Associate Financial Representative
Core
Associate Financial Representative partners with Financial Advisors to meet sales and referral goals while completing licensing to become an Advisor.
Role type
Associate Financial Representative (licensing track)
Builds
Client accounts and referral pipelines for financial centers
Domain
Financial services / Banking / Insurance
Deliverable
client delivery
Required skills
sales, client relationship management, regulatory compliance, travel, account maintenance, referral tracking
Preferred skills
brokerage, insurance, or banking experience
Technologies
FINRA registration systems, compliance platforms