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Financial Service Associate Jobs in Pennsylvania

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Financial Service Associate information

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$13

$32

$67

How much do financial service associate jobs pay per hour?

As of Sep 12, 2026, the average hourly pay for financial service associate in Pennsylvania is $32.04, according to ZipRecruiter salary data. Most workers in this role earn between $20.72 and $34.47 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 Pennsylvania?

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

What cities in Pennsylvania are hiring for Financial Service Associate jobs?

Cities in Pennsylvania with the most Financial Service Associate job openings:

Financial Service Associate jobs near you
Infographic showing various Financial Service Associate job openings in Pennsylvania as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 22% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $66,641 per year, or $32 per hour.

Client Service Associate-HYBRID

Pittsburgh, PA • On-site

Allegheny Financial Group Ltd
Finance and Insurance • 51 - 200 employees
Learn more about Allegheny Financial Group Ltdexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Job Type
Full-time
Description
We are seeking a motivated, professional Client Service Associate who can excel in two key areas: providing executive level administrative support to several Financial Advisors and offering concierge level service and attention to AFG clients. This position is an essential part of an experienced and knowledgeable team that prides itself on consistently exceeding client expectations.
This role will enjoy a hybrid schedule but will spend more time in the Pittsburgh, Pennsylvania office during the orientation and training period. Once fully trained this position will spend one day a week in the office. This position reports to the Client Service Manager.
As a Client Service Associate, no two days look the same, but most will include a mix of the following:
  • Develop sound client relationships by providing exceptional care in researching and responding to inquiries from clients and related contacts via telephone, e-mail, and written correspondence.
  • Act as the liaison between the clients, advisors, and mutual fund companies. Performs transactional activities such as opening and funding accounts, facilitating portfolio changes, and money movement.
  • Support and collaborate with financial advisors for daily client meetings and calendar activities.
  • Master essential trading and money movement processes and procedures.
  • Proactively provide research and background to advisors to facilitate responses to ad hoc questions and client requests.
  • Maintains CRM database - from entering new client data through confirming account closure procedures.
  • Utilize eMoney financial planning software to update client portal information and generate reports.
  • Assist clients with online access to their client portal, investment accounts and market data.
  • Acquire working knowledge in specialized areas of client administration such as estates and retirement.

Requirements
You might be a great match if you have:
  • Exceptional customer service skills and the ability to develop a rapport with clients and related professionals of varied ages and backgrounds.
  • Financial services industry experience is a strong preference.
  • Bachelor's Degree preferably in business or related field with two years' experience, or an associate degree combined with related experience.
  • Advanced user of Microsoft Word, Excel and Outlook.
  • Proficient in Teams, OneNote, SharePoint, Zoom, and DocuSign.
  • Strong attention to detail with high level of accuracy, initiative, and follow-through.
  • Self-motivated and responsible with ability to work effectively both independently and as part of a team.
  • Ability to adapt and stay current on software applications, operational procedures, and industry regulations.
  • Currently hold or a willingness to earn the Securities Industry Essentials (SIE) Certification.

What AFG Offers:
  • A comprehensive benefits package that includes medical (2 plan options), dental, vision, core and buy-up life insurance, short and long-term disability coverage and company funded flexible spending accounts.
  • Generous paid time off program.
  • A best-in-class 401K plan with online planning and reporting tools.
  • Wellness program with additional time off rewards.
  • Easily accessible office with free parking for onsite days.

Allegheny Financial Group, is an SEC-registered investment advisory firm that offers clients guidance in every aspect of their financial life, including financial planning, portfolio management, market analysis, risk management, and business and estate planning. As a firm that pioneered financial planning in Pittsburgh, Allegheny has earned clients' trust for over 49 years with a high degree of personal attention combined with specialized knowledge, an integrated team-based approach, and first-class market research. For more information, go to Allegheny Financial Group

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