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Associate Financial Representative Jobs in Ashtabula, OH

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Associate Financial Representative information

See Ashtabula, OH salary details

$9

$23

$60

How much do associate financial representative jobs pay per hour?

As of Aug 29, 2026, the average hourly pay for associate financial representative in Ashtabula, OH is $23.98, according to ZipRecruiter salary data. Most workers in this role earn between $17.50 and $23.46 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 job categories do people searching Associate Financial Representative jobs in Ashtabula, OH look for?

The top searched job categories for Associate Financial Representative jobs in Ashtabula, OH are:

What cities near Ashtabula, OH are hiring for Associate Financial Representative jobs?

Cities near Ashtabula, OH with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Ashtabula, OH as of August 2026, with employment types broken down into 100% Full Time. Highlights an 85% In-person, 7% Hybrid, and 8% Remote job distribution, with an average salary of $49,870 per year, or $24 per hour.

Patient Access Representative Gastroenterology- Concord

Concord, OH • On-site

University Hospitals
Health Care and Social Assistance • 10K+ employees

7.2

Company rating: 7.2 out of 10

Based on 625 frontline employees who took The Breakroom Quiz

344th of 895 rated healthcare providers

People enjoy working here

Good employer

Recommended by students

Learn more about University Hospitalsexternal

$15.75 - $20.25/hr

Full-time

Re-posted 22 hours ago

Job description

A Brief Overview
The Patient Access Representative serves as the first point of contact for all patients and their families. This highly visible role supports and interacts with patients, families, and health care providers. They work directly with patients to ensure accuracy of demographic, insurance, payment and other vital patient information. They help manage questions, problem solve patient and scheduling concerns, while maintaining exceptional patient service. They support the rest of the medical care team, helping to streamline patient processing to improve patient satisfaction and help keep appointments on schedule. The Patient Access Representative has an direct effect on both the revenue cycle and the patient experience.
What You Will Do
  • Checking patients in and/or out for medical visits
  • Answering the phone to address patient inquiries and scheduling appointments.
  • Assists patients with enrolling and utilizing MyChart.
  • Entering, updating and validating patient demographic, insurance & financial information to ensure accurate registration
  • Communicating information and important details to other medical care team
  • May contact insurance companies regarding coverage, preapprovals, billing and other issues
  • Collects and processes patient payments for visit copays, coinsurance, deductibles and prior balances.
  • Assist with completion of various types of paperwork and forms.
  • Effectively work EPIC workques, worklist and inbasket messages.
  • Schedules referrals and follow-up visits.
  • Accurate and timely scanning of documents into EPIC
Additional Responsibilities
  • Functions as an integrated team member and works collaboratively with other staff and providers across the system to improve patient experience and department efficiency.
  • Actively participates in UH emergency preparedness.
  • Maintains a clean and organized work area.
  • Will be cross-trained to perform other duties as assigned.
  • May be scheduled to work at off-sites.
  • Performs other duties as assigned.
  • Complies with all policies and standards.
  • For specific duties and responsibilities, refer to documentation provided by the department during orientation.
  • Must abide by all requirements to safely and securely maintain Protected Health Information (PHI) for our patients. Annual training, the UH Code of Conduct and UH policies and procedures are in place to address appropriate use of PHI in the workplace.

Qualifications:
Education
  • High School Equivalent / GED (Required)
  • Associate's Degree or progress towards degree (Preferred)
  • Medical Terminology (Preferred)
Work Experience
  • 1+ years Customer Service (Required)
  • 1+ years Customer Service in healthcare (Preferred)
Knowledge, Skills, & Abilities
  • Exceptional communication skills with both patients and medical care providers to relay necessary information (Required proficiency)
  • Ability to juggle and prioritize multiple responsibilities and handle interruptions (Required proficiency)
  • Strong organizational skills (Required proficiency)
  • Problem-solving skills for scheduling conflicts, missing documentation and other issues (Required proficiency)
  • Attention to detail to ensure all patient information is accurate and available (Required proficiency)
  • Compassion to help patients and caregivers in difficult situations (Required proficiency)
  • Understanding of the importance of confidentiality (Required proficiency)
  • Basic knowledge of electronic health records and basic medical terminology (Preferred proficiency)
Physical Demands
  • Standing Occasionally
  • Walking Occasionally
  • Sitting Constantly
  • Lifting Rarely up to 20 lbs
  • Carrying Rarely up to 20 lbs
  • Pushing Rarely up to 20 lbs
  • Pulling Rarely up to 20 lbs
  • Climbing Rarely up to 20 lbs
  • Balancing Rarely
  • Stooping Rarely
  • Kneeling Rarely
  • Crouching Rarely
  • Crawling Rarely
  • Reaching Rarely
  • Handling Occasionally
  • Grasping Occasionally
  • Feeling Rarely
  • Talking Constantly
  • Hearing Constantly
  • Repetitive Motions Frequently
  • Eye/Hand/Foot Coordination Frequently
Travel Requirements
  • 10%
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About University Hospitals

Sourced by ZipRecruiter

For more than 155 years, University Hospitals has been on a mission to heal, teach and discover. As a renowned academic medical center and community hospital network, we’ve expanded across Northeast Ohio to deliver what matters most to our patients: personalized, compassionate care; medical discovery and breakthroughs; and high-quality, affordable care close to home.

Industry

Health care and social assistance

Company size

10,000+ Employees

Headquarters location

Cleveland, OH, US

Year founded

1866

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Benefits

Hours and flexibility

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