ZipRecruiter

Log In

1

Associate Financial Services Jobs in Raleigh, NC

AMG Financial Services

Be Seen First

Financial Services Representative

Raleigh, NC · Remote

$45K - $100K/yr

Financial Services Representative (Training Provided) ⚠️ Please Read Before Applying This ... Flexible schedule * Unlimited earning potential Many of our associates begin part-time while ...

Kestra Financial

Client Service Associate

Raleigh, NC · On-site

$14 - $19.50/hr

The client service associate plays a critical role in the back-office functioning of our firm. With ... The ideal candidate will have 2+ years of experience in the financial services industry allowing ...

next page

Showing results 1-20

All JobsAssociate Financial Services JobsAssociate Financial Services Jobs in Raleigh, NC

Associate Financial Services information

See Raleigh, NC salary details

$13

$31

$65

How much do associate financial services jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for associate financial services in Raleigh, NC is $31.07, according to ZipRecruiter salary data. Most workers in this role earn between $20.10 and $33.41 per hour, depending on experience, location, and employer.

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 Raleigh, NC? The most popular types of Financial Services jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Associate Financial Services jobs? Cities near Raleigh, NC with the most Associate Financial Services job openings:
Associate Financial Services jobs near you
Infographic showing various Associate Financial Services job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 18% Part Time, 1% Temporary, and 4% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $64,626 per year, or $31.1 per hour.

Financial Services Representative

AMG Financial Services

Raleigh, NC • Remote

$45K - $100K/yr

Full-time

Posted 7 days ago

Be Seen First

After you apply to this job, you can share why you’re interested to jump to the top of the candidate list.

Job description

Financial Services Representative (Training Provided)

⚠️ Please Read Before Applying

This opportunity is NOT for everyone.

If you're looking for a guaranteed hourly wage, salary, or a traditional 9-to-5 job, this position is not the right fit.

This is a 100% commission-only, Independent Contractor (1099) opportunity designed for ambitious individuals who are motivated by performance, personal growth, and unlimited income potential.

Success in this business requires:

  • Self-discipline
  • Coachability
  • A strong work ethic
  • The desire to help families
  • An entrepreneurial mindset

In return, you'll have the opportunity to build a flexible business with uncapped earning potential, professional mentorship, leadership development, and the ability to create long-term residual income.

If you're looking for a career where your income is determined by your effort—not a paycheck—we encourage you to keep reading.

AMG Financial Services is a rapidly growing Insurance Marketing Organization dedicated to helping individuals and families protect what matters most while building long-term financial security. Since 2019, we've partnered with over 40 top-rated insurance carriers to provide customized solutions including Life Insurance, Mortgage Protection, Final Expense, Retirement Planning, Indexed Universal Life (IUL), Estate Planning, and Supplemental Health products.

We're looking for ambitious, coachable individuals who are ready to build a rewarding career helping families while developing valuable leadership, business, and financial education skills.

Whether you're an experienced professional, entrepreneur, recent graduate, or someone looking for a career change, our proven training and mentorship program provides the support needed to become licensed and build a successful business.

Compensation

100% Commission Only | Independent Contractor (1099)

This is not a salaried or hourly position.

Your compensation is based entirely on your production and business development efforts. There is no cap on earnings, meaning your income reflects the effort you put into building your business.

Compensation includes:

  • Competitive commissions
  • Performance bonuses
  • Leadership incentives
  • Residual income opportunities
  • Flexible schedule
  • Unlimited earning potential

Many of our associates begin part-time while maintaining another career and transition to full-time as their business grows.

Company Description

Founded in 2019 AMG Financial Services is a leading Insurance Marketing Organization. We help families plan their financial futures, offering services like Final Expenses and Mortgage Protection, and partner with over 30 top-rated insurance companies for exceptional service.