clients with the opportunity to be mentored by experienced Advisors. This role will learn the firm's insurance and risk management value proposition to support the clients' needs and passions.

POSITION SUMMARY: The Associate Advisor will work to gain knowledge of commercial insurance to successfully gain technical and sales knowledge. As an Associate Advisor, they will begin with an in-depth training program and will have exposure to existing clients with the opportunity to be mentored by experienced Advisors. This role will learn the firm's insurance and risk management value proposition to support the clients' needs and passions.

PRIMARY RESPONSIBILITIES:

  • Through training you will be responsible for growing your own book of business which will include generating, prospecting, soliciting, and closing new accounts as well as beginning to retain your own clients.

  • Identify and generate new sales opportunities through analysis and discovery

  • Participate in sales meetings to review sales activities and prospective customers with leadership

  • Develop a full working knowledge of respective insurance line products and procedures.

  • Learns to present proposals in a professional manner, reviewing coverages in detail to ensure understanding.

  • Maintains an understanding and knowledge of insurance industry and underwriting criteria for Insurance Company Partners represented by firm to effectively communicate to all involved.


KNOWLEDGE, SKILLS & ABILITIES:

  • Excellent communication and presentation skills

  • Strong ability to persuade, motivate and influence others

  • Basic knowledge of Microsoft Word and Excel.

  • Ability to learn appropriate insurance company and firm software systems.

  • Demonstrates core values, exuding behavior that is aligned with the firm's culture


EDUCATION & EXPERIENCE:

  • Obtain and maintain a Property & Casualty insurance license, as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment).

The starting pay is $80,000+ annually. Salary is negotiable upon time of hire.

IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.


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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

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