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Associate Financial Representative Jobs in Georgia

5 Legal

Banking & Finance Associate

Atlanta, GA · On-site

Top 100 AmLaw firm seeks an associate to join their Banking & Finance Team in their Atlanta office ... Ideal candidates will have large firm experience representing lending institutions and corporate ...

MCI

Bilingual Financial Services Representative

Savannah, GA · On-site

$14.50 - $18.25/hr

Bilingual Financial Service Representatives MCI is one of the fastest-growing tech-enabled business ... Associate's degree or higher * Experience in banking or financial services * Proven data-entry and ...

Edward Financial Group

Be Seen First

Premier Client Associate

Lithia Springs, GA · On-site

$35K - $39K/yr

Liaise with insurance carriers, custodians and financial institutions to process applications ... Represent the firm in a professional manner at all times * Availability to work occasional evenings ...

Direct Counsel

Finance Associate Attorney

Atlanta, GA

$235K - $390K/yr

Direct Counsel is seeking a Finance Associate Attorney (Mid-to-Senior Level) to join a national law ... The ideal candidate has 2-6 years of experience representing financial institutions and corporate ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Georgia

Associate Financial Representative information

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$22

$56

How much do associate financial representative jobs pay per hour?

As of Jun 29, 2026, the average hourly pay for associate financial representative in Georgia is $22.22, according to ZipRecruiter salary data. Most workers in this role earn between $16.25 and $21.73 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 are Associate Financial Representatives?

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 popular job titles related to Associate Financial Representative jobs in Georgia? For Associate Financial Representative jobs in Georgia, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Georgia look for? The top searched job categories for Associate Financial Representative jobs in Georgia are:
What cities in Georgia are hiring for Associate Financial Representative jobs? Cities in Georgia with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Georgia as of June 2026, with employment types broken down into 90% Full Time, and 10% Part Time. Highlights an 90% In-person, and 10% Hybrid job distribution, with an average salary of $46,212 per year, or $22.2 per hour.
SBO FINANCIAL SVCS REP, PFS CUSTOMER SERVICE

SBO FINANCIAL SVCS REP, PFS CUSTOMER SERVICE

South Georgia Medical Center

Valdosta, GA

Full-time

Medical, Life, Retirement, PTO

Posted 11 days ago

Key responsibilities

  • Serve as a liaison between patients and Patient Financial Services by facilitating communication and resolution.

  • Conduct face-to-face counseling with patients and family members in the business office, patient care areas, and via telephone.

  • Screen and process patients for indigent and charity determination in accordance with the Georgia Indigent Care Trust Fund guidelines.

South Georgia Medical Center rating

6.5

Company rating: 6.5 out of 10

Based on 30 frontline employees who took The Breakroom Quiz

685th of 1,003 rated hospitals

Job description

Description

WHAT IT'S LIKE AT SGMC HEALTH

Purpose. No matter your role or area that you work in, at SGMC Health we are collectively working towards goals that will make our community a better place.

Excellence. We strive to do the right thing the right way, are accountable in all we do, require competence of our people, and are compassionate in our service.

Team Spirit. We encourage team effort, support personal and professional development, acknowledge individual talents and skills, and support innovation and empowerment.

Award Winning Performance. We are committed to providing the best care possible and we are proud to be recognized locally, statewide, and nationally for the exceptional care that our staff provides.

WHY YOU WILL LOVE SGMC HEALTH

SGMC has great benefit options, depending on the role that you are going into– including healthcare, supplementary benefits, ways to save for the future, opportunities for career advancement, and opportunities to expand your skill set. Some of these great benefit options are listed below:

  • Low Healthcare Insurance Premiums
  • 401(k) with employer match
  • Paid Time Off (PTO)
  • Employee discounts
  • Company paid life insurance
  • Short-Term and Long-Term Disability
  • Cancer Insurance
  • Accident Insurance
  • Pet Insurance
  • Tuition Reimbursement
  • On-the-job training and skills development
  • Opportunities for growth and advancement
  • Employee Assistance Program

JOB LOCATION : SGMC Patient Financial Services

DEPARTMENT: PFS CUSTOMER SERVICE

SCHEDULE: Full Time, 8 HR Day Shift,

POSITION SUMMARY:

The Single Billing Office (SBO); Financial Services Representative serves as a liaison between the patient and Patient Financial Services. This representative conducts face-to-face counseling with patients and family members in the business office, in patient care areas, and via telephone. They facilitate communication and resolution on the patient’s behalf with the appropriate members of the business office and other associates throughout the organization. They respond to requests for information from customers including: patients, physicians, insurance companies, and other (i. e. , attorney, etc. ). This representative screens and processes patients for indigent and charity determination in accordance with the Georgia Indigent Care Trust Fund guidelines. They review personal financial information to determine the need for long-term payment arrangements and set-up payment plans accordingly. 

KNOWLEDGE, SKILLS & ABILITIES:

  • College degree in business or related field preferred. 
  • Two years of medical office experience. 
  • Functionally knowledgeable in PC/Windows environment. Typing 35-45 wpm. 
  • Foreign language skills. 
  • HFMA Certified Patient Account Representative.

WORKING CONDITIONS- ADA INFORMATION: 

Modern, well lighted, air conditioned, general work area. Moderate noise level. Normal business setting with moderate to high stress in accomplishing daily responsibilities. Subject to irregular schedule including evenings, nights, weekends and holidays. Occasional overtime required. Ability to sit, stand or walk for moderate periods. Safe and efficient operation of office equipment including: copier, fax, printers, computer, telephone and adding machine. Reading of printed materials, including physician orders. Listening and verbally responding to customers, staff, physicians and visitors. Moderately heavy lifting {0-25 lbs.}, reaching, stooping, pushing, pulling, bending, and twisting.


SEE WHAT ALL OF THE HYPE IS ABOUT

https://www.youtube.com/watch?v=_DeqKw8xk54


What South Georgia Medical Center employees say

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