ZipRecruiter

Log In

1

Associate Financial Service Professional Jobs (NOW HIRING)

New York Life

Financial Service Professional

Durham, NC

$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 ...

next page

Showing results 1-20

All JobsAssociate Financial Service Professional Jobs

Associate Financial Service Professional information

See salary details

$13

$31

$67

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

As of Jun 16, 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, and why are they important?

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

Financial Service Professional

New York Life - Nassau County General Office

Uniondale, NY • On-site

$100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

This job post has expired today. Applications are no longer accepted.

Job description

Description
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.
Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the "World's Most Admired Companies" by Fortune Magazine for 2019.
Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
2- Source: Individual Third Party Ratings Reports as 7/30/18.
3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
4- Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/
Responsibilities
• Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services
• Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
• Use a CRM to organize each client's financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
• Create customized financial plans using the products and services we offer based on each client's potential life and financial needs
• Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
Qualifications
• Experience in customer service or sales, ideally within the financial services industry, is helpful, but not necessary.
• Strong communication skills, both verbal and written, to effectively convey financial concepts.
• Self-motivated with a strong desire to learn and grow within the insurance and financial services field.
• Valid driver's license and the use of a vehicle.
Benefits:
• 401(k) with a 4% match.
• Retirement plan.
• Life and Disability Insurance.
• Health Coverage: Medical/Pharmacy, Dental, Vision.
• Must have the ability to successfully network and prospect for new clients
• Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
• Strong relationship management skills and/or experience required

Apply