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Associate Financial Representative Jobs in Midland, MI

Patient Access Representative Senior

Bay City, MI · On-site

$18.25 - $25/hr

Specific job responsibilities will be in registration, financial clearance, insurance verification ... OR Associates Degree in related field and 3 years of Patient Access or Medical Billing work ...

New

Patient Access Representative

Mount Pleasant, MI · On-site

$16 - $20.25/hr

... financial screening on all self-pay & out of network patients and then referring them to the ... Minimum of 2 years of Patient Access, Customer Service or Medical work experience OR Associates ...

Patient Access Representative

Mount Pleasant, MI · On-site

$16 - $20.25/hr

... financial screening on all self-pay & out of network patients and then referring them to the ... Minimum of 2 years of Patient Access, Customer Service or Medical work experience OR Associates ...

Deli/Bakery Associate

Standish, MI · On-site

$12 - $14.25/hr

... finance; from HR Business Partners to export specialists - create braggingly happy customers ... The physical demands described here are representative of those that must be met by an associate to ...

Deli/Bakery Associate

Standish, MI

$12 - $14.25/hr

... finance; from HR Business Partners to export specialists - create braggingly happy customers ... The physical demands described here are representative of those that must be met by an associate to ...

Associate Dentist

Mount Pleasant, MI · On-site

$150 - $200/hr

At Aspen Dental, we put You 1st, offering the financial security and job stability that comes with ... Networking with professional groups, dental associations, and dental societies to represent Aspen ...

Sales Associate - Part-Time

Birch Run, MI · On-site

$11.25 - $15.50/hr

You will deliver a top-notch customer experience that represents our brand's minimalist and sensual ... We strive to provide options when it comes to your health, finances, and work-life balance. This ...

Sales Associate - Part-Time

Birch Run, MI

$11.25 - $15.50/hr

You will deliver a top-notch customer experience that represents our brand's minimalist and sensual ... We strive to provide options when it comes to your health, finances, and work-life balance. This ...

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Associate Financial Representative information

See Midland, MI salary details

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How much do associate financial representative jobs pay per hour?

As of Aug 30, 2026, the average hourly pay for associate financial representative in Midland, MI is $22.58, according to ZipRecruiter salary data. Most workers in this role earn between $16.49 and $22.07 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 Midland, MI?

For Associate Financial Representative jobs in Midland, MI, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Midland, MI look for?

The top searched job categories for Associate Financial Representative jobs in Midland, MI are:

What cities near Midland, MI are hiring for Associate Financial Representative jobs?

Cities near Midland, MI with the most Associate Financial Representative job openings:

Infographic showing various Associate Financial Representative job openings in Midland, MI as of June 2026, with employment types broken down into 83% Full Time, 14% Part Time, 1% Temporary, and 2% Contract. Highlights an 72% Physical, 1% Hybrid, and 27% Remote job distribution, with an average salary of $46,963 per year, or $22.6 per hour.

Patient Access Representative Senior

Bay City, MI • On-site


McLaren Health Care Corporation
Health Care and Social Assistance • 1 - 5K employees

6.7

Company rating: 6.7 out of 10

Based on 221 frontline employees who took The Breakroom Quiz

532nd of 895 rated healthcare providers

People enjoy working here

Recommended by students

Recommended by parents


$18.25 - $25/hr

Part-time

Posted 4 days ago


Job description

Position Summary:The Senior Patient Access Representative is responsible for completing tasks associated with specific assignments with little or no direction. Specific job responsibilities will be in registration, financial clearance, insurance verification, cashier, etc. as assigned by Revenue Cycle Management. The Senior Patient Access Representative is expected to perform assignment tasks within the quality and productivity standards assigned to position responsibilities.
Essential Functions and Responsibilities:
1. Provides training and guidance to Patient Access Rep as required.
2. May be assigned special projects related to Patient Access workflow, procedures, etc.
  1. Accurately and efficiently performs registration and financial functions via Electronic Medical Record (EMR) to include: thorough interviewing techniques, registers patients in appropriate status, following registration guidelines while ensuring the accurate and timely documentation of demographic and financial data; obtains the appropriate forms and scans into the medical record as per department protocol.
  2. Greet customers promptly with a warm and friendly reception.
  3. Collects, documents, scans all required demographic and financial information.
  4. Direct patients to appropriate setting, explaining, and apologizing for any delays.
  5. Always maintains professionalism and diplomacy, following specific standards as defined in the department professionalism policy.
  6. Estimates and collects copays, deductibles, and other patient financial obligations
  7. Manage all responsibilities within Compliance guidelines as outlined in the Hospital and Department Compliance Plans and in accordance with Meaningful Use requirements.
    Applies recurring visit processing according to protocol.
  8. May facilitate use of electronic registration tools where available (Wacom's, iPads, etc.).
  9. Performs duties otherwise assigned by Management.

Qualifications:
Required:
  • High School Diploma or equivalent required.

• 5 years of Patient Access, Customer Service or Medical Billing work experience OR Associates Degree in related field and 3 years of Patient Access or Medical Billing work experience.
Preferred:
  • Certification in medical billing, coding, or equivalent job specific certification


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