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Associate Financial Representative Jobs in Rhode Island

Amgen

Associate Manufacturing

West Greenwich, RI · On-site

May participate on cross-functional teams and represent the Solutions Prep group. Associate may ... financial plans with opportunities to save towards retirement or other goals, work/life balance ...

Amgen, Inc.

Associate Manufacturing

West Greenwich, RI · On-site

May participate on cross-functional teams and represent the Solutions Prep group. Associate may ... financial plans with opportunities to save towards retirement or other goals, work/life balance ...

Aspen Dental Group

Associate Dentist

North Smithfield, RI · On-site

$200 - $300/hr

At Aspen Dental, we put You 1st, offering the financial security and job stability that comes with ... Networking with professional groups, dental associations, and dental societies to represent Aspen ...

Morgan Stanley

Business Development Associate

Newport, RI · On-site

$65 - $90/hr

In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will ... representing the service lens * Focusing with the FA/PWA/team and other business partners to ...

Carmax

Sales Associate

Cranston, RI · On-site

$19 - $28.50/hr

... test drives, and financing applications. * Conduct accurate vehicle condition assessments ... Strong communication skills with confidence in representing CarMax and its products. * Ability to ...

Bcbsri

Medicare Outside Sales Representative

Providence, RI · On-site +1

$58K - $88K/yr

We believe in equipping our associates with the knowledge and resources they need to be successful ... Bachelor's degree in Business, Health Administration, Marketing, or Finance; or an applicable ...

Carmax

Sales Associate

Cranston, RI · On-site

$19 - $28.50/hr

... test drives, and financing applications. * Conduct accurate vehicle condition assessments ... Strong communication skills with confidence in representing CarMax and its products. * Ability to ...

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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 Sep 3, 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 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 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 100% Full Time. Highlights an 86% In-person, 7% Hybrid, and 7% Remote job distribution, with an average salary of $53,596 per year, or $25.8 per hour.

Client Service Representative

VCA Animal Hospitals

East Providence, RI

$16 - $22/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 21 days ago

VCA Animal Hospitals rating

6.2

Company rating: 6.2 out of 10

Based on 660 frontline employees who took The Breakroom Quiz

27th of 52 rated veterinary

Job description

VCA Povar Animal Hospital is seeking a full-time Client Service Representative to join our 4 doctor, AAHA accredited, Fear-Free certified general practice in East Providence, Rhode Island. We work hard to deliver exceptional client and patient care, and are eager to welcome a like-minded professional to the team. We have a unique culture in our hospital that values each person's individual skill and personality, and we truly support your desire to grow within the industry.

Why Join the VCA Povar Family?

We are passionate about supporting our client services team and developing your leadership skills. At VCA Animal Hospitals, we're committed to equity, inclusion, and diversity and strive to be a place where a talented mix of people want to come, stay, and do their best work. We support a work environment where you can focus on your career, happiness, and the clients and patients you serve.

Some of the benefits we offer:

  • Access to the people and financial resources of a large veterinary community

  • Growth & leadership opportunities

  • Career development programs

  • Medical, dental & vision insurance

  • Generous hospital discounts and product discounts

  • Employer-paid life, long- and short-term disability insurance

  • Paid vacation and sick time

  • Paid parental leave

  • 401(k)

  • Free mental health resources and wellness subscriptions (Headspace)

  • Referral bonuses

  • Competitive wage

  • Opportunities to give back through strong Shelter partnerships and VCA Charities

  • Full-time and Part-time positions available

Why We Want You

As a member of the VCA team, you will help create and maintain a positive, low-stress atmosphere for our clients and patients. Your mission will be to win the confidence of every pet parent-by delivering an outstanding client experience-so we can provide exceptional care to every patient. Our Client Service Representatives set the tone for the practice as we build and maintain each customer's trust and confidence in our abilities. Our CSRs are responsible for:

  • Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.

  • Scheduling and confirming appointments.

  • Placing outbound calls for follow-ups.

  • Presenting and explaining fees, including processing payments.

  • Recommending, selecting, and obtaining products and services, including prescriptions.

  • Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control).

  • Managing medical records, charts, reports and correspondence.

  • Hospital maintenance (including removal of animal waste) and ensuring that facility is neat and clean at all times-both inside and outside.

Veterinary hospital experience is highly preferred. Pay is commensurate with experience. We are excited to meet you!

If you are a current associate, you need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs.

Benefits: We offer competitive compensation along with a comprehensive benefits package, including medical, dental, vision and paid vacation/sick days, 401(k), generous employee pet discounts and more!The information in this position description indicates the general nature and level of work to be performed. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development).We are proud to be an Equal Opportunity Employer - Veterans / Disabled. For a complete EEO statement please see our career page at vcacareers.com.

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