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Associate Financial Representative Jobs in Boerne, TX

SWBC

Licensed Client Associate

San Antonio, TX

SWBC is seeking a talented individual who assists Financial Advisors and/or Consultants with ... Gathers sales and productivity information for representatives and produces reports as directed by ...

Swbc

Licensed Client Associate

San Antonio, TX

SWBC is seeking a talented individual who assists Financial Advisors and/or Consultants with ... Gathers sales and productivity information for representatives and produces reports as directed by ...

SWBC

Licensed Client Associate

San Antonio, TX · On-site

SWBC is seeking a talented individual who assists Financial Advisors and/or Consultants with ... Gathers sales and productivity information for representatives and produces reports as directed by ...

New York Life - San Antonio

Be Seen First

Financial Advisor - Accelerated Path to Management

San Antonio, TX · On-site

$90K - $200K/yr

... registered representative before you can offer investment products. Phase 2 : Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Boerne, TX

Associate Financial Representative information

See Boerne, TX salary details

$9

$24

$62

How much do associate financial representative jobs pay per hour?

As of Aug 31, 2026, the average hourly pay for associate financial representative in Boerne, TX is $24.72, according to ZipRecruiter salary data. Most workers in this role earn between $18.08 and $24.18 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 popular job titles related to Associate Financial Representative jobs in Boerne, TX?

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

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

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

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

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

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Boerne, TX 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 $51,422 per year, or $24.7 per hour.

Patient Financial Representative Senior

The Contingent Plan

San Antonio, TX • On-site

Temporary

Medical, Dental, Vision

Re-posted 21 days ago

Job description


The Contingent Plan is actively recruiting a patient financial services representative for a healthcare client in the San Antonio area. This is a temporary assignment that is anticipated to last about 3 months. The role is M-F with 8 hour days. The position is onsite and no candidates outside of the San Antonio area will be considered at this time.
  • Provide back up for business office functions, providing work coverage for the various operational work units in the healthcare organization.
  • Support billing, collections, reimbursement validation, cash posting, mail handling, scanning, sorting, assembly, copying, faxing, and data entry functions.
  • Provides training to Associates on the organization's processes as required by the Manager to support new and existing Associates.
  • Provides back up coverage and support for various positions within the organization as assigned
  • Provides coaching and mentoring for associates on transactional processes assigned by the manager

Requirements
  • 2 years of experience with insurance billing, collections, payment, and reimbursement verification
  • Effective written and verbal communication skills
  • Prior healthcare/hospital experience preferred.
  • US citizen or current work authorization
  • Ability to complete any required background checks or other screening.

Benefits
Dental, vision, medical

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