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Associate Financial Representative Jobs in Whitney Point, NY

UHS

Access Care Representative

Binghamton, NY · On-site

$17.98 - $25.17/hr

... financial compliance and customer support for all services performed at United Health Services. The ... Associate's Degree, or 5 years equivalent experience in lieu of degree License/Certification ...

UHS

Access Care Representative ED

Johnson City, NY · On-site

$17.98 - $25.17/hr

... financial compliance and customer support for all services performed at United Health Services. The ... Associate's Degree, or 5 years equivalent experience in lieu of degree License/Certification ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Whitney Point, NY

Associate Financial Representative information

See Whitney Point, NY salary details

$10

$25

$63

How much do associate financial representative jobs pay per hour?

As of Aug 29, 2026, the average hourly pay for associate financial representative in Whitney Point, NY is $25.29, 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 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 cities near Whitney Point, NY are hiring for Associate Financial Representative jobs?

Cities near Whitney Point, NY with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Whitney Point, NY as of August 2026, with employment types broken down into 100% Full Time. Highlights an 82% In-person, 9% Hybrid, and 9% Remote job distribution, with an average salary of $52,607 per year, or $25.3 per hour.

Sales Representative

Anderson Equipment Company

Endicott, NY • On-site

$60K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 11 days ago

Job description

Company Profile:

Anderson Equipment Company is one of the largest heavy equipment distribution companies in the Northeast. It is a family-owned, private company that has consistently grown and achieved financial success for almost 90 years. Currently in its third generation of family ownership and management, the company spans six states – West Virginia, Pennsylvania, New York, New Hampshire, Vermont, and Maine with 19 branch locations.

Job Description Summary: 

Heavy Equipment Sales Representative has opportunity to Sell and Rent equipment and attachments in an assigned geographic territory. Anderson Equipment Company will support sales representative with sales planning tools, comprehensive training program with dedicated Branch Manager coaching, and extensive fleet of construction, mining, paving, forestry equipment and attachments.

Sales Representative must grow territory to achieve annual sales revenue and market share targets by understanding customer needs, identifying sales opportunities, and developing customized equipment and financial solutions. Sales Representative must reside in the territory to maximize community exposure to Anderson and to maintain ongoing relationships with customers and resolve issue quickly by utilizing internal contacts with Service, Parts and Rental departments at the branch.

Required Qualifications: 

  • Work experience in Heavy Equipment, Auto, or related industry.
  • Work experience that demonstrates proven track record of achievement of sales, revenue targets or financial goals.
  • Excellent customer service and presentation skills with focus on dependable follow-up and responsiveness.
  • Strong problem-solving skills and financial creativity.
  • Position requires daily traveling within sales territory to customer job sites and meetings. Must have a valid driver's license and ability to meet the requirements of the company’s driver policy.
  • Bachelor's or Associate’s degree with finance, marketing, business concentration (preferred).

Compensation and Benefits:

  • Compensation Range depends on Sales Rep ability to achieve revenue and bonus targets: $60,000-$150,000.
  • Compensation consists of salary, commission, and bonuses based on achieving annual targets.
  • Benefits include Medical and Prescription Drugs, Dental, Vision, Life Insurance, STD, LTD, Heath Savings Account, Employee Assistance Program, Paid Time Off (PTO).
  • Retirement Savings is a 401K Plan with Match and Profit Sharing contributed by the Company.
  • The Company supports professional development through career advancement opportunities, transfers to other branch locations, tuition reimbursement, and company-sponsored training programs.



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