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Associate Financial Representative Jobs in Austin, TX

Financial Counseling Representative On-Site - Austin, TX | Ascension Seton Medical Center-Austin ... Our associates are given the chance to contribute, think boldly and create meaningful work that ...

As an R1 Financial Counseling Representative , you will be responsible for counseling uninsured and ... Our associates are given the chance to contribute, think boldly and create meaningful work that ...

Financial Consultant ll

Austin, TX · On-site

$72.70 - $95.50/hr

... representatives on the complete spectrum of TIAA products and services. This job covers ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Financial Counseling Representative On-Site - Austin, TX | Ascension Seton Medical Center-Austin ... Our associates are given the chance to contribute, think boldly and create meaningful work that ...

Financial Consultant ll

Austin, TX · On-site

$72K - $95K/yr

... representatives on the complete spectrum of TIAA products and services. This job covers ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Financial Consultant ll

Austin, TX · On-site

$72K - $95K/yr

... representatives on the complete spectrum of TIAA products and services. This job covers ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

The ideal candidate must be a capital markets associate with 3-6 years of experience representing ... financial instruments. Experience with related equity derivatives is a plus but not required.

... representing creditors, collection agencies, financial institutions and insurance carriers in ... The Associate Attorney will work closely with our team of seasoned lawyers and will play a crucial ...

Showing results 21-40

Associate Financial Representative information

See Austin, TX salary details

$10

$26

$65

How much do associate financial representative jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for associate financial representative in Austin, TX is $26.08, according to ZipRecruiter salary data. Most workers in this role earn between $19.04 and $25.48 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 Austin, TX?

The most popular types of Financial Representative jobs in Austin, TX are:

What job categories do people searching Associate Financial Representative jobs in Austin, TX look for?

The top searched job categories for Associate Financial Representative jobs in Austin, TX are:

What cities near Austin, TX are hiring for Associate Financial Representative jobs?

Cities near Austin, TX with the most Associate Financial Representative job openings:

Infographic showing various Associate Financial Representative job openings in Austin, TX 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 $54,247 per year, or $26.1 per hour.

Patient Financial Services Representative

ADDICTION AND MENTAL HEALTH SERVICES, LLC

Taylor, TX • On-site

$17.50 - $19/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago


Key responsibilities

  • Respond promptly and professionally to patient inquiries regarding billing statements, insurance coverage, and payment options.

  • Verify patient insurance information and eligibility to ensure accurate billing and reimbursement.

  • Assist patients in setting up payment plans and provide guidance on financial assistance programs when applicable.


Job description

About Company:

We’re officially a Great Place To Work®! We’ve always believed that supporting our team is just as important as supporting our patients. Now, we’re proud to share that we’ve earned Great Place To Work® Certification - based entirely on feedback from our own employees.

Read more here: https://ow.ly/YQ1C50WuRH1

This certification reflects the culture we’ve worked hard to build - one rooted in trust, inclusion, and purpose-driven leadership.

At Bradford Health Services, we are committed to providing exceptional care to our patients while fostering a supportive and rewarding workplace for our employees. We believe that taking care of our team allows them to take better care of others, which is why we offer a comprehensive benefits package designed to support their well-being.

Our benefits include:

  • Medical Coverage – Three new BCBSAL medical plans with better rates, improved co-pays, and enhanced prescription benefits.

  • Expanded Coverage – Options for domestic partners and a wider network of in-network providers.

  • Mental Health Support – Improved access to services and a new Employee Assistance Program (EAP) featuring digital wellness tools like Cognitive Behavioral Therapy (CBT) modules and wellness coaching.

  • Voluntary Coverages – Pet insurance, home and auto insurance, family legal services, and more.

  • Student Loan Repayment – Available for nurses and therapists.

  • Retirement Benefits – 401(k) plan through Voya to help employees plan for the future.

  • Generous PTO – A robust paid time off policy to support work-life balance.

  • Voluntary Benefits for Part-Time Employees – Dental, vision, life, accident insurance, and telehealth options for those working 20 hours or more per week.

At Bradford Health Services, we don’t just invest in our patients—we invest in our people.



About the Role:

The Patient Financial Services Representative plays a critical role in ensuring a smooth financial experience for patients within healthcare facilities across the United States. This position is responsible for managing patient accounts, assisting with billing inquiries, and facilitating payment processes to support the financial health of the organization. The representative acts as a liaison between patients and the healthcare provider, helping to clarify insurance coverage, explain charges, and resolve any discrepancies. By providing clear and compassionate communication, this role helps reduce patient stress related to medical bills and promotes timely payments. Ultimately, the Patient Financial Services Representative contributes to maintaining accurate financial records and enhancing patient satisfaction through effective financial service delivery.

Minimum Qualifications:

  • High school diploma or equivalent required; associate degree or higher preferred.
  • Previous experience in patient financial services, medical billing, or a related healthcare administrative role.
  • Strong understanding of medical insurance terminology, billing processes, and healthcare regulations.
  • Proficiency with electronic health record (EHR) systems and billing software.
  • Excellent communication and customer service skills.

Preferred Qualifications:

  • Certification in medical billing or coding (e.g., Certified Professional Biller or Certified Coding Specialist).
  • Experience working with multiple insurance providers and familiarity with Medicare and Medicaid billing.
  • Knowledge of healthcare compliance standards such as HIPAA.
  • Bilingual abilities to assist a diverse patient population.
  • Demonstrated ability to handle sensitive financial information with discretion and professionalism.

Responsibilities:

  • Respond promptly and professionally to patient inquiries regarding billing statements, insurance coverage, and payment options.
  • Verify patient insurance information and eligibility to ensure accurate billing and reimbursement.
  • Assist patients in setting up payment plans and provide guidance on financial assistance programs when applicable.
  • Collaborate with internal departments such as billing, coding, and insurance to resolve account discrepancies and denials.
  • Maintain detailed and accurate records of patient interactions, payments, and account adjustments in compliance with healthcare regulations.

Skills:

The Patient Financial Services Representative utilizes strong communication skills daily to clearly explain complex billing information and insurance details to patients, ensuring they understand their financial responsibilities. Analytical skills are essential for reviewing patient accounts, identifying discrepancies, and collaborating with insurance companies to resolve issues efficiently. Proficiency with billing software and electronic health records enables accurate data entry and account management, which supports timely and correct billing processes. Customer service skills are critical in managing patient interactions with empathy and professionalism, helping to reduce patient anxiety related to financial matters. Additionally, knowledge of healthcare regulations and compliance ensures that all financial transactions and patient information are handled securely and ethically.


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