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Financial Professional Associate Jobs (NOW HIRING)

Cetera

Associate Financial Professional

Saint Cloud, MN · On-site

$55K/yr

Associate Financial Professional This Associate Advisor position is for someone looking to grow in the industry as you support and partner with a group of seasoned Advisors. You will work to support ...

Cetera

Associate Financial Professional

Saint Cloud, MN · On-site

$55K/yr

Associate Financial Professional This Associate Advisor position is for someone looking to grow in the industry as you support and partner with a group of seasoned Advisors. You will work to support ...

Cetera

Associate Financial Professional

Saint Cloud, MN · On-site

$55K/yr

Associate Financial Professional This Associate Advisor position is for someone looking to grow in the industry as you support and partner with a group of seasoned Advisors. You will work to support ...

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 ...

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 ...

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Financial Professional Associate information

See salary details

$44.5K

$87.5K

$135.5K

How much do financial professional associate jobs pay per year?

As of Aug 29, 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.

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 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 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 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:

Financial Professional Associate jobs near you
Infographic showing various Financial Professional Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 21% Part Time, and 5% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $87,499 per year, or $42.1 per hour.

Associate Financial Professional

Cetera

Saint Cloud, MN • On-site

$55K/yr

Full-time

Posted 8 days ago

Job description

Associate Financial Professional

This Associate Advisor position is for someone looking to grow in the industry as you support and partner with a group of seasoned Advisors. You will work to support and deepen relationships with a very large existing customer base. The Advisor is responsible for working with customers to help determine the best way to serve the customers best interest with investment products and financial services Cetera offers. With a strong focus on customer service and sales, the Advisor should be a true "people person" who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. We will fully support you with an open product platform and resources in the financial industry so you can nurture relationships with customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. 

What You Will Do: 

  • Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances. 
  • Advising the customer regarding the advantages, risks, and disadvantages of different investment opportunities 
  • Developing internal referral resources to identify existing customers 
  • Understanding and complying with all aspects of Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales 
  • Maintaining all necessary licenses and registrations as required
  • Successfully completing all mandatory training in a timely manner 
  • Maintaining superior and courteous service to promote Cetera and expand customer relationships 
  • Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism

What you need to have: 

  • Series 7, 63, 65 or 66, and Life, Accident & Health Insurance licenses, or ability to obtain as required for the role.
  • Must pass criminal and credit background checks and maintain a clean U4 with FINRA.
  •  Must be highly committed to growing and developing a book of business using a service-to-sales model.
  • Work arrangement, travel, schedule, on-call expectations, and physical requirements were not specified in the source job description.
  • Role includes an expected 18-24 month learning curve before potential progression to a Financial Advisor role.
  • 1+ years sales, marketing, and business development skills
  • 1+ years of experience with investments, insurance and/or advisory relationships 

Really catch our eye with: 

  • College degree preferred 
  • Good communication skills 
  • Independent 
  • Adaptability 

  • Flexibility

The base annual salary for this role is $55,500, 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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