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Associate Financial Representative Jobs in New Rochelle, NY

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Associate Financial Representative information

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$10

$27

$68

How much do associate financial representative jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for associate financial representative in New Rochelle, NY is $27.08, according to ZipRecruiter salary data. Most workers in this role earn between $19.81 and $26.49 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 New Rochelle, NY?

For Associate Financial Representative jobs in New Rochelle, NY, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in New Rochelle, NY look for?

The top searched job categories for Associate Financial Representative jobs in New Rochelle, NY are:

What cities near New Rochelle, NY are hiring for Associate Financial Representative jobs?

Cities near New Rochelle, NY with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in New Rochelle, NY 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 $56,319 per year, or $27.1 per hour.

Associate Financial Services Representative Hybrid- FlexStaff

Northwell Health

Melville, NY • On-site

$25/hr

Full-time

Re-posted 19 days ago

Northwell Health rating

7.7

Company rating: 7.7 out of 10

Based on 567 frontline employees who took The Breakroom Quiz

166th of 898 rated healthcare providers

Job description


This position has a target start date of 9/21/26
Training hours Monday-Friday 9:00am-5:00pm 8-10 weeks - After training it's one day in office
10:00am-6:00pm (Tuesday or Wednesday). Monday Thursday Friday Remote. If call out any of scheduled in-office days will be expected to make up the in-office day on a Thursday or Monday.
The Associate Financial Services Representative will be an exceptionally customer focused individual that will provide information, fulfill customer needs, and tailor our services to create an easy and seamless servicing experience.
Responsibilities:
  • Assists in the verification of insurance benefits for services prior to admission
  • Obtains timely pre-authorization for all outpatient and inpatient services
  • Create flawless experiences for our customers by addressing customer inquiries and resolving service issues that include but are not limited to: researching and analyzing accounts receivable and outstanding balances, negotiating and advising on the collection of overdue bills and payment plans, collecting overdue payments, understanding financial assistance offerings, managing and resolving customer disputes
  • Helps in coordinating inpatient billing
  • Provides support for all finance issues and ensures that activities occur in compliance with appropriate regulations and contractual obligations
  • Assists in patient billing and maintaining pertinent records as required for maintenance of certification
  • Helps in coordinating with nursing staff in planning and organizing program activities
  • Majority of contact is internal and/or customer service oriented
  • Work and tasks are most often routine, structured and transactional in nature; work requires minimal variance from guidelines and procedures
  • Makes routine decisions regarding assigned task within defined parameters, often limited and confined to on-going matters
  • Elevates questions, problems and significant challenges to more senior team members for direction or subject matter expertise
  • Prioritizes basic tasks; priorities typically guided by standard practices or by others
  • Ensures timely and accurate performance of responsibilities for a single area or group of closely related tasks
  • Performs related duties as required. All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here, but considered related are not essential functions.

Qualifications:
  • High School Diploma or equivalent required
  • Associate's Degree or equivalent combination of education and related experience preferred
  • 0-1 years relevant experience preferred.

*Additional Salary Detail
The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future. When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).

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