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Associate Financial Representative Jobs in Schenectady, NY

Excelsior College

Financial Aid Counselor

Albany, NY · Hybrid

$40K - $42K/yr

The requirements listed below are representative of the knowledge, skill, and/or ability required ... Associate degree in a relevant field (e.g., finance, business, education). - Previous experience in ...

Excelsior Collage

Financial Aid Counselor

Albany, NY · On-site

$40K - $42K/yr

The requirements listed below are representative of the knowledge, skill, and/or ability required ... Associate degree in a relevant field (e.g., finance, business, education). - Previous experience in ...

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 · 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 ...

InnoSource

Customer Service Representative

Troy, NY · On-site

$19/hr

Must have earned a Bachelor's Degree or Associate's Degree to be considered. Why Join Us? * Dynamic ... Solving Complex Inquiries: Assist customers with a variety of complex questions, from financial ...

Santander

Workout Associate - Remote

Albany, NY · On-site +1

$76K - $135K/yr

Santander is a global leader and innovator in the financial services industry and is evolving from ... The base pay range for this position is posted below and represents the annualized salary range.

Lithia & Driveway

Sales Representative

Latham, NY · On-site

$48K - $100K/yr

... car associates, etc. With ambition, some training, and a strong focus on providing the best-in ... Present vehicle attributes, model options, features, purchase and finance options and store ...

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

Associate Financial Representative information

See Schenectady, NY salary details

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$64

How much do associate financial representative jobs pay per hour?

As of Sep 6, 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 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 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 100% Full Time. Highlights an 86% In-person, 7% Hybrid, and 7% Remote job distribution, with an average salary of $52,951 per year, or $25.5 per hour.

Financial Services Representative

Pyramid Consulting, Inc.

Troy, NY • On-site

$18 - $19/hr

Other

Medical, Dental, Vision, Retirement

Posted 17 days ago

Job description

Immediate need for a talented Financial Services Representative. This is 06 months contract (Possible Extension) opportunity with long-term potential and is located in Troy, NY (Hybrid). Please review the job description below and contact me ASAP if you are interested.
 
Job Diva ID: 26-24452
 
Pay Range: $18- $19/hour.  Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
Key Responsibilities:

  • Receives and responds to incoming customer/agent/employer inquiries.
  • Communicates with customers, field staff, service centers, internal/external sales support, and other industry companies through oral and written communication.
  • Maintains current knowledge of contract and product provisions and administration of the Plan, and the processing systems related.
  • Resolves routine errors requiring corrective processing.
  • Demonstrates the ability to identify situations that require advanced technical knowledge or exception processing and refers the situation to a supervisor.
  • Reviews, research, and interprets records and reports to accurately make decisions.
  • Decision making skill necessary for customer contacts.
  • Ability to identify and evaluate problems, analyze customer inquiries, and determines appropriate action.
  • Performs other duties as requested.
  • 75hrs/day : 38.75hrs/week

Key Requirements and Technology Experience: 

  • Must have associate or bachelor’s degree.
  • Strong problem-solving skills
  • Time Management skills
  • Basic typing and computer skills
  • Background in customer service, preferred
  • Strong interpersonal and written communications
  • The ability to work within a team and independently.
  • High attention to detail.

 
Our client is a leading Insurance Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.
Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, colour, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
By applying to our jobs, you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy .

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