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Financial Professional Associate Jobs in Spring Hill, FL

UAB

FINANCIAL ASSOCIATE

Tampa, FL · On-site

$16.50 - $26.80/hr

FINANCIAL ASSOCIATE (FACILITIES) The primary accountabilities below are intended to describe the ... Communicate professionally with vendors regarding payment inquiries. Coordinate with internal ...

Cetera

Senior Branch Administrator

Tampa, FL · On-site

$19 - $19.25/hr

... financial professionals, clients, and branch associates. What you will do: * Work alongside the Branch Manager to assist in the daily operation of the branch office in accordance with the branch ...

Cetera

Senior Branch Administrator

Tampa, FL · On-site

$19 - $19.25/hr

... financial professionals, clients, and branch associates. What you will do: * Work alongside the Branch Manager to assist in the daily operation of the branch office in accordance with the branch ...

Aionios LLC

Public Finance Associate

Tampa, FL · On-site

$180K - $210K/yr

Working directly with developers, financial stakeholders, and project teams * Supporting large ... professional development support. This is an excellent opportunity for an attorney with bond ...

Protiviti

Oracle EPM FCC/FP&A Senior Consultant

Tampa, FL · On-site

$110K/yr

... and professional associates. At the direction of Managers, you may accept responsibility for ... You enjoy working with Oracle FP&A applications to streamline financial processes and enhance ...

Roberthalf

Oracle EPM FCC/FP&A Senior Consultant

Tampa, FL · On-site

$110K/yr

... and professional associates. At the direction of Managers, you may accept responsibility for ... You enjoy working with Oracle FP&A applications to streamline financial processes and enhance ...

AMG Financial Services

Be Seen First

Financial Services Representative

Tampa, FL · On-site

$45K - $100K/yr

Whether you're an experienced professional, entrepreneur, recent graduate, or someone looking for a ... Flexible schedule * Unlimited earning potential Many of our associates begin part-time while ...

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Financial Professional Associate information

See Spring Hill, FL salary details

$37.8K

$74.2K

$115K

How much do financial professional associate jobs pay per year?

As of Aug 14, 2026, the average yearly pay for financial professional associate in Spring Hill, FL is $74,234.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,700.00 and $101,800.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial professional associate?

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 is a financial professional associate?

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 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.

What cities near Spring Hill, FL are hiring for Financial Professional Associate jobs?

Cities near Spring Hill, FL with the most Financial Professional Associate job openings:

Financial Professional Associate jobs near you

Wealth Management Associate with Future Leadership Opportunity - FL Tampa, St. Petersburg, Saras...

Equitable

Tampa, FL • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 28 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Leaders are critical to the growth of an organization as great teams don't just depend on strategies - they thrive with the right people to drive them. Our management platform affords you the opportunity to have a large-scale impact & help guide others to find their personal success.

Equitable Advisors is a leading firm in the wealth management industry with a mission to help people build fulfilling futures grounded in stability, innovative strategies and commitment to our clients. 

Daily Activities may include

  • Networking to discover new talent to grow your team 
  • Coaching from your experience & training to develop new Financial Professionals
  • Collaborating with local leadership to strengthen values, mission and vision
  • Committing to personal and district goals consistent with branch and company strategy
  • Supervisory skills ensuring compliance and brand are met
  • Fostering diverse talent and enabling an inclusive work environment
  • Teambuilding through culture and events

Requirements

  • Four-year college degree preferred but not required
  • Complete 12 months as entry level Financial Professional meeting requirements including licensing: State Life and Health, SIE, FINRA Series 7, 66 and have a developed client base
  • Must pass FINRA Series 24 exam prior to stepping into leadership
  • Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
  • Desire to help others plan for and protect their financial futures
  • Knowledge of our products & services
  • High degree of self-confidence but team first attitude
  • Authorized to work in the United States

Training & Support

  • Leadership Development School
  • Equitable Advisors' Virtual University
  • Columbia Holistic Financial Coach Program
  • Sponsorship for FINRA licensing
  • Working closely with top leadership thru 1:1 coaching
  • Joint work and mentorship opportunities
  • Personalized training and support in all areas important to building your business
  • Opportunity to earn specialized designations such as Certified Financial Planner (CFP)

Compensation & Benefits

  • Unlimited earning potential and comprehensive benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance
  • Work-life balance and access to a full suite of remote-work technology solution

Equitable Advisors is a wealth management firm built by advisors for advisors. Dedicated to diversity & inclusion, we make it a priority to cultivate a culture that reflects those efforts. We believe success comes when you have strong support and the tools you need. We look to our advisors to help drive us forward. Bring your voice to influence the growth & direction of this evolving industry!

If you are looking to expand your scope of impact with the support of a leading wealth management firm; let's connect!

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer.  M/F/D/V. GE- 7559574.1(2/25)(Exp.2/29)

What Equitable employees say

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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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