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Associate Financial Representative Jobs in Westminster, MD

Western & Southern Life

Staff Manager

Owings Mills, MD · On-site

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 ...

Western & Southern Life

Staff Manager

Owings Mills, 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 ...

RS&H

Senior FP&A Analyst

Timonium, MD · Hybrid

$82K - $102K/yr

Please note: no agency representation or submissions will be recognized for this vacancy ... with associates who work hard every day to create tomorrow together. We offer an exceptional ...

Truist

Equipment Finance Structuring - Associate

Hunt Valley, MD · On-site

$95K - $105K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The requirements listed below are representative of the knowledge, skill and/or ability required ... General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:

Digital Remedy

Associate - Private Equity

Hunt Valley, MD

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Small team, real reps, direct partner exposure, and meaningful influence on what we buy. Full ... Financial modeling & valuation: Own LBO, operating, and returns models end-to-end - base, downside ...

J.B.A. Infiniti

Automotive Sales Associate

Ellicott City, MD · On-site

$25K - $60K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... to vehicle delivery-while representing the dealership with honesty, product knowledge, and ... Guide customers through pricing, financing, trade-in options, and required documentation. * Stay ...

J.B.A. Infiniti

Automotive Sales Associate

Ellicott City, MD

$25K - $60K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... delivery--while representing the dealership with honesty, product knowledge, and attention to ... Guide customers through pricing, financing, tradein options, and required documentation. * Stay ...

J.B.A. Infiniti

Automotive Sales Associate

Ellicott City, MD

$25K - $60K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... delivery--while representing the dealership with honesty, product knowledge, and attention to ... Guide customers through pricing, financing, tradein options, and required documentation. * Stay ...

J.B.A. Infiniti

Automotive Sales Associate

Ellicott City, MD

$25K - $60K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... delivery--while representing the dealership with honesty, product knowledge, and attention to ... Guide customers through pricing, financing, trade‑in options, and required documentation. * Stay ...

ACE Cash Express

Sales Associate

Cockeysville, MD · On-site

$15 - $17/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Sales Associates will need to understand the diverse range of financial products and services that ... Physical Demands The physical demands described here are representative of those that must be met ...

ACE Cash Express-Reid

Sales Associate

Cockeysville, MD · On-site

$15 - $17/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Sales Associates will need to understand the diverse range of financial products and services that ... Physical Demands The physical demands described here are representative of those that must be met ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Westminster, MD

Associate Financial Representative information

See Westminster, MD salary details

$10

$25

$63

How much do associate financial representative jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for associate financial representative in Westminster, MD is $25.28, according to ZipRecruiter salary data. Most workers in this role earn between $18.46 and $24.71 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.

What are popular job titles related to Associate Financial Representative jobs in Westminster, MD?

For Associate Financial Representative jobs in Westminster, MD, the most frequently searched job titles are:

What cities near Westminster, MD are hiring for Associate Financial Representative jobs?

Cities near Westminster, MD with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Westminster, MD as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $52,592 per year, or $25.3 per hour.

Financial Representative

Western & Southern Life

Owings Mills, MD • On-site

$50K - $70K/yr

Other

Re-posted 14 days ago

Job description

Organization : Name
BALTIMORE MD
Default: Location : City
OWINGS MILLS
Overview
The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. A Financial Representative must educate their clients, assess their clients' needs, and sell financial solutions in an ethical and client-focused manner, always selling the right way and for the right reasons.
Responsibilities
  • Identifies market(s) and develops appropriate marketing plan to sell insurance and investment solutions.
  • Travels throughout market(s) to prospect and network for middle-market clients by identification of potential qualified clients and making initial contacts.
  • Contacts and secures in-person appointments with prospective and existing clients for the purpose of sales, conservation, and service.
  • Adequately prepares for and conducts all appointments using Western & Southern Life consultative practices and processes.
  • Effectively sells insurance and investment solutions.
  • Effectively plans for and schedules all sales, marketing, and service activities for the week and foreseeable future.
  • Markets for the purposes of developing the Western & Southern Life brand at the local level.
  • Proactively develops community relationships to cultivate and travels within the community to cultivate and strengthen presence in target market(s).
  • Maintains personal contact with clients to ensure their evolving financial needs are being met.
  • Engages in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
  • Accurately maintains client and company records, payments, etc., in an accurate and timely manner.
  • Must have reliable transportation, maintain a driver's license, and have at least the minimum amount of auto insurance required by your state.
  • Performs other duties as assigned.
  • Complies with all policies and standards.

Qualifications
  • High School Diploma. - Required
  • Bachelor's Degree. - Preferred
  • Relevant experience. - Preferred
  • Proven experience effectively influencing a group to a recommended course of action. - Preferred
  • Demonstrated experience setting professional goals, and successfully implementing and achieving those goals. - Preferred
  • Demonstrated experience working within a team composed of associates who are at various levels of experience. - Preferred
  • Upholds the highest level of integrity regarding compliance with all Company ethics, privacy policies and industry regulations. - Required
  • Proven strong work ethic and demonstrated ability to drive for results. - Required
  • Demonstrated strong interpersonal and relationship-building skills, including demonstrated experience identifying and quantifying obstacles and providing effective resolutions. - Preferred
  • Ability to analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. - Preferred
  • Ability to lead, coordinate and develop an effective client contact strategy and identify new opportunities for business. - Preferred
  • Must be able to provide proof that you either (a) have your life and health license for the state in which your Agency Office is located; or (b) passed the life and health examination for the state in which the office is located and have submitted an application for licensure to the state upon hire - Required
  • Must possess and maintain a life and health license within 30 Days - Required

Work Setting/Position Demands:
  • This position travels and works in various office settings and requires being in a stationary position for long periods of time frequently while working at a desk, on a computer or with other standard office equipment, or while in meetings. Position requires frequent movement of wrist, hands and fingers for continuous computer work.
  • Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
  • Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.
  • Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
  • Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
  • Extended hours required during peak workloads or special projects/events.
  • Routine and/or extended after hours work needed

Travel Requirements:
  • None

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