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Associate Financial Representative Jobs in Rhode Island

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 ...

Sales Associate

Cranston, RI ยท 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 ...

Business Development Associate

Newport, RI ยท On-site

$44K - $61K/yr

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

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 optimize ...

Associate Dentist

Smithfield, RI ยท On-site

$200K - $300K/yr

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 ...

... financial security and job stability that comes with working with a world-class Dental Service ... Networking with professional groups, dental associations, and dental societies to represent Aspen ...

... financial security and job stability that comes with working with a world-class Dental Service ... Networking with professional groups, dental associations, and dental societies to represent Aspen ...

We're rethinking the way people buy cars - and our associates help us do just that. We believe work ... test drives, and financing applications. * Conduct accurate vehicle condition assessments ...

Seasonal Sales Associate

Providence, RI ยท On-site

$13.75 - $16.25/hr

Stays current on all financial goals and priorities * Support the leadership team in achieving all ... The physical demands described here are representative of those that are required by an associate ...

Participate on cross-functional teams and represent the manufacturing teams. * May also have the ... financial plans with opportunities to save towards retirement or other goals, work/life balance ...

Participate on cross-functional teams and represent the manufacturing teams. * May also have the ... financial plans with opportunities to save towards retirement or other goals, work/life balance ...

Retail Sales Associate

Portsmouth, RI ยท On-site

$15 - $17.25/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... represents just one part of our total rewards approach. We're proud to offer a variety of financial ...

Retail Sales Associate

Smithfield, RI ยท On-site

$16 - $18/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... represents just one part of our total rewards approach. We're proud to offer a variety of financial ...

Showing results 41-60

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:
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.

Sales Representative

TASCA AUTOMOTIVE GROUP, Inc.

Cranston, RI โ€ข On-site

Full-time

Re-posted 5 days ago


Job description

Description
Job Description
Job Title: Sales Representative
SUMMARY
Sells new vehicles at dealership gross profit, volume, and customer satisfaction standards.
ESSENTIAL DUTIES
Essential Duties include the following. Other duties may be assigned.
Sells and delivers a minimum number of vehicles per month.
Writes complete sales orders and processes paperwork in accordance with dealership policies.
Utilizes dealership sales control and follow-up systems.
Attends product and sales training courses as requested by sales manager.
Keeps up-to-date on new products and services within the industry.
Maintains an owner follow-up system that encourages repeat and referral business and contributes to customer satisfaction.
Maintains a prospect development system.
Conducts business in an ethical and professional manner.
Satisfies the transportation needs of new-vehicle purchasers.
Approaches, greets, and offers assistance or direction to any customer who enters the dealership showroom or sales lot.
Assists customers in selecting a vehicle by asking questions and listening carefully to their responses.
Fully explains product performance, application, and benefits to prospects.
Describes all optional equipment available for customer purchase.
Offers test drives to all prospects. Follows dealership procedure to obtain proper identification from customer prior to test drive.
Exhibits high level of commitment to customer satisfaction.
Knows and understands the federal, state, and local laws that govern retail auto sales.
Establishes personal income goals that are consistent with dealership standards of productivity, and devises a strategy to meet those goals.
Keeps abreast of new products, features, accessories, etc., and their benefits to customers.
Knows and understands equity and values, and is able to explain depreciation to the customer.
Ensures that the sales manager has an opportunity to meet each customer.
Turns 100 percent of closed deals to finance and insurance manager, along with properly completed paperwork (insurance information, trade title, etc.).
Prepares sold vehicles for customer delivery prior to customer arrival.
Delivers vehicles to customers, ensuring that each customer understands the vehicle's operating features, warranty, and paperwork.
Introduces customers to service department personnel to emphasize the quality and efficiency of service repairs and maintenance available in the dealership's service department.
Schedules first service appointment.
Follows up on all post-delivery items, tag/title work, "we-owes,",and special requests to be sure that all customer expectations are met.
Reviews and analyzes actions at the end of each day, week, month, and year to determine how to better utilize time and plans more effectively.
Attends sales meetings.
Maintains professional appearance.
MARGINAL DUTIES
Marginal Duties include the following. Other duties may be assigned.
Requirements
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
โ€ข ?No prior experience or training.
โ€ข ?High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.
โ€ข ?One-year certificate from college or technical school; or three to six months related experience and/or training; or equivalent combination of education and experience.
โ€ข ?Associate's degree (A. A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience.
โ€ข ?Bachelor's degree (B. A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.
โ€ข ?Two to four years related experience and/or training; or equivalent combination of education and experience.
LANGUAGE SKILLS
โ€ข ?Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
โ€ข ?Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.
โ€ข ?Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
โ€ข ?Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups, and/or boards of directors.
MATHEMATICAL SKILLS
โ€ข ?Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
โ€ข ?Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
REASONING ABILITY
โ€ข ?Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
โ€ข ?Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
โ€ข ?Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
CERTIFICATES, LICENSES, REGISTRATIONS
State Sales License
Valid Driver's License
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.