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How much do associate financial rep jobs pay per hour?

As of May 30, 2026, the average hourly pay for associate financial rep in the United States 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 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 solid grasp of financial concepts, attention to detail, and a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications such as FINRA Series 6 or 7 is often required. Strong interpersonal skills, active listening, and professionalism help build trust and rapport with clients. These skills are crucial for delivering accurate financial advice, maintaining regulatory compliance, and fostering long-term client relationships.

What are some common challenges faced by Associate Financial Representatives during their first year on the job?

New Associate Financial Representatives often encounter challenges such as building a client base from the ground up, mastering complex financial products, and balancing administrative duties with client-facing activities. Learning to manage time effectively while prospecting, conducting meetings, and staying current with industry regulations can feel overwhelming at first. However, most firms provide mentorship, training, and support from more experienced team members to help new associates overcome these hurdles and develop strong professional skills.

What are Associate Financial Representatives?

Associate Financial Representatives are entry-level professionals who support financial advisors and clients in a variety of administrative and customer service tasks. Their duties often include preparing financial documents, managing client records, scheduling appointments, and responding to client inquiries. They help ensure that the office runs smoothly and assist in the delivery of financial services. This role is typically a stepping stone to becoming a full-fledged financial advisor, offering exposure to the financial planning industry and valuable on-the-job training.

What is the difference between Associate Financial Rep vs Financial Advisor?

AspectAssociate Financial RepFinancial Advisor
CredentialsSeries 6 or 7, possibly some state licensesSeries 7, 66, or 65, CFP certification often preferred
Work EnvironmentSupport role in financial firms, assisting senior repsClient-facing, providing personalized financial planning
Employer & Industry UsageUsed in brokerage firms, banks, and financial institutionsUsed across independent firms, banks, and advisory practices

The Associate Financial Rep typically supports senior financial professionals, focusing on client service and administrative tasks, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. The roles differ mainly in responsibility level and client interaction, but they share similar licensing requirements and industry environments.

What cities are hiring for Associate Financial Rep jobs? Cities with the most Associate Financial Rep job openings:
What are the most commonly searched types of Financial Rep jobs? The most popular types of Financial Rep jobs are:
What states have the most Associate Financial Rep jobs? States with the most job openings for Associate Financial Rep jobs include:
Associate Financial Rep jobs near you
Associate Financial Representative

Associate Financial Representative

Northwestern Mutual

Chesterfield, MO • On-site

$40K - $65K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 19 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 71 frontline employees who took The Breakroom Quiz

146th of 259 rated insurance

Job description

Job Location:Chesterfield, MOJob Title:Associate Financial Representative TypeofPosition: Full-time
FLSAClassification: ExemptHours per week: 40 hrs/wk
Working hours: M-F - 8:00am-5:00pm We help clients build a financial plan aligned with their financial goals and values and help them stick to and amend this plan through regular client reviews and dedicated, excellent service.
Respect | Faith | Kindness | Hard Work | Having Fun
Job Summary
The Associate Financial Representative (AFR) specializes in client service and supporting the financial advisor as they focus on building their practice and client relationships. An AFR also ensures the continuation of an efficient, effective, and organized office. This individual is a liaison between the network office and home office as well as the financial advisor and clients.
Key Responsibilities
  • Handle case notes, process correspondence, and maintain client case files
  • Input data, print proposals and gather information at direction of financial representative in preparation for client/prospect meeting
  • File new statements, account forms, and other insurance/investment-related materials
  • Build individualized comprehensive financial plans per the client's needs
  • Support investment account opening, funding, and investing
  • Maintain financial advisor's calendar and schedule follow-up appointments.
  • Answer and direct telephone calls as appropriate
  • Contact clients to set up follow-up meetings with advisor
  • Contact clients to confirm receipt of forms or request return of completed form and maintain current client information
  • Monitor Daily Status Report (DSR) and expedite any additional underwriting requirements
  • Communicate with home office, Northwestern Mutual Investment Services (NMIS) to supply or obtain information
  • Prepare policies for delivery
  • Send client birthday cards and schedule birthday/age change appointments for advisor

Job Qualifications
  • Life and Health licensed or gain licensing within 3 months of employment
  • 5+ years Financial Service or Insurance industry experience preferred
  • Experience in administrative support or customer service required
  • Ability to proactively identify what needs to be accomplished and take action as appropriate
  • Excellent oral and written communication skills
  • Familiarity with Microsoft applications and data entry
  • Demonstrated organizational and time management skills and ability to multitask, set priorities, and meet deadlines
  • Strong attention to detail with the ability to work with a high degree of accuracy
  • Ability to work both independently and in a team

Benefits
  • Health, vision, and dental insurance
  • Short-term Disability
  • SIMPLE IRA retirement plan
  • PTO + holiday pay
  • Base salary proportionate to experience level
  • Industry licensing and continuing education expenses
  • Personal and professional development opportunities

What Northwestern Mutual employees say

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Benefits

Hours and flexibility

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About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

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