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Associate Financial Representative Jobs in Schenectady, NY

Patient Access Representative I

Clifton Park, NY ยท On-site

$16.50 - $21/hr

... financial information required for hospital admission and/or outpatient service. EDUCATION AND ... Associate's degree preferred. Experience: 1 year related experience in a healthcare setting is ...

Patient Access Representative I

Clifton Park, NY ยท On-site

$16.75 - $21.25/hr

... financial information required for hospital admission and/or outpatient service. EDUCATION AND ... Associate's degree preferred. Experience: 1 year related experience in a healthcare setting is ...

Workout Associate - Remote

Albany, NY ยท 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.

Military Billing Counselor

Albany, NY ยท Hybrid

$40K - $42K/yr

Associate degree in a relevant field (e.g., finance, business, education). * Previous experience in ... The hiring salary range above represents the University's good faith estimate at the time of ...

Patient Access Representative II

Schenectady, NY ยท On-site

$16.75 - $21.25/hr

... financial information in addition to preparing the account for billing upon patient discharge ... Associate's degree preferred. Experience : 5 years patient registration, business office or billing ...

Patient Access Representative II

Schenectady, NY ยท On-site

$16.75 - $21.25/hr

... financial information in addition to preparing the account for billing upon patient discharge ... Associate's degree preferred. Experience: 5 years patient registration, business office or billing ...

Patient Access Representative II

Schenectady, NY ยท On-site

$16.75 - $21.25/hr

... financial information in addition to preparing the account for billing upon patient discharge ... Associate's degree preferred. Experience : 5 years patient registration, business office or billing ...

Military Billing Counselor

Albany, NY ยท On-site

$40K - $42K/yr

Associate degree in a relevant field (e.g., finance, business, education). * Previous experience in ... The hiring salary range above represents the University's good faith estimate at the time of ...

Associate

Latham, NY ยท On-site

$125 - $150/hr

... representing firm clients in eviction matters, preparing for appearances, and handling related ... Corporate finance * Employment-related business matters * General counsel services #J-18808-Ljbffr

Sales Support Associate

Albany, NY ยท 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 ...

PT Sales Associate

Albany, NY ยท On-site

$17.60 - $19.59/hr

Represent Lovesac's values by contributing to an inclusive, respectful environment for all ... Benefits Financial Well-Being [HC1] * * Performance Based Quarterly Bonus * Competitive Hourly Wage ...

Showing results 21-40

Associate Financial Representative information

See Schenectady, NY salary details

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How much do associate financial representative jobs pay per hour?

As of Sep 7, 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:

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.

Specialty Sales Representative Scrap and Demolition

Milton CAT

Clifton Park, NY โ€ข On-site

$100K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 days ago


Job description

Overview

Milton CAT is looking for an experienced Sales Representative responsible for sales and rentals of light and heavy construction products related to Scrap, Waste and Demolition industry in our New York Territory. We're looking for more than a quote provider - we want a business consultant who builds real relationships, asks the right questions, and digs into what's actually driving a customer's business so we can bring solutions that benefit both the customer and Milton CAT. This position requires a self-motivated, energetic, detail-minded individual with high-level analytical skills and a genuine curiosity about how customers run their operations.

Starting Compensation Range: $100,000-$150,000; base plus commission structure based on performance. Sales Representatives typically earn within the stated range for year one but typically have unlimited earning potential each year.

Benefits include:

  • Mileage Reimbursement/Fuel Card
  • Company laptop and cell phone
  • Paid Time Off + 8 company paid holidays
  • Medical, Dental and Vision insurance options for Employee and Family
  • Disability & Life Insurance Packages
  • Competitive Retirement Plan
  • Tuition Reimbursement - available to FT employees with 1 year+ of service
  • Employee Assistance program (EAP)
  • Additional supplemental offerings and discount programs
  • Employee Referral Program
Responsibilities
  • Build genuine, long-term relationships with customers, asking questions that uncover their real business needs and challenges - not just what they're asking to quote.
  • Maximize the sale and rental of Caterpillar heavy construction and compact equipment lines to customers in a defined sales area and defined list of customers.
  • Analyze sales opportunities, solve customer problems, and participate in sales promotions.
  • Act as a trusted advisor by recommending solutions that create measurable value for the customer's business, not just the next transaction.
  • Maintain current product knowledge on features and benefits of all equipment and hydro mechanical work tools, potentially saleable by the dealership.
  • Monitors competitive activity and products.
  • Conducts new equipment field demonstrations.
  • Maintains current knowledge of used equipment values and ability to evaluate properly for training purposes.
  • Maintains current knowledge of financing options to assist customers with securing the purchase of new and used equipment.
  • Attend sales training, sales meetings, events, and seminars.

Minimum Educational Requirements

Associate degree in business administration, communications or related field required. Equivalent education and relevant work experience may be considered in lieu of an associate degree.

Qualifications

To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and ability required.

  • Minimum of 3 years' field sales experience
  • Demonstrated ability to sell on value and business impact rather than price alone, with a consultative approach to understanding customer needs.
  • Excellent negotiation skills.
  • Ability to work flexible hours to meet customer needs.
  • Ability to understand and communicate basic financing with customers.
  • Proficient in the use of a computer and related software (Word, Excel, etc.), including utilizing customer relationship management system (CRM).
  • Strong written and verbal communication skills, with the ability to ask thoughtful, discovery-oriented questions.
  • Strong problem-solving skills.
  • Ability to analyze and interpret basic sales reports.
  • Proven track record demonstrating ability to consistently achieve and exceed goals.
  • Detail oriented with a high level of accuracy.
  • Ability to perform duties with a sense of urgency, exceeding customer expectations.
  • Excellent organizational skills.
  • Ability to work in a dynamic fast-paced environment.
  • Ability to manage high volume workflow.
  • Must have a valid driver's license and maintain a clean driving record.
  • Travel throughout the Milton CAT territory and outside of the Milton Cat territory as needed.

Preferred Qualifications

Previous heavy duty construction sales experience and Scrap Waste Demo Industry experience.

Additional reasons to join Milton CAT include:

  • Team oriented and "down to earth" culture
  • Top Notch (and extensive) Training
  • Strong career path and advancement
  • 401k, Health, Dental, Vision, Life/Disability Insurance

This job description is not intended to be all-inclusive.ย  Your supervisor may request and assign similar duties.ย  ย 

Resumes that are mailed, emailed or hand-delivered to Milton CAT or any employee will not be considered.ย  You must apply online. A background check and drug test are required as part of our pre-employment process.

Milton CAT is an equal opportunity employer that values the strength diversity brings to the workplace. We encourage applications from individuals with disabilities, minorities, veterans, and women. Applicants receive fair and impartial consideration without regard to race, sex, color, religion, national origin, age, sexual orientation, gender identity, handicap, disability, veteran status, genetic data, or other legally protected status. We base all employment decisions to further this principle of equal employment opportunity. VEVRAA Federal Contractor. EEO/AA employer. ย Milton CAT is a Drug-Free workplace. ย 

Employment Type: FULL_TIME