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Financial Service Associate Jobs (NOW HIRING)

Kestra Financial

Client Service Associate

Raleigh, NC · On-site

$14 - $19.50/hr

Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to ...

Allworth Financial

Service Associate

Deerfield, IL · On-site

$60K - $70K/yr

Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. Allworth Financial is a high ...

Kestra Financial

Client Service Associate

Schaumburg, IL · On-site

$14.25 - $19.75/hr

Client Service Associate Summary The Client Service Associate reports to the Senior Client Service ... The ideal candidate will have 2+ years of experience in the financial services industry allowing ...

Kestra Financial

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

Client Service Associate Summary The Client Service Associate reports to the Senior Client Service ... The ideal candidate will have 2+ years of experience in the financial services industry allowing ...

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Financial Service Associate information

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$13

$31

$67

How much do financial service associate jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for financial service associate in the United States is $31.96, according to ZipRecruiter salary data. Most workers in this role earn between $20.67 and $34.38 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 cities are hiring for Financial Service Associate jobs?

Cities with the most Financial Service Associate job openings:

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

The most popular types of Financial Service jobs are:

Who are the top companies hiring for Financial Service Associate jobs?

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What states have the most Financial Service Associate jobs?

States with the most job openings for Financial Service Associate jobs include:

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Financial Service Associate jobs near you
Infographic showing various Financial Service Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $66,482 per year, or $32 per hour.

Financial Service Representative

Santa Fe, NM • On-site

Enterprise Bank & Trust
Commercial Banking • 1 - 5K employees
Learn more about Enterprise Bank & Trustexternal

Full-time

Posted 22 days ago

Job description

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.
With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.
Together, there's no stopping you!
Job Title:
Financial Service Representative
Job Description:
Summary:
The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, handling teller transactions, as well as responding to customer inquiries by telephone and in person.
Essential Duties and Responsibilities:
  • Serves customers in opening new accounts for commercial and consumer clients. Have knowledge of bank products in order to make recommendations on products and services based on customer needs. Contact new clients for onboarding activities. Assist in consumer loan applications and closings in applicable markets.
  • Performs all teller duties including all client transactions, maintaining and balancing a cash drawer. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Have knowledge of all dual control procedures.
  • Serves as a team member to accomplish company objectives and lobby and personal goals.
  • Provides outstanding customer service for lobby and phone requests. Research and resolve client problems, acting as the customer liaison between other bank departments. Follow up with the client to assure resolution. Develop and maintain long-term relationships with clients.
  • Actively participates in training programs to maintain and acquire additional job knowledge and skills
  • Assists in opening and closing the branch, following procedures set by corporate security.
  • Complies with all department and company policies, procedures, audit guidelines, and regulations.
  • Perform other miscellaneous duties as assigned.

Qualifications:
  • Strong math and problem solving skills.
  • Excellent interpersonal and customer service skills with the ability to cross-sale products and services.
  • Must maintain confidentiality of client transactions and bank records.
  • Team-oriented, possess a positive attitude and work well with others.
  • Strong oral and written communication skills.
  • Ability to operate standard office equipment, such as computer workstations, calculators, and copier.
  • Ability to prioritize; handle multiple tasks; and work independently.
  • Strong organizational skills and detail-oriented with a high degree of accuracy.
  • Thorough knowledge of bank operations, products, and services offered at the bank.
  • Knowledge of banking laws and regulations including the Bank Secrecy Act.

Supervisory Responsibilities:
  • None

Education and/or Experience:
  • High School diploma or equivalent
  • Associates degree in business related field or two years related experience or a combination of education and experience
  • Experience working in an environment with individual and team goals preferred
  • Customer service experience required

Computer and Software Skills:
  • Skilled in operation of a personal computer, including Microsoft Word and Excel.
  • Google Suite
  • IBS
  • Salesforce

Certificates, Licenses, and Registrations:
  • Notary License as needed by the branch

Equal Opportunity Statement:
Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at hr@enterprisebank.com.
Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.

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