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Associate Financial Representative Jobs in Jupiter, FL

Elevance Health

AFC Field Sales & Service Rep

Stuart, FL · Hybrid

$17.75 - $24.25/hr

This field-based role enables associates to primarily operate in the field, traveling to client ... financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Jupiter, FL

Associate Financial Representative information

See Jupiter, FL salary details

$10

$25

$64

How much do associate financial representative jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for associate financial representative in Jupiter, FL is $25.73, according to ZipRecruiter salary data. Most workers in this role earn between $18.80 and $25.14 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 Jupiter, FL?

The most popular types of Financial Representative jobs in Jupiter, FL are:

What are popular job titles related to Associate Financial Representative jobs in Jupiter, FL?

For Associate Financial Representative jobs in Jupiter, FL, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Jupiter, FL look for?

The top searched job categories for Associate Financial Representative jobs in Jupiter, FL are:

What cities near Jupiter, FL are hiring for Associate Financial Representative jobs?

Cities near Jupiter, FL with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Jupiter, FL 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 $53,515 per year, or $25.7 per hour.

Registration Representative

United Surgical Partners

Boynton Beach, FL • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 28 days ago

United Surgical Partners International rating

5.3

Company rating: 5.3 out of 10

Based on 16 frontline employees who took The Breakroom Quiz

Job description

Baylor Surgicare at Oakmont is hiring a Registration Representative!

Position requires weekdays only -- no holidays, weekends, nights or calls

Welcome to Baylor Surgicare at Oakmont, T X, where innovation meets a high-quality, service-oriented approach to surgical care.

Why Choose Baylor Surgicare at Oakmont?

  • Excellence in Surgical Care: Join our dedicated team focused on providing exceptional surgical procedures in a top-tier environment. Our commitment to quality ensures that every patient receives outstanding care.

  • Balanced Work-Life : Enjoy the perfect harmony of work and life. With no call responsibilities, weekends, and holidays off, you'll have the opportunity to excel in your career while embracing your personal passions.

  • USPI Partnership: Baylor Surgicare at Oakmont is a proud joint venture with USPI, creating a collaborative atmosphere that encourages growth, innovation, and the pursuit of excellence.

  • Accreditation & Ownership: Our facility proudly holds accreditation from The Joint Commission, showcasing our dedication to upholding the highest standards. Physicians also have ownership or investment interests, reflecting our commitment to partnership and shared success.

  • Cutting-Edge Facilities: With 4 Operating Rooms, our advanced equipment empowers surgeons to excel in specialties such as ENT, General Surgery, Orthopedics, and more.

  • Specialized Expertise: Join a team that thrives on specialization. From Orthopedic procedures to Pain Management, you'll contribute to patient well-being across various surgical specialties.

Join us at Baylor Surgicare at Oakmont and embark on a career journey that merges professional growth with personal fulfillment. Apply today to be part of our dynamic team, where innovation, collaboration, and compassionate care come together to create an outstanding work environment. Your path to a rewarding career starts here!

Registration Representative | Baylor Surgicare at Oakmont:

The Registration Representative is responsible for providing exceptional customer service to patients, physicians, and visitors while ensuring accurate patient registration, insurance verification, and collection of patient financial responsibilities. This position will also provide support to various business office functions as needed. Responsibilities may include patient admissions, scheduling, accounts payable, patient communications, chart preparation, and payment posting. The ideal candidate will possess strong multitasking, communication, and teamwork skills, along with the ability to thrive in a fast-paced environment. A demonstrated history of providing exceptional customer service is preferred. Other duties may be assigned as needed.

Qualifications

  • High school diploma or equivalent required; Associate’s degree in Accounting, Finance, or related field preferred.

  • Two or more years of accounts payable or general accounting experience.

  • Proficiency with accounting software and Microsoft Office Suite, especially Excel.

  • Knowledge of medical insurance, patient registration, and collections processes.

  • Strong attention to detail, accuracy, and organizational skills.

  • Strong customer service background preferred

What We Offer

As an organization, one way we care for our communities and each other is by providing competitive pay, and a comprehensive benefits package that includes:

  • Medical, dental, vision, and prescription coverage
  • Life and AD&D coverage
  • Availability of short- and long-term disability
  • Flexible financial benefits including FSAs and HSAs
  • 401(k) and access to retirement planning
  • Paid holidays and vacation

Who We Are

At USPI, we create relationships that create better care. We partner with physicians and healthcare systems to provide first-class ambulatory solutions throughout the United States. We are committed to providing surgical services in the most efficient and clinically excellent manner.

USPI is committed to, and proud of our inclusive culture. An inclusive culture, in our view, is respectful of differences and nurtures and supports the contributions of each individual, while also embracing and leveraging diversity. A diverse workforce, combined with an inclusive culture, makes USPI stronger and better able to meet the needs of our diverse patient and physician population.

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