1

Associate Financial Representative Jobs in Rochester, NY

Access Associate

Rochester, NY · On-site

$17.85 - $20/hr

... their representative with regards to their financial assistance needs. RESPONSIBILITIES * Manages incoming calls while providing necessary information. * Greeting of patients and/or their ...

Access Associate

Rochester, NY · On-site

$17.85 - $20/hr

... their representative with regards to their financial assistance needs. RESPONSIBILITIES * Manages incoming calls while providing necessary information. * Greeting of patients and/or their ...

next page

Showing results 1-20

Associate Financial Representative information

See Rochester, NY salary details

$10

$25

$65

How much do associate financial representative jobs pay per hour?

As of Aug 25, 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.

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 the most commonly searched types of Financial Representative jobs in Rochester, NY?

The most popular types of Financial Representative jobs in Rochester, NY are:

What are popular job titles related to Associate Financial Representative jobs in Rochester, NY?

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

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

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

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

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

Access Associate, Per Diem

Rochester, NY • On-site


Rochester Regional Health
Hospitals • 10K+ employees

7.3

Company rating: 7.3 out of 10

Based on 219 frontline employees who took The Breakroom Quiz

304th of 893 rated healthcare providers

People enjoy working here

Good employer

Recommended by students


$17.85 - $20/hr

Other

Medical, Vision, Life

Posted 7 days ago


Job description

Allergy & Rheumatology - Alexander Park

Part time

REQ_241031

SUMMARY

In a customer service oriented manner, interviews patients and/or their representative to collect required registration data, to include but is not limited to; demographic and financial data as well as obtain required signatures, communicates mandated patient information and verifies all information for accuracy. Process includes but is not limited to insurance verification, obtaining precertification/authorization, co-payment collection and communicating with patient and/or their representative with regards to their financial assistance needs.

STATUS: Per Diem

LOCATION: Allergy & Rheumatology- Alexander Park

DEPARTMENT: Allergy & Rheumatology

ATTRIBUTES

  • 2 year degree or equivalent combination of education and work experience preferredIntermediate computer skillsExcellent customer service and communication skills

Minimum Qualifications:

Associate degree preferredOne year of customer service experience preferred.

RESPONSIBILITIES

  • •Manages incoming calls while providing necessary information.

•Greeting of patients and/or their representatives and providing direction as needed.

•Scheduling and/or prescheduling patient appointments.

•Interviewing the patient and/or their representative for necessary information and completing the registration process as defined by deparmental policy.

•Identification of services where no payment source has been identified to be followed up by communication of financial assistance and/or payment arrangements.

•Verification of insurance eligibility/coverage and obtaining necessary precertifications/authorizations when applicable.

•Collecting/processing co-payments, deductables and/or other types of payments. Provides an estimate of cost when applicable.

•Reviews charges in charge review WQs for completeness and accuracy.

•Ensures the accuracy of all data collected while meeting the regulatory requirements as outlined by the departmental policy.

•Communication with external customers such as but not limited to; payers, physician offices and other departments.

•Accurately sets up new patient record via Care Connect.

•If qualified, may be asked to interpret on occasion.

•Performs other duties as assigned.

*RGMG Only: Flexibility and transportation to other medical group locations or other affiliated locations required.

EDUCATION:

LICENSES / CERTIFICATIONS:

PHYSICAL REQUIREMENTS:

S - Sedentary Work - Exerting up to 10 pounds of force occasionally Sedentary work involves sitting most of the time, but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.

For disease specific care programs refer to the program specific requirements of the department for further specifications on experience and educational expectations, including continuing education requirements.

Any physical requirements reported by a prospective employee and/or employee’s physician or delegate will be considered for accommodations.

PAY RANGE:

$17.85 - $20.00

CITY:

Rochester

POSTAL CODE:

14607

The listed base pay range is a good faith representation of current potential base pay for a successful full time applicant. It may be modified in the future and eligible for additional pay components. Pay is determined by factors including experience, relevant qualifications, specialty, internal equity, location, and contracts.

Rochester Regional Health is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, national origin, age, disability, predisposing genetic characteristics, marital or familial status, military or veteran status, citizenship or immigration status, or any other characteristic protected by federal, state, or local law.

Rochester Regional Health is an integrated health services organization serving the people of Western New York, the Finger Lakes, St. Lawrence County, and beyond. The system includes nine hospitals; primary and specialty practices, rehabilitation centers, ambulatory campuses and immediate care facilities; innovative senior services, facilities and independent housing; a wide range of behavioral health services; and Rochester Regional Health Laboratories and ACM Global Laboratories, a global leader in patient and clinical trials. It’s vision is to lead the evolution of healthcare to enable every member of the communities it serves to enjoy a better, healthier life.



What Rochester Regional Health employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom