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Associate Financial Representative Jobs in Slidell, LA

Ochsner Health

Patient Access Rep

New Orleans, LA

$16.50 - $21.25/hr

Education Required - High school diploma or equivalent Preferred - Associate's degree Work ... Experience may include front line registration, financial counseling, banking, retail, or similar ...

Ochsner Health

Patient Access Rep

New Orleans, LA

$16.50 - $21.25/hr

Education Required - High school diploma or equivalent Preferred - Associate's degree Work ... Experience may include front line registration, financial counseling, banking, retail, or similar ...

Ochsner Health

Patient Access Rep

New Orleans, LA · On-site

$16.50 - $21.25/hr

Education Required - High school diploma or equivalent Preferred - Associate's degree Work ... Experience may include front line registration, financial counseling, banking, retail, or similar ...

Ochsner Health

Patient Access Rep

New Orleans, LA · On-site

$16.50 - $21.25/hr

Education Required - High school diploma or equivalent Preferred - Associate's degree Work ... Experience may include front line registration, financial counseling, banking, retail, or similar ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Slidell, LA

Associate Financial Representative information

See Slidell, LA salary details

$9

$22

$57

How much do associate financial representative jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for associate financial representative in Slidell, LA is $22.80, according to ZipRecruiter salary data. Most workers in this role earn between $16.68 and $22.31 per hour, depending on experience, location, and employer.

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 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 popular job titles related to Associate Financial Representative jobs in Slidell, LA?

For Associate Financial Representative jobs in Slidell, LA, the most frequently searched job titles are:

What cities near Slidell, LA are hiring for Associate Financial Representative jobs?

Cities near Slidell, LA with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Slidell, LA as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $47,426 per year, or $22.8 per hour.

Financial Center Representative

Fidelity Bank

Covington, LA

Full-time

Re-posted 16 days ago

Job description

Our goal at Fidelity is to create a better future by acting with accountability and integrity alongside our customers and within our communities. Since 1908, we have built a legacy upon simple, enduring values and an unwavering commitment to the communities we serve. We pride ourselves on being part of a community-focused and team-oriented work culture where we invest in our associates to ensure success within the company.

Fidelity Bank, headquartered in New Orleans, Louisiana, believes in making a difference by living our mission of "Here for Good" to help families and businesses thrive in the communities we serve.

Fidelity promotes a culture of work/life balance for all associates. We offer a competitive total rewards package for eligible associates including:

  • Competitive pay based on the position, qualifications, relevant experience, and skillset

  • Paid Time Off

  • Up to 14 paid holidays annually

  • Comprehensive Medical, Dental, and Vision Insurance

  • Employer Funded Health Savings Account

  • Paid Parental Leave

  • 401(k) with matching contributions

  • Wellness Program to reduce health insurance premiums

  • Free or discounted banking and mortgage services

  • Basic Life Insurance and AD+D

  • Tuition Reimbursement Plan

  • Associate Referral Program

  • Associate Volunteer Program

  • Employee Assistance Fund (subject to IRS guidelines)

  • Employee Assistance Program

  • Opportunities for training and career development

  • Gym Discounts, Verizon Wireless Discounts, Tickets At Work Discounts

  • Retail branch locations are closed on Saturdays!

The benefits listing is for informational purposes. Additional details regarding compensation and benefits will be provided during the application process. Fidelity reserves the right to modify, amend, or terminate any and all benefits at any time.

Do you want to make a difference? If so, this opportunity may be the right choice for you! Fidelity Bank is looking for competitive, self-reliant, energetic individuals that are driven to succeed.

Position Summary:

The Financial Center Representative is responsible for performing as both a Banker and Teller in providing exceptional client service, operational and audit excellence, while making appropriate referrals.

This position is non-exempt under the Fair Labor Standards Act and is eligible for overtime pay.

This position may be filled at a lower or higher level depending on the candidate’s qualifications and relevant experience.

Required Qualifications, Competencies, and Skills:

  • GED or High school diploma

  • 1 year cash handling experience in a financial institution or retail environment

  • Ability to travel across company footprint as needed

  • Proficient in Microsoft Office Suite to include Word, Outlook, Teams

  • Developed cognitive skills to include Problem Solving, Judgement, Decision-Making, Organization + Planning

  • Developed intrapersonal skills to include Ambition, Follow-Through, Optimism, Tenacity

  • Developed interpersonal skills to include Communication: Listening, Speaking, and Writing, Resilience + Balance, Collaboration, Client Focus

  • Developed technology skills to include Technical Acumen, Knowledge Management

  • Developed leadership skills to include Developing Followers, Achieving Results

  • Developed sales skills to include Questioning, Knowledge, Sales Drive, Prospecting, Presence

Preferred Qualifications, Competencies, and Skills:

  • 6 months of retail banking experience

  • High-volume cash handling experience

  • Proficient in Microsoft Office Suite to include Excel, PowerPoint

Essential Duties and Responsibilities:

  • Perform teller transactions

  • Responsible for balancing, locating and reconciling discrepancies in cash drawer including end-of-day balancing procedures and reporting any discrepancies to the supervisor as necessary

  • Assist with balancing, locating and reconciling vault and ATM transaction as well as incoming and outgoing money shipments

  • Open new accounts and handles client maintenance requests

  • Contribute to the financial center’s success by achieving assigned referral goals

  • Engage in consultative conversations with clients to build relationships, cross-sell, and promote Fidelity’s products and services

  • Report to a supervisor for approvals when assistance is needed with transactions

  • Provide customer assistance related to banking needs both in-person and over the phone

  • Assist supervisor with maintaining accurate reports

  • Report any discrepancies to the supervisor as necessary

  • Assist in maintaining branch appearance standards

  • Assist with mentoring associates

  • Adhere to all bank policies and procedures

  • Consistently exemplify our Core Values of Integrity, Community, Dependability, Excellence, Longevity, and Accountability

  • Comply with regulatory rules and regulations evidenced through successful completion of training and demonstrated ability

  • Perform other duties and/or special projects as appointed by management

  • Physical Requirements: primarily sitting with some standing, walking, lifting and bending

Fidelity Bank is an Equal Opportunity Employer/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Fidelity promotes a drug free workplace.

If you require an accommodation to submit your application for an open position, please send an email request to talentmanagement@bankwithfidelity.com or call 985-612-2764. All information provided will be kept confidential and will only be used to the extent required to provide the needed reasonable accommodation.

For assistance or questions regarding the recruitment process, please email talentmanagement@bankwithfidelity.com.

This position is located in Covington, LA, 70433