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Associate Financial Representative Jobs in Stockbridge, GA

5 Legal

Banking & Finance Associate

Atlanta, GA · On-site

Top 100 AmLaw firm seeks an associate to join their Banking & Finance Team in their Atlanta office ... Ideal candidates will have large firm experience representing lending institutions and corporate ...

Direct Counsel

Finance Associate Attorney

Atlanta, GA

$235K - $390K/yr

Direct Counsel is seeking a Finance Associate Attorney (Mid-to-Senior Level) to join a national law ... The ideal candidate has 2-6 years of experience representing financial institutions and corporate ...

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Showing results 21-40

All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Stockbridge, GA

Associate Financial Representative information

See Stockbridge, GA salary details

$9

$22

$56

How much do associate financial representative jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for associate financial representative in Stockbridge, GA is $22.44, according to ZipRecruiter salary data. Most workers in this role earn between $16.39 and $21.92 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 cities near Stockbridge, GA are hiring for Associate Financial Representative jobs? Cities near Stockbridge, GA with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Stockbridge, GA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $46,671 per year, or $22.4 per hour.

Banking & Finance Associate

5 Legal

Atlanta, GA • On-site

Full-time

Re-posted 21 days ago

Job description

Top 100 AmLaw firm seeks an associate to join their Banking & Finance Team in their Atlanta office.


Ideal candidates will have large firm experience representing lending institutions and corporate borrowers in a variety of complex syndicated lending transactions and should be comfortable working in a team atmosphere. Superior academic credentials required. This is an excellent opportunity for associates desiring substantial client interaction, significant responsibility, and a team-oriented approach.