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Associate Financial Representative Jobs in Rochester, NY

Intuit

Tax Associate

Rochester, NY

$57K - $77K/yr

... financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World ... Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community.

Intuit

Tax Associate - Onsite

Rochester, NY · On-site

$57K - $77K/yr

... financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World ... Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community.

Intuit

Tax Associate - Local

Rochester, NY · On-site

$57K - $77K/yr

... financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World ... Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community.

Intuit

Seasonal Tax Associate - Local

Rochester, NY

$57K - $77K/yr

... financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World ... Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community.

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Associate Financial Representative information

See Rochester, NY salary details

$10

$25

$65

How much do associate financial representative jobs pay per hour?

As of Jun 10, 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 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.
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 (Per Diem, Variable)

Access Associate (Per Diem, Variable)

Rochester Regional Health

Rochester, NY • On-site

$17.85 - $19.50/hr

Part-time

This job post has expired today. Applications are no longer accepted.

Rochester Regional Health rating

7.4

Company rating: 7.4 out of 10

Based on 212 frontline employees who took The Breakroom Quiz

251st of 870 rated healthcare providers

Job description

Job Title: Access Associate
Department: Primary Care & Specialty Practices
Location: SCHI - MOB 1445 Portland Ave 2nd Floor, Rochester, NY
Hours Per Week: 0
Schedule: Per Diem, Monday-Friday, Shift varies
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.
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 precertifications/authorizations when applicable.
  • Collecting/processing co-payments, deductibles and/or other types of payments. Provides an estimate of cost when applicable.
  • 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.

REQUIRED QUALIFICATIONS:
  • None.

PREFERRED QUALIFICATIONS:
  • Associates Degree preferred.
  • 1 year of customer service experience preferred.
  • Intermediate computer skills preferred.
  • Customer Service and communication skills preferred.

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:
14621
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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