Mid Level Associate Financial Representative Jobs
Mid level associate financial representative jobs go to professionals ready to own client portfolios, guide complex financial planning decisions, and mentor newer colleagues with limited day-to-day oversight. Openings run across on-site, remote, and hybrid settings in Insurance, with employers like State Farm hiring at this level now.
Find JobsOverview
Showing 5 of 9+ Mid Level Associate Financial Representative jobs
- Simple IRA matching
- Opportunity for advancement
- Paid time off
- Bonus based on performance
- Competitive salary
As a Financial Services Representative with Brian Hanson's State Farm agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
- Consult customers with financial planning and investment options.
- Assist customers with portfolio management and asset allocation.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
- 3+ years of experience in financial services.
- Analytical and communication skills.
- Series 6/63/65 or SIE licenses preferred.
- SIE, Series 6/63/65, and other relevant certifications.
- Simple IRA matching
- Opportunity for advancement
- Paid time off
- Bonus based on performance
- Competitive salary
As a Financial Services Representative with Brian Hanson's State Farm agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
- Consult customers with financial planning and investment options.
- Assist customers with portfolio management and asset allocation.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
- 3+ years of experience in financial services.
- Analytical and communication skills.
- Series 6/63/65 or SIE licenses preferred.
- SIE, Series 6/63/65, and other relevant certifications.
See All 9 Mid Level Associate Financial Representative Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsMid Level Associate Financial Representative Job Market
Who's Hiring
Top Industries Hiring
- Insurance
Mid Level Associate Financial Representative Jobs: Frequently Asked Questions
How do I get a mid level associate financial representative job?
Position your existing experience around ownership and outcomes, not just task completion. Highlight client relationships you managed independently, financial products you advised on, and results like portfolio growth or retention rates. Tailor your resume to show you operate with limited supervision, can resolve client issues autonomously, and have deepened your specialization in areas like investment planning, insurance, or retirement accounts.
Which companies hire mid level associate financial representatives?
Companies hiring mid level associate financial representatives right now include State Farm, based on current listings on Migrate Mate as of November 2026. At this level, hiring tends to come from established financial services firms, regional banks, insurance carriers, and wealth management practices that need professionals who can run a book of business without close supervision.
How do I move up to a mid level associate financial representative role?
Moving into a mid level role requires demonstrating consistent ownership over time. Build depth in a specific product area, such as life insurance, securities, or retirement planning, rather than staying generalist. Take on client-facing responsibilities early, document measurable outcomes like client retention or assets grown, and seek projects where you drive the outcome rather than support someone else's.
Which industries hire the most mid level associate financial representatives?
Mid Level associate financial representative roles concentrate in Insurance, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they rely on experienced representatives to manage ongoing client relationships, cross-sell financial products, and maintain compliance without requiring senior-level oversight on every interaction.