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Associate Financial Representative Jobs in Lafayette, IN

Patient Access Rep II

Lafayette, IN ยท On-site

$16.75 - $21.25/hr

They collect demographic and financial information necessary for the generation of medical records ... Preferred Associate's Degree * Required High School Diploma/GED TRAVEL IS REQUIRED: Never or Rarely ...

Patient Access Rep II

Lafayette, IN ยท On-site

$16.50 - $21.25/hr

They collect demographic and financial information necessary for the generation of medical records ... Preferred Associate's Degree * Required High School Diploma/GED TRAVEL IS REQUIRED: Never or Rarely ...

Patient Access Rep II

Lafayette, IN ยท On-site

$16.50 - $21.25/hr

They collect demographic and financial information necessary for the generation of medical records ... Preferred Associate's Degree * Required High School Diploma/GED TRAVEL IS REQUIRED: Never or Rarely ...

Sales Associate

Thorntown, IN ยท On-site

$17.20 - $25.80/hr

  • PTO

... test drives, and financing applications. * Conduct accurate vehicle condition assessments ... Strong communication skills with confidence in representing CarMax and its products. * Ability to ...

Outside Sales Representative

Monticello, IN ยท On-site

$45K - $55K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Must be able to perform and comprehend basic business and financial calculations. * Ability to ... Associate's degree (A. A.) or equivalent from two-year College or technical school; or one to two ...

Customer Service Sales Representative

Thorntown, IN ยท On-site

$17.20 - $25.80/hr

  • PTO

We're rethinking the way people buy cars - and our associates help us do just that. We believe work ... test drives, and financing applications. * Conduct accurate vehicle condition assessments ...

Customer Service Sales Representative

Thorntown, IN ยท On-site

$17.20 - $25.80/hr

  • PTO

We're rethinking the way people buy cars - and our associates help us do just that. We believe work ... test drives, and financing applications. * Conduct accurate vehicle condition assessments ...

Retail Sales Associate

West Lafayette, IN ยท On-site

$13.50 - $15.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As you learn and succeed, you'll be eligible for new opportunities and financial rewards. Every day ... are representative of those that must be met by an employee with or without reasonable ...

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Associate Financial Representative information

See Lafayette, IN salary details

$10

$25

$63

How much do associate financial representative jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for associate financial representative in Lafayette, IN is $25.32, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $24.76 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 popular job titles related to Associate Financial Representative jobs in Lafayette, IN? For Associate Financial Representative jobs in Lafayette, IN, the most frequently searched job titles are:
What cities near Lafayette, IN are hiring for Associate Financial Representative jobs? Cities near Lafayette, IN with the most Associate Financial Representative job openings:
Infographic showing various Associate Financial Representative job openings in Lafayette, IN as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $52,656 per year, or $25.3 per hour.

Assistant Chief Financial Officer - North

Socket.dev

Lafayette, IN โ€ข On-site

$150 - $230/hr

Other

Posted 3 days ago

New


Job description

Assistant Chief Financial Officer โ€“ North

Our leaders shape strategic initiatives, develop passionate teams, and work to improve health outcomes.They advance our mission and exemplify excellence, compassion, teamwork and purpose in all that they do.Indiana University Health is seeking individuals who embody these values to join our finance leadership team in the role of Associate Chief Financial Officer.

The Assistant Chief Financial Officer (Assistant CFO) serves as a senior finance leader and strategic partner to the Regional Chief Financial Officer (Regional CFO) and regional Executive Teams, supporting oversight of financial operations, performance management, planning processes, and the control environment as it relates to financial management. This leader plays a key part in regional decision-making by translating financial results into actionable insights, reinforcing fiscal discipline, and ensuring compliance with accounting standards, regulatory requirements, and organizational policies. In the absence of the Regional CFO, the Assistant CFO serves as the CFO's delegate, representing Finance with executive leadership across the region and enabling broader strategic oversight. The Assistant CFO may provide leadership across core finance functions, including accounting, financial reporting, FP&A, budgeting, reimbursement, and analytics. This leader in partnership with the Regional CFO and executive leadership, drives financial performance and long-range planning through forward-looking analysis, scenario modeling, and clear, actionable recommendations. The Assistant CFO supports stewardship of financial resources, including cash flow, working capital, capital planning, and balance sheet management, ensuring long-term financial sustainability and partners with operational, clinical, and administrative leaders to drive accountability and performance improvement, including productivity optimization, expense management, and revenue enhancement. This leader develops finance talent, fosters a culture of accountability and continuous improvement, and represents Finance in regional executive forums with a strong executive presence.

