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Associate Financial Rep Jobs in California (NOW HIRING)

Financial Rep Access Dept

Escondido, CA · On-site

$23 - $33.56/hr

Appropriately administers the Palomar Health Financial Assistance Policy and Procedures to ... Certified Healthcare Access Associate (NAHAM) or equivalent Required License: Not Applicable ...

Appropriately administers the Palomar Health Financial Assistance Policy and Procedures to ... Certified Healthcare Access Associate (NAHAM) Required License: Not Applicable Preferred License:

Financial Rep Access Dept

Escondido, CA · On-site

$23 - $33.56/hr

Appropriately administers the Palomar Health Financial Assistance Policy and Procedures to ... Certified Healthcare Access Associate (NAHAM) or equivalent Required License: Not Applicable ...

Appropriately administers the Palomar Health Financial Assistance Policy and Procedures to ... Certified Healthcare Access Associate (NAHAM) Required License: Not Applicable Preferred License:

Appropriately administers the Palomar Health Financial Assistance Policy and Procedures to ... Certified Healthcare Access Associate (NAHAM) or equivalent Required License: Not Applicable ...

Appropriately administers the Palomar Health Financial Assistance Policy and Procedures to ... Certified Healthcare Access Associate (NAHAM) or equivalent Required License: Not Applicable ...

Financial Rep Access Dept

Escondido, CA · On-site

$23 - $33.56/hr

Appropriately administers the Palomar Health Financial Assistance Policy and Procedures to ... Certified Healthcare Access Associate (NAHAM) or equivalent Required License: Not Applicable ...

Financial Rep Access Dept

Poway, CA · On-site

  • Medical

  • Vision

Appropriately administers the Palomar Health Financial Assistance Policy and Procedures to ... Certified Healthcare Access Associate (NAHAM) Required License: Not Applicable Preferred License:

Financial Rep Access Dept

Escondido, CA · On-site

$23 - $33.56/hr

Appropriately administers the Palomar Health Financial Assistance Policy and Procedures to ... Certified Healthcare Access Associate (NAHAM) or equivalent Required License: Not Applicable ...

Financial Rep Access Dept

Escondido, CA · On-site

$23 - $33.56/hr

Appropriately administers the Palomar Health Financial Assistance Policy and Procedures to ... Certified Healthcare Access Associate (NAHAM) or equivalent Required License: Not Applicable ...

Appropriately administers the Palomar Health Financial Assistance Policy and Procedures to ... Certified Healthcare Access Associate (NAHAM) or equivalent Required License: Not Applicable ...

Financial Rep Access Dept

Escondido, CA · On-site

$23 - $33.56/hr

Appropriately administers the Palomar Health Financial Assistance Policy and Procedures to ... Certified Healthcare Access Associate (NAHAM) or equivalent Required License: Not Applicable ...

Appropriately administers the Palomar Health Financial Assistance Policy and Procedures to ... Certified Healthcare Access Associate (NAHAM) or equivalent Required License: Not Applicable ...

Financial Rep Access Dept

Escondido, CA · On-site

$23 - $33.56/hr

Appropriately administers the Palomar Health Financial Assistance Policy and Procedures to ... Certified Healthcare Access Associate (NAHAM) or equivalent Required License: Not Applicable ...

Appropriately administers the Palomar Health Financial Assistance Policy and Procedures to ... Certified Healthcare Access Associate (NAHAM) Required License: Not Applicable Preferred License:

Financial Rep Access Dept

Escondido, CA · On-site

$23 - $33.56/hr

Appropriately administers the Palomar Health Financial Assistance Policy and Procedures to ... Certified Healthcare Access Associate (NAHAM) or equivalent Required License: Not Applicable ...

Showing results 41-60

Associate Financial Rep information

What is an associate financial rep?

Associate Financial Representatives are entry-level professionals who support financial advisors and clients in a variety of administrative and customer service tasks. Their duties often include preparing financial documents, managing client records, scheduling appointments, and responding to client inquiries. They help ensure that the office runs smoothly and assist in the delivery of financial services. This role is typically a stepping stone to becoming a full-fledged financial advisor, offering exposure to the financial planning industry and valuable on-the-job training.

What are some common challenges faced by an associate financial rep during their first year on the job?

New Associate Financial Representatives often encounter challenges such as building a client base from the ground up, mastering complex financial products, and balancing administrative duties with client-facing activities. Learning to manage time effectively while prospecting, conducting meetings, and staying current with industry regulations can feel overwhelming at first. However, most firms provide mentorship, training, and support from more experienced team members to help new associates overcome these hurdles and develop strong professional skills.

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

To thrive as an Associate Financial Representative, you need a solid grasp of financial concepts, attention to detail, and a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications such as FINRA Series 6 or 7 is often required. Strong interpersonal skills, active listening, and professionalism help build trust and rapport with clients. These skills are crucial for delivering accurate financial advice, maintaining regulatory compliance, and fostering long-term client relationships.

What is the difference between Associate Financial Rep vs Financial Advisor?

