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Associate Financial Representative Jobs in Frederick, MD

NVR

Call Center Representative

Thurmont, MD · On-site

$47K - $57K/yr

Bachelor's or Associate's degree preferred. * 2+ years of administrative experience. * Customer ... participate in NVR's financial returns. NVR also offers a New Home Purchase Discount when ...

Blue Ridge Care

Leesburg Thrift Associate

Leesburg, VA · On-site

$16.01 - $19/hr

... also represent our dedication to fostering a diverse and inclusive workplace culture that ... CEO, CFO, Directors and Blue Ridge Care staff as appropriate. · Meets as needed with the ...

NVR Inc

Call Center Representative

Thurmont, MD

$47K - $57K/yr

Bachelor's or Associate'sdegree preferred. * 2+ years of administrative experience. * Customer ... participate in NVR's financial returns. NVR also offers a New Home Purchase Discount when ...

NVR, Inc.

Call Center Representative

Thurmont, MD · On-site

$47K - $57K/yr

Bachelor's or Associate's degree preferred. * 2+ years of administrative experience. * Customer ... participate in NVR's financial returns. NVR also offers a New Home Purchase Discount when ...

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Showing results 21-40

All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Frederick, MD

Associate Financial Representative information

See Frederick, MD salary details

$10

$26

$65

How much do associate financial representative jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for associate financial representative in Frederick, MD is $26.16, according to ZipRecruiter salary data. Most workers in this role earn between $19.13 and $25.58 per hour, depending on experience, location, and employer.

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.

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 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 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 most commonly searched types of Financial Representative jobs in Frederick, MD?

The most popular types of Financial Representative jobs in Frederick, MD are:

What are popular job titles related to Associate Financial Representative jobs in Frederick, MD?

For Associate Financial Representative jobs in Frederick, MD, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Frederick, MD look for?

The top searched job categories for Associate Financial Representative jobs in Frederick, MD are:

What cities near Frederick, MD are hiring for Associate Financial Representative jobs?

Cities near Frederick, MD with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Frederick, MD as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $54,415 per year, or $26.2 per hour.

Patient Service Representative

Dental Care Alliance

Frederick, MD • On-site

$20 - $25/hr

Other

Medical, Dental, Vision, Life, Retirement

Posted 16 days ago

Job description

Overview
Dental One Associates is looking for a Patient Service Representative in Frederick, Maryland, to join our clinical team by providing a high level of patient care and satisfaction while operating team-based environment. We take pride in providing comprehensive, personalized care in warm and welcoming environment, prioritizing patient comfort and advanced treatments for optimal oral health.
Position Overview:
This position is perfect for someone with a passion for providing outstanding customer service, a willingness to learn, and desired to get started in the dental field. environment. The person will be a support person to all the staff members and patients in his/her office. They will answer phones, handle patient inquiries, make appointments, and assist with the completion of the patient's treatment plans through acceptable financial arrangements while being flexible in handling requests and projects assigned by other staff and/or the Office Manager. Join our team and make a meaningful impact on patients' lives through exceptional oral care.
What we offer:
  • Pay: min$20-max$25 per hour
  • Full time: Monday- Thursday 8am-5pm & Friday 8-3
  • Health, dental, and vision insurance (individual and family coverage)
  • Life insurance and disability benefits
  • 401(k) plan
  • Team-oriented work environment with access to modern dental technology
How to Apply:
If you are a dedicated Patient Service Representatives looking to advance your career in a modern, patient-centered practice, we invite you to apply by submitting your CV.
Be part of our journey to shape the future of dentistry. Apply today to join our mission-driven team!
Responsibilities
  • Customer Service; acknowledge, smile and greet patients upon arrival/dismissal
  • Respond to patient questions and or concerns according to policies
  • Answering Telephones
  • Scheduling Appointments
  • Maintaining Appointment Book
  • Confirming Appointments
  • Follow up on no shows/cancellation of Appointments
  • Register Patients on sign in sheet
  • Post charges and payments to patient accounts
  • Checking voicemail on a daily basis
  • Maintain a clean and friendly waiting area for patients
Qualifications
  • Experience working in a dental, medical, or other health-care office, preferred
  • Experience working with Social Media
  • Knowledge of insurance plans (HMO/PPO), is a plus
  • Experience answering telephone
  • Must have exceptional customer service skills

Legal Disclaimer:
We comply with all minimum wage laws as applicable. All benefits are subject to potential vesting and eligibility requirements. The company is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, ancestry, color, age, national origin, ethnicity, religious creed or belief, physical or mental disability, marital or familial status, legally protected medical condition, genetic information, military or veteran status, sex, gender, sexual orientation, citizenship status, or any other characteristic protected by applicable law.

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