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Associate Financial Representative Jobs in Rochester, NY

Sales Retail Associate

Hilton, NY · On-site

$13 - $14.75/hr

Career paths into finance, management, and beyond * A culture built on trust, transparency, and ... We represent 36 brands in 16 states, so there's always opportunity to grow your career as a Sales ...

Sales Retail Associate

Hilton, NY · On-site

$13 - $14.75/hr

Career paths into finance, management, and beyond * A culture built on trust, transparency, and ... We represent 36 brands in 16 states, so there's always opportunity to grow your career as a Sales ...

Tax Associate

Geneseo, NY · On-site

$56K - $75K/yr

Qualifications: * A Bachelor's degree in Finance or Accounting with a minimum of 1 + years ... Preferred Qualifications: * CPA, CPA candidate or EA granting the ability to represent clients ...

Tax Associate

Rochester, NY · On-site

$58K - $77K/yr

Qualifications: * A Bachelor's degree in Finance or Accounting with a minimum of 1 + years ... Preferred Qualifications: * CPA, CPA candidate or EA granting the ability to represent clients ...

Sales Associate Retail

Hilton, NY · On-site

$13 - $14.75/hr

We represent 36 brands in 16 states, so there's always opportunity to grow your career as a Sales ... financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have ...

Associate Counsel

Victor, NY · On-site

$85K - $100K/yr

... financial risks associated with construction projects; * Assist with efforts to ensure projects ... Please note that the top of the salary range represents exceptional qualifications. Actual offers ...

M&A Associate

Rochester, NY · On-site

$130K - $160K/yr

... representing businesses. Key Responsibilities: Advise clients on various aspects of mergers ... Work closely with cross-functional teams, including finance, tax, and regulatory, to ensure ...

... financial risks associated with construction projects; * Assist with efforts to ensure projects ... Please note that the top of the salary range represents exceptional qualifications. Actual offers ...

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Associate Financial Representative information

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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:
Bilingual Spanish Call Center Rep - Quality Service Associate

Bilingual Spanish Call Center Rep - Quality Service Associate

ConServe

Fairport, NY • On-site

$14.75 - $18.50/hr

Other

Posted 12 days ago


Job description

**Please note, we are set up to hire employees in these states: Alabama, Florida, Georgia, Missouri, North Carolina, South Carolina, North Dakota, Tennessee, Texas, Virginia, Upstate NY, Finger Lakes/Southern Tier, NY and Rochester & Buffalo, NY areas. This is a remote work opportunity.

For 40 years, ConServe has been a leading provider of accounts receivable management and collection services specializing in customized solutions for colleges and universities, guaranty agencies, private lenders, credit unions and government contracts.

We are based on the simple principle that helping people fulfill their obligations, in ways that preserve their dignity, enhances self-confidence and empowers them with a sense of control. At ConServe, we call it Fostering Financial Freedom. We take great pride in being a team of the right people, doing the right thing, at the right time, the right way.

Why join us?

- Award-winning benefits packages

- monthly bonus opportunity

- Flexible schedules

- Growth opportunities

- Repeatedly named one of the Best Places to Work in Collections

- Two-time recipient of the Better Business Bureau's Torch Award for Ethics

O*NET: 43-3011.00, 13-2071.00, 43-4051.00, 41-3031.02

Position Summary:

Our Bilingual Quality Service Associates manage and collect delinquent accounts. Our consultative approach helps identify the most suitable way to resolve a balance in the best interest of all parties. Due to the competitive nature of these contracts, it is imperative ConServe locates experienced, professional individuals who are customer-focused, enthusiastic, detail-oriented and able to work in a fast-paced environment or remote work environment.

Essential Duties & Responsibilities:

  • Obtain information from Consumers in order to determine current financial situation and determine solutions
  • Provide solutions to Consumers to enable them to resolve their obligation administratively or voluntarily
  • Gather proper documentation from Consumers and maintain appropriate follow-up
  • Meet daily, weekly and monthly goals as set by management at ConServe
  • Daily Productivity - Work a specified number of accounts/cases daily and maintain an acceptable volume of phone calls as assigned to the position by Management.
  • Achieve a high level of customer satisfaction which is measured by compliments and a customer satisfaction survey provided to each consumer at the end of their call.
  • Record Maintenance - proper management & updating of system to maximize contacts
  • Skip-Tracing - to assist in locating & contacting consumers and businesses
  • Adherence to ConServe's Blueprint Quality Management System, Code of Conduct, and Compliance Program

Non-Essential Duties & Responsibilities:

  • Other duties as assigned

Education Requirement:

  • High School Diploma or GED
  • Associates or Bachelor's Degree preferred

Skills/ Requirements:

  • The ability to work an 8 hour shift, Monday through Friday between the hours of 8:00 am EST and 9:00 pm EST.
  • Fluent in conversational English and Spanish
  • Ability to proficiently read and write in English
  • Ability to proficiently read and write in Spanish is preferred.
  • Strong verbal communication skills with the ability to listen, persuade, negotiate and obtain resolution
  • Intermediate Computer skills to document calls and navigate software packages, databases and the internet
  • Strong organizational and time management skills
  • Attention to detail
  • Ability to act independently to resolve problems
  • Motivation to learn
  • Ability to work in a positive, collaborative manner with coworkers
  • Ability and history of maintaining confidentiality and high level of trustworthiness
  • Ability and history of interacting well with team members and customers in a professional manner while maintaining a safe work environment
  • Ability to obtain and maintain Government Security Clearance
  • Ability to obtain and maintain State Collections Licensure
  • U.S. Citizenship or lawful Permanent Resident alien with three or more years as a permanent resident in the United States
  • No conflicts of interest with ConServe or our Clients

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job except for periodic breaks pursuant to applicable law.

  • Occasionally lift and/or move up to 25 pounds.
  • Ability to sit or remain sedentary for your entire work shift (8, 9, or 10 hour shift)
  • Ability to talk and listen on a phone for your entire work shift (8, 9, or 10 hour shift)
  • Ability to type on a computer for your entire work shift (8, 9, or 10 hour shift)

Reasonable accommodations may be made to the extent required under applicable law to enable individuals with disabilities to perform the essential functions of this position.

MISSION STATEMENT:

ConServe is dedicated to satisfying the needs of our Clients in a manner consistent with improving the human condition, and that will foster the development of long term mutually beneficial relationships with our Clients, our Employees, our Suppliers and Business Partners and the Community as a whole.

Disclaimer: The above job description is not a contractual or binding document; it is provided as a guide to the types of duties required to be undertaken. Duties may vary from time to time and this description is subject to review. Modifications will be made as needed to support changes in the business climate and requirements.

Continental Service Group, LLC., d/b/a ConServe endeavors to make www.conserve-arm.com accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact our Recruiting Department at: 585-421-1000, option 7 or by emailing: jobs@conserve-arm.com.

Qualified applicants will receive consideration for employment regardless of age, race, color, religion, national origin, sex, sexual orientation, gender, gender identity/expression, genetic disposition, genetic markers/carrier status, disability, creed, veteran status, military status, status as a victim of domestic violence, marital status, familial status, pregnancy, childbirth and related medical conditions, and disability, conviction (limited) or other legally protected status.

ConServe is a Drug Free Workplace