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Associate Financial Representative Jobs in Seminole, FL

Representing clients in developer counsel and bond counsel matters * Drafting and negotiating ... Working directly with developers, financial stakeholders, and project teams * Supporting large ...

The analyst ensures accurate and timely financial reporting throughout the program lifecycle ... Physical Requirements The physical demands described here are representative of those that must be ...

Sr. Program Finance Analyst

Tampa, FL · On-site

$80K - $100K/yr

Prepare regular financial reports for internal management and external customers, including ... Physical Requirements The physical demands described here are representative of those that must be ...

Key Responsibilities - Advise clients on estate planning strategies based on family, financial ... Personal Representatives, Trustees, and beneficiaries regarding legal duties, deadlines ...

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Associate Financial Representative information

See Seminole, FL salary details

$9

$24

$61

How much do associate financial representative jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for associate financial representative in Seminole, FL is $24.44, according to ZipRecruiter salary data. Most workers in this role earn between $17.84 and $23.89 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 job categories do people searching Associate Financial Representative jobs in Seminole, FL look for?

The top searched job categories for Associate Financial Representative jobs in Seminole, FL are:

What cities near Seminole, FL are hiring for Associate Financial Representative jobs?

Cities near Seminole, FL with the most Associate Financial Representative job openings:

Infographic showing various Associate Financial Representative job openings in Seminole, FL as of August 2026, with employment types broken down into 81% Full Time, 16% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $50,827 per year, or $24.4 per hour.

Customer Support associate- Financial

Wipro Limited

Tampa, FL • On-site

$16 - $17/hr

Full-time

Medical, Dental, PTO

Re-posted 2 days ago


Wipro rating

7.2

Company rating: 7.2 out of 10

Based on 28 frontline employees who took The Breakroom Quiz

137th of 226 rated it services


Job description

Job Title: Customer Support associate- Financial
City: Tampa
State/Province: Florida
Posting Start Date: 7/30/26
Wipro Limited (NYSE: WIT, BSE: 507685, NSE: WIPRO) is a leading technology services and consulting company focused on building innovative solutions that address clients' most complex digital transformation needs. Leveraging our holistic portfolio of capabilities in consulting, design, engineering, and operations, we help clients realize their boldest ambitions and build future-ready, sustainable businesses. With over 230,000 employees and business partners across 65 countries, we deliver on the promise of helping our customers, colleagues, and communities thrive in an ever-changing world. For additional information, visit us at www.wipro.com.
Job Description:
Job Description
As Customer Service Representative, you'll provide our members with the information they need to make better decisions about their health, helping them get access to the right care the first time. Every day, you'll help 50 to 70 callers, in a compassionate and empathetic manner, providing guidance, support, and escalating issues. This is your chance to be a sought out as an advisor and advocate to your customer. You could exceed expectations and improve the lives of our customers every day.
This position is full-time. Monday-Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our business hours of 7:00am - 7:00pm CST.
Training will be conducted virtually from your home
*All Telecommuters will be required to adhere to Wipro Telecommuter Policy.
Primary Responsibilities:
• Understands the sensitivity and importance each call scenario presents and handles difficult situations diplomatically and with a professional demeanor
• Actively listens to understand the perspective of others
• Proactively identifies and pursues resolution of issues affecting customer service
• Receive, document, confirm, and resolve/route member, broker, and customer service issues to the appropriate cross-functional team for resolution
• Responds to incoming, telephonic, written or email inquiries from customers or providers regarding eligibility, benefits, claim status/issues, policies & procedures, reimbursement, claims filing and/or appeals/grievances
• May leverage service resources throughout UnitedHealth Group to effectively warm transfer calls to the appropriate area
• Meets or exceeds standards for accessibility, responsiveness, reliability and professionalism
• Meets or exceeds standard for productivity, quality, timeliness and accessibility
• Independently manages inquiry caseload to resolve inquiries in a timely, high-quality manner
• Contributes to high levels of member and client satisfaction by exhibiting timely responds to questions or issues, well developed communication skills and analytical approach to problem solving
This role is equally challenging and rewarding. You'll be called on to research complex issues pertaining to the caller's health, status and potential plan options. To do this, you'll need to navigate across multiple databases which require fluency in computer navigation and toggling while confidently and compassionately engaging with the caller.
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear directions on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications:
• High School Diploma / GED OR equivalent work experience
• Must be 18 years or older
• 1+ years of Customer Service Experience
• Ability to work full-time, Monday - Friday and have the flexibility to work any of our 8-hour shift schedules during our business hours of 7:00am - 7:00pm CST including the flexibility to work occasional overtime given the business need
͏
Deliver
No Performance Parameter Measure 1 Process No. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback 2 Self- Management Productivity, efficiency, absenteeism, Training Hours, No of technical training completed
Mandatory Skills: Claims_Processing .
The expected compensation for this role ranges from $16/hr to $17/hr.
Final compensation will depend on various factors, including your geographical location, minimum wage obligations, skills, and relevant experience. Based on the position, the role is also eligible for Wipro's standard benefits including a full range of medical and dental benefits options, disability insurance, paid time off (inclusive of sick leave), other paid and unpaid leave options.
Applicants are advised that employment in some roles may be conditioned on successful completion of a post-offer drug screening, subject to applicable state law.
Wipro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Applications from veterans and people with disabilities are explicitly welcome.
Reinvent your world. We are building a modern Wipro. We are an end-to-end digital transformation partner with the boldest ambitions. To realize them, we need people inspired by reinvention. Of yourself, your career, and your skills. We want to see the constant evolution of our business and our industry. It has always been in our DNA - as the world around us changes, so do we. Join a business powered by purpose and a place that empowers you to design your own reinvention.

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