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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

Prosper, 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 ...

Moody Street Group

Financial Professional Internship

Newton, MA · On-site

$19.50 - $25.50/hr

Following training, you will be part of our team located in Newton Massachusetts , working side-by-side with experienced associates and office staff. As a financial professional intern, you will meet ...

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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.

Experienced Financial Professional MassMutual

MassMutual Philadelphia

Moosic, PA • On-site

Full-time

Posted 9 days ago

Job description

We’re looking for experienced financial professionals to join our team dependable team.

Whether you’re looking for a change or seeking to align with a more stable firm, and you have a passion for insurance and investments, then there’s no better place to work than MassMutual Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients greater peace of mind, we can help.

We are dedicated to prudent financial management and impeccable service.

MassMutual and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, annuities, and mutual funds. When you join our team, we help you build your practice and assist those in your community plan for their financial futures. We’re looking for people who possess the following characteristics:

Highly self-motivated and self-disciplined with the ability to work effectively and independently.

Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others.

Fearless, positive attitude and willingness to be accountable for results.

Organized, detail-oriented, and excellent time-management skills.

Desire for continuous learning.

Good communicator—you have excellent listening skills and the ability to explain complex information in a simple and concise manner.

Why MassMutual?

From quality training programs to a competitive compensation package, we offer tremendous support to our financial professionals. Our dedicated teams at the MassMutual Greater Philadelphia General Agency and the Home Office help our agents make a real impact for their customers and communities.

Our extensive, agent-focused resources include:

Our MassMutual University training program, designed to provide career-long support and growth for those interested in the management career path.

Our MML Investors, LLC for qualifying agents who are also Registered Representatives.

Dedicated underwriters who work diligently on cases.

Committed managing associates who are dedicated to helping you succeed.

A team of highly-trained and experienced product consultants and a design team to support your client acquisition needs.

Significant income potential.

Competitive benefits.