AspectAssociate Financial RepFinancial Advisor
CredentialsSeries 6 or 7, possibly some state licensesSeries 7, 66, or 65, CFP certification often preferred
Work EnvironmentSupport role in financial firms, assisting senior repsClient-facing, providing personalized financial planning
Employer & Industry UsageUsed in brokerage firms, banks, and financial institutionsUsed across independent firms, banks, and advisory practices

The Associate Financial Rep typically supports senior financial professionals, focusing on client service and administrative tasks, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. The roles differ mainly in responsibility level and client interaction, but they share similar licensing requirements and industry environments.

How much does an associate financial representative make?

An associate financial representative typically earns between $40,000 and $60,000 annually, with additional compensation from commissions and bonuses based on performance. Entry-level positions may start lower, while experienced reps with certifications can earn more. The role often requires strong communication skills and knowledge of financial products.

What cities in California are hiring for Associate Financial Rep jobs?

Cities in California with the most Associate Financial Rep job openings:

Financial Rep Access Dept

Palomar Health

Escondido, CA • On-site

$23 - $33.56/hr

Per diem

Re-posted 24 days ago


Palomar Health rating

8.2

Company rating: 8.2 out of 10

Based on 16 frontline employees who took The Breakroom Quiz


Job description

Department:
Patient Access
Union:
CHEU
Shift:
12-hour Shift - Night (United States of America)
Hours Per Pay Period:
00
Job Description:
Posting Date: 8/04/2026
Internal Closing Date: 8/10/26
* Internal candidates must apply by midnight on the Closing Date in order to have bidding rights.
Pay range: $23.00 - $33.56
Serves as the first contact for patients and families regarding funding sources for inpatient and outpatient services. Responsible for the day to day activities of obtaining funding for patients in the statuses of scheduling, pre-registration, registration, or post registration as assigned. Screens all admissions on a daily basis and educates referring physicians offices, patients and their families on hospital policy and procedures regarding various methods of payment source for services rendered. This may include advising applicable admits of pre-payment deposits and monthly payment arrangements.
Obtains and documents information that appropriately designates current funding information and/or provides information on available funding sources if the patient/family does not have current sources. Works in collaboration with all departments and units in the revenue cycle to appropriately communicate issues and/or barriers, and to formulate work plans for resolution. Obtains appropriate up front collection on all self pay accounts as well as co-pays, deductibles, and co-insurance as identified in information provided by the patient's insurance card or through the eligibility and verification process.
Screen the patient for possible other 3rd party and charity eligibility and keep up-to-date on admission/business office insurance procedures. Adept at utilizing payer resources and web sites to accurately explore and assess eligibility and successfully initiate referrals for MediCal/CMS/CCS. Appropriately administers the Palomar Health Financial Assistance Policy and Procedures to determine if the patient is eligible for discounted prices for services or is eligible for charity care designation. Well versed in policy and procedure that pertains to AB774 and is able to assist the patient/family in determining if they qualify based on federal poverty guidelines.
Responsible for careful financial evaluation of all admissions, taking appropriate steps that are most beneficial to the hospital, while giving the proper level of consideration to the patient. Must be firm and decisive, yet courteous, tactful, considerate and show concern and empathy for the patient/family under often stressful situations. Must be keen, alert and have the ability to effectively communicate with people from various education backgrounds. Must have the knowledge and confidence to make decisions regarding methods of payment and have the ability to work with frequent interruptions.
Speak and read English at a level that is sufficient to satisfactorily perform the essential functions of the position. Knowledge of standard office equipment (i.e., calculator, fax, photocopier) and personal computer and computer software skills (i.e., MS Windows, Excel, Access, Word, Powerpoint, internet, e-mail). Windows computer skills including proficient use of keyboarding, use of mouse or keys for functions such as selecting items, use of drop down menus, scroll bars, opening folders, copying and similar operations required upon employment or within the 1st two weeks of employment to perform the essential functions of the job. Performs other duties as assigned. Follows Palomar Health rules, policies, procedures, applicable laws and standards. Carries out the mission, vision, and quality commitment of Palomar Health.
Job Requirements
Minimum Education: High School Diploma and/or combination of education and experience
Preferred Education: High School Diploma and/or combination of education and experience plus 1 year healthcare-related experience or basic college/medical coursework to learn medical terminology
Minimum Experience: 2 years Patient Access and/or Patient Financial Services experience assisting patients with insurance and government funded programs
Preferred Experience: 3+ years Patient Access and Patient Financial Services experience assisting patients with insurance and government funded programs, including experience related to billing and payment of government funded health plans.
Bilingual (Spanish)
Required Certification: Not Applicable
Preferred Certification: Certified Healthcare Access Associate (NAHAM) or equivalent
Required License: Not Applicable
Preferred License: Not Applicable
We are an equal opportunity employer and do not discriminate against applicants or employees based on race, color, gender, religion, creed, national origin, ancestry, age, disability, sexual orientation, marital status or any other characteristic protected by law.

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