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Associate Financial Representative Jobs in Tennessee

Community Health Network

Make a Difference The Associate Patient Access Representative (APAR) is the first contact for visitors, handling customer service, patient registration, and financial clearance. This role includes ...

Community Health Network

Make a Difference The Associate Patient Access Representative (APAR) is the first contact for visitors, handling customer service, patient registration, and financial clearance. This role includes ...

Simmons Bank

Financial Center Manager II

Memphis, TN · On-site

We believe in empowering our associates to be a trusted advisor while providing them with the ... The requirement listed below are representative of the knowledge, skill, and/or ability required.

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Associate Financial Representative information

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$23

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How much do associate financial representative jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for associate financial representative in Tennessee is $23.88, according to ZipRecruiter salary data. Most workers in this role earn between $17.45 and $23.37 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 Tennessee?

The most popular types of Financial Representative jobs in Tennessee are:

What are popular job titles related to Associate Financial Representative jobs in Tennessee?

For Associate Financial Representative jobs in Tennessee, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Tennessee look for?

The top searched job categories for Associate Financial Representative jobs in Tennessee are:

What cities in Tennessee are hiring for Associate Financial Representative jobs?

Cities in Tennessee with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Tennessee as of August 2026, with employment types broken down into 100% Full Time. Highlights an 84% In-person, 8% Hybrid, and 8% Remote job distribution, with an average salary of $49,672 per year, or $23.9 per hour.

Associate Patient Access Rep- Central Referral

Community Health Network

On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Community Health Network rating

7.6

Company rating: 7.6 out of 10

Based on 235 frontline employees who took The Breakroom Quiz

192nd of 898 rated healthcare providers

Job description

Join Community 

Community Health Network was created by our neighbors, for our neighbors. Over 60 years later, “community” is still the heart of our organization. It means providing our neighbors with the best care possible, backed by state-of-the-art technology. It means getting involved in the communities we serve through volunteer opportunities and benefits initiatives. It means ensuring our dedicated caregivers can learn and grow to stay at the top of their fields and to better serve our patients. And above all, it means exceptional care, simply delivered — and we couldn’t do it without you. 

Make a Difference 

The Associate Patient Access Representative (APAR) is the first contact for visitors, handling customer service, patient registration, and financial clearance. This role includes check-ins, scheduling, payment collection, insurance verification, and compliance management. The APAR ensures smooth workflows and adherence to guidelines, preparing patients administratively and financially for their visits.

Exceptional Skills and Qualifications 

The Associate Patient Access Representative (APAR) is responsible for a variety of front-office and back-office functions throughout the network including but not limited to the responsibilities below:

·        High School Diploma or GED High School diploma or GED equivalent (Required)

·        1 years: Experience in healthcare office setting and/or work history with strong customer service background (Preferred)

·       Registration/Admissions: Proficient in all types of registrations (i.e., inpatient, outpatient, and emergency admits)

·       Completes Admissions, Discharges, and Transfers in a timely manner when applicable

·       Ability to monitor and perform all patient hospital and/or ambulatory movement

·       Utilizes EPIC work queue to pre-register scheduled patients

·       Verifies medical necessity in accordance with the Centers for Medicare & Medicaid Services (CMS) standards and communicates relevant coverage and eligibility information to the patient

·       Accurately identifies and enters patient demographics, insurance, and financial information including inpatient and outpatient benefits

·       Gathers and verifies all appropriate, confidential health and financial information from patients while using various computer software to assure payment for all authorized services

·       Confirms the completeness of the electronic health record (EHR) and makes necessary changes

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