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Associate Financial Representative Jobs in Walpole, MA

Direct Counsel

Debt Finance Associate Attorney

Boston, MA · On-site

$260K - $390K/yr

Direct Counsel is seeking a Debt Finance Associate with 3-6 years of experience to join a premier finance practice representing private equity sponsors, corporate borrowers, lenders, and other market ...

Direct Counsel

Finance Associate Attorney

Boston, MA · On-site

$310K - $390K/yr

Finance Associate Attorney Direct Counsel is seeking a Finance Associate Attorney with 4-5 years of ... Represent private equity sponsors, portfolio companies, corporate borrowers, and financial ...

NYL - Patrick Piscitelli

Financial Consultant

Bridgewater, MA · On-site

$100K/yr (+ commission)

Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A ... Lead and motivate our sales team by setting a sales plan for each sales associate, identifying ...

New

Primerica

Commission Sales Associate

Weymouth, MA · On-site

... representatives who deliver financial education and offer solutions to clients. Founded over 49 ... The Commission Sales Associate will meet with prospective and existing clients to provide basic ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Walpole, MA

Associate Financial Representative information

See Walpole, MA salary details

$11

$28

$72

How much do associate financial representative jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for associate financial representative in Walpole, MA is $28.69, according to ZipRecruiter salary data. Most workers in this role earn between $20.96 and $28.03 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 Walpole, MA?

For Associate Financial Representative jobs in Walpole, MA, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Walpole, MA look for?

The top searched job categories for Associate Financial Representative jobs in Walpole, MA are:

What cities near Walpole, MA are hiring for Associate Financial Representative jobs?

Cities near Walpole, MA with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Walpole, MA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 79% In-person, 10% Hybrid, and 11% Remote job distribution, with an average salary of $59,671 per year, or $28.7 per hour.

Financial Services Representative (Waltham, MA)

BrightBridge Credit Union

Waltham, MA • On-site

$26.28 - $28.61/hr

Full-time

Re-posted 25 days ago

Job description

Join Our Team as a Financial Services Representative
Location: Waltham, MA | Full-Time

Do you have a passion for helping others reach their financial goals? Want to turn your passion for helping people into a rewarding career at BrightBridge? We’re looking for a Financial Service Representative to serve our Waltham members, with the ability to travel to other branches as needed. In this role, you will deliver accurate, complete, and comprehensive in-person and digital service, assist with loan processing, and deepen member relationships through personalized support and product recommendations. If you're looking to start or continue your career in banking with a team that values your contributions, we’d love to meet you!

Why You’ll Love Working Here

  • A collaborative team culture where your contributions matter
  • Ongoing training and career development opportunities
  • Competitive pay, benefits, and the chance to grow with a supportive organization
  • The satisfaction of making a real difference in your community every day
What You'll Be Doing (Your Responsibilities)
  1. Maintains a working knowledge of all products and services offered by the Credit Union.
  2. Performs all sales and service activities necessary to meet the assigned quarterly goals while creating an exceptional member experience. Focused on relationship deepening by creating member interest in additional products and services.
  3. Demonstrates willingness and openness to coaching while striving for excellence in sales and service execution.
  4. Maintains a working knowledge of all products and services offered by the Credit Union including but not limited to periodic promotional offerings.
  5. Maintains a working knowledge of all electronic delivery channels in order to assist members with access and use of online banking, bill pay and the mobile application.
  6. Originates and closes all loan types via direct member contact, telephone, mail and fax applications. Uses loan processing system to create approved documents for funding and disbursement. Ensures that all conditions for approval are met, obtains all required documentation, and disburses loans via direct member contact or mail. Demonstrates full knowledge of applicable state and federal regulations and laws.
  7. Performs all the duties and functions for the ATM/Debit card issuance, including all new, reissues, and maintenance on the system.
  8. Promotes, refers and sells additional third party products as determined by the Credit Union.
  9. Function as a Membership Officer in the Branch, as approved by the Board of Directors.
  10. Handles opening and closing of all account types and completes all proper documentation.
  11. Cross trains on all teller line functions to provide backup assistance in this area when deemed necessary by the Branch Manager.
  12. Assists Call Center with resolution of member issues on a daily basis.
  13. Adheres to all aspects of the Credit Union Bank Secrecy Act policy and procedures.
  14. Fills in at other branches as requested.

What We’re Looking For (Your Qualifications)

  1. Minimum of high school diploma or equivalent is required. Associates degree preferred. 
  2. Minimum of two years Customer Service experience preferably in a financial institution.
  3. Strong interpersonal, written/verbal communication and organization skills required.
  4. Demonstrated ability to deal effectively with members and staff is essential.
  5. Experience with personal computers in a windows environment including Outlook, Excel and Word.
  6. Flexibility of work hours and proven reliability/dependability required.
  7. Must be able to handle multiple tasks effectively and accurately.
  8. Must have excellent cross-selling and problem solving skills.
  9. Must possess a professional and positive attitude and image to all of our members, at all times.
  10. Bilingual preferred (Spanish speaking)
  11. Must be eligible to register with the Nationwide Mortgage Licensing System & Registry (NMLS) and must maintain registration with NMLS as a registered Mortgage Loan Originator (MLO).

Physical Demands, Equipment Used, and Work Environment

  1. Sitting at a desk for extended periods.
  2. Fine motor skills for continuous computer keyboarding and mouse use.
  3. High volume of phone and video calls requiring active listening and speaking.
  4. Regular attendance and office mobility required. Attendance at appropriate conferences, meetings, and other travel as needed are required.