ZipRecruiter

Log In

1

Associate Financial Representative Jobs in Rhode Island

Morgan Stanley

Business Development Associate

Newport, RI · On-site

$44K - $61K/yr

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 ...

Morgan Stanley

Business Development Associate

Newport, RI · On-site

$44K - $61K/yr

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 ...

Morgan Stanley

Business Development Associate

Newport, RI · On-site

$44K - $61K/yr

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 ...

Carmax

Customer Service Sales Representative

Cranston, RI · On-site

$19 - $28.50/hr

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 ...

PacSun

Seasonal Sales Associate

Providence, RI · 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 ...

Amgen, Inc.

Associate Mfg I

West Greenwich, RI · On-site

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 ...

Amgen, Inc.

Associate Mfg I

West Greenwich, RI · On-site

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 ...

cumberlandfarmsinc

Retail Sales Associate

North Providence, RI · On-site

$15.25 - $17.50/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 ...

Cumberland Farms

Retail Sales Associate

Central Falls, RI · 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 ...

cumberlandfarmsinc

Retail Sales Associate

Wyoming, RI

$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 ...

cumberlandfarmsinc

Retail Sales Associate

Portsmouth, RI · 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 ...

Cumberland Farms

Retail Sales Associate

Middletown, RI · 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 ...

Cumberland Farms

Retail Sales Associate

Warwick, RI · 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 ...

Cumberland Farms

Retail Sales Associate

Middletown, RI · 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 ...

cumberlandfarmsinc

Retail Sales Associate

Cranston, RI

$14.75 - $16.75/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 ...

Cumberland Farms

Retail Sales Associate

Rumford, RI · 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 ...

previous page

Showing results 41-60

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 4, 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.

Medicare Outside Sales Representative

Blue Cross and Blue Shield of Rhode Island

Providence, RI • On-site, Remote

Full-time

Medical, Dental, Vision, PTO

Re-posted 4 days ago

Job description

Pay Range:
$58,800.00 - $88,200.00
Please email HR_Talent_AcquisitionTeam@bcbsri.org if you are a candidate seeking a reasonable accommodation for the application and/or interview process.
At BCBSRI, our greatest resource is our people.
We come from varying backgrounds, different cultures, and unique experiences. We are hard-working, caring, and creative individuals who collaborate, support one another, and grow together. Passion, empathy, and understanding are at the forefront of everything we do-not just for our members, but for our employees as well.
We recognize that to do your best work, you have to be your best self.
It's why we offer flexible work arrangements that include remote and hybrid opportunities and paid time off. We provide tuition reimbursement and assist with student-loan repayment. We offer health, dental, and vision insurance as well as programs that support your mental health and well-being. We pay competitively, offer bonuses and investment plans, and are committed to growing and developing our employees.
Our culture is one of belonging.
We strive to be transparent and accountable. We believe in equipping our associates with the knowledge and resources they need to be successful. No matter where you're at in the organization, you're an integral part of our team and your input, thoughts, and ideas are valued.
Join others who value a workplace for all.
We appreciate and celebrate everything that makes us unique, from personal characteristics to past experiences. Our different perspectives strengthen us as an organization and help us better serve all Rhode Islanders.
We're dedicated to serving Rhode Islanders.
Our focus extends beyond providing access to high-quality, affordable, and equitable care. To further improve the health and well-being of our fellow Rhode Islanders, we regularly roll up our sleeves and get to work (literally) in communities all across the state-building homes, working in food pantries, revitalizing community centers, and transforming outdoor spaces for children and adults. Because we believe it is our collective responsibility to uplift our fellow Rhode Islanders when and where we can, our associates receive additional paid time to volunteer.
Why this job matters:
Responsible for driving Medicare product sales and growth within an assigned territory by educating beneficiaries, building strong community partnerships, and delivering compliant, customer-focused enrollment support. This role combines consultative sales, relationship management, and deep knowledge of Medicare products to help individuals make informed healthcare coverage decisions while consistently meeting or exceeding sales goals.
What you will do:
  • Represent the organization in the community by building strong partnerships with community organizations, providers and referral sources to generate and sustain a pipeline of qualified leads through events, outreach, and education.
  • Conduct enrollment meetings and health fairs to promote Medicare to Individual and Group markets.
  • Meet or exceed Medicare sales goals through proactive outreach, consultative selling, and enrollment activities, effectively managing territory, pipeline, and prospect engagement.
  • Adhere to all CMS Medicare marketing guidelines, regulatory requirements, and company policies while maintaining accurate and timely records of all sales activities and enrollments.
  • Collaborate across sales channels and internal teams to maximize enrollment opportunities, address member needs, and improve business processes in alignment with strategic objectives.
  • Participate in work teams, committees, projects and go-to-market activity related to the development and launch of the Medicare product portfolio. . Assist representatives with community development activities and act as a liaison both internally and externally for Medicare product lines.
  • Maintain comprehensive knowledge of all Medicare products and, as needed, support or manage Group Medicare accounts including renewals, client support, and underwriting processes. Partner with Group Medicare team as needed.
  • Perform other duties as assigned.

What you need to succeed:
  • Bachelor's degree in Business, Health Administration, Marketing, or Finance; or an applicable combination of education and work experience
  • Valid Driver's License
  • Three to five years experience in sales or marketing activities
  • Knowledge of Centers for Medicare & Medicaid Services (CMS) guidance as it pertains to marketing activities and compliance
  • Demonstrated customer service skills
  • Well developed verbal and written communication skills
  • Strong presentation skills and comfort with public speaking
  • Strong negotiating, influencing, and consensus-building skills
  • Ability to handle multiple priorities/projects
  • Good business acumen and political savvy
  • Proficiency with Microsoft office products
  • Strong organizational skills, with a track record of managing multiple tasks effectively
  • Detail oriented skills
  • Ability to take initiative in finding solutions to difficult and/or sensitive problems
  • Ability to act as a strategist, visionary, or change agent

The extras:
  • Valid Health Insurance Producers License; or required to obtain within 2 months of hir
  • Prior experience selling Medicare Advantage, Medicare Supplement, or Dual Eligible Special Needs Plan (D-SNP)
  • Knowledge and experience with Blue Cross product lines and services
  • Knowledge of RI landscape and experience partnering with community organizations
  • Knowledge and experience with CRM Software Systems; Salesforce etc

Location:
BCBSRI is headquartered in downtown Providence, conveniently located near the train station and bus terminal. We actively support associate well-being and work/life balance and offer the following schedules, based on role:
  • In-office: onsite 5 days per week
  • Hybrid: onsite 2-4 days per week
  • Remote: onsite 0-1 days per week. Permitted to reside in the following states, pending approval from the Human Resources Department: Arizona, Connecticut, Florida, Georgia, Louisiana, Massachusetts, North Carolina, Oklahoma, Rhode Island, South Carolina, Texas, Virginia

Our culture of belonging at Blue Cross & Blue Shield of Rhode Island (BCBSRI) is at the core of all we do, and it strengthens our ability to meet the challenges of today's healthcare industry. BCBSRI is an equal opportunity employer.
The law requires an employer to post notices describing the Federal laws. Please visit www.eeoc.gov/know-your-rights-workplace-discrimination-illegal to view the "Know Your Rights" poster.

Apply