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Associate Financial Representative Jobs in Illinois

Beyond Finance

Future Interest

Chicago, IL · On-site

At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Illinois

Associate Financial Representative information

See Illinois salary details

$10

$25

$64

How much do associate financial representative jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for associate financial representative in Illinois is $25.50, according to ZipRecruiter salary data. Most workers in this role earn between $18.65 and $24.90 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 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 most commonly searched types of Financial Representative jobs in Illinois? The most popular types of Financial Representative jobs in Illinois are:
What are popular job titles related to Associate Financial Representative jobs in Illinois? For Associate Financial Representative jobs in Illinois, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Illinois look for? The top searched job categories for Associate Financial Representative jobs in Illinois are:
What cities in Illinois are hiring for Associate Financial Representative jobs? Cities in Illinois with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Illinois as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 11% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $53,033 per year, or $25.5 per hour.

Embedded Finance Client Solution Associate - Payments - Senior Associate

JP Morgan Chase

Chicago, IL • On-site

Full-time

Medical, Retirement

Posted 16 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 492 frontline employees who took The Breakroom Quiz

73rd of 170 rated banks

Job description

Make your mark in an innovative product through impactful client collaboration and crafting exceptional solutions that cater to clients' needs.
As a Senior Product Solutions Associate in Embedded Payments, you are a significant contributor to a team that defines and configures complex product solutions for key client relationships and prospect opportunities. You draw from research and client feedback to develop unique product solutions in partnership with Sales and coordinate with product teams to support new product development. 
 
Job responsibilities
  • Supports the strategic definition and configuration of optimal solutions that address clients' needs and objectives through collaboration with our clients and other internal teams such as Sales and Product
  • Contributes to the construction of pricing proposals and value analysis reports to demonstrate product benefits to clients 
  • Delivers compelling oral and written presentations with associated technical skills in building sales decks and training collateral 
  • Establishes forums to coordinate across the Product Solutions team to enable a successful configuration of solutions
 
Required qualifications, capabilities, and skills
  • 3+ years of experience or equivalent expertise in problem-solving on a team within a cluster of products
  • Experience supporting the sales cycle by producing sales decks, training collateral, pricing proposals, and value analysis reports
  • Demonstrated prior experience working in a highly matrixed and complex organization
  • Proficiency in Microsoft Word, Excel, and PowerPoint 
 
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

A part of the Commercial & Investment Bank, J.P. Morgan Payments enables organizations of all sizes to execute transactions efficiently and securely, transforming the movement of information, money, and assets. The team of experts tackles complex challenges at every stage of the payment lifecycle. And their industry-leading solutions facilitate seamless transactions across borders, industries, and platforms.

Operating in over 160 countries and handling more than 120 currencies, J.P. Morgan Payments business is the largest processor of USD payments, with a daily transaction volume of $10 trillion.

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