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Associate Financial Representative Jobs in Rome, NY

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 ...

TruGreen

Customer Service Representative

Syracuse, NY

$29K - $60K/mo

Every TruGreen associate is committed to quality. We all have an important role to play in the ... Financial health resources, including 401k * Training & Development * Paid Time Off/Sick Leave Your ...

TruGreen

Customer Service Representative

Syracuse, NY · On-site

$29K - $60K/mo

Every TruGreen associate is committed to quality. We all have an important role to play in the ... Financial health resources, including 401k * Training & Development * Paid Time Off/Sick Leave Your ...

Ollie's

Front End Team Leader

Dewitt, NY · On-site

$19.25 - $20.25/hr

... financial and operational goals. * Provide leadership with the Associates regarding all donation ... This pay represents the base hourly rate or base annual full-time salary for all positions in the ...

Ollie's Bargain Outlet, Inc.

Front End Team Leader

NY · On-site

$19.25 - $20.25/hr

... financial and operational goals. * Provide leadership with the Associates regarding all donation ... This pay represents the base hourly rate or base annual full-time salary for all positions in the ...

Areas Hospitality USA

Restaurant Manager I

Syracuse, NY · On-site

... financial, operational, and guest service objectives while promoting a best-in-class work ... The physical demands described here are representative of those that must be met by an associate to ...

Cliff's Local Market

Food Service Manager

Herkimer, NY · On-site

$17.50 - $20.50/hr

... financial management, inventory control, employee training and development, and ensure employees ... Successful completion of all company sponsored Sales Associate, applicable RTO and food related ...

Cliff's Local Market

Food Service Manager

Ilion, NY · On-site

$17.50 - $20.50/hr

... financial management, inventory control, employee training and development, and ensure employees ... Successful completion of all company sponsored Sales Associate, applicable RTO and food related ...

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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.

Associate Dentist

Aspen Dental

New Hartford, NY

$180K - $215K/yr

Full-time, Part-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 19 days ago

Aspen Dental rating

6.3

Company rating: 6.3 out of 10

Based on 464 frontline employees who took The Breakroom Quiz

667th of 898 rated healthcare providers

Job description

At Aspen Dental, we put You 1st, offering the financial security and job stability that comes with working with a world-class Dental Service Organization (DSO). Our best-in-class learning and development training program, competitive compensation, and flexible scheduling will help you thrive in your dental career. Let us handle your business and administrative tasks, so you can focus on what you do best: providing exceptional patient care. 

Job Type: Full-time, Part-time 

Salary:  $180000 - $215000 / Year 

Location-Specific Offers:  

  • Signing Incentive- $40000

  • Relocation Stipend - $7500

  • ​Implant Training Available   ​

At Aspen Dental, we put You 1st. We offer:   

  • An income potential that’s twice as high as the average private practice*  

  • Full-time, part-time, and flexible scheduling to suit your lifestyle and career goals**  

  • Unlimited access to free continuing education (live and online) to keep your skills and knowledge up to date   

  • The opportunity to own your practice through the Practice Ownership Program  

  • A cutting-edge surgical training center to expand your scope of practice  

  • A fun and supportive culture that encourages collaboration and innovation  

  • A generous benefits package that includes paid time off, health, vision, and 401(k) savings plan (including full benefits for part-time roles)  

  • Back-end support to allow you more time to focus on your patients: finance, IT, marketing, billing, HR, call center, learning and development, plus so much more  

*Source: ADA Health Policy Institute 2017 Survey of Dental Practice.   

**May vary by independently owned and operated Aspen Dental location. 

You’ll achieve success by:   

  • Working with a patient-centric team that respects your clinical judgment and leadership  

  • Assuming excellent quality of care for all patients while adhering to the highest standards of dental practice ethics and professionalism  

  • Conducting comprehensive full mouth exams and diagnosing dental conditions  

  • Offering treatment planning options and discussing them with patients  

  • Providing high-quality clinical treatments with excellence and efficiency  

  • Keeping abreast of new developments in dentistry through continued education and professional development  

  • Networking with professional groups, dental associations, and dental societies to represent Aspen Dental-branded practices in the greater community  

Qualifications:   

  • Must be a DDS or DMD from an accredited school 

Be part of a revolutionary dental team reshaping the industry's landscape. As an Aspen Dental Dentist, you'll enjoy the freedom and flexibility to own your practice, backed by the support and resources of a nationwide network of experts. Access the latest technology, top-tier training, and immerse yourself in a rewarding and fun culture. Together, we're making dentistry better for everyone.   

Aspen Dental-branded practices are independently owned and operated by licensed dentists. The practices receive non-clinical business support services from Aspen Dental Management, Inc., a dental support organization.   

ADMI Corp., d/b/a TAG-The Aspen Group, its affiliates, related companies and independently owned supported clinical practices are proud to be Equal Opportunity Employers and welcome everyone to apply. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, or protected veteran status and will not be discriminated against on the basis of disability.  

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