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Associate Financial Representative Jobs in Rhode Island

TIAA

Financial Consultant

Providence, RI

... representatives on the complete spectrum of TIAA products and services. This job covers ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Brownhealth

MG Financial Counselor

Providence, RI

$19.03 - $31.39/hr

Flagging patients that will potentially need to be directed to business representative area ... Associates degree or equivalent EXPERIENCE: 3 -5 years previous third-party liability billing ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Rhode Island

Associate Financial Representative information

See Rhode Island salary details

$10

$25

$64

How much do associate financial representative jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for associate financial representative in Rhode Island is $25.77, according to ZipRecruiter salary data. Most workers in this role earn between $18.85 and $25.19 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 Rhode Island? The most popular types of Financial Representative jobs in Rhode Island are:
What are popular job titles related to Associate Financial Representative jobs in Rhode Island? For Associate Financial Representative jobs in Rhode Island, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Rhode Island look for? The top searched job categories for Associate Financial Representative jobs in Rhode Island are:
What cities in Rhode Island are hiring for Associate Financial Representative jobs? Cities in Rhode Island with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Rhode Island as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $53,596 per year, or $25.8 per hour.

Registration Finance Representative

CharterCARE of Rhode Island

Providence, RI • On-site

Full-time

Re-posted 29 days ago

Job description

Summary: Under general supervision and according to established procedures, obtains all pertinent information required to ensure that the Medical Centers’ financial and patient related data bases are accurate and complete. Routinely provides counseling and or education to patients, families or assigned representatives relative to financial responsibility. Interpretation and review of Physician orders for laboratory services which includes documentation of verbal orders, written documentation or other requested ancillary testing to facilitate accurate testing and charges for services rendered.

Performs all aspects of admissions and registrations throughout the medical center as defined. Maintain and adequately track all aspects of census, bed and unit assignment. Routinely provides Administrative Associate B Services during the third shift for Emergency Department Nursing.

Accurate and timely selection of and retrieval of the Medical Records and Cardiology reports to expedite patient evaluation and treatment of all patients. Faxes appropriate and requested medical documentation to other acute care hospitals/facilitates to foster positive outcomes and continuity of care. Education: Minimum of high school diploma or equivalent required.

Computer experience required. Related position in a hospital or physician’s office setting. Experience: 3-4 years in an equivalent position.

Working Conditions, Physical Environment and/or Safety Requirements: Normal office setting. Attends all related safety training and all other tra

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