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Internal Associate Jobs in Hatfield, PA (NOW HIRING)

Coventry

Internal Sales Associate

Fort Washington, PA · On-site

As the leader and creator of the secondary market for life insurance, Coventry invests in insurance-based assets. For more than 20 years, we have been the life settlement market leader, driving the ...

Coventry

Internal Sales Associate

Fort Washington, PA · On-site

As the leader and creator of the secondary market for life insurance, Coventry invests in insurance-based assets. For more than 20 years, we have been the life settlement market leader, driving the ...

Wsfsbank

VP, Director of Internal Controls

Philadelphia, PA · On-site

$133K - $219K/yr

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their ... The Director of Internal Controls is a highly visible role and key leadership position reporting ...

Bergey's

Director of Internal Controls

Souderton, PA · On-site

We strive to provide an environment for our associates and customers that is welcoming, transparent ... The Director of Internal Controls is responsible for designing, implementing, and continuously ...

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All JobsInternal Associate JobsInternal Associate Jobs in Hatfield, PA

Internal Associate information

See Hatfield, PA salary details

$27.3K

$142.6K

$313.6K

How much do internal associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for internal associate in Hatfield, PA is $142,629.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,400.00 and $214,600.00 per year, depending on experience, location, and employer.

What is an internal associate?

Internal Associates are professionals who typically work within financial services firms, such as asset management or investment companies, supporting sales and client relations teams. Their main responsibilities include assisting external sales representatives, managing client accounts, preparing presentations, and providing product information to clients and advisors. Internal Associates often serve as a key point of contact for clients, helping to address inquiries and ensure smooth communication between clients and the firm. This role is a common entry point for those looking to build a career in sales or relationship management within the financial industry.

How does an internal associate typically collaborate with financial advisors and other team members?

Internal Associates frequently work closely with financial advisors, providing them with product information, sales support, and training on new offerings. They also liaise with external wholesalers, marketing teams, and client service representatives to ensure a seamless flow of information and coordinated support. Strong communication skills and a team-oriented mindset are essential, as collaboration drives both client satisfaction and business growth. Regular meetings and shared goals help keep everyone aligned on priorities and performance metrics.

What are the key skills and qualifications needed to thrive as an internal associate, and why are they important?

To thrive as an Internal Associate, you need a solid understanding of financial products, investment concepts, and client service, often supported by a bachelor's degree in finance or related fields. Familiarity with CRM systems, financial planning software, and securities licenses such as Series 7 and 63 are typically required. Strong communication, organizational, and relationship-building skills help Internal Associates excel in supporting external sales teams and interacting with clients. These competencies are crucial for ensuring effective client engagement, accurate information delivery, and seamless collaboration with both internal teams and external partners.

What is the difference between Internal Associate vs Financial Analyst?

AspectInternal AssociateFinancial Analyst
Required CredentialsBachelor's degree, relevant internshipsBachelor's degree in finance, accounting, or related field; CFA or CPA often preferred
Work EnvironmentCorporate offices, internal teamsFinancial institutions, consulting firms, corporate finance departments
Employer & Industry UsageBanking, consulting, corporate sectorsInvestment banks, asset management, corporate finance
Common Search & ComparisonYesYes

Internal Associates typically focus on supporting internal teams within corporations, handling administrative and operational tasks. Financial Analysts analyze financial data, prepare reports, and support investment or business decisions. While both roles require a finance-related degree, Financial Analysts often pursue certifications like CFA or CPA and work more directly with financial data and analysis. Understanding these differences helps job seekers identify the right career path based on their skills and interests.

Is it okay to apply for an internal associate job?

Applying for an internal associate position is generally appropriate if you meet the job requirements and have relevant skills such as communication, organization, and familiarity with company procedures. Internal roles often favor candidates with prior experience within the organization or related industry knowledge. It is important to review the specific qualifications and application instructions provided by the employer.

What cities near Hatfield, PA are hiring for Internal Associate jobs?

Cities near Hatfield, PA with the most Internal Associate job openings:

Internal Associate jobs near you
Infographic showing various Internal Associate job openings in Hatfield, PA as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 10% Part Time, and 3% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $142,629 per year, or $68.6 per hour.

Associate, Internal Advisory Consultant (Internal Wholesaler)

Future Standard

Philadelphia, PA • On-site

Full-time

Posted 19 days ago

Job description

The Internal Advisory Consultant (IAC/Internal Wholesaler) will be responsible for driving the sales of Future Standard's products with Financial Advisors within an assigned region in the US, partnering with cross-functional teams to deliver client needs. As part of Sales and Distribution team, IACs are dedicated to increasing the sales and awareness of Future Standard's products including mutual funds, REITs, and Interval Funds. The IACS accomplish this through telephone presentations, virtual meetings, and email correspondence. This position, working collaboratively with other members of the team, is responsible for developing and implementing strategies to expand Future Standard's coverage within the respective territory. 

 

The successful candidate is expected to:

  • Initiate and proactively build relationships with financial advisors, divisional and regional representatives, research analysts and investment professionals through proactive telephone calls and contact follow up
  • Portray a strong understanding of the capital markets, and securities industry and demonstrate proficiency of alternative investments
  • Effectively profile advisors to understand their practice, clients, and investment process, coordinating the logistics involved in managing the sales process and pipeline
  • Learn, understand and professionally represent all strategies and products across multiple channels and platforms while keeping up-to-date with competing strategies and products
  • Identify and pursue leads generated from extensive research, referrals, ad campaigns and regional canvassing. Consistently seeks referrals from top producer lists to find new advisor relationships
  • Demonstrate organized, efficient and effective territory management and sales skills on a consistent basis
  • Operate within the firms CRM system at an expert level and maintains database for accurate and current information
  • Provide support and direction to more junior members on the sales team

Qualifications:

  • Bachelor's degree required
  • FINRA Series 7 required. Series 63 must be obtained within 3 months of employment
  • Three plus (3+) years of financial services experience, with at least two years in a Sales
    Consultant capacity preferred
  • Knowledge of multiple distribution channels a plus, including RIAs and wirehouses
  • Experience in Microsoft Office (Outlook, Excel, Word, and PowerPoint), Salesforce, and Webinar skills required

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