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Associate Financial Services Jobs in Virginia (NOW HIRING)

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Associate Financial Services information

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How much do associate financial services jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for associate financial services in Virginia is $31.69, according to ZipRecruiter salary data. Most workers in this role earn between $20.48 and $34.09 per hour, depending on experience, location, and employer.

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 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 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 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 are the most commonly searched types of Financial Services jobs in Virginia?

The most popular types of Financial Services jobs in Virginia are:

What cities in Virginia are hiring for Associate Financial Services jobs?

Cities in Virginia with the most Associate Financial Services job openings:

Associate Financial Services jobs near you
Infographic showing various Associate Financial Services job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 23% Part Time, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $65,911 per year, or $31.7 per hour.

Financial Services Representative - Hillsville

Carter Bank and Trust

Hillsville, VA • On-site

$14.10 - $22.06/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Job description

SUMMARY:
As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out.
ESSENTIAL JOB FUNCTIONS:
  • Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners
  • Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust
  • Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals
  • Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions
  • Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations)
  • Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business
  • Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services
  • Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise
  • Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers

JOB REQUIREMENTS:
  • High school diploma or equivalence required, some college a plus
  • Successful customer service and /or sales experience required
  • Previous experience in a retail bank or related industry preferred
  • Prior cash handling experience preferred

KNOWLEDGE/SKILLS REQUIRED:
  • Intermediate customer service skills
  • Intermediate verbal, written, and listening skills
  • Basic problem solving skills
  • Intermediate collaboration skills
  • Basic understanding of banking products and services
  • Intermediate adaptability skills
  • Basic prioritization skills
  • Basic proficiency with MS Office
  • Basic critical thinking skills

PHYSICAL AND MENTAL QUALIFICATIONS:
  • Standing, walking, bending and stooping required
  • Must be able to sit at a desk for long periods of time and use a computer
  • Must be able to occasionally move or lift up to 25 pounds
  • May be asked to work supplemental hours periodically
  • Limited travel required occasionally during and after business hours

Hourly Pay Range: $14.10 - $22.06 per hour
Benefits: Eligible associates may participate in Carter Bank's benefits package, including medical, dental, vision, life insurance, disability coverage, other voluntary benefits, 401(k), paid time off, and paid holidays.

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