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Financial Service Associate Jobs in Alabama (NOW HIRING)

Job Summary: A Financial Advisor Associate (FAA) should demonstrate commitment to delivering ... Provide distinctive service to clients and prospects, in person and over the telephone. Respond to ...

... Service associates are focused on compliance and customer service. They smile, greet and thank ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

... Service associates are focused on compliance and customer service. They smile, greet and thank ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

... Service associates are focused on compliance and customer service. They smile, greet and thank ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

... Service associates are focused on compliance and customer service. They smile, greet and thank ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

... Service associates are focused on compliance and customer service. They smile, greet and thank ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

... Service associates are focused on compliance and customer service. They smile, greet and thank ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

... Service associates are focused on compliance and customer service. They smile, greet and thank ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

... Service associates are focused on compliance and customer service. They smile, greet and thank ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

... Service associates are focused on compliance and customer service. They smile, greet and thank ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

... Service associates are focused on compliance and customer service. They smile, greet and thank ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

New

... Service associates are focused on compliance and customer service. They smile, greet and thank ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

Showing results 41-60

Financial Service Associate information

See Alabama salary details

$12

$28

$61

How much do financial service associate jobs pay per hour?

As of Sep 13, 2026, the average hourly pay for financial service associate in Alabama is $28.97, according to ZipRecruiter salary data. Most workers in this role earn between $18.75 and $31.15 per hour, depending on experience, location, and employer.

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

AspectFinancial Service AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 6 or 7, and possibly a state licenseOften requires Series 7, Series 66, and relevant certifications like CFP
Work EnvironmentBank branches, financial institutions, customer service settingsIndependent or firm-based, client-facing, advisory settings
Employer & IndustryBanks, credit unions, financial service firmsFinancial planning firms, wealth management companies
Primary FocusSupporting financial transactions, customer service, product salesProviding personalized financial planning and investment advice

The main difference is that a Financial Service Associate primarily supports banking operations and customer service, while a Financial Advisor offers personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and a broader scope of client interaction.

What do you do as a financial service associate?

A financial service associate assists clients with banking and financial products, such as loans, accounts, and investments. They provide customer service, process transactions, and may help with financial planning or advising, often using banking software and adhering to regulatory standards.

What is the role of a financial service associate?

A financial service associate assists clients with banking, investment, and financial products, providing advice and support to meet their financial goals. They often handle account management, process transactions, and may use financial software or tools, requiring strong communication and customer service skills.

What are the most commonly searched types of Financial Service jobs in Alabama?

The most popular types of Financial Service jobs in Alabama are:

Infographic showing various Financial Service Associate job openings in Alabama as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% Part Time, and 5% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $60,258 per year, or $29 per hour.

Financial Advisor Associate

Birmingham, AL • On-site

Synovus
Finance and Insurance • 5 - 10K employees

Full-time

Re-posted 23 days ago


Synovus rating

8.9

Company rating: 8.9 out of 10

Based on 27 frontline employees who took The Breakroom Quiz


Job description

Job Summary:
A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing loans, establishing, and servicing deposit relationships, and ensuring the accuracy of critical data to mitigate risk.
Job Duties and Responsibilities:
  • Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Prepare new and renewal loan documents. Create a superior client experience with accurate and timely processing of loan packages, while mitigating the firm's risk by following compliance, loan policies, legal and regulatory requirements. Close and disburse loan proceeds and process booking loans within 10 days. Assist Financial Advisors (FAs) in establishing new deposit relationships. Open depository accounts, verify client credentials, obtain all supporting documentation with zero CIP and deposit exceptions over 45 days. Effectively monitor portfolio risk in terms of delinquencies, maturities, and overdrafts. Ensure the accuracy of critical data (i.e., risk ratings, non-accruals, pricing, etc.) to minimize negative impact on the client or firm. Clear all controllable collateral exceptions within 90 days and all collateral exceptions within 180 days. Prepare for and attend weekly meetings with Financial Advisors and Credit Analysts to address monthly recurring tasks in a timely manner and resolve any pending items (past dues, exception items, maturing loans and deposits, etc.) with a focus on critical actions of supported advisors. Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as needed to ensure delivery of distinctive service. Perform other related duties and responsibilities as assigned.

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.
Minimum Education: High School Diploma or Equivalent -- College degree is preferred.
Minimum Experience: Minimum of 10 years' experience in financial services.
Required Knowledge, Skills & Abilities: Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. Broad knowledge of bank products and services. Knowledge of federal and state banking regulations and compliance requirements. Excellent interpersonal skills, including verbal and written communication skills. Effective analytical and mathematical reasoning skills with problem-solving ability. Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. Excellent client service skills. Tact and diplomacy in dealing with both clients and team members. The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. This position may require successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Registration must be accomplished within an established timeframe after initial employment and includes a nationwide finger print check.

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