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Associate Financial Representative Jobs in Springfield, VA

Foresters Financial

Sales Support Associate

Silver Spring, MD · On-site

$17.50 - $22.75/hr

This role supports the Registered Financial Services Sales Representative's business with day-to-day administrative assistance while enhancing the service experience of clients*. *This role requires ...

Howard University

Financial Aid Counselor-1

Washington, DC · On-site

$44K - $58K/yr

External contacts include families, prospective students, student advocates, and representatives of ... Other duties as assigned by the financial aid director/associate director and/or Manager of ...

FirstService Residential

Financial Manager

Fairfax, VA

$85K/yr

As Financial Manager of Client Accounting at FirstService Residential--the North American leader in ... The physical demands described here are representative of those that must be met by an associate to ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Springfield, VA

Associate Financial Representative information

See Springfield, VA salary details

$11

$27

$69

How much do associate financial representative jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for associate financial representative in Springfield, VA is $27.48, according to ZipRecruiter salary data. Most workers in this role earn between $20.10 and $26.88 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.
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Associate Financial Representative jobs near you

Fund Finance / Subscription Line Associate

5 Legal

Washington, DC

Full-time

Re-posted 15 days ago

Job description

Am Law top 100 firm which is popular for its high-profile financial services is seeking an associate or counsel to join its Global Finance group in any of its Charlotte, New York, Philadelphia, or Washington D.C. offices.


The ideal candidate must have 5+ years of fund finance/subscription line experience. Experience representing banks, business development companies, and funds in asset-backed financing to funds or other investment vehicles in the private debt space. Experience as a key member of deal teams, including the responsibility for running key aspects of transactions, from due diligence through closing, is preferred. Deal Sheet required.