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Associate Financial Representative Jobs in Rochester, NY

TIAA

Financial Consultant

Rochester, NY

... representatives on the complete spectrum of TIAA products and services. This job covers ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Rochester Regional Health

Access Associate

Rochester, NY · On-site

$17.85 - $19.50/hr

... patient and/or their representative with regards to their financial assistance needs ... Associates Degree preferred. * 1 year of customer service experience preferred. * Intermediate ...

Rochester Regional Health

Access Associate

Rochester, NY · On-site

$17.85 - $19.50/hr

... patient and/or their representative with regards to their financial assistance needs ... Associates Degree preferred. * 1 year of customer service experience preferred. * Intermediate ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Rochester, NY

Associate Financial Representative information

See Rochester, NY salary details

$10

$25

$65

How much do associate financial representative jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for associate financial representative in Rochester, NY is $25.96, according to ZipRecruiter salary data. Most workers in this role earn between $18.99 and $25.38 per hour, depending on experience, location, and employer.

Is $200,000 enough to work with a financial advisor?

As an Associate Financial Representative, having $200,000 in assets or income can be sufficient to work with a financial advisor, depending on the advisor's fee structure and the services needed. Many advisors require a minimum investment or asset level, but some offer services for clients with lower assets, especially if they focus on financial planning or ongoing advice. It is important to consider the advisor's fee model and your financial goals when determining if this amount is adequate for professional guidance.

Is it hard to become a FA?

Becoming an Associate Financial Representative typically requires completing relevant licensing exams, such as the Series 6 or 7, and gaining industry-specific knowledge. The difficulty varies based on prior experience and study effort, but it generally involves dedicated preparation and understanding of financial products and regulations.

What does an associate financial representative do?

An associate financial representative assists clients with financial planning, insurance, and investment products under the supervision of a senior representative. They often handle client inquiries, prepare financial documents, and develop their knowledge of financial services, typically working towards industry certifications such as the Series 6 or 63. The role involves building client relationships and supporting the delivery of financial solutions within a team environment.

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.

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 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 Associate Financial Representatives?

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.

How many financial advisors make $500,000 a year?

While some financial advisors and associates in the industry can earn $500,000 or more annually, such high earnings are typically achieved by top-performing professionals with extensive experience, strong client bases, and advanced certifications like the CFP or CFA. Most financial advisors earn between $60,000 and $150,000 per year, with higher incomes often resulting from commissions, bonuses, and managing large portfolios.
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Associate Financial Representative jobs near you
Financial Assistance Rep - Business Office

Financial Assistance Rep - Business Office

Thompson Health

Canandaigua, NY • On-site

$18.71 - $23/hr

Part-time

Re-posted yesterday

Thompson Health rating

7.7

Company rating: 7.7 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

Schedule:  Part-Time (Monday-Friday - Day Shift)

Main Function:

  • The Financial Assistance Representative will be responsible for working with patients via telephone to answer billing questions and secure payment or payment arrangements for self-pay accounts working in conjunction with UR Medicine Affiliate Billing Office Customer Service Team.
  • The Financial Assistance Representative will be responsible for providing information regarding the system's payment policy, alternative financing, insurance options, state programs, and financial assistance program.
  • The Financial Assistance Representative will be responsible for processing all Financial Assistance Applications for the UR Medicine Affiliate Billing Office.  This includes responding to written requests and inquiries from patients, all Southern Region staff and the CBO related to the Financial Assistance program within the UR Medicine Affiliate Billing Office.
  • The Financial Assistance Representative will be responsible to receive, log and respond to all Financial Assistance inquiries and requests from both internal and external customers concerning the status of the accounts and unpaid balances for services rendered the EPIC system and across Service Area 111.
  • The Financial Assistance Representative must meet the turnaround time frames of the Financial Assistance Law as well as provide accurate and timely reports to the CBO Management.
  • The position requires a broad knowledge base about medical billing, rules and regulations of third-party billing. In addition, the position requires experience among the Federal insurance programs as well as the Federal Poverty Guidelines.
  • The position requires a competency level in the use of verification and third party and government billing systems as well as knowledge and understanding of the Fair Credit Act. Lives the CARES values and promotes the Thompson Way.

Qualifications:

  • Energetic individual who demonstrates the customer service qualities. 
  • Familiarity with statutes and regulations that impact collection of accounts. 
  • Familiarity with the state and federal regulations pertaining to financial Assistance and collection practices.
  • Must be an effective communicator and listener; persuasive; self-motivated; shows initiative; assertive, persistent, inquisitive, be patient and respectful.

Education:

  • High School Graduate or equivalent with 3 years’ work-related experience required
  • Associates Degree preferred.

Experience:

  • 2 to 3 years of previous medical billing or collection experience required.
  • Familiarity with Financial Assistance and FPL’s
  • Familiarity with collection practices.
  • Excellent public/patient relations and communication skills.
  • Skills in using computers including Excel and Word required.
  • Skills in using web-based patient financial applications/systems.

Pay Range: $18.71 - $23.00

Starting Range: Based on experience 

Thompson Health is an EOE encouraging , individuals with disabilities, and veterans to apply.

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