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$10

$26

$66

How much do associate financial representative jobs pay per hour?

As of Jun 8, 2026, the average hourly pay for associate financial representative 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 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.

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 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 Associate Financial Representatives?

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.
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Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in the United States as of May 2026, with employment types broken down into 96% Full Time, and 4% Contract. Highlights an 84% In-person, 12% Hybrid, and 4% Remote job distribution, with an average salary of $54,728 per year, or $26.3 per hour.
Associate Financial Representative

Associate Financial Representative

Northwestern Mutual

Chesterfield, MO • On-site

$40K - $65K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 29 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 71 frontline employees who took The Breakroom Quiz

145th of 260 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

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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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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