NAHAM Certified Healthcare Access Associate (CHAA) certification preferred. Healthcare Financial Management Association (HFMA) Certification Preferred. Experience as a Financial Representative is ...
NAHAM Certified Healthcare Access Associate (CHAA) certification preferred. Healthcare Financial Management Association (HFMA) Certification Preferred. Experience as a Financial Representative is ...
NAHAM Certified Healthcare Access Associate (CHAA) certification preferred. Healthcare Financial Management Association (HFMA) Certification Preferred. Experience as a Financial Representative is ...
NAHAM Certified Healthcare Access Associate (CHAA) certification preferred. Healthcare Financial Management Association (HFMA) Certification Preferred. Experience as a Financial Representative is ...
NAHAM Certified Healthcare Access Associate (CHAA) certification preferred. Healthcare Financial Management Association (HFMA) Certification Preferred. Experience as a Financial Representative is ...
NAHAM Certified Healthcare Access Associate (CHAA) certification preferred. Healthcare Financial Management Association (HFMA) Certification Preferred. Experience as a Financial Representative is ...
Staff Manager
Eden Prairie, MN · On-site
$70K - $100K/yr
Responsibilities will also include providing functional and technical expertise to associates to ensure successful agent development for new and existing Financial Representatives. The position will ...
Staff Manager
Eden Prairie, MN · On-site
$70K - $100K/yr
Responsibilities will also include providing functional and technical expertise to associates to ensure successful agent development for new and existing Financial Representatives. The position will ...
PNC is seeking a branch-based associate in Duluth, GA to acquire and deepen the customer base and ... customers' financial wellbeing, and deepen wallet share using a defined sales process.
PNC is seeking a branch-based associate in Duluth, GA to acquire and deepen the customer base and ... customers' financial wellbeing, and deepen wallet share using a defined sales process.
Staff Manager
Eden Prairie, MN · On-site
Responsibilities will also include providing functional and technical expertise to associates to ensure successful agent development for new and existing Financial Representatives. The position will ...
Staff Manager
Eden Prairie, MN · On-site
Responsibilities will also include providing functional and technical expertise to associates to ensure successful agent development for new and existing Financial Representatives. The position will ...
Finance Rep-Revenue Cycle-Hybrid
Rochester, MN · Hybrid
$21.91 - $34.27/hr
NAHAM Certified Healthcare Access Associate (CHAA) certification preferred. Healthcare Financial Management Association (HFMA) Certification Preferred. Experience as a Financial Representative is ...
Finance Rep-Revenue Cycle-Hybrid
Rochester, MN · Hybrid
$21.91 - $34.27/hr
NAHAM Certified Healthcare Access Associate (CHAA) certification preferred. Healthcare Financial Management Association (HFMA) Certification Preferred. Experience as a Financial Representative is ...
We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a ... Shape and/or support a culture that represents the Thrivent purpose, promise and values, ensuring ...
We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a ... Shape and/or support a culture that represents the Thrivent purpose, promise and values, ensuring ...
The Associate Wealth Advisor I focuses on deepening relationships with an established base of ... Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant ...
The Associate Wealth Advisor I focuses on deepening relationships with an established base of ... Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant ...
Assistant Finance Rep-Rev Cycle-On Site
Rochester, MN · On-site
$21.34 - $29.60/hr
OR Associate's degree is required. Bachelor's degree in business or health care field preferred. Healthcare Financial Management Association (HFMA) Certification Preferred. Qualified candidates must ...
Assistant Finance Rep-Rev Cycle-On Site
Rochester, MN · On-site
$21.34 - $29.60/hr
OR Associate's degree is required. Bachelor's degree in business or health care field preferred. Healthcare Financial Management Association (HFMA) Certification Preferred. Qualified candidates must ...
Financial Services Associate
Minneapolis, MN · On-site
$90 - $130/hr
In this role, associates will join a well-established and growing corporate trust practice that has represented financial institutions in the corporate trust field for decades. Maslon associates are ...
New
Financial Services Associate
Minneapolis, MN · On-site
$90 - $130/hr
In this role, associates will join a well-established and growing corporate trust practice that has represented financial institutions in the corporate trust field for decades. Maslon associates are ...
New
OR Associate's degree is required. Bachelor's degree in business or health care field preferred. Healthcare Financial Management Association (HFMA) Certification Preferred. Qualified candidates must ...
OR Associate's degree is required. Bachelor's degree in business or health care field preferred. Healthcare Financial Management Association (HFMA) Certification Preferred. Qualified candidates must ...
We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a ... Shape and/or support a culture that represents the Thrivent purpose, promise and values, ensuring ...
We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a ... Shape and/or support a culture that represents the Thrivent purpose, promise and values, ensuring ...
