ZipRecruiter

Log In

1

Associate Financial Representative Jobs in Wethersfield, CT

Xylem

Associate Sales Representative

South Windsor, CT · On-site

Xylem is hiring a Sales Representative! Xylem is hiring a Sales Representativewho will support ... Qualifications: • A bachelor's degree in degree in business, economics, finance, or a related ...

Vein Centers of CT

Patient Representative

Wallingford, CT · On-site

$20 - $25.30/hr

Explains financial requirements to patients/responsible parties and instructs as to payment ... Midstate Radiology Associates is an equal opportunity employer, and all qualified applicants will ...

Vein Centers of CT

Patient Representative

Bristol, CT · On-site

$20 - $25.30/hr

Explains financial requirements to patients/responsible parties and instructs as to payment ... Midstate Radiology Associates is an equal opportunity employer, and all qualified applicants will ...

Adecco

Customer Service Representative

Middletown, CT · On-site

$19.50/hr

Bachelor's degree in Business, Finance, or related field preferred. · 1+ years of procurement ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...

previous pagenext page

Showing results 21-40

All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Wethersfield, CT

Associate Financial Representative information

See Wethersfield, CT salary details

$10

$26

$66

How much do associate financial representative jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for associate financial representative in Wethersfield, CT is $26.31, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $25.72 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 popular job titles related to Associate Financial Representative jobs in Wethersfield, CT?

For Associate Financial Representative jobs in Wethersfield, CT, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Wethersfield, CT look for?

The top searched job categories for Associate Financial Representative jobs in Wethersfield, CT are:

What cities near Wethersfield, CT are hiring for Associate Financial Representative jobs?

Cities near Wethersfield, CT with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you

Patient Representative

Midstate Radiology Associates L.L.C

Hamden, CT • On-site

$20 - $25.30/hr

Other

Re-posted 7 days ago

Job description

Join Midstate Radiology Associates (MRA) as a Full Time, 1st Shift Patient Representative at Whitney Imaging and floating to other offices.
Position Schedule: Mon - Fri, 8:30 am - 5:00 pm + Saturday on-call rotation (every 5-6 weeks).
For complete listing of all open positions, visit www.midstateradiology.com/career-opportunities
Compensation: MRA offers competitive starting compensation based on qualifications and experience. Starting pay for this position is between $20.00 - $25.30.
Job Summary:
The Patient Representative is the face of the imaging department. The Patient Rep provides a full range of varied, multi-skilled secretarial, clerical and administrative support to the specific imaging locations which requires creativity, independent and discretionary judgment, and complete confidentiality to ensure that the needs of the internal and external customers are met.
Key Accountabilities:
  1. Greeting patients and help maintain a timely accurate patient flow through the system.
  2. Obtains, enters and verifies all patient demographic and insurance data necessary to complete a patient registration.
  3. Collects insurance co-pays as applicable.
  4. Completes order entry through interfaced systems based on diagnosis codes and calls physician offices for clarification of orders.
  5. Explains financial requirements to patients/responsible parties and instructs as to payment procedure when required.
  6. Obtains all necessary signatures and initiates required documents for scheduled procedures.
  7. Performs insurance verification processes.
  8. Schedules all Radiology exams obtaining and entering appropriate symptom and diagnosis information and has familiarity with exam preparations.
  9. Prepares all required paperwork for scheduled appointments to ensure efficient service on day of procedure(s).
  10. Interacts with other departments, carriers and physician offices for the purpose of acquiring accurate demographic and insurance information.
  11. Answers phones with appropriate greeting and transfers calls as needed to the appropriate people.
  12. Obtains and provides reports and images on CD to patients or physician's offices.
  13. Follows established policies and procedures set by administration including department cleanliness and disinfecting.
  14. Assists in the Hereditary Cancer Risk Assessment program.
  15. Performs other duties as assigned.

The preceding functions have been provided as examples of the types of work performed by employees assigned to this job classification. Management reserves the right to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job.
Qualifications Guidelines:
Education Required:
  • High school diploma or equivalent.
Knowledge, Skills, & Abilities:
  • At least one year of customer service experience in a medical setting preferred.
  • Knowledge of medical terminology.
  • Quality assurance and customer service principles and practices.
  • Communicate effectively with patients, relatives, medical staff and co-workers.
  • Capacity to relate to patients of all cultural and socio-economic backgrounds.
  • Maintain the confidentiality of patient records.
  • Ability to understand and follow specifications and instructions. Attention to detail is required for success.
  • Basic keyboard skills with proficiency in use of personal computer.
  • Experience with EPIC is a plus.
Physical Requirements:
  • Remaining in a stationary position, often sitting for prolonged periods.
  • Adjusting or moving objects up to 15 pounds in all directions.
  • Repeating motions that may include the wrists, hands and/or fingers.
  • Must be able to lift up to 20 pounds at times.
  • Moving about to accomplish tasks or moving from one worksite to another.
  • Must be able to access and navigate each department at the organization's facilities

The Physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Our team at Midstate Radiology Associates benefits from a diverse workforce and we welcome anyone to apply:
Midstate Radiology Associates is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, 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.
To learn more about Midstate Radiology Associates, including more information on employee benefits and our company culture, please visit our website: www.MidstateRadiology.com
Shift Schedule: Mon - Fri, 8:30 am - 5:00 pm + Saturday on-call rotation (every 5-6 weeks).
Weekly Scheduled Hours: 40

Apply