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Associate Financial Representative Jobs in Springfield, VA

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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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 Jun 16, 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.

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.
What are popular job titles related to Associate Financial Representative jobs in Springfield, VA? For Associate Financial Representative jobs in Springfield, VA, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Springfield, VA look for? The top searched job categories for Associate Financial Representative jobs in Springfield, VA are:
What cities near Springfield, VA are hiring for Associate Financial Representative jobs? Cities near Springfield, VA with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you

Public Finance Associate

Oak Ridge Legal Search LLC

Washington, DC • Hybrid

$190K - $217K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 14 days ago

Job description

A highly regarded Am Law 200 law firm with a nationally recognized public finance practice, is seeking a Public Finance Associate with a minimum of two years of relevant experience to join its team in Boston, Hartford, New York City, Philadelphia, Stamford, or Washington, DC.

This is an outstanding opportunity to join a sophisticated and collaborative practice representing governmental entities, underwriters, institutional investors, nonprofit organizations, lenders, and other major participants in the public finance market. The position offers significant client contact, meaningful responsibility, and the opportunity to work on complex, high-profile transactions that directly impact communities and public infrastructure projects nationwide.

The practice has a longstanding reputation in the municipal finance space and regularly serves as bond counsel and underwriters' counsel on a broad range of transactions. The selected candidate will have the opportunity to work on debt issuances, restructurings, and other municipal bond matters, with a particular emphasis on affordable housing, student housing, and workforce housing projects.

Responsibilities Include:

  • Assisting with the structuring and execution of public finance transactions
  • Serving as bond counsel and supporting debt issuance and restructuring matters
  • Drafting and reviewing transaction documents
  • Managing deal processes and coordinating with transaction participants
  • Working directly with governmental issuers, financial institutions, nonprofit organizations, and developers
  • Developing strong client-facing, analytical, and transactional skills within a collaborative team environment

Qualifications:

  • Minimum of 2 years of experience involving state and local government transactions or public finance matters
  • Experience with municipal bonds and bond transaction structuring strongly preferred
  • Strong academic credentials and excellent writing, research, analytical, and communication skills
  • Demonstrated understanding of financial and transactional concepts
  • Prior experience in banking, lending, or consumer finance is a plus
  • Admission in the state of the candidate's primary office location is required

Why This Opportunity Stands Out:

  • Nationally respected public finance platform with sophisticated, high-impact work
  • Hybrid work arrangement with approximately 2–3 in-office days per week
  • Direct access to experienced partners and strong mentorship opportunities
  • Formal associate integration and mentoring program
  • Collaborative and collegial culture emphasizing professional development and long-term growth
  • Billable goal of 1,800 hours, including credit for qualifying pro bono and approved DEI activities
  • Strong commitment to attorney wellness, inclusion, and workplace flexibility
  • Recognized nationally for firm culture, innovation, diversity, wellness, and integration initiatives

Compensation & Benefits:

The target base salary range for this position in New York, Massachusetts, and Washington, DC is approximately $190,000 to $217,500, depending on experience, class year, and overall qualifications.

The firm also offers a highly competitive benefits package, including:

  • Medical, dental, and vision coverage
  • Life and disability insurance
  • Flexible spending accounts
  • Generous parental leave
  • 401(k) plan
  • Pet insurance
  • Flexible paid time off
  • Additional wellness and lifestyle benefits

For consideration, please provide a resume and law school transcript. A deal sheet and cover letter are appreciated but not required. All applications are confidential and NOT shared with employers without the candidate's permission.

Oak Ridge Legal Search and the clients we work with are equal opportunity employers and provide equal opportunity to qualified applicants regardless of race, color, religion, national origin, age, gender, gender identity or expression, marital status, sexual orientation, ancestry, physical or mental disability, veteran status or any other legally protected class in accordance with all applicable laws. If a level of experience is indicated, this is a guideline only and does not preclude applications from candidates with more or less experience.