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Associate Financial Representative Jobs in Silver Spring, MD

5 Legal

Debt Finance Associate

Washington, DC

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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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 Aug 17, 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.

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 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $56,686 per year, or $27.3 per hour.

Debt Finance Associate

5 Legal

Washington, DC

Full-time

Re-posted 10 days ago

Job description

Am Law top 50 firm which is consistently ranked among the leading law firms is looking for an associate to join their Debt Finance practice.


The ideal candidate must have 1-3 years of finance experience at a comparable law firm.


Ideal candidates will have experience in:

  • Secured transactions representing borrowers and/or lenders
  • A working knowledge of syndicated financing transactions, financing transactions for venture-backed companies, acquisition financing transactions, and convertible or high yield bond offerings
  • Experience in closing transactions
  • Familiarity with drafting documents in connection with financial transactions.


Knowledge of Article 9 of the Uniform Commercial Code, secured transactions, debt securities offerings, and general corporate law are also preferred. All candidates must have a JD or the equivalent and have demonstrated high academic achievement from a nationally recognized law school, have the ability to work on multiple projects simultaneously and have a high level of attention to detail.