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Associate Financial Representative Jobs in Gaffney, SC

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Associate Financial Representative information

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$9

$24

$61

How much do associate financial representative jobs pay per hour?

As of Aug 24, 2026, the average hourly pay for associate financial representative in Gaffney, SC is $24.35, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $23.80 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 Gaffney, SC look for?

The top searched job categories for Associate Financial Representative jobs in Gaffney, SC are:

What cities near Gaffney, SC are hiring for Associate Financial Representative jobs?

Cities near Gaffney, SC with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Gaffney, SC as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $50,653 per year, or $24.4 per hour.

Patient Access Rep WorkHealthy SC

Spartanburg Regional Healthcare System

Spartanburg, SC

$16.75 - $21.50/hr

Full-time

Posted 5 days ago

Spartanburg Regional Healthcare System rating

6.7

Company rating: 6.7 out of 10

Based on 117 frontline employees who took The Breakroom Quiz

534th of 893 rated healthcare providers

Job description

Job Requirements

Position Summary

The Patient Access Representative position receives, coordinates and implements the initial patient experience by providing critical functions essential to ensuring proper clinical treatment, billing and reimbursement, patient satisfaction as well as efficient and accurate handling of the patient registration process.

Minimum Requirements


Education

  • High School diploma or equivalency

Experience

  • One-year experience in healthcare access, customer service, and/or financial setting

License/Registration/Certifications

  • N/A

Preferred Requirements

Preferred Education

  • Associates degree

Preferred Experience

  • Three years of experience in healthcare access, customer service, and/or financial setting

Preferred License/Registration/Certifications

  • N/A

Core Job Responsibilities

  • Accurately completes a quality registration in the HIS system that maintains the integrity of demographic and financial information required for clinical and billing functions for every patient encounter
  • Responsible for utilization of time and management of work processes to ensure organizational and departmental expectations are met
  • Verification and review of insurance benefits and financial clearance for all payors at each encounter
  • Works in conjunction with the Centralized Referral Center to ensure prior authorizations have been obtained
  • Research and resolve all registration occurrences for demographic, clinical and insurance accuracy
  • Understands and adheres to state and federal regulations and system policies regarding compliance, integrity and ethical registration practices
  • Accurately complete patient estimate letter and attempt cash collection when applicable and process patient payments for account posting
  • Responsible for practicing AIDET in all customer/patient related encounters
  • Reviews and ensures that all medical orders are compliant and meet government and hospital guidelines as well as clinical protocols
  • Completes clinical screening for specified modalities to ensure patient safety
  • Ensures proper utilization of computer systems to facilitate efficient and effective workflow processes
  • Ability to obtain insurance eligibility and benefit information from payors via phone, RTE, or web in order to provide patient with estimated responsibility for services requested or rendered
  • Maintain an accurate cash drawer and functions related to cash drawer reconciliation and deposit
  • Performs other duties assigned by department supervisor or manager

Employment Type: FULL_TIME

What Spartanburg Regional Healthcare System employees say

Pay

Benefits

Hours and flexibility

Workplace

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About Spartanburg Regional Healthcare System

Sourced by ZipRecruiter

Spartanburg Regional Healthcare System is a leader in the healthcare industry, located in Spartanburg, SC, US. As a comprehensive health system, it offers services encompassing everything from wellness, prevention, and care coordination to specific medical treatments for a wide range of diseases and health issues. Spartanburg Regional Healthcare System was founded in 1921 and has since developed a reputation for excellence and innovative care, growing to include six hospitals, 100 medical offices, 8,000 associates and more than 900 medical staff.

Industry

Recruiting and staffing services

Company size

5,001 - 10,000 Employees

Headquarters location

Spartanburg, SC, US

Year founded

1921

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