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Associate Financial Representative Jobs in Connecticut

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 ...

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 ...

Patient Care Representative

East Hartford, CT · On-site

$16.75 - $20.75/hr

Comprehensive Dental Associates of Central Connecticut Responsibilities: * Interact with patients ... Review and educate patients on treatment plans and financial responsibilities * Accurately confirm ...

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 Sep 2, 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 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 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 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 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.

How much does an associate financial representative make?

An associate financial representative typically earns between $40,000 and $60,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced representatives or those with additional certifications can earn higher salaries and commissions.

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 100% Full Time. Highlights an 86% In-person, 7% Hybrid, and 7% Remote job distribution, with an average salary of $52,062 per year, or $25 per hour.

Financial Counselor / Fin Clr Insur Verification

Hartford HealthCare at Home

Farmington, CT • On-site

$20.25 - $26.25/hr

Full-time

Posted 15 days ago


Job description

Work where every moment matters.
Every day, more than 40,000 Hartford HealthCare colleagues come to work with one thing in common: Pride in what we do, knowing every moment matters here. We invite you to become part of Connecticut's most comprehensive healthcare network.
The creation of the HHC System Support Office recognizes the work of a large and growing group of employees whose responsibilities are continually evolving so that we and our departments now work on behalf of the system as a whole, rather than a single member organization.
With the creation of our new umbrella organization we now have our own identity with a unique payroll, benefits, performance management system, service recognition programs and other common practices across the system.
Financial Clearance Representative
Position Summary:
HHC completes a systematic review of scheduled appointments for required elements that must be secured to achieve financial reimbursement. We also create an opportunity to strengthen the financial relationship with our consumers by providing pricing transparency and assisting them prior to service with understanding, navigating and fulfilling their consumer responsibilities.
This position encourages and represents HHC's mission in working towards responding to the needs of our communities and our patients.
The Financial Clearance Representative's role is to review accounts via work queues; verify payer information, review payer filing order, initiate and document payer authorization information, complete notification of admission and discharge within established payer requirements, provide cost of care estimates and collection of patient cost share with a focus on claim denial prevention by collaborating with clinical teams, business partners and insurance payers.
Hybrid-Telecommuting Position
Position Responsibilities:
1. Validate accuracy of payer information; document payer source data
2. Compile financial data required to verify accuracy of client's fee source/method of payment to assure timely reimbursement
3. Prepare a price estimate and communicate the uninsured or out-of-pocket expenses including co-pays, deductibles, and co-insurance to consumers
4. Initiate process of insurance verification for all payers
5. Contact insurance companies to investigate coverage and obtain pre-authorization/authorization for emergent admissions and other scheduled services within scope
6. Document detailed pertinent information related to authorization activity while meeting established requirements in an effort to facilitate payer follow up and support denial dispute
7. True to HHC Mission and Values, demonstrate positive and effective relationships across the continuum and support a coordinated care experience including timely and accurate communication with internal and external business partners
8. Collaborate and communicate with transitional care staff, clinical colleagues, medical offices and business partners
9. Adherence to the practice of confidentiality, HIPAA and other state/federal regulations. Ensure compliance with regulatory and agency policies and procedures
10. Demonstrate H3W Leadership behaviors and supports culture and team building initiatives.
Skills/Desired Attributes:
• Positive outlook
• Excellent oral and written communication skills; self-directed, with a spirit of team support and success
• Flexible
• Detail oriented
• Computer literacy including Microsoft Office and Excel
• Experience and interest in problem resolution and process improvement; Creative thinker; Analytical skills
• EPIC experience a plus
• Basic medical terminology
• Ability to perform in a production environment with a high-quality output of work
• Able to sit for 90% of the day
Qualifications:
Qualifications:
Education: High School Diploma or GED is required, Associates Degree preferred
Experience: Minimum of one (2) year recent homecare, healthcare and/or call center experience preferred
We take great care of careers .
With locations around the state, Hartford HealthCare offers exciting opportunities for career development and growth. Here, you are part of an organization on the cutting edge - helping to bring new technologies, breakthrough treatments and community education to countless men, women and children. We know that a thriving organization starts with thriving employees-- we provide a competitive benefits program designed to ensure work/life balance. Every moment matters. And this is your moment.

Hartford HealthCare at Home logo

About Hartford HealthCare at Home

Sourced by ZipRecruiter

Hartford HealthCare at Home, based in Wethersfield, Connecticut, US, is a premier provider in the healthcare industry, specifically in home-based care services. Their official website can be accessed at hartfordhealthcareathome.org. They offer a wide range of services including nursing, physical therapy, occupational therapy, speech therapy, social work, and home health aid. The company was established with the mission to enhance the capability of people to achieve optimal health and wellbeing through its home care services. They maintain a patient-centric approach and belief in making a real difference in people's lives. As an integral part of Hartford HealthCare, they share the vision to be “most trusted for personalized coordinated care”.

Industry

Health care and social assistance

Company size

201 - 500 Employees

Headquarters location

Wethersfield, CT, US