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Associate Financial Representative Jobs in Rome, NY

Best Buy

Retail Sales Associate

Syracuse, NY · On-site

$14.75 - $17/hr

Financial savings and retirement resources * Support for your physical and mental well-being Best ... Retail Sales Representative, Location: Syracuse, NY - 13214

Best Buy

Retail Sales Associate

New Hartford, NY

$14.25 - $16.50/hr

Financial savings and retirement resources * Support for your physical and mental well-being Best ... Retail Sales Representative, Location: New Hartford, NY - 13413

CVS Health

Store Associate

Waterville, NY · On-site

$16 - $23/hr

... represents the base hourly rate or base annual full-time salary for all positions in the job grade ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

CVS Health

Store Associate

Manlius, NY · On-site

$16 - $23/hr

... represents the base hourly rate or base annual full-time salary for all positions in the job grade ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

Aspen Dental

Associate Dentist

New Hartford, NY

$180K - $215K/yr

At Aspen Dental, we put You 1st, offering the financial security and job stability that comes with ... Networking with professional groups, dental associations, and dental societies to represent Aspen ...

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Showing results 21-40

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.

Fiscal Intermediary Associate

Upstate Cerebral Palsy

Utica, NY • On-site

$17.14 - $20/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 28 days ago

Job description

$17.14 - $20.00 an hour

The Fiscal Intermediary Associate will assist people with intellectual disabilities and their families, utilize self-directed services. The Fiscal Intermediary is responsible for implementation of services as listed in the approved budget, and assist in payment of approved goods and services. This position requires a high degree of customer service and ensures best practices are carried out to achieve service effectiveness and efficiency.

Core Responsibilities 

  • Work with people we support and brokers to initiate and complete the self-direction process.
  • Explain all fiscal procedures and required waiver documentation to people we support and their families; such as the hiring and training of staff.
  • Provide the Self-Direction individuals with copies of all written policies and procedures.
  • Serve as a liaison between the person and their family, broker, and OPWDD.
  • Monitor the person’s budget utilization and perform monthly financial statement oversight. 
  • Provide quality assurance and administrative support working with individuals and their families.
  • Perform OPWDD and compliance reviews of Life Plans.
  • Attend Life Plan meetings semi-annually representing the Fiscal Intermediary, assessing satisfaction of services and financial budget oversight.
  • Assist with record keeping, gathering required documentation for Community Hab/FI services, and providing follow up as needed.
  • Provide administrative support including data entry and entering information into CHOICES system
  • Completes all assignments in a timely manner.
  • Preparation of statistical data
  • Ensure compliance with all pertinent government and agency regulations and operating standards.
  • Ensure understanding of changes in the field
  • Performs other related duties as requested

 

Qualifications

  • Bachelor’s Degree required
  • 1 to 3 years of experience in related field.
  • Must have a valid New York State driver’s license.

    Benefits

    Our work environment provides the opportunity to grow and learn in a fast-paced atmosphere.  We offer competitive benefits and salary to include a low-cost individual health insurance plan, dollar for dollar retirement match (up to 7%), life insurance, voluntary benefits and generous paid time off. 

    • Comprehensive Health/Dental/Vision
    • Direct Deposit
    • Flexible Spending Account (FSA)
    • Retirement Plan 403(b)
    • Life Insurance
    • Voluntary Benefits
    • Employee Assistance Program (EAP)
    • Generous PTO Plans (Sick, Vacation and Employee Leave) 
    • Tuition Reimbursement
    • Service Awards
    • Employee Appreciation Events
    • Employee Discounts

    Upstate Caring Partners is the premier provider of direct-care services and programs in Central New York for individuals of all abilities and their families.  If you believe in empowering people, Upstate Caring Partners is an excellent place to start or grow your career.  Please visit our careers website to access the full job description located within the job posting.  upstatecpjobs.org

    Fiscal Intermediary Associate

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