ZipRecruiter

Log In

1

Associate Financial Representative Jobs in Arizona

TERRACON

Regional Finance Representative

Tempe, AZ · On-site

Maintain assigned electronic project files related to financial documentation, which may include ... Associate's degree in related field. Or in lieu of a degree, a high school diploma or equivalent ...

Moors & Cabot Inc

Financial Advisor

Phoenix, AZ · On-site

Set performance expectations and goals for assigned Client Associate(s) in conjunction with the ... In addition to specializing in wealth management through full service registered representatives ...

FBL Financial

Customer Experience Representative

Gilbert, AZ · On-site

$16 - $21.75/hr

At Farm Bureau Financial Services, our client/members can feel confident knowing their family, home ... Associate degree or 1 year of relevant experience preferred. * Strong customer service skills are ...

Orion Placement

Commercial Finance Associate

Phoenix, AZ · Hybrid

$210K - $305K/yr

Represent institutional lenders and borrowers in complex commercial finance transactions * Draft, negotiate, and close syndicated and portfolio financing deals * Advise on secured transactions with a ...

Orion Placement

Commercial Finance Associate

Phoenix, AZ · Hybrid

$210K - $305K/yr

Represent institutional lenders and borrowers in complex commercial finance transactions * Draft, negotiate, and close syndicated and portfolio financing deals * Advise on secured transactions with a ...

previous pagenext page

Showing results 21-40

All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Arizona

Associate Financial Representative information

See Arizona salary details

$9

$24

$61

How much do associate financial representative jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for associate financial representative in Arizona is $24.52, according to ZipRecruiter salary data. Most workers in this role earn between $17.93 and $23.99 per hour, depending on experience, location, and employer.

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

AspectAssociate Financial RepresentativeFinancial Advisor
CertificationsFINRA Series 6 or 7, possibly Series 63 or 65Series 7, Series 66 or 65, CFP certification often preferred
Work EnvironmentSupport role in financial services, assisting senior staffClient-facing, providing personalized financial planning
Employer & Industry UsageFinancial firms, banks, brokeragesIndependent firms, banks, wealth management companies

The Associate Financial Representative typically supports financial advisors by handling administrative tasks and client inquiries, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. Both roles require relevant licenses, but the Financial Advisor usually has more advanced certifications and client responsibilities.

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 foundation in finance or business, strong analytical skills, and often a relevant bachelor's degree. Familiarity with financial planning software, CRM systems, and sometimes securities licenses such as Series 6 or 7 are typically required. Excellent communication, organization, and client relationship-building skills help you stand out in this client-facing role. These competencies are crucial for delivering accurate financial guidance, ensuring regulatory compliance, and building lasting client trust.

What are the typical day-to-day responsibilities of an associate financial representative and how do they interact with senior advisors?

As an Associate Financial Representative, your daily tasks often include supporting senior financial advisors by preparing client portfolios, managing client communications, and handling administrative duties like scheduling meetings and maintaining records. You may also assist with research on investment products and help prepare financial planning materials. Collaboration is key in this role, as you'll work closely with both the advisory team and clients to ensure a smooth client experience and accurate information flow. This hands-on involvement provides valuable exposure to the financial planning process and can help you build foundational skills for career advancement within the firm.

What is an associate financial representative?

Associate Financial Representatives are professionals who support financial advisors or planners in managing client relationships, preparing financial documents, and handling administrative tasks. They often assist with scheduling appointments, maintaining client records, processing paperwork, and responding to client inquiries. Their role is crucial in ensuring the smooth operation of a financial advisory practice and providing excellent customer service. Associate Financial Representatives may also help with research and the preparation of financial plans under the supervision of licensed advisors.
What are the most commonly searched types of Financial Representative jobs in Arizona? The most popular types of Financial Representative jobs in Arizona are:
What are popular job titles related to Associate Financial Representative jobs in Arizona? For Associate Financial Representative jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Arizona look for? The top searched job categories for Associate Financial Representative jobs in Arizona are:
What cities in Arizona are hiring for Associate Financial Representative jobs? Cities in Arizona with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Arizona as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $51,001 per year, or $24.5 per hour.

Patient Access Rep - Financial Counselor - TMCH Cancer Center Craycroft

Tucson Medical Center

Tucson, AZ • On-site

$17.75 - $23.25/hr

Full-time

Re-posted 10 days ago

Tucson Medical Center rating

7.5

Company rating: 7.5 out of 10

Based on 78 frontline employees who took The Breakroom Quiz

300th of 1,056 rated hospitals

Job description

SUMMARY:
The Patient Access Rep - Financial Counselor is responsible for assisting patients and their families in understanding and managing the financial aspects of their healthcare. This includes verifying insurance coverage, estimating out-of-pocket costs, arranging payment plans, and identifying financial assistance programs. The role ensures compliance with hospital policies and regulatory requirements while delivering compassionate and informed support to patients.
ESSENTIAL FUNCTIONS:
• Interview patients or their representatives to assess financial status and determine payment options.
• Verify insurance eligibility, benefits, and authorization requirements.
• Provide cost estimates and explain patient financial responsibility.
• Collect deposits, co-pays, and deductibles; establish and monitor payment plans.
• Assist patients in applying for financial assistance, charity care, or third-party funding.
• Ensure completion of financial documentation in accordance with hospital policies.
• Perform medical necessity screening and ensure compliance with system requirements.
• Collaborate with clinical departments and physician offices to obtain necessary documentation.
• Maintain accurate records and documentation in EHR and financial systems.
• Prepare daily deposits and reconcile financial transactions.
• Adhere to HIPAA and organizational confidentiality standards.
• Performs related duties as assigned.
MINIMUM QUALIFICATIONS
EDUCATION: High school diploma or GED required; associate degree or vocational training in healthcare or finance preferred..
EXPERIENCE: Three (3) years in a healthcare or medical office setting, including experience in insurance verification, financial counseling, or patient access.
LICENSURE OR CERTIFICATION: None required; CHAA or related certification preferred.
KNOWLEDGE, SKILLS, AND ABILITIES:
• Knowledge of healthcare billing, insurance plans, and financial assistance programs.
• Strong interpersonal and communication skills.
• Ability to explain complex financial information in a clear and compassionate manner.
• Proficiency in EHR systems, payer portals, and Microsoft Office.
• Attention to detail and accuracy in documentation.
• Ability to manage multiple tasks in a fast-paced environment.

What Tucson Medical Center employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply