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Associate Financial Representative Jobs in Melbourne, FL

TTEC

Concierge Sales Representative

Melbourne, FL

A High School Diploma (required); an associate or bachelors degree (preferred) * Minimum 1 year ... Previous exposure to highly professional office environments (medical, financial investments) a ...

PacSun

Sales Associate

Melbourne, FL · On-site

$13 - $17.50/hr

Stays current on all financial goals and priorities * Support the leadership team in achieving all ... The physical demands described here are representative of those that are required by an associate ...

Carmax

Sales Associate

Melbourne, FL · On-site

$15.50 - $23.30/hr

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

Carmax

Customer Service Sales Representative

Melbourne, FL · On-site

$15.50 - $23.30/hr

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 ...

cumberlandfarmsinc

Retail Sales Associate

Cocoa, FL

$13.25 - $15/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... represents just one part of our total rewards approach. We're proud to offer a variety of financial ...

Cumberland Farms

Retail Sales Associate

West Melbourne, FL · On-site

$14 - $16/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... represents just one part of our total rewards approach. We're proud to offer a variety of financial ...

cumberlandfarmsinc

Retail Sales Associate

Titusville, FL

$13.50 - $15.50/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... represents just one part of our total rewards approach. We're proud to offer a variety of financial ...

cumberlandfarmsinc

Retail Sales Associate

Titusville, FL

$13.50 - $15.50/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... represents just one part of our total rewards approach. We're proud to offer a variety of financial ...

cumberlandfarmsinc

Retail Sales Associate

Sebastian, FL

$12.50 - $14.50/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... represents just one part of our total rewards approach. We're proud to offer a variety of financial ...

Cumberland Farms

Retail Sales Associate

Palm Bay, FL · On-site

$14 - $16/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... represents just one part of our total rewards approach. We're proud to offer a variety of financial ...

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Showing results 21-40

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

Associate Financial Representative information

See Melbourne, FL salary details

$9

$24

$61

How much do associate financial representative jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for associate financial representative in Melbourne, FL is $24.39, according to ZipRecruiter salary data. Most workers in this role earn between $17.84 and $23.85 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 popular job titles related to Associate Financial Representative jobs in Melbourne, FL?

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

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

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

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

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

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Melbourne, FL as of August 2026, with employment types broken down into 100% Full Time. Highlights an 86% In-person, 7% Hybrid, and 7% Remote job distribution, with an average salary of $50,729 per year, or $24.4 per hour.

Patient Service Rep I - Aging Institute

Health First

Melbourne, FL • On-site

$16.25 - $20.50/hr

Full-time

Medical, Vision

This job post has expired today. Applications are no longer accepted.

Health First rating

7.1

Company rating: 7.1 out of 10

Based on 126 frontline employees who took The Breakroom Quiz

378th of 898 rated healthcare providers

Job description

Job Requirements
POSITION SUMMARY
The Patient Service Representative I provides friendly, rapid, and accurate patient support, including
completion of patient registration documentation, appointment scheduling and assistance with a variety
of departmental projects and clerical duties.
PRIMARY ACCOUNTABILITIES
  1. Responds to customer's needs in a timely and professional manner.
  2. Answers telephones properly, courteously, and tactfully; directing calls and returning messages
  3. to the appropriate party; takes complete and accurate messages.
  4. Facilitates patient appointments and referrals in a timely, efficient, and friendly manner.
  5. Obtains demographic and insurance information from patient and inputs data accurately into the
  6. patient management system.
  7. Obtains required signatures on consents and distribute patient information and compliance
  8. literature.
  9. Verifies patient's insurance eligibility utilizing assigned tools, updates information in patient's
  10. account as needed.
  11. Prepares financial estimate of anticipated prices for the services to be rendered prior to the
  12. performance of services and communicates the information to the patient.
  13. Collects all current and past-due patient responsibility balances prior to services being
  14. rendered.
  15. Performs daily reconciliation, balancing, and cash out procedures and enters payment into
  16. practice management system.
  17. Prepares the next day's work for all scheduled patients.

Work Experience
MINIMUM QUALIFICATIONS
  • Education: High School Diploma or equivalent.
  • Work Experience: 1 year of customer service
  • Licensure: None
  • Skills/Knowledge/Abilities:
  • Knowledge of Microsoft Officer applications - Outlook, Teams, Word, Excel, etc.
  1. Excellent verbal and written communication skills.
  2. Ability to relate well to all customers.
  3. Knowledge of Healthcare terminology.

PREFERRED QUALIFICATIONS
  • Education: Associate's degree in relevant field.
  • Work Experience: Five (5) years of Healthcare office experience.
  • Certification: American Heart Association (AHA) HeartSaver CPR AED course.

PHYSICAL REQUIREMENTS Sedentary
  • Majority of time involves sitting or standing; occasional walking, bending, stooping Long periods of computer time or at workstation.
  • Light work that may include lifting or moving objects up to 20 pounds with or without assistance.
  • May be exposed to inside environments with varied temperatures, air quality, lighting and/or low to moderate noise.
  • Communicating with others to exchange information.
  • Visual acuity and hand-eye coordination to perform tasks.
  • May require travel to various facilities within and beyond county perimeter; may require use of personal vehicle.

Benefits
ABOUT HEALTH FIRST
At Health First, diversity and inclusion are essential for our continued growth and evolution. Working together, we strive to build and nurture a culture that recognizes, encourages, and respects the diverse voices of our associates. We know through experience that different ideas, perspectives, and backgrounds create a stronger and more collaborative work environment that delivers better results. As an organization, it fuels our innovation and connects us closer to our associates, customers, and the communities we serve.
Schedule : Full-Time
Shift Times : 800am430pm
Paygrade : PG-26

What Health First employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Health First logo

About Health First

Sourced by ZipRecruiter

Health First has been providing quality care to Brevard county residents for over 23 years. Health First delivers healthcare services throughout Brevard County with a network comprised of 4 hospitals with 868 beds, a health plan, and outpatient/wellness services including diagnostics, home health care, sleep centers, fitness facilities, pharmacy, cardiac rehabilitation, physical therapy, aging services, a hospice program, and bone/wellness center.

Industry

Health care and social assistance and medical equipment and supplies manufacturing

Company size

5,001 - 10,000 Employees

Headquarters location

Rockledge, FL, US

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