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Financial Professional Associate Jobs (NOW HIRING)

New York Life

Financial Professional / Advisor

Frisco, TX · On-site

$60K - $150K/yr

The salary range for an Associate Partner is $60,000-$150,000 (in California and Washington, the ... of financial professionals. The average income among our 579 recruiters at all levels in 2022 was ...

New York Life

Financial Professional / Advisor

Allen, TX · On-site

$60K - $150K/yr

The salary range for an Associate Partner is $60,000-$150,000 (in California and Washington, the ... of financial professionals. The average income among our 579 recruiters at all levels in 2022 was ...

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Financial Professional Associate information

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$44.5K

$87.5K

$135.5K

How much do financial professional associate jobs pay per year?

As of Jun 15, 2026, the average yearly pay for financial professional associate in the United States is $87,499.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,000.00 and $120,000.00 per year, depending on experience, location, and employer.

Can financial advisors make $500,000 a year?

Financial Professional Associates typically do not earn $500,000 annually, as this level of income is more common among experienced financial advisors with established client bases, high-value portfolios, and advanced certifications like the CFP or CFA. Most earn a combination of salary and commissions or bonuses, with top earners reaching higher income levels after years of experience and a strong network. Achieving such income often requires significant business development and client management skills.

Is a CFP better than a CPA?

A Financial Professional Associate role typically involves financial planning and advising, where a CFP (Certified Financial Planner) credential demonstrates expertise in personal finance, estate planning, and investment management. A CPA (Certified Public Accountant) specializes in accounting, tax, and auditing services. The better credential depends on the specific job focus—CFPs are more suited for financial planning, while CPAs are ideal for accounting and tax-related roles.

What are the key skills and qualifications needed to thrive as a Financial Professional Associate, and why are they important?

To thrive as a Financial Professional Associate, you need a solid understanding of financial products, sales acumen, and typically a bachelor’s degree in finance, business, or a related field. Familiarity with CRM software, financial planning tools, and relevant licenses such as FINRA Series 6 or 7 and state insurance licenses are often required. Strong interpersonal skills, ethical judgment, and the ability to communicate complex information clearly help build client trust and long-term relationships. These skills are essential for helping clients achieve their financial goals while ensuring compliance and fostering business growth.

What are Financial Professional Associates?

Financial Professional Associates are entry-level financial advisors who work with clients to help them manage their finances, plan for their future, and achieve their financial goals. They typically assist with investment planning, retirement strategies, insurance needs, and other financial services. Financial Professional Associates often work under the supervision of more experienced advisors and receive training to develop their skills and knowledge in the financial industry. Their role is essential in guiding clients through complex financial decisions and building long-term relationships.

What does a financial associate do?

A financial professional associate supports financial advisors or firms by preparing client reports, analyzing financial data, and assisting with investment strategies. They often handle administrative tasks, maintain client records, and may use financial software, requiring strong organizational and communication skills. This role typically requires relevant certifications or training in finance or related fields.

Is $200,000 enough to work with a financial advisor?

For a Financial Professional Associate, $200,000 can be a substantial amount to invest or manage, depending on the client's financial goals and the advisor's fee structure. Many financial advisors require a minimum investment or net worth to provide comprehensive services, but some offer advice for lower amounts. The suitability depends on the specific services needed and the advisor's policies.

What are some common challenges faced by Financial Professional Associates when building their client base, and how can they overcome them?

Financial Professional Associates often encounter challenges in building a robust client base, especially early in their careers when they may lack an extensive personal network. Overcoming these obstacles typically involves proactive networking, leveraging mentorship opportunities, and utilizing company-provided resources such as training programs and marketing tools. Many successful associates focus on building trust with clients through education, transparent communication, and consistent follow-up. Developing a referral system and participating in community events can also help expand their reach and establish credibility within the financial services industry.

What is the difference between Financial Professional Associate vs Financial Advisor?

AspectFinancial Professional AssociateFinancial Advisor
Required CredentialsTypically Series 6/7, possibly life insurance licensesSeries 7, 66, or 65, and relevant licenses
Work EnvironmentSupport role in financial firms, assisting advisorsClient-facing, providing financial planning and investment advice
Employer & Industry UsageUsed in brokerage firms, banks, and financial institutionsUsed across independent and firm-affiliated financial planning practices

The main difference is that a Financial Professional Associate primarily supports financial advisors and handles administrative tasks, while a Financial Advisor directly interacts with clients to develop financial plans and investment strategies. The roles often require similar licenses initially, but their responsibilities and client engagement levels differ significantly.

More about Financial Professional Associate jobs
What cities are hiring for Financial Professional Associate jobs? Cities with the most Financial Professional Associate job openings:
What are the most commonly searched types of Financial Professional jobs? The most popular types of Financial Professional jobs are:
What states have the most Financial Professional Associate jobs? States with the most job openings for Financial Professional Associate jobs include:
What job categories do people searching Financial Professional Associate jobs look for? The top searched job categories for Financial Professional Associate jobs are:
Financial Professional Associate jobs near you
Infographic showing various Financial Professional Associate job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 52% Full Time, 44% Part Time, 1% Temporary, and 2% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $87,499 per year, or $42.1 per hour.

Financial Professional Associate

Eliason Consulting Group

Englewood, CO • On-site

Full-time

Posted 28 days ago

Job description

Company Description
About ECG
Eliason Consulting Group (ECG) is a Financial Services and management consulting practice based in Denver, Colorado. Our mission is to help individuals and business increase success and decrease stress. We work with individual and families to achieve financial freedom. For businesses we provide financial and management consulting services that enables them achieve their strategic goals and increase their profit margin along with other corporate objectives.
Job Description
  • Provide financial education and to current and prospective clients;
    meeting prospects at community functions; responding to inquiries;
    developing promotions; presenting financial planning seminars
  • Assesses clients financial situation by gathering information
    regarding investments, asset allocation, savings, tax planning,
    retirement planning, and estate planning; evaluating risk tolerance.
  • Helping clients through insurance and other financial product sales and services to enable them meet their retirement and other financial goals.
  • Assists families to develop sustainable financial strategies by guiding them to establish
    financial goals; matching goals to situation with appropriate financial
    plans.
  • Helping clients' monitor their financial situation by tracking changes in wealth
    and life circumstances; analyzing financial plan results; identifying
    and evaluating new financial strategies; recommending changes in goals
    and plans.
  • Keeping up-top-date with the financial industry through ongoing knowledge and tracking financial markets, general economic conditions, and new financial products; participating in
    educational opportunities; reading professional and technical
    publications; maintaining personal networks; participating in
    professional organizations.
  • Accomplishes organization goals by accepting ownership for
    accomplishing new and different requests; exploring opportunities to add
    value to job accomplishments.

Qualifications
  • Willingness to learn, and take action.
  • Having entrepreneurial mindset
  • Associate or college degree in business a plus but not required.
  • Business knowledge
  • Have strong work ethics and people skills
  • Ability to maintained a discipline and focus to achieve financial goals.

Additional Information
All your information will be kept confidential according to EEO guidelines.

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