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Associate Financial Representative information

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$10

$26

$66

How much do associate financial representative jobs pay per hour?

As of Jun 9, 2026, the average hourly pay for associate financial representative in the United States is $26.31, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $25.72 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.
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What are the most commonly searched types of Financial Representative jobs? The most popular types of Financial Representative jobs are:
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Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in the United States as of May 2026, with employment types broken down into 96% Full Time, and 4% Contract. Highlights an 84% In-person, 12% Hybrid, and 4% Remote job distribution, with an average salary of $54,728 per year, or $26.3 per hour.

Entry-Level Financial Representative

Salinas Financial Group

Manhattan Beach, CA

$74K - $100K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 18 days ago

Job description

Benefits:
  • Retirement
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

At Salinas Financial Group, we are committed to developing the next generation of financial professionals through a culture rooted in growth, mentorship, and purpose-driven work. Led by a clear vision of empowering individuals to build meaningful and impactful careers, our Manhattan Beach office has earned the distinction of ranking #1 nationally for new advisor growth and development. We foster a collaborative, high-energy environment where individuals transitioning into a financial representative role are supported every step of the way. Beyond the office, our team is deeply invested in giving back, proudly supporting organizations such as Alexs Lemonade Stand and Beads of Courage, reflecting our belief in making a difference both in our clients lives and in the communities we serve.

Our office is located at: 1230 Rosecrans Ave, Suite 100 Manhattan Beach, CA 90266
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw
Meet Our Team:
Andrew Atakpo, CFP, Growth & Development Director (GDD):
  • Time with NM: 6 years.
  • Prior Experience: Background in outside territory and account management within the automotive industry, supporting franchise car dealerships with software and operational solutions. Although not directly in finance, he developed a strong interest in financial planning, ultimately leading him to transition into the industry.
  • Passionate About: A dedicated sports enthusiast who enjoys basketball, football, soccer, and increasingly baseball. He and his wife love traveling, exploring new restaurants, and seeking out new experiences. He also enjoys spending time at the beach, staying active by playing sports, and has a strong passion for cars, including learning about and driving them.
Cody Lee, Growth & Development Director (GDD), Financial Advisor:
  • Time with NM: 4 years.
  • Prior Experience: Extensive background in oil and gas as a Landman, structuring drilling deals across the western United States and offshore Africa. Experience includes working with Reg D offerings, running a small public company, and transacting on over one million acres for development. Also served on the Board of Directors for the American Association of Professional Landmen (AAPL), representing over 30,000 members.
  • Passionate About: A proud father of three, including an Air Force aviator, an engineering student, and a high school junior. A certified USATF Level I coach for youth cross country and track. Enjoys reading fantasy, science fiction, and history, and is always open to sharing recommendations. Values time with his partner Bridget, cooking, traveling, and playing beach volleyball. Also enjoys working on cars in his free time.
Ulises Leach - Associate Director of Career Development:
  • Time with NM: Joined in November 2022 as a recruiter in Santa Monica.
  • Prior Experience: Served 4 years in the U.S. Navy and graduated from UCLA in 2020. Focused on helping veterans transition to civilian careers.
  • Passionate About: Ulises enjoys helping people pivot their careers to Northwestern Mutual. Outside of work, he loves spending time with his fianc, two dogs, and attending LA sporting events.
Heather Quinn, CFP, ChFC, Surgical Field Director:
  • Time with NM: 8 years.
  • Prior Experience: Former TV and film producer who led the television division at Overbrook Entertainment, founded by Will Smith, bringing high-level production and leadership experience into her financial services career.
  • Passionate About: Spending time with family at the beach and traveling to new destinations. Enjoys practicing yoga and pilates, and supporting her children at club soccer and water polo tournaments.
Alexander Wood, Financial Advisor:
  • Time with NM: 1 year and 2 months.
  • Prior Experience: Background in live event and television executive operations, management, and consulting, with a focus on large-scale production and organizational leadership.
  • Passionate About: A dedicated father of two and caretaker of several rescued pitbulls. Enjoys golfing, playing poker, and participating in social events that foster connection and community. Spends weekends gardening and hosting gatherings, and has a strong interest in geopolitics and current events. A devoted supporter of multiple professional sports teams.
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
  • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
  • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
  • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
  • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
  • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
  • Education: A bachelor's degree is preferred.
  • Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
  • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
  • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
  • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
  • Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
  • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
  • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
  • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Devin Salinas is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.