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Associate Financial Representative Jobs in Fulton, MO

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Associate Financial Representative information

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How much do associate financial representative jobs pay per hour?

As of Sep 14, 2026, the average hourly pay for associate financial representative in Fulton, MO is $22.60, according to ZipRecruiter salary data. Most workers in this role earn between $16.54 and $22.12 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 job categories do people searching Associate Financial Representative jobs in Fulton, MO look for?

The top searched job categories for Associate Financial Representative jobs in Fulton, MO are:

What cities near Fulton, MO are hiring for Associate Financial Representative jobs?

Cities near Fulton, MO with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Fulton, MO 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 $47,007 per year, or $22.6 per hour.

Patient Financial Representative (Hybrid)

Jefferson City, MO • On-site

Jefferson City Medical Group
Health Care and Social Assistance • 501 - 1,000 employees
Learn more about Jefferson City Medical Groupexternal

$16.27 - $19.93/hr

Full-time

Medical, Retirement, PTO

Re-posted 13 days ago

Jefferson City Medical Group rating

7.1

Company rating: 7.1 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

Job description

RESPONSIBILITIES
The Patient Financial Representative provides Customer Service by working directly with the patient or patient representative to answer questions or concerns relating to charges, payments, and insurance coverage. Communicates with the patient or patient representative regarding their financial obligation with the goal of effectively resolving the outstanding balance according to JCMG policies. Collaborates with clinic staff and physicians regarding patients with delinquent account balances. Documents activities in the patient's account notes in eClinicalWorks and HST. Recommends outstanding account balances for the collection process as appropriate. Performs all other duties as assigned by supervisor.
JCMG Core Competencies:
  1. Strives for continuous quality improvement.
  2. Participates in educational experiences designed to maintain and/or improve professional competence.
  3. Maintains high work ethic standards.
  4. Provides quality customer service to staff, patients and visitors always.

MINIMUM QUALIFICATIONS
Education:
  • High school diploma or GED.
  • Associate degree preferred.

Experience:
  • Minimum of one year in a Customer Service role.
  • Familiar with medical office practices preferred.
  • Background in medical billing preferred.

Certification/License:
  • N/A

Knowledge/skills/Abilities:
  • Knowledge of medical billing/collection practices, basic medical coding, insurance agency operating procedures and practices, governmental legal and regulatory provisions related to collection activities.
  • Skill with computer applications.
  • Must possess strong interpersonal skills and the ability to communicate effectively with patients, co-workers and management.
  • Must be able to work effectively as a team member.

WORK ENVIRONMENT
Works in heated and air-conditioned area consistent with a normal office environment.
BENEFITS
  • Health insurance & employer paid short- and long-term disability
  • Generous PTO policy, beginning at 148-hours annually
  • 56 hours paid Holiday Leave
  • Employer Retirement Plan (401K) with employer match
  • Tuition reimbursement and other professional advancements, including a Medical Assistant training program

Pay Range: $16.27 - $19.93 per hour

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