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Associate Financial Representative Jobs in Rome, GA

Business Office Manager

Summerville, GA · On-site

$23.10 - $29.40/hr

Participate in the admission process conducting pre-admission financial counseling on each ... representative of those that must be met by an associate to successfully perform the essential ...

Creates accurate estimates for patient financial responsibility and collects payments or ... Certified Healthcare Access Associate (CHAA) Preferred * Certified Revenue Cycle Rep (CRCR ...

Consumer Access Specialist

Rome, GA · On-site

$15.89 - $25.43/hr

Creates accurate estimates for patient financial responsibility and collects payments or ... Certified Healthcare Access Associate (CHAA) Preferred * Certified Revenue Cycle Rep (CRCR ...

... Basic Finance understanding Willingness to work the required schedule, work at the specific ... representative of those that must be met by an associate to successfully perform the essential ...

... Basic Finance understanding • Willingness to work the required schedule, work at the specific ... representative of those that must be met by an associate to successfully perform the essential ...

... Basic Finance understanding Willingness to work the required schedule, work at the specific ... representative of those that must be met by an associate to successfully perform the essential ...

Showing results 21-40

Associate Financial Representative information

See Rome, GA salary details

$10

$26

$66

How much do associate financial representative jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for associate financial representative in Rome, GA is $26.32, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $25.72 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 popular job titles related to Associate Financial Representative jobs in Rome, GA?

For Associate Financial Representative jobs in Rome, GA, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Rome, GA look for?

The top searched job categories for Associate Financial Representative jobs in Rome, GA are:

What cities near Rome, GA are hiring for Associate Financial Representative jobs?

Cities near Rome, GA with the most Associate Financial Representative job openings:

Infographic showing various Associate Financial Representative job openings in Rome, GA as of August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $54,754 per year, or $26.3 per hour.

Insurance Account Position - State Farm Agent Team Member

Melissa Eldridge - State Farm Agent

Rome, GA • On-site

$45 - $75/hr

Other

Medical, Life, Retirement, PTO

Posted 3 days ago

New


Job description

Apertura Futura: Insurance Account Position - State Farm Agent Team Member Position Overview

Do you have aspirations to run your own business? If so, you may want to consider working in the office of Melissa Eldridge - State Farm Agent. As a member of our agency team, you have an opportunity to experience first-hand what it takes to be a State Farm Agent. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. This position will allow you to experience working in an agent's office and to explore the opportunity to become a State Farm agent yourself.

Responsibilities
  • Establish customer relationships and follow up with customers, as needed.
  • Work with the agent to establish and meet marketing goals.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Maintain a strong work ethic with a total commitment to success each and every day.
As an Agent Team Member, you will receive...
  • Salary plus commission/bonus
  • Profit sharing
  • Paid time off (vacation and personal/sick days)
  • Growth potential/Opportunity for advancement within my agency
Requirements
  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Successful track record of meeting sales goals/quotas preferred
  • Interest in marketing products and services based on customer needs
  • Excellent interpersonal skills
  • Excellent communication skills - written, verbal and listening
  • Organizational skills
  • Self-motivated
  • Proactive in problem solving
  • Dedicated to customer service
  • Ability to work in a team environment
  • Ability to effectively relate to a customer

This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.

About Our Agency
  • We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, y Renters Insurance.
  • Additional languages spoken: Spanish

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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