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Associate Financial Representative Jobs in Seminole, FL

Broker Service Representative

Tampa, FL ยท On-site

$15 - $20.50/hr

This role enables associates to work virtually full-time, except for required in-person training ... financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce ...

The Company also provides mortgage financing and title services for homebuyers through its mortgage ... Associate's degree (A. A.) or equivalent from two-year college or technical school; or six months ...

The Company also provides mortgage financing and title services for homebuyers through its mortgage ... Associate's degree (A. A.) or equivalent from two-year college or technical school; or six months ...

The Company also provides mortgage financing and title services for homebuyers through its mortgage ... Associate's degree (A. A.) or equivalent from two-year college or technical school; or six months ...

The Company also provides mortgage financing and title services for homebuyers through its mortgage ... Associate's degree (A. A.) or equivalent from two-year college or technical school; or six months ...

Broker Service Representative

Tampa, FL ยท On-site

$15 - $20.50/hr

This role enables associates to work virtually full-time, except for required in-person training ... financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce ...

Showing results 21-40

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.

Associate - Accounting Advisory

Centri Business Consulting

Tampa, FL โ€ข On-site

Full-time

Re-posted 16 days ago


Job description

The Experienced Associate position has the primary responsibility of oversight over the Financial Reporting and Technical Accounting engagement work plans. Serving as a future leader of the firm, the Experienced Associate demonstrates the attributes of excellent client service and assists team members in developing technical and professional competency.ย 

Core Responsibilities:ย ย 

  • Basic understanding of more complex Accounting Advisory topics and the corresponding impact to the financial statements. Execute a comprehensive self-review and begin articulating key concepts to staff and begin to review completed work product.ย 
  • Accurately reflect more complex journal entries within the financial statement.ย 
  • Perform basic level research for financial statements disclosures while displaying fundamental understanding of business writing to accurately write the financial disclosure.ย 
  • Effectively leverage firm templates and technology to oversee staff in the preparation of financial statements and consolidation of trial balances.ย 
  • Delegate and review staff and Intern work. Begin to understand mechanical workings of the financial statements and identify numbers and disclosures which look inaccurate/incomplete.ย 
  • Build in person connections with peers and managers.ย 
  • Support Firm initiatives and development opportunities.ย ย 
  • Work to build relationships and promote collaboration in a hybrid environment.ย 

Required Skills/Abilities:ย 

  • Strong working knowledge of the Generally Accepted Accounting Principles.ย ย 
  • Being a strong champion for and thrives in an environment of changing priorities.ย ย 
  • Interpersonal skills to interact in a team environment and foster client relationships.ย 
  • Above average written and verbal communication skills.ย 
  • Understand the services offered by the Firm, look for opportunities to represent the Firm, grow the client base, and increase brand recognition.ย 
  • Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become an expert.ย 
  • Proficient in Microsoft Office Suite with an emphasis on Excel skills.ย ย 

Education and Experience:ย 

  • Bachelor's degree in Accounting or equivalent required.ย ย 
  • Begin pursuing certifications.ย ย 
  • 3+ years of relative accounting experience; at least 1 in public accounting or professional services highly preferred.ย ย