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Associate Financial Service Professional Jobs (NOW HIRING)

Raymondjames

Associate Financial Planner

Caldwell, ID · Hybrid

Bachelor's degree in a related field and three years' experience in the financial services industry ... Grow professionally and inspire others to do the same Work with and through others to achieve ...

LPL Financial

Associate Financial Advisor

Edmonds, WA · On-site +1

As an Associate Financial Advisor with Olympic Investment Group, based in Edmonds, Washington, you ... This is a strong opportunity for a driven professional who is passionate about client service ...

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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 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.
Client Associate - Financial Services

Client Associate - Financial Services

SUMMIT FINANCIAL GROUP INC

Perkasie, PA • On-site

$45K - $55K/yr

Full-time

Re-posted 17 days ago

Job description

Summit Investment Advisory Group LLC, is a Registered Investment Advisor, with offices in Perkasie, Huntingdon Valley and Dublin, PA, offering financial advisory services, insurance products and services offered through Summit Financial Group, an affiliated company.
We are looking for a Client Associate who is a responsible, positive, hands-on, and focused individual to provide dedicated operational and sales support in a professional financial advisory environment. This position will be the most frequent point of contact with clients and will support office initiatives for the business. Experience in the financial services industry is a definite plus for this position.
Position Required Skills
·       Demonstrates strong leadership and office management skills
·       Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships, and demonstrate a commitment to providing personalized service
·       Develops strong relationships with team members and clients by fostering teamwork, partnership, and collaboration
·       Provides high levels of client services and support by displaying passion, commitment, and drive to deliver an experience that improves our clients’ financial lives
·       Develops, promotes, and executes best practices for the day-to-day operation of the office
·       Exhibits proven client service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction
·       Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements to grow career
·       Applies strong critical thinking and problem-solving skills to meet clients’ needs
Candidate Requirements
·       Undergraduate degree (Business, Accounting, Finance, Marketing, or Communications a plus)
·       Professional or relevant internship experience in financial, banking, and/or insurance environment preferred
·       Must be willing to obtain the Series 65 and Insurance Life/Health licenses 
·       Knowledge of investment and banking products, policies & procedures
·       Strong client service & technical skills (MS Word & Excel and CRM)
·       Strong communication, time management and organizational skills
·       Excellent attention to detail is a must for processing financial documents
·       Knowledge of investment and annuity systems highly preferred
·       Entrepreneurial spirit and superior organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or with a team