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How much do associate financial rep jobs pay per hour?

As of Sep 9, 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 is an associate financial rep?

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 are some common challenges faced by an associate financial rep 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 the key skills and qualifications needed to thrive as an associate financial rep, 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 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.

How much does an associate financial representative make?

An associate financial representative typically earns between $40,000 and $60,000 annually, with additional compensation from commissions and bonuses based on performance. Entry-level positions may start lower, while experienced reps with certifications can earn more. The role often requires strong communication skills and knowledge of financial products.

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:

What are popular job titles related to Associate Financial Rep jobs?

For Associate Financial Rep jobs, the most frequently searched job titles are:

Associate Financial Rep jobs near you

Associate Financial Representative

Mishawaka, IN • On-site

Northwestern Mutual
Finance and Insurance • 5 - 10K employees
Learn more about Northwestern Mutualexternal

$20/hr

Other

This job post has expired 1 day ago. Applications are no longer accepted.

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

172nd of 315 rated insurance

Job description


Associate Financial Representative (Part-Time)


Position Summary

The Associate Financial Representative plays a key role in delivering an exceptional client experience by providing administrative, operational, and client service support to the practice. This position helps maintain an efficient and organized office environment, allowing Justin Ashkenis to focus on client relationships and financial planning.


The Associate Financial Representative serves as a liaison between clients, the home office, and support teams while ensuring timely communication, accurate processing of requests, and outstanding service. This is a part-time, in-office position ideal for someone who is organized, detail-oriented, professional, and interested in the financial services industry.


Key Responsibilities

Client Service & Administrative Support

  • Manage client files, correspondence, and case notes.
  • Maintain client records and ensure information is accurate and up to date.
  • Schedule appointments, manage calendars, and coordinate follow-up meetings.
  • Answer and direct phone calls and respond to client inquiries promptly.
  • Prepare meeting materials, proposals, and reports for client appointments.
  • Process forms, service requests, and documentation requiring client signatures.
  • Communicate with clients regarding outstanding requirements and follow-up items.
  • Coordinate marketing events, seminars, mailings, and client outreach activities.
  • Maintain office supplies, marketing materials, and administrative records.


Insurance & Investment Support

  • Review applications, policy changes, and service forms for completeness and accuracy.
  • Coordinate underwriting requirements, including medical and paramedical exams.
  • Monitor case status and assist with resolving outstanding requirements.
  • Process client service requests, including address changes, banking updates, and policy inquiries.
  • Assist with investment and annuity paperwork as directed.
  • Gather and organize information for client meetings and financial planning discussions.
  • Work with Northwestern Mutual, NMIS, and other partners to resolve client service issues.
  • Provide account and policy information to clients as directed by the advisor.



Qualifications

  • Previous experience in administrative support, customer service, or a related professional office environment preferred.
  • Experience in financial services, insurance, banking, or healthcare administration is a plus.
  • Health and Life Insurance License preferred, or willingness to obtain within three (3) months of employment.
  • Strong verbal and written communication skills.
  • Proficiency in Microsoft Office (Outlook, Word, Excel).
  • Excellent organizational, time management, and multitasking abilities.
  • High attention to detail and accuracy.
  • Ability to work independently and collaboratively in a team environment.
  • Professional demeanor and commitment to confidentiality and client service.
  • Desire to learn and grow within the financial services industry.


What We Offer

  • $20.00 per hour
  • Part-time schedule (20 hours per week)
  • Professional in-office work environment in Mishawaka, Indiana
  • Training and development opportunities
  • Valuable experience in financial planning, insurance, and wealth management
  • Supportive and team-oriented culture



What Northwestern Mutual employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Northwestern Mutual logo

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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