Patient Financial Services Customer Service Representative
Saint Paul, MN · On-site +1
$17.25 - $18.75/hr
The CSC Representative will counsel patients on financial solutions available to them either ... Associate of Arts * 2 years in healthcare customer service * 3 years experience in a hospital or ...
Patient Financial Services Customer Service Representative
Saint Paul, MN · On-site +1
$17.25 - $18.75/hr
The CSC Representative will counsel patients on financial solutions available to them either ... Associate of Arts * 2 years in healthcare customer service * 3 years experience in a hospital or ...
Patient Financial Services Customer Service Representative
Saint Paul, MN · On-site
$17.25 - $18.75/hr
The CSC Representative will counsel patients on financial solutions available to them either ... Associate of Arts * 2 years in healthcare customer service * 3 years experience in a hospital or ...
Patient Financial Services Customer Service Representative
Saint Paul, MN · On-site
$17.25 - $18.75/hr
The CSC Representative will counsel patients on financial solutions available to them either ... Associate of Arts * 2 years in healthcare customer service * 3 years experience in a hospital or ...
Client Service Representative
Hopkins, MN · On-site
$45K - $60K/yr
Client Service Representative. Reports to: Director of Client Services. COMPENSATION & BENEFITS ... the financial industry or in an administrative role. * Associate degree or equivalent. * Self ...
Quick apply
Client Service Representative
Hopkins, MN · On-site
$45K - $60K/yr
Client Service Representative. Reports to: Director of Client Services. COMPENSATION & BENEFITS ... the financial industry or in an administrative role. * Associate degree or equivalent. * Self ...
Customer Operations Sr Rep
Saint Paul, MN · On-site
$18.80 - $32.69/hr
As a Customer Operations Senior Representative, you will play a key role in delivering an ... Securian Financial believes in hybrid work as an integral part of our culture. Associates get the ...
New
Customer Operations Sr Rep
Saint Paul, MN · On-site
$18.80 - $32.69/hr
As a Customer Operations Senior Representative, you will play a key role in delivering an ... Securian Financial believes in hybrid work as an integral part of our culture. Associates get the ...
New
Corporate Finance Associate (Mid-level) - Minneapolis
Minneapolis, MN · Hybrid
$205K - $260K/yr
Direct Counsel is representing an Am Law 100 firm seeking a junior to mid-level Associate for its Corporate Finance Practice in Minneapolis. Position: Corporate Finance Associate Location:
Quick apply
Corporate Finance Associate (Mid-level) - Minneapolis
Minneapolis, MN · Hybrid
$205K - $260K/yr
Direct Counsel is representing an Am Law 100 firm seeking a junior to mid-level Associate for its Corporate Finance Practice in Minneapolis. Position: Corporate Finance Associate Location:
Customer Operations Sr Rep
Saint Paul, MN · Hybrid
$18.80 - $32.69/hr
As a Customer Operations Senior Representative, you will play a key role in delivering an ... Securian Financial believes in hybrid work as an integral part of our culture. Associates get the ...
New
Customer Operations Sr Rep
Saint Paul, MN · Hybrid
$18.80 - $32.69/hr
As a Customer Operations Senior Representative, you will play a key role in delivering an ... Securian Financial believes in hybrid work as an integral part of our culture. Associates get the ...
New
Commercial Finance Associate Attorney
Minneapolis, MN · Hybrid
$210K - $305K/yr
Minneapolis | Hybrid Commercial Finance Associate Attorney AmLaw 100 Opportunity Compensation $210 ... Experience representing commercial banks, finance companies, private equity firms, institutional ...
Quick apply
Commercial Finance Associate Attorney
Minneapolis, MN · Hybrid
$210K - $305K/yr
Minneapolis | Hybrid Commercial Finance Associate Attorney AmLaw 100 Opportunity Compensation $210 ... Experience representing commercial banks, finance companies, private equity firms, institutional ...
Associate Financial Representative information
See Minnesota salary details
$10.36 - $15.32
8% of jobs
$16.88 is the 25th percentile. Wages below this are outliers.
$15.32 - $20.29
53% of jobs
$23.69 is the 75th percentile. Wages above this are outliers.
$20.29 - $25.26
20% of jobs
$25.26 - $30.22
8% of jobs
$30.22 - $35.19
1% of jobs
$35.19 - $40.15
1% of jobs
$40.15 - $45.12
1% of jobs
$45.12 - $50.08
3% of jobs
$50.08 - $55.05
3% of jobs
$55.05 - $60.01
1% of jobs
$60.01 - $64.98
0% of jobs
$10
$25
$64
How much do associate financial representative jobs pay per hour?