Key Relationships Reports to

Vice President โ€“ Chief Financial Officer, North and South Regions

Candidate Qualifications

Candidates for the position will be evaluated according to the following criteria and competencies.

  • Bachelor's Degree in Finance, Accounting, Business Administration, or a related field is required. Master's Degree (MBA, MHA, or a related discipline) is preferred.
  • CPA, CMA, or a similar professional certification is preferred.
  • Requires 8 plus years of progressive finance/accounting leadership experience. Prior hospital, health system, or regulated industry experience and controller or supervisory experience is preferred.
  • Requires 4 years of people leader experience.
  • Requires strong knowledge of financial reporting, GAAP, budgeting, forecasting, variance analysis, internal controls, and audit processes.
  • Requires demonstrated strategic and operational finance capability, including the ability to connect numbers to business decisions and organizational policies.
  • Requires excellent communication skills, including the ability to present complex financial information clearly to executives, boards, and non-financial leaders.
  • Requires strong leadership presence, sound judgement, relationshipโ€‘building ability, and the capacity to lead through change in complex environments.

Indiana University Health isunlike any other healthcare system and we're looking for team members who share the things that matter most to us. IU Health leaders play a crucial role in advancing the mission of our organization and inspiring teams to make a meaningful difference in the lives of patients. As one of Indianaโ€™s largest employers and the most comprehensive medical system in the state, our vision to lead the transformation of healthcare through quality, innovation and education, and make Indiana oneof the nationโ€™s healthiest states.

IU Health is the largest health system in Indiana with nearly 40,000 team members, 15 hospitals and $8.64 billion in operating revenue. The systemโ€™s programs in cancer, cardiovascular, neuroscience, orthopedics, pediatrics and transplants have received national recognition for quality patient care. IU Health, in partnership with the Indiana University School of Medicine, bring together highly skilled physicians, researchers, and educators into close collaboration to provide worldโ€‘class care for children and adults and improve the health of patients and communities across Indiana.


  • Indiana University Health has nearly 40,000 team members, including more than 3,600 physicians and 1,200 advanced practice providers, and weโ€™re home to the largest nursing network in Indiana with more than 9,000 nursing team members at over 800 sites of care.
  • IU Health is ranked No. 1 in Indiana by U.S. News & World Report, Riley Children's Health is ranked among the top children's hospitals in the country by U.S. News & World Report.
  • A unique partnership with the Indiana University School of Medicine โ€“ one of the nationโ€™s largest medical schools โ€“ gives patients access to groundbreaking research and innovative treatments, and it offers team members access to the latest science and the very best training โ€“ advancing healthcare for all.
  • With 15 hospitals, including seven with Magnet designation and eight with Pathways to Excellence designation, our team members are leading the way through excellence.
  • At Indiana University Health, your personal and professional growth is a top priority. You will have access to many diverse opportunities to learn and develop in meaningful ways that matter most to you, such as advanced clinical training, leadership development, promotion opportunities and cross training development.
  • Indiana University Health is invested in the lives of Hoosiers, leading the transformation of healthcare to make Indiana one of the nationโ€™s healthiest states.

Indiana University Health is Indianaโ€™s most comprehensive health system, with 15 hospitals and nearly 40,000 team members serving Hoosiers across the state. Weโ€™re looking for team members who are inspired by challenging and meaningful work for the good of every patient. People who are compassionate and serve with a purpose. People who aspire to excellence every day.

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