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Associate Financial Rep Jobs in Georgia (NOW HIRING)

Northside Hospital Inc.

Financial Counselor

Cumming, GA · On-site

$17 - $22.25/hr

Responsibilities Represents the Hospital in financial matters pertaining to obtaining payment on ... Associates Degree in Business or related field 2. Good communication skills. 3. Must be able to ...

Northside Hospital Inc.

Financial Counselor

Lawrenceville, GA · On-site

$17.50 - $22.75/hr

Responsibilities Represents the Hospital in financial matters pertaining to obtaining payment on ... Associates Degree in Business or related field 2. Good communication skills. 3. Must be able to ...

Northside Hospital Inc.

Financial Counselor

Lawrenceville, GA · On-site

$17.50 - $22.75/hr

Responsibilities Represents the Hospital in financial matters pertaining to obtaining payment on ... Associates Degree in Business or related field 2. Good communication skills. 3. Must be able to ...

Northside Hospital Inc.

Financial Counselor

Cumming, GA · On-site

$17 - $22.25/hr

Responsibilities Represents the Hospital in financial matters pertaining to obtaining payment on ... Associates Degree in Business or related field 2. Good communication skills. 3. Must be able to ...

Northside Hospital Inc.

Financial Counselor

Atlanta, GA · On-site

$18.25 - $23.75/hr

Responsibilities Represents the Hospital in financial matters pertaining to obtaining payment on ... Associates Degree in Business or related field 2. Good communication skills. 3. Must be able to ...

Northside Hospital Inc.

Financial Counselor

Cumming, GA · On-site

$17 - $22.25/hr

Responsibilities Represents the Hospital in financial matters pertaining to obtaining payment on ... Associates Degree in Business or related field 2. Good communication skills. 3. Must be able to ...

Northside Hospital Inc.

Financial Counselor

Atlanta, GA · On-site

$18.25 - $23.75/hr

Responsibilities Represents the Hospital in financial matters pertaining to obtaining payment on ... Associates Degree in Business or related field 2. Good communication skills. 3. Must be able to ...

Northside Hospital Inc.

Financial Counselor

Atlanta, GA · On-site

$18.25 - $23.75/hr

Responsibilities Represents the Hospital in financial matters pertaining to obtaining payment on ... Associates Degree in Business or related field 2. Good communication skills. 3. Must be able to ...

Northside Hospital Inc.

Financial Counselor

Cumming, GA · On-site

$17 - $22.25/hr

Responsibilities Represents the Hospital in financial matters pertaining to obtaining payment on ... Associates Degree in Business or related field 2. Good communication skills. 3. Must be able to ...

Northside Hospital Inc.

Financial Counselor

Lawrenceville, GA · On-site

$17.50 - $22.75/hr

Responsibilities Represents the Hospital in financial matters pertaining to obtaining payment on ... Associates Degree in Business or related field 2. Good communication skills. 3. Must be able to ...

CHSGa

Business Office Manager

Summerville, GA · On-site

$23.10 - $29.40/hr

Participate in the admission process conducting pre-admission financial counseling on each ... representative of those that must be met by an associate to successfully perform the essential ...

Northside Hospital Inc.

Financial Counselor, Duluth

Duluth, GA · On-site

$17.50 - $22.75/hr

Represents the Hospital in financial matters pertaining to obtaining payment on patient accounts ... Associates Degree in Business or related field 2. Good communication skills. 3. Must be able to ...

Northside Hospital Inc.

Financial Counselor, Duluth

Duluth, GA · On-site

$17.50 - $22.75/hr

Responsibilities Represents the Hospital in financial matters pertaining to obtaining payment on ... Associates Degree in Business or related field 2. Good communication skills. 3. Must be able to ...

Northside Hospital Inc.

Financial Counselor, Duluth

Duluth, GA · On-site

$17.50 - $22.75/hr

Responsibilities Represents the Hospital in financial matters pertaining to obtaining payment on ... Associates Degree in Business or related field 2. Good communication skills. 3. Must be able to ...

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All JobsAssociate Financial Rep JobsAssociate Financial Rep Jobs in Georgia

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 Georgia are hiring for Associate Financial Rep jobs?

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

    Associate Financial Rep jobs near you

    Financial Counselor

    Northside Hospital Inc.

    Cumming, GA • On-site

    $17 - $22.25/hr

    Full-time

    Re-posted 10 days ago

    Northside Hospital rating

    7.3

    Company rating: 7.3 out of 10

    Based on 443 frontline employees who took The Breakroom Quiz

    306th of 889 rated healthcare providers

    Job description

    Overview

    Northside Hospital is award-winning, state-of-the-art, and continually growing. Constantly expanding the quality and reach of our care to our patients and communities creates even more opportunity for the best healthcare professionals in Atlanta and beyond. Discover all the possibilities of a career at Northside today.

    Responsibilities

    Represents the Hospital in financial matters pertaining to obtaining payment on patient accounts during pre-admission and inpatient phases of the patient's visit. Acts as intermediary with Admitting, Business Office, patients and family members while the patient is hospitalized.

    Qualifications

    REQUIRED:

    1. A. High School Diploma or GED with one (1) year experience in collection, OR B. Associates Degree in Business or related field 2. Good communication skills. 3. Must be able to perform basic mathematical calculations. 4. Demonstrated knowledge of medical terminology. 5. Must be able to type a minimum of 30 wpm or better.

    PREFERRED:

    1. B.S. Degree in Business. 2. Two (2) years' experience in collections. 3. CPAR Certification. 4. CFC Certification.

    Work Hours (EX:7AM-7PM):6:30am-3:00pmEmployment Type: OTHER

    What Northside Hospital employees say

    Pay

    Benefits

    Hours and flexibility

    Workplace

    Get the full story on Breakroom

    Northside Hospital logo

    About Northside Hospital

    Sourced by ZipRecruiter

    * 288-bed hospital, offering a full range of services including comprehensive and interventional stroke care, preventative and corrective cardiac care, full-service orthopedic and spine treatment, an ER 24/7®, and general surgery * As one of the first hospitals in the area to achieve Atrial Fibrillation Certification (SCPC), our technologically advanced hospital allows our highly skilled physicians, nursing and caregivers to serve our growing community * Northside Hospital was the first nationally recognized Comprehensive Stroke Center in Pinellas County and nationally recognized for quality and safety by earning an 'A' rating from the Leapfrog Group

    Industry

    Hospitals

    Company size

    10,000+ Employees

    Headquarters location

    Atlanta, GA, US

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