What is the difference between Associate Financial Representative vs Financial Advisor?
| Aspect | Associate Financial Representative | Financial Advisor |
|---|---|---|
| Certifications | FINRA Series 6 or 7, possibly Series 63 or 65 | Series 7, Series 66 or 65, CFP certification often preferred |
| Work Environment | Support role in financial services, assisting senior staff | Client-facing, providing personalized financial planning |
| Employer & Industry Usage | Financial firms, banks, brokerages | Independent 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?
What are the typical day-to-day responsibilities of an associate financial representative and how do they interact with senior advisors?
What is an associate financial representative?

Full-time
Medical, Dental, Vision, Retirement
This job post has expired today. Applications are no longer accepted.
Mayo Clinic rating
7.8
Based on 696 frontline employees who took The Breakroom Quiz
130th of 887 rated healthcare providers
Job description
HYBRID: This is a hybrid position and must be located within 100 miles of any of the Mayo Clinic campuses for on-site expectations based on business needs.
Collects, reviews, discusses, and documents demographic, insurance, and financial information with patients and payers for Mayo Clinic Arizona, Jacksonville and Rochester Revenue Cycles. Responsible for management and collection of Mayo Clinic Account Receivables through the use of automated systems and revenue cycle processes. Responds to and resolves a variety of account, billing and payment issues from patients and customers. Follows approved guidelines and policies regarding routine patient and payer interactions. Makes independent decisions that require individual and/or team analysis, reasoning, and problem solving. Interprets, applies and communicates Mayo Clinic policies regarding medical and financial aspects of patient care to assure optimal reimbursement for both the patient and Mayo Clinic. This individual must accurately document interactions and interpret interactions documented by others. Must have excellent customer service skills and possess the ability to negotiate payment reimbursement from patients and third party payers, via incoming and outgoing phone calls or face to face interactions.
Position may be eligible for and/or required for telework based on business need, from an off-site location, following adequate training period and demonstrated ability to meet required metrics.
Qualifications
HS Diploma or equivalent, AND A minimum of 4 years of relevant experience in finance, collections, customer service, insurance and/or health care environment
OR
Bachelor's degree is required.
Bachelor degree in business or health care field preferred.
NAHAM Certified Healthcare Access Associate (CHAA) certification preferred.
Healthcare Financial Management Association (HFMA) Certification Preferred.
Experience as a Financial Representative is preferred.
Qualified candidates must be customer-focused, service-oriented and possess demonstrated skills in teambuilding, communication, decision-making, problem-solving, interaction, coping and versatility. Knowledge of personal computer applications such as Windows, Microsoft Word and Excel, medical terminology, CPT and ICD-9 coding, Order Communication System and patient accounting system is helpful. Candidates possessing multi-linguistic skills and cross-cultural experiences are preferred, fluent in English is a requirement. Keyboarding experience required.
**This vacancy is not eligible for sponsorship / we will not sponsor or transfer visas for this position.
About Us
Why Mayo Clinic
Mayo Clinic is top-ranked in more specialties than any other care provider according to U.S. News & World Report. As we work together to put the needs of the patient first, we are also dedicated to our employees, investing in competitive compensation and comprehensive benefit plans - to take care of you and your family, now and in the future. And with continuing education and advancement opportunities at every turn, you can build a long, successful career with Mayo Clinic.
Benefits Highlights
- Medical: Multiple plan options.
- Dental: Delta Dental or reimbursement account for flexible coverage.
- Vision: Affordable plan with national network.
- Pre-Tax Savings: HSA and FSAs for eligible expenses.
- Retirement: Competitive retirement package to secure your future.
About the Team
Just as our reputation has spread beyond our Minnesota roots, so have our locations. Today, our employees are located at our three major campuses in Phoenix/Scottsdale, Arizona, Jacksonville, Florida, Rochester, Minnesota, and at Mayo Clinic Health System campuses throughout Midwestern communities, and at our international locations. Each Mayo Clinic location is a special place where our employees thrive in both their work and personal lives. Learn more about what each unique Mayo Clinic campus has to offer, and where your best fit is.
Equal Opportunity
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, protected veteran status or disability status. Learn more about the "EOE is the Law". Mayo Clinic participates in E-Verify and may provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization.
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About Mayo Clinic
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Mayo Clinic is the largest integrated, not-for-profit medical group practice in the world. We're building the future, one where the best possible care is available to everyone — and more people can heal at home. Our relentless research turns into earlier diagnoses and new cures. That's how we inspire hope in those who need it most. At Mayo Clinic, experts work together to solve the most challenging unmet needs of patients. Our history of innovation dates back almost 150 years, when brothers Will and Charlie Mayo pioneered an integrated, team-based approach to medicine. Today, that trailblazing spirit drives innovations like Mayo Clinic Platform — which powers new technologies to change how care is delivered to all.
Industry
Hospitals
Company size
10,000+ Employees
Headquarters location
Rochester, MN, US
Year founded
1919