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Associate Financial Representative Jobs in New Rochelle, NY

RiverPark Ventures

Senior Associate, FP&A

Manhattan, NY · On-site

$140 - $165/hr

As Senior Associate, FP&A, you will be at the center of how CLEAR plans, forecasts, and allocates ... The base salary range represents the low and high end of CLEAR's salary range for this position.

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in New Rochelle, NY

Associate Financial Representative information

See New Rochelle, NY salary details

$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.

Premier Financial Representative - East Meadow

Teachers Federal Credit Union

East Meadow, NY • On-site

$28.50 - $34.15/hr

Full-time

Dental, Vision, Retirement, PTO

Re-posted 15 days ago

Job description

Description
Join Our Team
For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Named one of America's Best-In-State Credit Unions by Forbes Magazine in 2022, Teachers has grown into one of the leading credit unions in the United States. As we broaden our national reach, we will continue to ensure that Teachers is a Best Place to Bank and a Best Place to Work. Teachers offers a variety of exciting career opportunities ranging from part-time and full-time staffers to executive leadership roles.
Summary:
The Premier Financial Representative is focused on engaging mass affluent members and expanding their membership with Teachers. The key functions of the role are managing a book of business and supporting local branches with Premier services to help drive revenue for the credit union.
Education and/or Experience:
• Associate degree required or a minimum of four years of related experience
• Minimum three years of financial services industry, branch operations, customer services, sales, or call center experience required
Essential Skills:
  • Strong written, oral and interpersonal skills required
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
  • Proficient in CRM tools including Salesforce preferred

Travel:
Less than 20% of time will be spent traveling for member meetings, internal meetings/training's and high profile events.
Job Responsibilities:
  • Build, manage and grow a book of business consisting of mass affluent members
  • Conduct comprehensive financial review sessions with mass affluent members to uncover their unique needs, recommend solutions and log results using a CRM tool
  • Build a network of internal business partners (Retail network, Mortgage, Commercial Lending, TIS, etc.) to further enhance the member experience and meet member financial needs
  • Regularly connect and build relationships with assigned branches and teammates
  • Generate deposit balance growth and utilize proper exception procedures to retain balances and escalate large balance fluctuations as needed
  • Resolve inquiries and service requests, open and service accounts within authorized limits and create activity plans and follow up on scheduled contacts
  • Represent the credit union in a brand ambassador capacity at various high-profile business development and internal events
  • Fulfill product and service needs in the branch network and make appropriate introductions to partners for products in other lines of business.
  • Maintain operational excellence when conducting transactions for mass affluent members
  • Monitor competition for best practices on mass affluent offerings and use findings to help ensure Teachers is the Best Place to Bank
  • Pilot initiatives that align with organizational goals in preparation for CU wide rollouts
  • Perform other duties as needed upon request by immediate supervisor

Benefits of Joining the Teachers Team:
We provide a competitive compensation and benefits package that includes, but is not limited to:
  • This position is eligible for our quarterly retail performance incentive program. Employees in non-commission roles may also receive an annual discretionary bonus.
  • Paid time off for vacation, personal days, and holidays
  • 401(k) company contribution
  • Teachers pays 100% of Dental & Vision premium
  • Tuition reimbursement is offered to full-time employees
  • Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers

The good faith range for this position is $28.50 - 34.15/hr. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law.
All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility.
To learn more about Teachers and to view a full list of our job opportunities please visit https://www.teachersfcu.org/about/careers
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