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Associate Financial Representative Jobs in Wethersfield, CT

Cust Care Rep II

Rocky Hill, CT

$15.25 - $20.75/hr

This role enables associates to work virtually full-time, except for required in-person training ... financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce ...

Showing results 41-60

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, Claims Representative - Complex Claims Unit

The Hartford Financial Services Group, Inc.

Hartford, CT • On-site

$56K - $84K/yr

Full-time

Posted 9 days ago


The Hartford rating

8.8

Company rating: 8.8 out of 10

Based on 121 frontline employees who took The Breakroom Quiz

56th of 311 rated insurance


Job description

Claims Representative - CH09CN

We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.

At The Hartford, we respect our employees for their unique perspectives, ideas and solutions. We empower individuals and teams to invent faster, smarter ways of meeting customers' needs while improving our performance. Character and customer value are just as vital to our reputation as financial performance which leads to behaviors that put the customer at the center of everything we do. RESPONSIBILITIES: Handle a high volume of claims, with a focus on financial accuracy, appropriate file disposition, and an adherence to statutory guidelines Investigating auto bodily injury (ABI) claims to determine liability exposures and subrogation Handling of injury exposures with attorneys as well as unrepresented parties Provide exceptional customer service by establishing and maintaining effective relationships with customers through adherence to The Hartford's standards of communication Ability to make decisions with the customer at the center of everything we do Utilize critical thinking skills to gather and analyze analytical information which leads to sound claims decisions Continually evaluate self against performance targets and strive to exceed expectations Contribute to a courageous culture that promotes collaboration and inclusion to maximize operational performance and employee engagement Embrace a culture of continuous improvement Leverage contemporary technology to achieve accurate and efficient claim outcomes QUALIFICATIONS: College degree preferred, High School Diploma required. Minimum of 1 year of customer service experience, applicable insurance knowledge is a plus Experience adjusting auto claims for a minimum of 1 year within Property Damage Only Ability to contribute and promote an inclusive culture of continuous learning that is built on teamwork, collaboration, transparency, and accountability to one another Passionate desire to help both internal and external customers Ability to embrace change and flourish with industry-changing technology and trends Critical thinking skills inclusive of investigation, decision making and conflict resolution Ability to create and maintain loyal customers by creating a service experience that differentiates us within the industry Ability to listen attentively to our customer's needs and exhibit empathy during difficult situations Ability to produce clear and grammatically accurate correspondence Ability to handle competing priorities while positively impacting the quality and service we are committed to delivering ADDITIONAL INFORMATION: As a condition of employment, you will be required to successfully complete a multi-week New Hire Training Course and, upon completion, obtain a passing score on the final course assessment. Continued employment with The Hartford is contingent upon you successfully passing the exam(s) within 30 business days from the completion of the New Hire Training. You should have no schedule conflicts during training. As a condition of your employment, you must obtain and maintain a State Adjuster's License to process Property & Casualty Insurance Claims in the states supported by your office. Continued employment with The Hartford is contingent upon the successful passage of the Licensing exam(s) within 30 business days from the completion of the licensing training.

Compensation

The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:

$56,391 - $84,587

Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age

About Us|Our Culture|What It's Like to Work Here|Perks & Benefits


What The Hartford employees say

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Benefits

Hours and flexibility

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Hartford logo

About Hartford

Sourced by ZipRecruiter

Hartford Financial Services Group, widely recognized as The Hartford, is a renowned company based in Hartford, CT, US. Established in 1810, it has evolved into an industry leader in the insurance and financial services sector, proudly serving more than one million businesses in the US. The Hartford is committed to offering a gamut of insurance products that include homeowners, automobile, and business insurance as well as employee benefits and mutual funds. The company’s core values revolve around customer-focused innovations, diversity and inclusion, and ethical dealings that have earned them a customer-centric reputation. This shapes their mission which revolves around aiding their clients to overcome unforeseen obstacles and enhancing their wealth over time. Among the company's noted accomplishments is being consistently listed among the World's Most Ethical Companies, a testament to their unwavering commitment towards responsible business practices.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Hartford, CT, US

Year founded

1810

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