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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

$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

$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 ...

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All JobsFinancial Professional Associate JobsFinancial Professional Associate Jobs in Spring Hill, FL

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 8, 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

Senior Branch Administrator

Cetera Financial Group, Inc.

Tampa, FL • On-site

$21.65 - $37.50/hr

Full-time

Posted 8 days ago

Cetera Financial Group rating

8.3

Company rating: 8.3 out of 10

Based on 26 frontline employees who took The Breakroom Quiz

Job description


The Sr. Branch Administrator acts as an Office Coordinator to ensure smooth daily administration and operations support to a financial services branch office. This person will support the Branch Manager (BM) and Assistant Manager (AM) by creating a welcoming and supportive environment for existing and new 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's annual business plan and associated goals.
  • Act as a liaison between Cetera's home office and the local branch office
  • Responsible for supporting Branch Management with recruiting efforts to ensure contacts, follow-up and meeting activities exceed weekly office goal expectations while ensuring all notes are entered in tracking system (Sales Force).
  • Support Branch Management with the Intern Program and potential Career Pathing Program by acting as a resource for participants for access to systems, office supplies, etc.
  • Assist as a resource during the onboarding of new Financial Professionals and new Branch Associates to create a welcoming and informative experience.
  • Partner with the Branch Manager in growth activities, which include but are not limited to coordinating client events, seminars, marketing campaigns, wholesaler presentations, etc.
  • Maintain detailed notes in tracking system (SalesForce) related to coaching discussions held with Financial Professionals.
  • Assist with adoption of Cetera Assets/Programs (RightBridge, Marketing Central, Pentameter, Leading Response, etc.) with New and Existing Financial Professionals and Sales Assistants.
  • Create a welcoming environment for clients visiting with their Financial Professional in the Branch.
  • Maintain Office Supplies to ensure smooth ongoing branch operations.
  • Aid Branch Management in presentations and report needs.
  • Mail and package delivery processing (incoming/outgoing).

What you will have:
  • At least 2 years in an administrative or office support role
  • High School Diploma or GED
  • Strong time management skills
  • Excellent written and verbal communication skills
  • Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programs, such as Sales Force
  • Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment
  • Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors and Managers

What is nice to have:
  • Financial services background
  • College degree
  • Self-starter, productive, works well with a team and independently
  • Professional and positive attitude, friendly demeanor both in-person and by telephone
  • Trustworthy; uses discretion with confidential information
  • Listens well to instruction and consistently retains details; takes direction well

Compensation Range:
The base annual salary range for this role is $21.65 to $37.50, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
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