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Associate Financial Rep Jobs in Kansas (NOW HIRING)

Commerce Bank

Business Banking Representative

Pittsburg, KS · On-site

$30.55 - $40.85/hr

It's about helping people find financial safety and success, helping businesses thrive, and making ... Associate's degree in Business Administration, or equivalent combination of education of experience ...

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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.
Associate Financial Rep jobs near you

Patient Services Rep

The University of Kansas Health System St. Francis Campus

Topeka, KS

$15.25 - $19.25/hr

Per diem

Re-posted 14 days ago

Job description

Overview

Join our team as a PRN, Patient Services Representative in Topeka, KS.
Why Join Us? 

Thrive in a People-First Environment and Make Healthcare Better 

  • Thrive: We empower our team with career growth opportunities and resources that support your wellness, education, and financial well-being. 
  • People-First: We prioritize your well-being with a supportive, inclusive culture where you are valued and cared for. 
  • Make Healthcare Better: We use advanced technology to support our team and enhance patient care. 

Get to Know Your Team: 

  • The University of Kansas Health System St. Francis Campus, a part of a rich legacy of compassionate care since 1909, now offers 378 licensed beds, a history of innovation, and strong community support.

Responsibilities
  • Demonstrates excellent customer service skills by providing a patient friendly and pleasant admitting process to assure that patient and family needs are met in a timely manner.
  • Responsible for accurate registration of patient, participating in on-call rotation as assigned, communication of Health Center policies, financial responsibilities, and Patient Rights and Responsibilities according to departmental operating procedures.
  • Ensures compliance with Joint Commission and EMTALA regulations and other regulatory agencies.
  • Works under the supervision of the Patient Access Supervisor.

Qualifications

Job Requirements: 

  • High School Diploma/GED.
  • One year of experience in office setting customer service-related role.

Preferred Qualifications

  • CHAA (Certified Healthcare Access Associate).
  • Prior experience in hospital or physician clinic registration and/or scheduling in an ancillary department; insurance eligibility/verification.
Qualifications:

Job Requirements: 

  • High School Diploma/GED.
  • One year of experience in office setting customer service-related role.

Preferred Qualifications

  • CHAA (Certified Healthcare Access Associate).
  • Prior experience in hospital or physician clinic registration and/or scheduling in an ancillary department; insurance eligibility/verification.
Education:UNAVAILABLEEmployment Type: UNAVAILABLE

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