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Associate Financial Representative Jobs in Washington, DC

Western & Southern Life

Staff Manager

College Park, MD · On-site

$70K - $100K/yr

Responsibilities will also include providing functional and technical expertise to associates to ensure successful agent development for new and existing Financial Representatives. The position will ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Washington, DC

Associate Financial Representative information

See Washington, DC salary details

$11

$29

$75

How much do associate financial representative jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for associate financial representative in Washington, DC is $29.79, according to ZipRecruiter salary data. Most workers in this role earn between $21.78 and $29.13 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 the most commonly searched types of Financial Representative jobs in Washington, DC? The most popular types of Financial Representative jobs in Washington, DC are:
What are popular job titles related to Associate Financial Representative jobs in Washington, DC? For Associate Financial Representative jobs in Washington, DC, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Washington, DC look for? The top searched job categories for Associate Financial Representative jobs in Washington, DC are:
Associate Financial Representative jobs near you

Finance Associate (Project Development & Finance) - D.C

Direct Counsel

Washington, DC

$235K - $310K/yr

Full-time

Re-posted 23 days ago

Job description

Job Title: Associate – Finance – Project Development & Finance
Location: Houston, New York, San Diego. D.C.
Practice Group: Project Development & Finance
Experience Level: Mid-Level Associate (3rd to 4th year)
Firm: Direct Counsel is representing an AmLaw 100 firm.
Compensation: Cravath Scale

Job Description:
Direct Counsel is representing an AmLaw 100 firm seeking a highly qualified mid-level Associate to join its Project Development & Finance group in Houston, New York, or San Diego. The ideal candidate will have a minimum of 2 years of relevant experience, including project development and/or finance, preferably at a large national or international law firm.

This is an excellent opportunity for a driven associate to join a dynamic and globally recognized team working on complex, high-stakes infrastructure and energy projects.

Qualifications:

  • JD from a top-tier law school

  • Active and good standing membership with the state bar (or eligibility to waive in)

  • Minimum of 2 years of experience in project development, project finance, or related practice areas

  • Experience working on large-scale infrastructure or energy transactions preferred

  • Strong drafting, negotiation, and analytical skills

  • Excellent academic credentials and professional recommendations

Highlights:

  • Join a top-ranked Project Development & Finance group

  • Competitive compensation at Cravath Scale

  • Work with a collaborative, high-performing team across global offices

  • Gain exposure to market-leading transactions and sophisticated clients

To Apply:
Qualified candidates may submit a resume in confidence to be considered.