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Associate Financial Representative Jobs in Bountiful, UT

Deli Associate

Salt Lake City, UT

$14 - $16.75/hr

... finance; from HR Business Partners to export specialists - create braggingly happy customers ... The physical demands described here are representative of those that must be met by an associate to ...

Night Stock Associate

Salt Lake City, UT

$14.50 - $18.50/hr

... finance; from HR Business Partners to export specialists - create braggingly happy customers ... The physical demands described here are representative of those that must be met by an associate to ...

... finance; from HR Business Partners to export specialists - create braggingly happy customers ... The physical demands described here are representative of those that must be met by an associate to ...

Showing results 21-40

Associate Financial Representative information

See Bountiful, UT salary details

$9

$24

$62

How much do associate financial representative jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for associate financial representative in Bountiful, UT is $24.80, according to ZipRecruiter salary data. Most workers in this role earn between $18.12 and $24.23 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 Bountiful, UT?

The most popular types of Financial Representative jobs in Bountiful, UT are:

What are popular job titles related to Associate Financial Representative jobs in Bountiful, UT?

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

What job categories do people searching Associate Financial Representative jobs in Bountiful, UT look for?

The top searched job categories for Associate Financial Representative jobs in Bountiful, UT are:

What cities near Bountiful, UT are hiring for Associate Financial Representative jobs?

Cities near Bountiful, UT with the most Associate Financial Representative job openings:

Infographic showing various Associate Financial Representative job openings in Bountiful, UT as of August 2026, with employment types broken down into 100% Full Time. Highlights an 81% In-person, 7% Hybrid, and 12% Remote job distribution, with an average salary of $51,591 per year, or $24.8 per hour.

$15.75 - $20/hr

Full-time

Re-posted 16 days ago


CommonSpirit Health rating

7.0

Company rating: 7.0 out of 10

Based on 541 frontline employees who took The Breakroom Quiz

421st of 898 rated healthcare providers


Job description

Location:

Holy Cross Hospital Davis and Holy Cross Weber Campus

Founded in 1976, Holy Cross Hospital - Davis has grown into a 220-bed hospital of choice for the flourishing communities of northern Utah. Over the years we have enhanced our care by offering a broad range of services, advanced medical technology, and a comfortable, convenient patient experience. To meet the needs of northern Utah's growing population, we opened a brand-new 16,000-square-foot healthcare facility in Roy, known as the Weber Campus. The Weber Campus, which is convenient for patients in Ogden, Roy, and other neighborhoods west of I-15, currently offers emergency care, radiology, mammography and 24/7 laboratory services. Located in the northern portion of the Wasatch Front and only minutes from Hill Air Force Base, you can enjoy quick access to Ogden, Salt Lake City, Antelope Island State Park, hiking, biking, and the beautiful outdoor activities that Utah is known for.


As our Patient Access Representative, you will act as a key contributor to the overall patient experience by leveraging your talent for organization, operations, and exceptional customer service.

Every day you will create a positive impression for patients, family, and visitors while pre-admitting, admitting, and registering. You will interview patients for demographic and financial information, verify insurance benefits, explain financial requirements, collect patient portions, and serve as a mentor to new associates.

To be successful in this role, you will possess strong organizational and customer service skills, meticulous attention to detail in information gathering and financial processes, and the ability to effectively communicate complex information while contributing to a positive patient journey.

  • Consistently performs the registration process through timely, accurate, and courteous completion of patient clinical and financial data.
  • Utilizes technology to verify and document insurance eligibility of patients accurately, efficiently, and timely according to established standards.
  • Collects patient portion from patients prior to or at time of service (following MSE).
  • Obtain signatures, verify accuracy of information, and scan documents into electronic patient record as applicable.
  • Maintains an accuracy rate within the departmental guidelines.
  • Demonstrates the importance of quality and integrity of capturing patient information with regards to patient confidentiality.

Required

  • High School Diploma/G.E.D.

Preferred

  • Office experience in a healthcare environment, medical terminology, ability to multitask and prioritizing skills.

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