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Associate Financial Representative Jobs in Rochester Hills, MI

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Associate Financial Representative information

See Rochester Hills, MI salary details

$9

$24

$61

How much do associate financial representative jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for associate financial representative in Rochester Hills, MI is $24.22, according to ZipRecruiter salary data. Most workers in this role earn between $17.69 and $23.65 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 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 popular job titles related to Associate Financial Representative jobs in Rochester Hills, MI? For Associate Financial Representative jobs in Rochester Hills, MI, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Rochester Hills, MI look for? The top searched job categories for Associate Financial Representative jobs in Rochester Hills, MI are:
What cities near Rochester Hills, MI are hiring for Associate Financial Representative jobs? Cities near Rochester Hills, MI with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Rochester Hills, MI as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $50,375 per year, or $24.2 per hour.

Patient Access Representative - Pain Management

McLaren USA

Oxford, MI • On-site

Other

Posted 7 days ago

Job description

Position Summary:
Under general direction, the Patient Access Representative I is responsible for completing tasks associated with specific assignments. Specific job responsibilities will be in registration, financial clearance, insurance verification, cashier, etc. as assigned by Revenue Cycle Management. Patient Access Representative I is expected to perform assignment tasks within the quality and productivity standards assigned to position responsibilities.
Essential Functions and Responsibilities:
1. Completes all assigned tasks and responsibilities of Patient Access Representative I accurately and in a timely manner.
2. Responds promptly, professionally and courteously to all customers' needs.
3. Cooperates and communicates effectively with all McLaren Health Care team members.
4. Contributes to continuous quality improvement efforts.
5. Under general direction, completes tasks accurately and timely. Seeks guidance and direction from Rep II, Rep III and supervisor on tasks assigned.
Keywords: Receptionist, secretary, office, clerical, front desk
Qualifications
Minimum:
• High School Diploma or GED
• Minimum 6-month of Patient Access, Medical Billing or Customer Service work experience
• Proven skills in Microsoft Office, specifically Excel and Word, Window based applications, and 10 key calculator
• For positions designated as float positions, travel to or between clinics is required
Preferred:
• Associate Degree in Health Care, Finance or related area. Equivalent combination of education and relevant experience may be accepted
• Certification in medical billing, coding, or equivalent job specific certification
• Working knowledge of CPT, HCPCS, and ICD-10
  • One-year experience in Revenue Cycle

Equal Opportunity Employer of Minorities/Females/Disabled/Veterans.

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