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Associate Financial Services Jobs in Alabama (NOW HIRING)

UAB NOVA RENT

FINANCIAL AFFAIRS ASSOCIATE II

Birmingham, AL · On-site

$15 - $15.45/hr

To provide technical financial support for an assigned organization unit. To review requests and ... Provides excellent customer service in a helpful and friendly manner. Salary Range: $15.00 - $15.45 ...

Synovus

Financial Advisor Associate

Birmingham, AL · On-site

Job Summary: A Financial Advisor Associate (FAA) should demonstrate commitment to delivering ... Provide distinctive service to clients and prospects, in person and over the telephone. Respond to ...

Synovus

Financial Advisor Associate

Birmingham, AL · On-site

Job Summary: A Financial Advisor Associate (FAA) should demonstrate commitment to delivering ... Provide distinctive service to clients and prospects, in person and over the telephone. Respond to ...

Synovus

Financial Advisor Associate

Tuscaloosa, AL · On-site

Job Summary: A Financial Advisor Associate (FAA) should demonstrate commitment to delivering ... Provide distinctive service to clients and prospects, in person and over the telephone. Respond to ...

UAB NOVA RENT

FINANCIAL AFFAIRS ASSOCIATE II

Birmingham, AL · On-site

$15 - $15.45/hr

To provide technical financial support for an assigned organization unit. To review requests and ... Administrative support skills, customer service skills and the ability to follow directions. UAB is ...

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All JobsAssociate Financial Services JobsAssociate Financial Services Jobs in Alabama

Associate Financial Services information

What is the difference between Associate Financial Services vs Financial Analyst?

AspectAssociate Financial ServicesFinancial Analyst
Required CredentialsBachelor's degree, possibly certifications like CFA or CFPBachelor's degree, often CFA or related certifications
Work EnvironmentFinancial institutions, banks, investment firmsCorporations, investment firms, banks
Employer & Industry UsageEntry-level role in finance sectorAnalyzing financial data, investment decisions

The main difference is that Associate Financial Services typically refers to entry-level roles supporting financial operations, while Financial Analysts focus on analyzing financial data to guide investment and business decisions. Both roles often require similar credentials and are found in similar environments, but their core responsibilities differ.

What is an associate financial services?

Associate Financial Services typically refers to entry-level or early-career professionals who support financial advisors, analysts, or managers in banks, investment firms, or other financial institutions. Their responsibilities may include client communications, preparing financial reports, conducting market research, and assisting with account management. Associates often gain foundational experience in financial products and services, compliance, and customer service. This role serves as a stepping stone to more advanced positions in finance, such as financial analyst or advisor.

What are some typical challenges faced by associate financial services professionals when managing client portfolios?

Associate Financial Services professionals often encounter challenges such as balancing multiple client needs, staying updated on market trends, and managing tight deadlines for reporting and compliance. They must also ensure clear communication with clients to explain complex financial concepts and recommendations. Collaboration with senior advisors and other departments is essential for delivering comprehensive solutions, and strong organizational skills help in managing diverse portfolios efficiently.

What are the key skills and qualifications needed to thrive as an associate financial services?

To thrive as an Associate in Financial Services, you need strong analytical abilities, financial acumen, and a relevant degree such as finance, business, or economics. Familiarity with financial modeling tools, CRM systems, and proficiency in Excel are typically required, with certifications like the CFA or Series 7 often preferred. Excellent communication, attention to detail, and client relationship management skills set top performers apart. These skills are crucial for delivering accurate financial analysis, building trust with clients, and supporting the firm's strategic objectives.
What are the most commonly searched types of Financial Services jobs in Alabama? The most popular types of Financial Services jobs in Alabama are:
What cities in Alabama are hiring for Associate Financial Services jobs? Cities in Alabama with the most Associate Financial Services job openings:
Associate Financial Services jobs near you
Infographic showing various Associate Financial Services job openings in Alabama as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 20% Part Time, 1% Temporary, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Associate Financial Consultant

Regions Financial Corporation

Birmingham, AL • On-site

$40K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago

Regions Bank rating

8.2

Company rating: 8.2 out of 10

Based on 159 frontline employees who took The Breakroom Quiz

51st of 170 rated banks

Job description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Associate Financial Consultant - Regions Investment Services (RIS) assists Financial Advisors in establishing a portfolio of bank customers based on meeting the financial objectives of the customer through sound guidance and advice.
Primary Responsibilities
  • Establishes joint appointments with Financial Advisors and customers
  • Works with Financial Advisors on preparing and scheduling meetings
  • Assists in covering branches that do not have a dedicated Financial Advisor
  • Responds to customer and Financial Advisors' requests
  • Updates customer information
  • Completes required and assigned training modules
  • Becomes familiar and educated with investment products used to meet customers' investment needs
  • Demonstrates customer-focused partnership with branch staff

This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.
This position is incentive eligible.
Requirements
  • High School Diploma or GED
  • Six (6) months of related experience

Preferences
  • Life Insurance License strongly preferred
  • Obtain Financial Industry Regulatory Authority (FINRA) registrations including the Series 6, 7, 63, 65, or 66

Skills and Competencies
  • Ability to engage in a high touch environment
  • Ability to gain understanding of our customers' current financial standing and their short and long term financial goals
  • Ability to work towards full licensing within six (6) months or a mutually agreed upon time frame

Compensation for this role includes base compensation and variable compensation. Associates in this role have total compensation earning potential of $40,000 - $100,000+.
Position Type
Full time
Incentive Pay Plans:
This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.
Position Type
Full time
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
  • Paid Vacation/Sick Time
  • 401K with Company Match
  • Medical, Dental and Vision Benefits
  • Disability Benefits
  • Health Savings Account
  • Flexible Spending Account
  • Life Insurance
  • Parental Leave
  • Employee Assistance Program
  • Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
https://www.regions.com/about-regions/welcome-portal/benefits
Location Details
Greystone
Location:
Birmingham, Alabama
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

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