ZipRecruiter

Log In

1

Associate Financial Service Professional Jobs (NOW HIRING)

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 Jul 14, 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
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, 67% Full Time, 30% 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 Representative - Suisun Branch

Financial Service Representative - Suisun Branch

Travis Credit Union

Suisun City, CA

$25.57 - $31.58/hr

Part-time

Medical, Dental, Vision, Retirement, PTO

Posted 14 days ago

Travis Credit Union rating

9.7

Company rating: 9.7 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Schedule: Monday-Friday 9:30-6:00, Saturday 9:30-2:30
Day off TBD, 37 hours/week
Candidates must live within a reasonable commuting distance of the communities served by Travis Credit Union, which include the following counties: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus, and Yolo.
-
We are unable to sponsor or assume sponsorship of employment visas for this position. Candidates must have current authorization to work in the U.S. (no sponsorship available).
Summary:Travis Credit Union's (TCU) Financial Service Representative (FSR) is the face of the credit union! TCU's FSRs manage member relationships by helping members achieve their financial goals. The TCU FSR is a career minded individual that enjoys a multi-faceted role providing professional advice to members. Successful FSRs are people that love helping people!
  • Develops long term relationships with members through meaningful financial conversations.
  • Delivers a delightful member experience that sets the credit union apart from other financial institutions through value added membership benefits.
  • Provides accurate, prompt, efficient, and courteous cash and non-cash transaction services.
  • Actively promotes team relationships by supporting others in their learning and development goals, resulting in a high performing team.
  • Manages member relationships and loyalty through use of TCU's Client Relationship Management tool (CRM), focusing on activities related to achieving members' financial goal(s).
  • Engages in community events that provide financial education and literacy opportunities in the communities TCU serves.
  • Proactively initiates financial conversations to uncover member/non-member financial needs and the products and services that can help to achieve their financial goals. This will include consumer and business deposit accounts, consumer, mortgage and small business loan products, cash management services and online digital solutions.
  • Maintains working knowledge about new account membership eligibility requirements and services all new and existing accounts including IRAs, Trusts, and Business Accounts.
  • Establishes a working knowledge of TCU's policies and procedures, adhering on a daily basis.
  • Completes departmental functions such as opening and closing branch procedures, branch balancing and audits (vault, cash box, negotiable instruments, checks received, and branch credit card advances).
  • Assists Branch Management in preparing coin/cash and paperwork for shipments and deliveries.
  • Adheres to all banking regulations.
Required Skills:
  • Ability to provide positive and timely service.
  • Ability to resolve problems with empathy, accuracy, and timeliness.
  • Proficient in MS Office (Word, Excel, Outlook).
  • Strong math skills including rate, ratio and percentage calculations.
  • Ability to work as an effective team member in a team environment.
  • Possesses a passion for helping people.
  • Ability to travel to all TCU locations.
  • Must be flexible with work schedule to include working on Saturdays as needed.
Required Experience:
  • Reports directly to assigned branch management staff.
  • This position has no supervisory responsibilities.
  • HS Diploma or equivalent.
  • Retail sales experience preferred.
Levels:
  • Assoc. Financial Service Representative: Minimum 1 year of related experience.
  • Financial Service Representative:Minimum 2 years of related experience.
  • Sr. Financial Service Representative:Minimum 3 years of related experience.

Compensation:Base hourly starting range is commensurate with experience.

  • Assoc. Financial Service Representative: Grade 8: $21.57/hour -$26.65/hour
  • Financial Service Representative- Grade 9: $23.49/hour -$29.01/hour(Base plus Incentive)
  • Sr. Financial Service Representative-Grade 10: $25.57/hour-$31.58/hour(Base plus Incentive)
Our compensation philosophy considers various factors, including the scope and responsibilities of the position, as well as a candidate's experience, education/training, and key skills.
Benefits:
At Travis Credit Union, we prioritize the wellbeing of our employees and their families by providing a comprehensive Total Rewards program that supports their health, welfare, and financial security. In turn, this enables our employees to focus on delivering exceptional service to our members and meeting the goals of the credit union.
Eligible employees enjoy a robust benefits package, which includes:
  • Competitive medical, dental, and vision insurance
  • Mental health and wellness programs
  • Employee performance incentive plan
  • Merit-based salary increases
  • 401(k) program with immediately vested employer match
  • Generous holiday and vacation policies
  • Exclusive TCU perks such as employee loan and credit card discounts

Travis Credit Union is an Affirmative Action Employer
EOE / Individuals with Disabilities / Veteran Status
Employment Type: Regular Part Time

What Travis Credit Union employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply