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Associate Financial Representative Jobs in Rochester, NY

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Associate Financial Representative information

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$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.
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:
Associate Financial Representative jobs near you
Access Associate | Full Time Evenings | Unity Hospital

Access Associate | Full Time Evenings | Unity Hospital

Rochester Regional Health

Rochester, NY • On-site

$17.85 - $19.50/hr

Other

Posted 5 days ago

New

Rochester Regional Health rating

7.4

Company rating: 7.4 out of 10

Based on 216 frontline employees who took The Breakroom Quiz

265th of 884 rated healthcare providers

Job description

Job Title: Access Associate
Department: Patient Access
Location: Unity Hospital | 1555 Long Pond Rd. Rochester, NY 14626
Hours Per Week: 37.5
Schedule: 8-hour shifts, 3p - 11p, includes every other weekend rotation
SUMMARY
In a customer service oriented manner, the Access Associate interviews patients and/or their representative to collect required registration data, included but not limited to; demographic and financial data, as well as obtain required signatures. The Access Associate communicates mandated patient information and verifies all information for accuracy. This 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.
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 departmental 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 precertification/authorizations when applicable.
  • Collecting/processing co-payments, deductibles 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.
PREFERRED QUALIFICATIONS:
  • 2-year degree or equivalent combination of education and work experience preferred
  • Associate's Degree preferred
  • One year of customer service experience preferred
  • Intermediate computer skills
  • Excellent customer service and communication skills

Required Licensure/Certification Skills:
• None
Rochester Regional Health is an Equal Opportunity / Affirmative Action Employer. Minority/Female/Disability/Veteran
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 - $19.50
CITY:
Rochester
POSTAL CODE:
14626
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.

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