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Associate Financial Representative Jobs in Rome, NY

Raymour & Flanigan

Associate Counsel

Liverpool, NY · On-site

$2.6K - $3.3K/wk

Support the real estate business in connection with the purchasing, selling, leasing, and financing ... basis, representing the retail business in connection with employment matters, customer ...

Parksite

Warehouse Associate

Liverpool, NY · On-site

$20.25 - $24.50/hr

... financial future * Company-Paid Life Insurance * Health, Dental, Vision, and Flexible Spending ... Dependable, punctual, and safety-focused Physical Requirements The physical requirements represent ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Rome, NY

Associate Financial Representative information

See Rome, NY salary details

$10

$24

$62

How much do associate financial representative jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for associate financial representative in Rome, NY is $24.91, according to ZipRecruiter salary data. Most workers in this role earn between $18.22 and $24.38 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 job categories do people searching Associate Financial Representative jobs in Rome, NY look for?

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

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

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

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Rome, NY as of August 2026, with employment types broken down into 100% Full Time. Highlights an 85% In-person, 7% Hybrid, and 8% Remote job distribution, with an average salary of $51,817 per year, or $24.9 per hour.

Patient Financial Rep - Per Diem - Days

Mohawk Valley Health Systems

Utica, NY • On-site

$19 - $25/hr

Per diem

Re-posted 16 days ago

Job description

Job Summary
The Patient Financial Representative is responsible for the accurate and timely verification of insurance and benefit information for patients receiving inpatient medical, inpatient psychiatric, observation, ambulatory surgery and/or outpatient procedure related services. Plays a key role in the organization's financial health by obtaining or ensuring that insurance authorizations or pre-authorizations are on file and accurate prior to the service being rendered. This position must also ensure patient demographic and insurance information is correct, resulting in accurate claims for reimbursement. Position provides excellent customer service during all interactions.
Core Job Responsibilities
  • For designated services, this position is responsible for ensuring that each patient account has accurate insurance information entered in the correct billing order and that each insurance listed has been verified as eligible for the designated date of service range. For each insurance, benefit information is obtained and documented. Verification and benefit information can be obtained via electronic or verbal method but must be completed prior to services being rendered. Position must have or develop excellent working rapport with surgeons' office staff, as well as hospital nursing staff.
  • For pre-scheduled services, this position is responsible for verifying that authorization is on file with each of the appropriate insurance companies and that authorization is accurate based upon location, CPT code, service type, surgeon, date range and any or all other necessary elements to secure payment for services rendered. For emergent or urgent services, this position is responsible for accurately and timely requesting that each verified insurance company has been notified of patient services being rendered and also request authorization for requested services. Position must have or develop excellent working rapport with insurance company representatives, surgeons' office staff, as well as hospital nursing staff.
  • Ensures each patient account has accurate insurance information entered in the correct billing order and that each insurance company listed has been verified as eligible for the designated date of service range.
  • Secures and documents any and all authorization requirements in appropriate computer systems with relevant information to capture authorization timely. Enters pertinent information in all necessary systems. Retains any written documents received.
  • Performs related duties as assigned.

Education/Experience Requirements
REQUIRED:
  • High school diploma or equivalent.
  • Minimum 3 years of pre-authorization and/or insurance verification experience.
  • Demonstrated computer proficiency and ability to learn new applications rapidly.
  • Strong documentation skills.
  • Strong follow up skills, accuracy and attention to detail.
  • Excellent customer service and interpersonal skills.
  • Ability to work under restrictive time.

PREFERRED:
  • Associate's degree in healthcare related field.
  • 4 years or more of hospital, medical office, coding or billing experience; or 6 years of experience in other healthcare related field.
  • Proficient with EMR, QES, MIDAS, SIS and related computer programs.

Licensure/Certification Requirements
PREFERRED:
  • Medical terminology certification.

Disclaimer
Qualified applicants will receive consideration for employment without regard to their age, race, religion, national origin, ethnicity, age, gender (including pregnancy, childbirth, et al), sexual orientation, gender identity or expression, protected veteran status, or disability.
Successful candidates might be required to undergo a background verification with an external vendor.
Job Details
Req Id 97758
Department PATIENT ACCESS SVCS
Shift Days
Shift Hours Worked 8.00
FTE 0.19
Work Schedule HRLY NON-UNION
Employee Status A7 - Occasional
Union Non-Union
Pay Range $19 - $25 per hour

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