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Associate Financial Representative Jobs in Silver Spring, MD

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 ...

FHI 360

Associate Director, Finance

Washington, DC · On-site

The Associate Director, Finance supports projects within the Health Programs portfolio, including ... Interact with donors and other stakeholders as assigned, to represent the project on financial ...

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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 Sep 9, 2026, the average hourly pay for associate financial representative in Silver Spring, MD is $27.25, according to ZipRecruiter salary data. Most workers in this role earn between $19.90 and $26.63 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 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 August 2026, with employment types broken down into 100% Full Time. Highlights an 79% In-person, 10% Hybrid, and 11% Remote job distribution, with an average salary of $56,620 per year, or $27.2 per hour.

Financial Services Regulatory & Compliance Senior Attorney

Washington, DC • On-site

Ascension Global Staffing & Executive Search
Recruiting and Staffing Services • 11 - 50 employees
Learn more about Ascension Global Staffing & Executive Searchexternal

Full-time

Re-posted 11 days ago

Job description

Ascension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique blend of cultural insight and professional expertise, we pride ourselves on creating an environment that fosters success for both employers and candidates.

Our client, a leading international law firm, is seeking a Financial Services Regulatory & Compliance Associate with 6+ years of experience to join its Financial Regulatory & Compliance Practice.

The ideal candidate will have experience advising financial institutions and other financial services clients on a broad range of regulatory and compliance matters, particularly involving banks, money services businesses (MSBs), payment systems, and FinTech companies.

Qualifications:

  • minimum 6 years of experience in financial services regulatory and compliance matters.
  • Experience with licensing and chartering of financial institutions and related entities.
  • Strong knowledge of key financial services laws and regulations, including:
    • Bank Secrecy Act (BSA) / Anti-Money Laundering (AML)
    • OFAC sanctions compliance
    • Third-party risk management
    • Consumer financial services compliance
  • Experience with regulatory investigations or enforcement matters is a plus.
  • Excellent academic credentials and strong legal research, analytical, and writing skills.
  • Exceptional attention to detail and the ability to manage sophisticated regulatory matters.
  • Demonstrated commitment to client service, sound judgment, and the ability to work both independently and collaboratively in a fast-paced environment.
  • Admission to, or eligibility for admission in, the applicable jurisdiction.
  • Fluency in Spanish is preferred but not required.

This is an excellent opportunity to join a sophisticated financial regulatory practice representing domestic and international clients on complex compliance, licensing, enforcement, and regulatory matters within the evolving financial services and FinTech industries.

Ascension Global Staffing & Executive Search logo

About Ascension Global Staffing & Executive Search

Sourced by ZipRecruiter

Ascension Global Staffing & Executive Search is a Hispanic woman-owned-and-operated legal recruiting firm comprised of a dynamic team of professionals and business strategists. We are dedicated to creating a customized approach to connecting talented professionals with great companies. Our passion is your success. We are devoted to cultivating a culture that promotes the individual while meeting our clients’ needs. Our dynamic and collaborative process makes our company as versatile and distinct as our clients. It is the commitment we have to our own team that positions us to be the best business partner for building your best team. At Ascension Global Staffing & Executive Search, we believe everyone deserves a job they love, starting with our own employees. We understand that every company has unique needs that drive the search for the ideal candidate. We look beyond the resume to identify the best talent and do this by fostering trusting relationships with our candidates. Of equal importance, we strive to understand our clients’ businesses, cultures and team dynamics to strategically meet business goals. We keep an eye on the market and emerging practice areas to identify candidates and opportunities to benefit those who entrust us with their careers and their businesses.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Coral Gables, FL, US

Social media

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