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Associate Financial Representative Jobs in Milton, FL

R1

Financial Counseling Representative

Pensacola, FL · On-site

$17.50 - $25.04/hr

Financial Counseling Representative On-Site - Pensacola, FL| Hospital Ascension Sacred Heart ... Our associates are given the chance to contribute, think boldly and create meaningful work that ...

R1

Financial Counseling Representative

Pensacola, FL · On-site

$16.48 - $23.13/hr

Financial Counseling Representative On-Site - Pensacola, FL| Hospital Ascension Sacred Heart ... Our associates are given the chance to contribute, think boldly and create meaningful work that ...

R1

Financial Counseling Representative

Pensacola, FL

$17.50 - $25.04/hr

Financial Counseling Representative On-Site - Pensacola, FL| Hospital Ascension Sacred Heart ... Our associates are given the chance to contribute, think boldly and create meaningful work that ...

R1

Financial Counseling Representative

Pensacola, FL · On-site

$16.48 - $23.13/hr

Financial Counseling Representative On-Site - Pensacola, FL| Hospital Ascension Sacred Heart ... Our associates are given the chance to contribute, think boldly and create meaningful work that ...

Ascension

Patient Access Representative

Pensacola, FL · On-site

$16.25 - $20.75/hr

We empower our 97,000+ associates to bring their skills and expertise every day to reimagining ... Ascension will never ask for payment or to provide banking or financial information as part of the ...

Carmax

Sales Associate

Pensacola, 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

Sales Associate

Pensacola, 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 ...

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

Associate Financial Representative information

See Milton, FL salary details

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How much do associate financial representative jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for associate financial representative in Milton, FL is $23.57, according to ZipRecruiter salary data. Most workers in this role earn between $17.21 and $23.03 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 Milton, FL?

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

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

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

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

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

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Milton, FL as of August 2026, with employment types broken down into 100% Full Time. Highlights an 84% In-person, 7% Hybrid, and 9% Remote job distribution, with an average salary of $49,030 per year, or $23.6 per hour.

Financial Counseling Representative

R1

Pensacola, FL • On-site

$17.50 - $25.04/hr

Full-time

Re-posted 24 days ago

R1 RCM rating

6.8

Company rating: 6.8 out of 10

Based on 188 frontline employees who took The Breakroom Quiz

136th of 152 rated financial services

Job description

Job Description
Financial Counseling Representative
On-Site - Pensacola, FL| Hospital Ascension Sacred Heart-Pensacola.
Schedule: Monday-Friday 8 am-4:30 pm
Are you passionate about supporting patients through the financial side of healthcare while building a career in revenue cycle and financial counseling? We are the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems, and medical groups. At R1, you'll be part of a mission-driven team that blends advanced technology with real-world service to create exceptional patient experiences.
As a Financial Counseling Representative, you will be a trusted guide for patients navigating insurance coverage, financial responsibility, and payment solutions.
What You'll Do:
  • Provide exceptional financial counseling support by helping patients understand insurance benefits and out-of-pocket costs
  • Meet with patients to discuss payment options and financial assistance programs
  • Verify insurance eligibility and explain benefits clearly
  • Assist with Medicaid and financial assistance applications
  • Build trust with patients during stressful financial situations
  • Collaborate with care teams and revenue cycle departments
  • Maintain accurate documentation across multiple systems

What We're Looking For:
  • Exceptional customer service experience, communication and interpersonal skills
  • Demonstrates genuine compassion, empathy, and patience when supporting the patients, clients and team members
  • Ability to explain financial and insurance concepts clearly
  • Ability to multitask and prioritize quickly with HIGH attention to detail.
  • Professionalism with sensitive financial conversations
  • High School Diploma or GED

What You'll Gain:
  • Experience in healthcare financial counseling and revenue cycle
  • Exposure to insurance/Medicaid and detailed Intakes
  • Opportunity for growth within R1
  • A team environment focused on innovation, collaboration, and patient experience
  • Meaningful work supporting patients during sensitive and emotional moments

Why You'll Love This Job:
  • Make a Real Difference: Patients lean on you for support and reassurance. You'll be more than a data collector - you'll be a calm, helpful presence during stressful times
  • Learn Healthcare from the Ground Up: Build your expertise in healthcare financial services by navigating insurance programs, financial assistance options, and patient account needs in a fast-paced hospital environment.
  • Fast-Paced, Never Boring: You'll move between systems, phone calls, and in-person interactions - balancing accuracy with compassion, working alongside clinicians and emergency staff.
  • Supportive Team Environment: We're invested in your professional journey. You'll be surrounded by teammates who have your back and leaders who want to see you succeed

R1 is the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration.
For this US-based position, the base pay range is $17.50 - $25.04 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training.
The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career.
Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package.
R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories.
If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at 312-496-7709 for assistance.
CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent
To learn more, visit: R1RCM.com
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About R1 RCM

Sourced by ZipRecruiter

R1 RCM, Inc., based in Salt Lake City, UT, US, is a leading provider of technology-enabled revenue cycle management services which transform and solve revenue cycle performance challenges across hospitals, health systems, and physician groups. R1’s proven, scalable operational model seamlessly complements a healthcare organization’s infrastructure, quickly driving sustainable improvements to net patient revenue and cash flows. Founded in 2003, the company was initially named Accretive Health. It became R1 RCM in 2017 following a significant commitment by Ascension, the largest non-profit health system in the U.S., to long-term partnerships.

Industry

Health care and social assistance

Company size

10,000+ Employees

Headquarters location

Murray, UT, US

Year founded

2003

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