Financial Services Associate

Primerica; Miami (FL); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Primerica in Miami, FL is hiring a Financial Services Associate for a full-time hybrid role. You will assess clients' financial needs, explain product options, and help implement suitable solutions.

The role involves financial analyses, document preparation, and coordinating with internal teams and independent representatives. You will respond to client inquiries with clear communication, maintain records, and ensure adherence to compliance standards while supporting education initiatives and

Qualifications

• Strong analytical skills to interpret financial data and support recommendations.
• Knowledge of finance and financial services, including investments, insurance and retirement concepts.
• Effective communication skills for clear verbal and written client interactions.
• Awareness of cybersecurity to handle sensitive financial information securely.
• Relevant qualifications such as a bachelor’s degree are beneficial.
• Regulatory licenses (e.g., life insurance, securities) or willingness to obtain them are assets.
• Strong attention to detail and proficiency with standard office/financial software.
• Commitment to ethical conduct and client service in financial services.

Responsibilities

• Support clients by assessing financial needs and explaining product options.
• Conduct financial analyses and prepare client documentation.
• Maintain accurate records in firm systems and coordinate with internal teams.
• Respond to client inquiries with clear and professional communication.
• Adhere to regulatory and company compliance standards.
• Assist with business development and financial education initiatives as needed.

Skills

Analytical Skills

Finance knowledge

Communication skills

Cybersecurity awareness

Attention to detail

Teamwork

Ethical conduct

Education

Bachelor’s degree in finance, business, economics, or related field

Job description

Company Description

Primerica is a leading provider of financial products and services in North America, headquartered in Duluth, GA. The company’s 2,800+ corporate employees support more than 151,000 licensed independent representatives who deliver financial education and solutions to clients. For nearly five decades, Primerica has focused on serving middle-income families with offerings such as term life insurance, mutual funds, annuities, managed investments, and mortgages. As a publicly traded company on the New York Stock Exchange under the symbol “PRI,” Primerica combines stability with growth opportunities. In addition to its products and services, Primerica offers entrepreneurial-minded individuals the chance to build their own financial services business.

Role Description

The Financial Services Associate role is a full-time hybrid position based in Miami, FL, with the flexibility to work from home for part of the week. In this role, the associate supports clients by helping assess their financial needs, explaining product options, and assisting with the implementation of suitable financial solutions. Day-to-day responsibilities include conducting financial analyses, preparing and reviewing client documentation, maintaining accurate records in firm systems, and coordinating with internal teams and independent representatives. The associate will also respond to client inquiries, provide clear and professional communication, and adhere to regulatory and company compliance standards. This role may involve participating in financial education initiatives and supporting business development activities as needed.

Qualifications

• Candidates should possess strong Analytical Skills to interpret financial data, evaluate client information, and support sound recommendations.
• Candidates should possess knowledge in Finance and Financial Services, including basic understanding of investment, insurance, and retirement concepts.
• Candidates should possess effective Communication skills to engage with clients and colleagues through clear verbal, written, and interpersonal interactions.
• Candidates should possess awareness of Cybersecurity principles to handle sensitive financial information securely and follow data protection best practices.
• Relevant qualifications such as a bachelor’s degree in finance, business, economics, or a related field are beneficial.
• Regulatory licenses (e.g., life insurance, securities registrations) or willingness to obtain them are an asset.
• Strong attention to detail, proficiency with standard office and financial software, and the ability to work both independently and in a team environment.
• Commitment to ethical conduct, client service, and continuous learning in the financial services industry.