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Associate Financial Rep Jobs in Florida (NOW HIRING)

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Associate Financial Rep information

What are some common challenges faced by Associate Financial Representatives 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 Representative, 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 are Associate Financial Representatives?

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 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.

What cities in Florida are hiring for Associate Financial Rep jobs? Cities in Florida with the most Associate Financial Rep job openings:
Associate Financial Rep jobs near you
Patient Financial Representative

Patient Financial Representative

BayCare Health System

Oldsmar, FL • On-site, Remote

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 13 days ago

BayCare Health System rating

7.5

Company rating: 7.5 out of 10

Based on 395 frontline employees who took The Breakroom Quiz

231st of 882 rated healthcare providers

Job description

Join BayCare as a Patient Financial Representative 🏥
Job Details
  • Location: Remote role with quarterly in-office meetings required
  • Facility: BayCare Health System, CBO Govt Collection - BCHS
  • Shift: Monday-Friday, 8:00 AM - 4:30 PM
  • Status: Full Time (Exempt: No)

About BayCare
BayCare is proud to be one of the largest employers in the Tampa Bay area. Our integrated healthcare network includes 16 community-based hospitals, a long-term acute care facility, home health services, outpatient centers, and thousands of physicians. Supported by more than 30,000 team members, BayCare operates with a forward-thinking philosophy grounded in trust, dignity, respect, responsibility, and clinical excellence.
Role Overview
Performs intermediate-level patient accounting functions including billing, collections, customer service, and cash applications. Responds to customer billing inquiries, posts payments, and documents patient account activity. Applies federal and state guidelines to collection efforts and interprets Explanation of Benefits (EOBs). Identifies payer-specific trends and implements billing guideline changes. Maintains supplies and tracks equipment maintenance.
Qualifications
Experience
  • Required: 2 years of Patient Accounts experience OR: 2 years of experience in a related field
  • Highly preferred: Direct accounts receivable (AR) experience in a healthcare setting, including patient finance and insurance.

Education
  • Required: High School Diploma or GED
  • Preferred: Associate degree

Total Rewards & Benefits
BayCare offers a competitive total rewards package, including:
  • BayCare offers a competitive total rewards package, including:
  • Flexible PRN scheduling
  • Medical, Dental & Vision Insurance
  • Paid Time Off (PTO)
  • 401(k) Match + Annual Contributions
  • Tuition Assistance
  • Wellness resources & community perks

Equal Opportunity Employer Veterans/Disabled

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