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Associate Financial Service Professional Jobs (NOW HIRING)

LPL Financial

Financial Service Profesional

Tempe, AZ · Hybrid

$23.18 - $38.63/hr

Job Overview As a Financial Service Professional at LPL Financial, you will provide exceptional service to our advisors and their investors. This role combines client interaction, problem-solving ...

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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 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
Associate Financial Advisor - Lumberton, TX

Associate Financial Advisor - Lumberton, TX

Edward Jones Careers

Lumberton, TX • On-site

Other

Posted 19 days ago

Edward Jones rating

8.2

Company rating: 8.2 out of 10

Based on 250 frontline employees who took The Breakroom Quiz

49th of 138 rated financial services

Job description

If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:
  • Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
  • A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor?
  • Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
  • Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
  • Resiliency and adaptability in a nimble learning environment
  • Attention to detail, strong organizational and time management skills

Can you see yourself...

  • Providing personalized investment and financial solutions to clients?
  • Cultivating relationships in your local community to grow the business?
  • Contributing to the branch business plan to increase branch effectiveness?

What Edward Jones employees say

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