How to hire an associate finance representative

How to hire an associate finance representative, step by step

Here's a step-by-step associate finance representative hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write an associate finance representative job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new associate finance representative
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   Before you post your associate finance representative job, you should take the time to determine what type of worker your business needs. While certain jobs definitely require a full-time employee, it's sometimes better to find an associate finance representative for hire on a part-time basis or as a contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   An associate finance representative's background is also an important factor in determining whether they'll be a good fit for the position. For example, associate finance representatives from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   This list presents associate finance representative salaries for various positions.

   Type of Associate Finance Representative	Description	Hourly rate
   Associate Finance Representative	Financial clerks do administrative work for many types of organizations. They keep records, help customers, and carry out financial transactions.	$11-23
   Finance Internship	A finance intern generally provides basic assistance on the financial institution while learning of its operations and complexities. Finance interns should be highly attentive on observing processes, assessing financial reports, familiarizing on records management, and supporting data entry procedures... Show more	$13-25
   Representative	Representatives are lawmakers who represent the people in a specific district. They run for office to represent their districts in their hometown or their current place of living... Show more	$11-26

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Customer Service
   • Disability Insurance
   • Life Insurance
   • Long-Term Care
   • Client Service
   • Insurance Applications
   • Health Insurance
   • Client Relations
   • Policy Changes
   • Underwriting Process
   • Schedule Appointments
   • Insurance Policies
   • Wealth Management
   • Client Accounts

   Check all skills

   Responsibilities:

   • Manage financial statements and work independently to produce accurate records for petty cash, bank reconciliations, and data inventory.
   • Prepare relate documents for annuities and wire tickets for investments.
   • Implement and provide ongoing comprehensive financial and retirement planning for individual clients using insurance, annuities, and securities.
   • Compile capital vendor lists, analyze bank reconciliations, process goods receipt/invoice reports, and generate company codes while extensively learning excel
   • Remain up to date on all HIPAA regulations to ensure compliance with guidelines are met.
   • Generate reports, update patient files and ensure that patient information in keep confidential and in compliance with HIPAA.

3. Make a budget

   Including a salary range in your associate finance representative job description is one of the best ways to attract top talent. An associate finance representative can vary based on:

   • Location. For example, associate finance representatives' average salary in florida is 38% less than in new york.
   • Seniority. Entry-level associate finance representatives 53% less than senior-level associate finance representatives.
   • Certifications. An associate finance representative with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in an associate finance representative's salary.

   Average associate finance representative salary

   $16.35hourly

   $34,011 yearly

   ---

   Entry-level associate finance representative salary

   $23,000 yearly salary

   Updated December 17, 2025

4. Writing an associate finance representative job description

   A good associate finance representative job description should include a few things:

   • Summary of the role
   • List of responsibilities
   • Required skills and experience

   Including a salary range and the first name of the hiring manager is also appreciated by candidates. Here's an example of an associate finance representative job description:

   Associate finance representative job description example

   Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
   
   Hancock Whtiney Financial Representatives partner with licensed Financial Advisors (FA) to assist the FA with meeting and or exceeding assigned sales and referral goals. The primary objective of the Financial Representative role is to participate in and successfully complete the licensing process to move to an Associate Financial Advisor and gain industry experience in order to prepare for a career as a Financial Advisor.
   ESSENTIAL DUTIES & RESPONSIBILITIES:
   
   * Requests study material and prepares for licensing exams.
   * Observes experienced Financial Advisors to gain knowledge about assisting clients to achieve their financial goals.
   * Assists Financial Advisors on training retail associates on how to increase referral opportunities.
   * Partners with Financial Advisors to assists and support licensed bankers by organizing call parties, client appreciation days, etc.
   * Attends annual compliance continuing education meeting held by Hancock Whitney Investment Services.
   * Successfully completes required continuing education in compliance with both insurance and securities regulations
   * Participates in community affairs to increase company and bank's visibility and to enhance new business opportunities.
   * Routinely travels with assigned region to meet with clients at different Financial Centers and/or client's office or other location as requested by the client.
   * Assist in opening accounts, preparing for account reviews, process account maintenance
   * Schedule client appointments, meetings with wholesalers, meetings with licensed bankers.
   * Help train and assist licensed bankers to assist clients.
   * Help uncover investment opportunities for existing and new clients.
   * Effectively work with assigned territory team of licensed bankers and Financial Center managers to assist clients, track referrals, follow up with all pending business/referrals, and meet revenue goals for branches as well as monthly/annual goal for Advisors.
   * Provide administrative support for Advisors as needed.
   
   SUPERVISORY RESPONSIBILITIES:
   
   None
   
   MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
   
   * Bachelor's degree preferably in Business, Finance, Accounting or related field.
   * 1 year of related experience preferably in Brokerage/Insurance and/or Banking/Retail
   * Must be able to obtain FINRA series 7 and series 66 license within the first year of employment. A current series 63 and 65 registration can substitute for the series 66.
   * Must currently possess or be able to obtain a multi-state Life and Health Insurance license within 90 days of employment.
   * An equivalent combination of education, training, and experience may be considered.
   * Ability to interact with individuals of widely divergent lifestyles required.
   
   ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
   
   * Ability to travel if required to perform the essential job functions
   * Ability to work under stress and meet deadlines
   * Ability to operate related equipment to perform the essential job functions
   * Ability to read and interpret a document if required to perform the essential job functions
   * Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
   
   Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

   Copy this example

   

5. Post your job

   There are various strategies that you can use to find the right associate finance representative for your business:

   • Consider promoting from within or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to find candidates who meet your education requirements.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to reach potential job candidates.

   Post your job online:

   • Post your associate finance representative job on Zippia to find and recruit associate finance representative candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   To successfully recruit associate finance representatives, your first interview needs to engage with candidates to learn about their interest in the role and experience in the field. You can go into more detail about the company, the role, and the responsibilities during follow-up interviews.

   Remember to include a few questions that allow candidates to expand on their strengths in their own words. Asking about their unique skills might reveal things you'd miss otherwise. At this point, good candidates can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new associate finance representative

   Once you've found the associate finance representative candidate you'd like to hire, it's time to write an offer letter. This should include an explicit job offer that includes the salary and the details of any other perks. Qualified candidates might be looking at multiple positions, so your offer must be competitive if you like the candidate. Also, be prepared for a negotiation stage, as candidates may way want to tweak the details of your initial offer. Once you've settled on these details, you can draft a contract to formalize your agreement.

   It's also important to follow up with applicants who do not get the job with an email letting them know that the position is filled.

   After that, you can create an onboarding schedule for a new associate finance representative. Human Resources and the hiring manager should complete Employee Action Forms. Human Resources should also ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc., and that new employee files are created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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