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Associate Financial Representative Jobs in Wisconsin

As an R1 Financial Counseling Associate , you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service as well as ...

... extensive associate benefits and programs. Job Summary Title: Financial AnalystReports To ... The requirements listed below are representative of the knowledge, skills, and/or ability required.

... extensive associate benefits and programs. Job Summary Title: Financial AnalystReports To ... The requirements listed below are representative of the knowledge, skills, and/or ability required.

... financial performance of hospitals, health systems and medical groups. We are the one company that ... As an R1Financial Counseling Associate , you will be responsible for counseling uninsured and under ...

... extensive associate benefits and programs. Job Summary Title: Financial AnalystReports To ... The requirements listed below are representative of the knowledge, skills, and/or ability required.

Santander is a global leader and innovator in the financial services industry and is evolving from ... The requirements listed below are representative of the knowledge, skill, and/or ability required.

Senior Financial Analyst

Madison, WI · On-site

$86K - $107K/yr

The Gordon Flesch Company strives to recognize and appreciate our associate's commitment ... finance team representative in divisional and cross-divisional projects as needed. * Generate ...

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Associate Financial Representative information

See Wisconsin salary details

$10

$26

$66

How much do associate financial representative jobs pay per hour?

As of Jul 21, 2026, the average hourly pay for associate financial representative in Wisconsin is $26.56, according to ZipRecruiter salary data. Most workers in this role earn between $19.42 and $25.96 per hour, depending on experience, location, and employer.

Is $200,000 enough to work with a financial advisor?

As an Associate Financial Representative, having $200,000 in assets or income can be sufficient to work with a financial advisor, depending on the advisor's fee structure and the services needed. Many advisors require a minimum investment or asset level, but some offer services for clients with lower assets, especially if they focus on financial planning or ongoing advice. It is important to consider the advisor's fee model and your financial goals when determining if this amount is adequate for professional guidance.

Is it hard to become a FA?

Becoming an Associate Financial Representative typically requires completing relevant licensing exams, such as the Series 6 or 7, and gaining industry-specific knowledge. The difficulty varies based on prior experience and study effort, but it generally involves dedicated preparation and understanding of financial products and regulations.

What does an associate financial representative do?

An associate financial representative assists clients with financial planning, insurance, and investment products under the supervision of a senior representative. They often handle client inquiries, prepare financial documents, and develop their knowledge of financial services, typically working towards industry certifications such as the Series 6 or 63. The role involves building client relationships and supporting the delivery of financial solutions within a team environment.

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 are Associate Financial Representatives?

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.

How many financial advisors make $500,000 a year?

While some financial advisors and associates in the industry can earn $500,000 or more annually, such high earnings are typically achieved by top-performing professionals with extensive experience, strong client bases, and advanced certifications like the CFP or CFA. Most financial advisors earn between $60,000 and $150,000 per year, with higher incomes often resulting from commissions, bonuses, and managing large portfolios.
What are popular job titles related to Associate Financial Representative jobs in Wisconsin? For Associate Financial Representative jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Wisconsin look for? The top searched job categories for Associate Financial Representative jobs in Wisconsin are:
What cities in Wisconsin are hiring for Associate Financial Representative jobs? Cities in Wisconsin with the most Associate Financial Representative job openings:
Financial Counseling Representative

Financial Counseling Representative

R1

Appleton, WI • On-site

$16.48 - $23.13/hr

Full-time

Posted 28 days ago


R1 RCM rating

6.9

Company rating: 6.9 out of 10

Based on 184 frontline employees who took The Breakroom Quiz

131st of 148 rated financial services


Job description

R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration.
PLEASE NOTE: This position is IN PERSON at St. Elizabeth in Appleton, WI.
If you do not already have, you could be required to get some vaccinations as well.
Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service as well as filing IL Medicaid applications and performing point of service collections with patients.
You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail.
To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information.
Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus.
Here's what you can expect working as a Financial Counseling Associate:
  • You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care.
  • You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire.
  • This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role.
  • We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs.

Requirements:
  • High School Diploma or GED
  • Excellent customer service skills
  • Compassionate communication

This role involves frequent movement between work areas and requires the ability to remain mobile throughout the day in order to perform essential job duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. R1 is an equal opportunity employer and does not discriminate on the basis of any protected status.
For this US-based position, the base pay range is $16.48 - $23.13 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training.
The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career.
Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package.
R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories.
If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at 312-496-7709 for assistance.
CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent
To learn more, visit: R1RCM.com
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About R1 RCM

Sourced by ZipRecruiter

R1 RCM, Inc., based in Salt Lake City, UT, US, is a leading provider of technology-enabled revenue cycle management services which transform and solve revenue cycle performance challenges across hospitals, health systems, and physician groups. R1’s proven, scalable operational model seamlessly complements a healthcare organization’s infrastructure, quickly driving sustainable improvements to net patient revenue and cash flows. Founded in 2003, the company was initially named Accretive Health. It became R1 RCM in 2017 following a significant commitment by Ascension, the largest non-profit health system in the U.S., to long-term partnerships.

Industry

Health care and social assistance

Company size

10,000+ Employees

Headquarters location

Murray, UT, US

Year founded

2003

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