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Associate Financial Representative Jobs in Covington, KY

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$10

$25

$64

How much do associate financial representative jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for associate financial representative in Covington, KY is $25.54, according to ZipRecruiter salary data. Most workers in this role earn between $18.65 and $24.95 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 Covington, KY?

For Associate Financial Representative jobs in Covington, KY, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Covington, KY look for?

The top searched job categories for Associate Financial Representative jobs in Covington, KY are:

What cities near Covington, KY are hiring for Associate Financial Representative jobs?

Cities near Covington, KY with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Covington, KY 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 $53,121 per year, or $25.5 per hour.

Patient Accounting Representative, Patient Finance Services, Full Time, First Shift

UC Health

Cincinnati, OH

$16.50 - $18/hr

Full-time

Re-posted 20 days ago

UC Health (Cincinnati) rating

6.9

Company rating: 6.9 out of 10

Based on 147 frontline employees who took The Breakroom Quiz

454th of 898 rated healthcare providers

Job description

Job Description
Patient Accounting Representative, Patient Finance Services, Full Time, First Shift
The Patient Accounting Representative bills claims electronically, check for unpaid claim status, post cash, pursue self-pay cash collections, scan documents, request medical records and/or provide customer service.
Responsibilities
  • Assists the manager in all daily activities associated with the collection function. Responsible for collection of past due accounts from patients. Collection will be accomplished by conventional phone system, letters, and other correspondence to collect balances, arrange payments, settlements, and review discount qualifications.
  • Revenue Cycle Performance
  • Productivity
  • Quality Reviews
  • Other duties as assigned

Qualifications
Minimum Required: High School Diploma or GED. Preferred: Associate degree. | LICENSE & CERTIFICATION: N/A. | Minimum Required: 3 - 5 years of relevant experience in Revenue Cycle and/or Epic Revenue Cycle applications.
At UC Health, we're proud to have the best and brightest teams and clinicians collaborating toward our common purpose: to advance healing and reduce suffering.
As the region's adult academic health system, we strive for innovation and provide world-class care for not only our community, but patients from all over the world. Join our team and you'll be able to develop your skills, grow your career, build relationships with your peers and patients, and help us be a source of hope for our friends and neighbors.
UC Health is an EEO employer.

What UC Health (Cincinnati) employees say

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About UC Health

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We believe in something different: a focus on the individuality of every person. In big ways and small, we exist to improve the extraordinary lives of all those we serve. As Colorado's largest and most innovative health care system, we as a team deliver on the commitment to provide the best possible experience for our patients and their families. We foster a true human connection and give people the freedom to live extraordinary lives. A career at UCHealth is more than a job, it's a passion.

Industry

Hospitals

Company size

10,000+ Employees

Headquarters location

Cincinnati, OH, US

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