ZipRecruiter

Log In

1

Associate Financial Services Representative Jobs

next page

Showing results 1-20

All JobsAssociate Financial Services Representative Jobs

Associate Financial Services Representative information

See salary details

$13

$31

$67

How much do associate financial services representative jobs pay per hour?

As of Jun 30, 2026, the average hourly pay for associate financial services representative 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 does an associate financial representative do?

An associate financial services representative assists clients with financial products and services, such as investments, insurance, and banking solutions. They gather client information, provide product explanations, and support financial advisors or managers, often using financial software and maintaining compliance with industry regulations.

What is the difference between Associate Financial Services Representative vs Customer Service Representative?

AspectAssociate Financial Services RepresentativeCustomer Service Representative
Required CredentialsHigh school diploma; FINRA licenses often preferredHigh school diploma or equivalent; no financial licenses typically required
Work EnvironmentBank branches, financial institutions, client meetingsCall centers, retail stores, customer support centers
Employer & Industry UsageFinancial services, bankingRetail, telecommunications, service industries
Common Search & Comparison IntentUnderstanding financial roles, career progressionCustomer support, service skills, job duties

The Associate Financial Services Representative typically requires financial licenses and works within banking or financial institutions, focusing on financial products and client advising. In contrast, a Customer Service Representative handles general customer inquiries across various industries without specialized financial credentials. The roles differ mainly in industry focus and required certifications, with the Associate Financial Services Representative being more specialized in finance-related services.

What is the lowest position at a bank?

The lowest positions at a bank often include entry-level roles such as bank teller or customer service representative. These roles typically require minimal experience and serve as starting points for careers in banking, with opportunities for advancement through experience and additional training or certifications.

What does a financial service associate do?

A financial service associate assists clients with banking and financial products, such as accounts, loans, and investments. They provide customer service, process transactions, and may help with account management using banking software. Strong communication skills and knowledge of financial regulations are important for this role.

What jobs pay 2000 a day?

Jobs that pay around $2,000 a day typically include high-level roles such as investment bankers, specialized surgeons, corporate lawyers, or successful entrepreneurs. These positions often require advanced skills, extensive experience, or significant responsibilities, and may involve long hours or high-pressure environments.
What cities are hiring for Associate Financial Services Representative jobs? Cities with the most Associate Financial Services Representative job openings:
What are the most commonly searched types of Financial Services Representative jobs? The most popular types of Financial Services Representative jobs are:
What states have the most Associate Financial Services Representative jobs? States with the most job openings for Associate Financial Services Representative jobs include:
Associate Financial Services Representative jobs near you
Financial Services Representative

Financial Services Representative

The Moody Street Group

Auburndale, MA

$55K - $95K/yr

Full-time

Retirement

Posted 5 days ago

Job description

Financial Services Representative
The Moody Street Group, LLC – OneAmerica Financial

The Moody Street Group, LLC, a general agency of OneAmerica Financial, provides financial strategies and solutions to individuals, families, and business owners. We work closely with clients to help them evaluate financial goals, manage risk, and implement long-term planning strategies.

We are currently seeking a Financial Services Representative to join our team.

Role Overview

This position focuses on developing client relationships and providing financial solutions tailored to individual needs. Representatives work directly with clients to understand objectives, present appropriate strategies, and deliver ongoing service and support.

Key Responsibilities

  • Develop and maintain relationships with prospective and existing clients
  • Conduct client meetings to assess financial objectives and needs
  • Present financial products and planning strategies
  • Provide ongoing client service and account support
  • Participate in training and professional development programs
  • Maintain compliance with applicable licensing and regulatory requirements

Qualifications

  • Bachelor’s degree preferred (business, finance, marketing, communications, or related fields)
  • Strong interpersonal and communication skills
  • Professional demeanor and client-focused mindset
  • Self-motivated with the ability to work independently
  • Interest in financial services and relationship-based sales
  • Ability to obtain required state licensing (if not already licensed)

Training & Support

New representatives participate in a structured training program designed to develop product knowledge, client communication skills, and industry best practices. Ongoing technical and sales support is provided.

Compensation & Benefits

This is a commission-based position. Compensation is performance-driven rather than salaried.

Most representatives in this role typically earn between $55,000 – $95,000 annually, depending on production, licensing, and individual performance.

Eligible representatives may have access to:

  • Group benefits
  • Pension
  • Tuition reimbursement for professional designations
  • Professional development and conference opportunities

About The Moody Street Group, LLC

The Moody Street Group, LLC is a general agency of OneAmerica Financial with offices in Newton, Massachusetts and South Windsor, Connecticut. We serve a diverse client base and emphasize long-term client relationships and professional development.