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Associate Financial Representative Jobs in Connecticut

Associate Sales Representative

South Windsor, CT

$1.0K/wk

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Xylem is hiring a Sales Representative who will support commercial growth within the Water ... A bachelor's degree in degree in business, economics, finance, or a related field with at least 2 ...

Associate Sales Representative

South Windsor, CT · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Xylem is hiring a Sales Representative! Xylem is hiring a Sales Representativewho will support ... Qualifications: • A bachelor's degree in degree in business, economics, finance, or a related ...

Associate Sales Development Representative

Windsor, CT · On-site

$70K - $80K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a leading financial services and healthcare technology company based on revenue, SS&C is ... Associate Sales Development Representative Location: Boston, MA or Windsor, CT About the Role You ...

Patient Representative

Bristol, CT · On-site

$20 - $25.30/hr

Explains financial requirements to patients/responsible parties and instructs as to payment ... Midstate Radiology Associates is an equal opportunity employer, and all qualified applicants will ...

Patient Representative

Wallingford, CT · On-site

$20 - $25.30/hr

Explains financial requirements to patients/responsible parties and instructs as to payment ... Midstate Radiology Associates is an equal opportunity employer, and all qualified applicants will ...

Showing results 21-40

Associate Financial Representative information

See Connecticut salary details

$10

$25

$63

How much do associate financial representative jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for associate financial representative in Connecticut is $25.03, according to ZipRecruiter salary data. Most workers in this role earn between $18.32 and $24.47 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 Connecticut? The most popular types of Financial Representative jobs in Connecticut are:
What are popular job titles related to Associate Financial Representative jobs in Connecticut? For Associate Financial Representative jobs in Connecticut, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Connecticut look for? The top searched job categories for Associate Financial Representative jobs in Connecticut are:
What cities in Connecticut are hiring for Associate Financial Representative jobs? Cities in Connecticut with the most Associate Financial Representative job openings:
Infographic showing various Associate Financial Representative job openings in Connecticut as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $52,062 per year, or $25 per hour.

$20 - $25.30/hr

Other

Posted 9 days ago


Midstate Radiology Associates rating

8.6

Company rating: 8.6 out of 10

Based on 7 frontline employees who took The Breakroom Quiz


Job description

Per Diem Patient Representative

Vein Centers of CT is a highly regarded practice that prides itself in providing the highest quality of care in diagnosing and treating varicose veins and spider veins. We are seeking a Per Diem, Patient Representative to work in our Bristol and Wallingford Locations.

Position Schedule: on-call/as needed

Compensation: MRA offers competitive starting compensation based on qualifications and experience. The starting rate for this position is between $20.00 and $25.30 per hour.

Job Summary:

The Patient Representative is the face of the imaging department. The Patient Rep provides a full range of varied, multi-skilled secretarial, clerical and administrative support to the specific imaging locations which requires creativity, independent and discretionary judgment, and complete confidentiality to ensure that the needs of the internal and external customers are met.

Key Accountabilities:

  1. Greeting patients and help maintain a timely accurate patient flow through the system.
  2. Obtains, enters and verifies all patient demographic and insurance data necessary to complete a patient registration.
  3. Collects insurance co-pays as applicable.
  4. Completes order entry through interfaced systems based on diagnosis codes and calls physician offices for clarification of orders.
  5. Explains financial requirements to patients/responsible parties and instructs as to payment procedure when required.
  6. Obtains all necessary signatures and initiates required documents for scheduled procedures.
  7. Performs insurance verification processes.
  8. Schedules all Radiology exams obtaining and entering appropriate symptom and diagnosis information and has familiarity with exam preparations.
  9. Prepares all required paperwork for scheduled appointments to ensure efficient service on day of procedure(s).
  10. Interacts with other departments, carriers and physician offices for the purpose of acquiring accurate demographic and insurance information.
  11. Answers phones with appropriate greeting and transfers calls as needed to the appropriate people.
  12. Obtains and provides reports and images on CD to patients or physician's offices.
  13. Follows established policies and procedures set by administration including department cleanliness and disinfecting.
  14. Assists in the Hereditary Cancer Risk Assessment program.
  15. Performs other duties as assigned.

The preceding functions have been provided as examples of the types of work performed by employees assigned to this job classification. Management reserves the right to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job.

Qualifications Guidelines:

  • High school diploma or equivalent.
  • At least one year of customer service experience in a medical setting preferred.
  • Knowledge of medical terminology.
  • Quality assurance and customer service principles and practices.
  • Communicate effectively with patients, relatives, medical staff and co-workers.
  • Capacity to relate to patients of all cultural and socio-economic backgrounds.
  • Maintain the confidentiality of patient records.
  • Ability to understand and follow specifications and instructions. Attention to detail is required for success.
  • Basic keyboard skills with proficiency in use of personal computer.

Physical Requirements:

  • Remaining in a stationary position, often sitting for prolonged periods.
  • Adjusting or moving objects up to 15 pounds in all directions.
  • Repeating motions that may include the wrists, hands and/or fingers.
  • Must be able to lift up to 20 pounds at times.
  • Moving about to accomplish tasks or moving from one worksite to another.
  • Must be able to access and navigate each department at the organization's facilities

The Physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Our team at Midstate Radiology Associates benefits from a diverse workforce and we welcome anyone to apply: Midstate Radiology Associates is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.


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