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Associate Financial Representative Jobs in Timonium, MD

T Rowe Price

COSS Sr Representative

Owings Mills, MD · On-site

$18.50 - $25.50/hr

Provides continuing education to associates around function and/or workflow changes * Partners with ... financial, regulatory, or client satisfaction risk, such as handling re-routed items, escalated ...

US DEFAULT GROUP INC

Associate Attorney

Hunt Valley, MD · On-site

$60K - $100K/yr

Compliance & Analysis: Perform meticulous legal reviews of loan instruments, financial ... Advocacy & Representation: Represent the interests of the firm's clients in court conferences ...

Allegis Group

Benefits Representative

Hanover, MD

$41K - $66K/yr

Partner with HR, payroll, finance, employees, and external vendors to support benefit ... Associate's/ Bachelor's degree preferred. * Two to four years of experience auditing, reconciling ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Timonium, MD

Associate Financial Representative information

See Timonium, MD salary details

$10

$25

$63

How much do associate financial representative jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for associate financial representative in Timonium, MD is $25.28, according to ZipRecruiter salary data. Most workers in this role earn between $18.46 and $24.71 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 Timonium, MD? The most popular types of Financial Representative jobs in Timonium, MD are:
What are popular job titles related to Associate Financial Representative jobs in Timonium, MD? For Associate Financial Representative jobs in Timonium, MD, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Timonium, MD look for? The top searched job categories for Associate Financial Representative jobs in Timonium, MD are:
What cities near Timonium, MD are hiring for Associate Financial Representative jobs? Cities near Timonium, MD with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Timonium, MD as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $52,587 per year, or $25.3 per hour.

Prior Authorization Representative

Clinical Associates, Inc.

Towson, MD • On-site

$38K - $52K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 12 hours ago

Job description

Prior Authorization Representative

At Clinical Associates, we make being healthy easier. As a premier multi-specialty physicians' practice located in the Towson, Pikesville, and Reisterstown communities, we connect our patients to a seamless system of integrated medical care. Our practice includes in-house specialists in areas of medicine, from cardiology to podiatry. We also offer unique services like our nuclear stress testing facility.

We are seeking to add an experienced and detail-oriented Prior Authorization Representative to our Cardiology team! Our ideal candidate will possess 1-2 years of experience in a healthcare setting with solid working knowledge of insurance verification & eligibility along with obtaining prior authorizations for office procedures and diagnostic testing. The candidate must be a team player and provide excellent customer service to our patients.

Shift Hours: Full Time / Monday – Friday 8:30 am – 4:30 pm

Location: Towson - 515 Fairmount Avenue or Pikesville – 1838 Greene Tree Road

This is an in-person onsite position. No hybrid or remote work options are available.

Job Duties include but are not limited to the following:

  • Runs appointment lists and verifies insurance coverage along with identifying which patients need prior authorizations for scheduled appointments, procedures, and diagnostic testing.
  • Completes the prior authorization process 2 weeks prior to the scheduled appointments.
  • Contacts patients to inform them of their financial out-of-pocket costs: co-pay, deductible, and co-insurance amounts.
  • Confirms if referrals have been received prior to scheduled appointments.
  • Contacts primary care providers or other healthcare facilities as needed to obtain referrals or missing information for office visits or procedures.
  • Contacts insurance companies to confirm continued coverage or to resolve billing issues, discrepancies, or denials.
  • Accurately enters and updates patient demographics, insurance information, and authorization and referral tracking into the EMR system.
  • Schedules appointments
  • Other duties as assigned to support the overall workflow efficiency of the department.

Minimum Qualifications:

  • High School Diploma or equivalent
  • Medical office or health care experience is required. Specialty medicine and/or Cardiology are a plus.
  • 1-2 years of proven experience in healthcare insurance verification / prior authorization or billing is required.
  • Strong attention to detail and organizational skills.
  • Strong time management skills.
  • Knowledge and understanding of CPT/ICD 10 coding and billing protocols.
  • Experience with EPM/EMR - specifically NextGen is a plus.
  • Excellent verbal communication skills with ability to hear and to speak standard English clearly and concisely.
  • Excellent written communication skills with ability to read, write and spell standard English clearly and concisely.
  • Ability to interact effectively with culturally diverse patients, practitioners, and employee population.
  • Ability to convey a positive attitude and project a professional image.
  • Ability to remain flexible and maintain confidentiality.
  • Possesses excellent time management skills.
  • Requires lengthy periods of sitting, intermittent standing, reaching, and bending.

Benefits:

  • Paid Time Off
  • Medical
  • Vision
  • Dental
  • Life Insurance
  • Paid Holidays
  • 401K(matching)

Clinical Associates is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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