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Associate Financial Service Professional Jobs (NOW HIRING)

New York Life

Financial Service Professional

Raleigh, NC · On-site

$69K - $130K/yr

Authentic If the answer is yes, consider becoming an Financial Service Professional to drive positive impact in the lives of families every day. At New York Life, you're in control of your career ...

Jambalaya Group

Associate Financial Advisor

Worthington, OH · On-site

$75K - $90K/yr

Are you an early-career financial services professional who enjoys building relationships, helping ... The Associate Financial Advisor will work directly alongside the lead advisor and collaborate with ...

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Associate Financial Service Professional information

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How much do associate financial service professional jobs pay per hour?

As of Aug 3, 2026, the average hourly pay for associate financial service professional in the United States is $31.96, according to ZipRecruiter salary data. Most workers in this role earn between $20.67 and $34.38 per hour, depending on experience, location, and employer.

What opportunities for professional development and advancement are available to associate financial service professionals?

Associate Financial Service Professionals often benefit from robust training programs, mentorship, and the chance to earn industry-recognized certifications like FINRA Series 7 and 63. Many firms encourage ongoing education and offer clear paths to more senior roles, such as Financial Advisor or Senior Associate. In addition to technical skill-building, associates can develop client relationship and portfolio management skills, which are critical for career growth. Advancement typically depends on performance, client service aptitude, and proactive engagement in professional development initiatives.

What is an associate financial service professional?

An Associate Financial Service Professional is an entry-level role in the financial services industry, typically supporting clients with their account inquiries, transactions, and financial planning needs. These professionals work at banks, investment firms, or insurance companies, assisting senior advisors and helping clients understand financial products and services. Their responsibilities often include customer service, administrative tasks, and basic financial advice under supervision. The position is a common starting point for a career in financial advising or wealth management.

What are the key skills and qualifications needed to thrive as an associate financial service professional?

To thrive as an Associate Financial Service Professional, you need a solid understanding of financial products, investment principles, and customer service, usually supported by a bachelor’s degree in finance or a related field. Familiarity with CRM systems, financial planning software, and licenses such as FINRA Series 7 or 63 are commonly required. Strong interpersonal communication, problem-solving, and attention to detail are essential soft skills for building client trust and managing complex information. These skills and qualifications are critical for delivering accurate advice, retaining clients, and ensuring regulatory compliance in the financial services industry.

What is the difference between Associate Financial Service Professional vs Financial Advisor?

AspectAssociate Financial Service ProfessionalFinancial Advisor
CertificationsTypically requires FINRA Series 6 or 7, and possibly Series 63 or 65Often requires Series 7, Series 66, and additional certifications like CFP
Work EnvironmentEntry-level role in financial firms, supporting advisors and client serviceClient-facing role providing personalized financial planning and advice
Employer & Industry UsageUsed by banks, brokerages, and financial firms as a support or junior roleUsed by independent and firm-affiliated financial planning practices

The Associate Financial Service Professional typically serves as an entry-level support role with required licenses like Series 6 or 7, focusing on client service and administrative tasks. In contrast, a Financial Advisor provides personalized financial planning and advice, often holding additional certifications like CFP. While both roles operate within the financial industry, the Associate Financial Service Professional supports advisors and handles client interactions under supervision, whereas Financial Advisors independently manage client portfolios and financial strategies.

More about Associate Financial Service Professional jobs
What job categories do people searching Associate Financial Service Professional jobs look for? The top searched job categories for Associate Financial Service Professional jobs are:
Associate Financial Service Professional jobs near you
Infographic showing various Associate Financial Service Professional job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $66,482 per year, or $32 per hour.

Financial Service Professional

New York Life Iowa General Office

Cedar Rapids, IA • On-site

Full-time

Medical, Dental, Vision, Life

Re-posted 11 days ago

Job description

Description
Join the New York Life Iowa General Office as a Financial Service Professional and become a part of a team known for its strength and respect in the financial industry. Here, you'll empower clients by providing insightful financial advice and solutions, contributing to their peace of mind and future security. With our commitment to your professional development, you'll have access to comprehensive training and a supportive environment, ensuring you grow your skills and your career. Our culture thrives on innovation, valuing your unique contributions and encouraging your professional growth.
We believe in rewarding dedication and talent with competitive compensation packages, including immediate eligibility for medical, dental, vision, long-term disability, and life insurance for you and your dependents. At New York Life, you're not just joining a company; you're becoming part of a legacy that values trust, integrity, and excellence. Let's build a future together where your expertise leads to success and satisfaction for both you and the clients. Ready to take the next step? Apply today and start making a meaningful impact.
Responsibilities
$47
Qualifications
$48

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