ZipRecruiter

Log In

1

Associate Financial Rep Jobs in New York (NOW HIRING)

previous pagenext page

Showing results 21-40

All JobsAssociate Financial Rep JobsAssociate Financial Rep Jobs in New York

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 New York are hiring for Associate Financial Rep jobs?

Cities in New York with the most Associate Financial Rep job openings:

Associate Financial Rep jobs near you

Associate Financial Services Representative Hybrid- FlexStaff

Melville, NY • Hybrid

FlexStaff
See more jobs at FlexStaffexternal

Full-time

Re-posted 28 days ago

Job description

 This position has a target start date of 9/21/26

Training hours Monday-Friday 9:00am-5:00pm 8-10 weeks  -   After training it's one day in office

10:00am-6:00pm   (Tuesday or Wednesday).  Monday Thursday Friday Remote.    If call out any of scheduled    in-office days will be expected to make up the in-office day on a Thursday or Monday.

 
The Associate Financial Services Representative will be an exceptionally customer focused individual that will provide information, fulfill customer needs, and tailor our services to create an easy and seamless servicing experience.

 
Responsibilities: 
  • Assists in the verification of insurance benefits for services prior to admission
  • Obtains timely pre-authorization for all outpatient and inpatient services
  • Create flawless experiences for our customers by addressing customer inquiries and resolving service issues that include but are not limited to: researching and analyzing accounts receivable and outstanding balances, negotiating and advising on the collection of overdue bills and payment plans, collecting overdue payments, understanding financial assistance offerings, managing and resolving customer disputes
  • Helps in coordinating inpatient billing
  • Provides support for all finance issues and ensures that activities occur in compliance with appropriate regulations and contractual obligations
  • Assists in patient billing and maintaining pertinent records as required for maintenance of certification
  • Helps in coordinating with nursing staff in planning and organizing program activities
  • Majority of contact is internal and/or customer service oriented
  • Work and tasks are most often routine, structured and transactional in nature; work requires minimal variance from guidelines and procedures
  • Makes routine decisions regarding assigned task within defined parameters, often limited and confined to on-going matters
  • Elevates questions, problems and significant challenges to more senior team members for direction or subject matter expertise
  • Prioritizes basic tasks; priorities typically guided by standard practices or by others
  • Ensures timely and accurate performance of responsibilities for a single area or group of closely related tasks
  • Performs related duties as required. All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here, but considered related are not essential functions.
Qualifications: 
  • High School Diploma or equivalent required
  • Associate's Degree or equivalent combination of education and related experience preferred
  • 0-1 years relevant experience preferred.

 
*Additional Salary Detail
The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future. When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).

Apply