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Associate Financial Representative Jobs in Schenectady, NY

Unioncollege

Senior Finance Associate

Schenectady, NY

$65K - $75K/yr

Manager, Financial Planning & Analysis Essential Responsibilities and Duties: * Assist with ... The stated hiring rate/range represents the College's good faith and reasonable estimate of the ...

Union College

Senior Finance Associate

Schenectady, NY · On-site

$65K - $75K/yr

Manager, Financial Planning & Analysis Essential Responsibilities and Duties: * Assist with ... The stated hiring rate/range represents the College's good faith and reasonable estimate of the ...

Foresters Financial

Sales Support Associate

Albany, NY · On-site

$17 - $21.75/hr

This role supports the Registered Financial Services Sales Representative's business with day-to-day administrative assistance while enhancing the service experience of clients*. *This role requires ...

Cetera Financial Group

Sales Support Associate

Albany, NY

$17 - $21.75/hr

This role supports the Registered Financial Services Sales Representative's business with day-to-day administrative assistance while enhancing the service experience of clients*. *This role requires ...

Globe Life

Associate Sales Representative

Troy, NY · On-site

Help secure families' financial futures * Close sales and earn performance-based pay and bonuses We find that coachable individuals with a good attitude perform best in this environment.

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

Associate Financial Representative information

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How much do associate financial representative jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for associate financial representative in Schenectady, NY is $25.46, according to ZipRecruiter salary data. Most workers in this role earn between $18.61 and $24.90 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 the most commonly searched types of Financial Representative jobs in Schenectady, NY? The most popular types of Financial Representative jobs in Schenectady, NY are:
What are popular job titles related to Associate Financial Representative jobs in Schenectady, NY? For Associate Financial Representative jobs in Schenectady, NY, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Schenectady, NY look for? The top searched job categories for Associate Financial Representative jobs in Schenectady, NY are:
What cities near Schenectady, NY are hiring for Associate Financial Representative jobs? Cities near Schenectady, NY with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Schenectady, NY as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $52,951 per year, or $25.5 per hour.

Senior Finance Associate

Unioncollege

Schenectady, NY

$65K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 26 days ago

Job description

The Senior Finance Associate provides support to the Finance Department in managing various accounting, budgeting, reporting and audit support functions.

Senior Finance Associate

Pay Status and Classification: Exempt, Regular Full-time, Hybrid. This position is not eligible for relocation assistance or visa sponsorship.

Supervisor: Manager, Financial Planning & Analysis

Essential Responsibilities and Duties:

  • Assist with preparation of the annual operating and capital expenditure budgets.

  • Assist with preparation of the quarterly operating forecast.

  • Assist withschedules and journal entries for grant accounting, reporting and reimbursements.

  • Monitor department revenue and expenses and prepare various analyses in comparison to budget.

  • Support in maintaining reporting templates, dashboards, and input sheets used for budgeting and financial analysis of campus operations.

  • Prepare and post journal entries for transactions, ensuring compliance with generally accepted accounting principles.

  • Assist with managing the Financial Data Model (FDM) and Security Roles in Workday and Adaptive Planning.

  • Work on projects and respond to requests from other Finance and non-Finance groups on campus.

  • Other reasonable duties as assigned.

Job requirements:

  • Strong organizational skills with the ability to adapt to changing priorities and meet tight deadlines.

  • Ability to communicate effectively and professionally with diverse stakeholders.

  • Comprehensive understanding of general ledger accounting.

Qualifications:

  • 2-3 years of experience in an accounting, financial planning and analysis or other finance support role.

  • Bachelor's degree in Accounting, Finance or Business Administration.

  • Proficient in Microsoft Excel.

  • Workday/Adaptive Planning experience is a plus, but not required.

Compensation:

The annual salary range for this position is $65,000-$75,000.Except for roles with a set rate of pay, the wage/salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The stated hiring rate/range represents the College's good faith and reasonable estimate of the rate/range of possible compensation at the time of posting.

The expectation for this role is that the selected candidate will be available to work onsite and in person. The college does allow for periodic hybrid work flexibility in accordance with the employee handbook.

Location: Schenectady, NY


We know some job seekers may not apply for career opportunities unless they meet every qualification in the position description including the preferred qualifications. We are most interested in hiring the best staff and faculty colleagues, and recognize that a successful candidate may come from a less traditional career path. We encourage you to apply, even if you don't believe you meet every one of our preferred qualifications.


We offer exceptional benefits including:

  • Generous Vacation, Sick, and Personal Time
  • Winter Recess Break in Addition to Paid Holidays (in accordance with policy)
  • Healthcare: Medical (PPO & HDHP), Dental, and Vision Insurance(Flexible Spending and Dependent Care Accounts)
  • Free On-Campus Fitness Facility Access and Discounts for On-Campus Wellness Programs
  • Pre and Post Tax participation in a 403(b) Retirement Plan
  • Salary Continuation Program in the event of Disability
  • Tuition Exchange

Background Checks: In accordance with our background check policy, finalists for hire will undergo a background check that includes education, employment, and criminal convictions.


E-Verify Participation:Union College participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the United States. Learn more about E-Verify and your Right to Work (Derecho a Trabajar).

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