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Associate Financial Representative Jobs in Silver Spring, MD

APTA

Associate, Finance

Alexandria, VA · On-site

$60K/yr

APTA is the trusted leader for the physical therapy profession, representing more than 100,000 ... financial processing, operational efficiency, and internal service excellence. Working under the ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Silver Spring, MD

Associate Financial Representative information

See Silver Spring, MD salary details

$10

$27

$68

How much do associate financial representative jobs pay per hour?

As of Jul 13, 2026, the average hourly pay for associate financial representative in Silver Spring, MD is $27.20, according to ZipRecruiter salary data. Most workers in this role earn between $19.90 and $26.59 per hour, depending on experience, location, and employer.

Is $200,000 enough to work with a financial advisor?

As an Associate Financial Representative, having $200,000 in assets or income can be sufficient to work with a financial advisor, depending on the advisor's fee structure and the services needed. Many advisors require a minimum investment or asset level, but some offer services for clients with lower assets, especially if they focus on financial planning or ongoing advice. It is important to consider the advisor's fee model and your financial goals when determining if this amount is adequate for professional guidance.

Is it hard to become a FA?

Becoming an Associate Financial Representative typically requires completing relevant licensing exams, such as the Series 6 or 7, and gaining industry-specific knowledge. The difficulty varies based on prior experience and study effort, but it generally involves dedicated preparation and understanding of financial products and regulations.

What does an associate financial representative do?

An associate financial representative assists clients with financial planning, insurance, and investment products under the supervision of a senior representative. They often handle client inquiries, prepare financial documents, and develop their knowledge of financial services, typically working towards industry certifications such as the Series 6 or 63. The role involves building client relationships and supporting the delivery of financial solutions within a team environment.

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 are Associate Financial Representatives?

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.

How many financial advisors make $500,000 a year?

While some financial advisors and associates in the industry can earn $500,000 or more annually, such high earnings are typically achieved by top-performing professionals with extensive experience, strong client bases, and advanced certifications like the CFP or CFA. Most financial advisors earn between $60,000 and $150,000 per year, with higher incomes often resulting from commissions, bonuses, and managing large portfolios.
What are popular job titles related to Associate Financial Representative jobs in Silver Spring, MD? For Associate Financial Representative jobs in Silver Spring, MD, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Silver Spring, MD look for? The top searched job categories for Associate Financial Representative jobs in Silver Spring, MD are:
What cities near Silver Spring, MD are hiring for Associate Financial Representative jobs? Cities near Silver Spring, MD with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Silver Spring, MD as of July 2026, with employment types broken down into 1% As Needed, 62% Full Time, 35% Part Time, 1% Temporary, and 1% Contract. Highlights an 94% Physical, 4% Hybrid, and 2% Remote job distribution, with an average salary of $56,577 per year, or $27.2 per hour.
Financial Representative - State Farm Agent Team Member

Financial Representative - State Farm Agent Team Member

State Farm

Baltimore, MD • On-site

$38K - $55K/yr

Full-time

Medical, PTO

Re-posted 9 days ago

State Farm rating

7.4

Company rating: 7.4 out of 10

Based on 1,522 frontline employees who took The Breakroom Quiz

210th of 281 rated insurance

Job description

*This role requires bilingual Spanish*
ROLE DESCRIPTION:
Jason Griswold is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Insurance Account Representative, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. You may also assist in developing strategies and establishing quotas for our agency.
If you are energetic, goal-oriented, and sales-minded, we are excited to harness your talents in this rewarding opportunity to build your career.
RESPONSIBILITIES:
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Work with the agent to establish and meet marketing goals.
  • Maintain a strong work ethic with a total commitment to success each and every day.
  • Work alongside your agency's team to ensure successful long-lasting customer relations.

QUALIFICATIONS:
  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Successful track record of meeting sales goals/quotas preferred
  • Ability to effectively relate to a customer
  • Property & Casualty license
  • Bilingual Spanish

BENEFITS:
  • Salary plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Health benefits
  • Profit sharing
  • Growth potential/Opportunity for advancement within my office
  • Licensing reimbursement after 3 months
  • Signing bonus for pre-licensed professionals

Compensation: $38,000.00 - $55,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Baltimore, MD and help customers with their insurance and financial services needs, including:
  • Auto insurance
  • Home insurance
  • Life insurance
  • Retirement planning

State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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