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Associate Financial Representative Jobs in Illinois

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Associate Financial Representative information

See Illinois salary details

$10

$25

$64

How much do associate financial representative jobs pay per hour?

As of Aug 15, 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, 83% Full Time, 14% 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.

Financial Representative - State Farm Agent Team Member

State Farm

Schaumburg, IL • On-site

$38K - $55K/yr

Full-time

Medical, Life, Retirement, PTO

Re-posted 12 days ago

State Farm rating

7.3

Company rating: 7.3 out of 10

Based on 1,553 frontline employees who took The Breakroom Quiz

237th of 308 rated insurance

Job description

ROLE DESCRIPTION:
Brett Twitty is seeking an organized and efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers. As Financial Representative with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile position. Your contributions as a motivated professional who thrives in a fast-paced environment pave an entryway for growing your career and expanding your income.
We look forward to incorporating your energy and marketing perspective into our team as we build success together.
RESPONSIBILITIES:
  • Establish customer relationships and follow up with customers, as needed.
  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.

QUALIFICATIONS:
  • Dedicated to customer service
  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
    Able to obtain Property and Casualty License
  • Able to obtain a Life/Health License
  • Able to achieve mutually agreed upon marketing goals
  • Interested in marketing products and services based on customer needs

BENEFITS:
  • Salary plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Health benefits
  • Profit sharing
  • Growth potential/Opportunity for advancement within my office

ABOUT BRETT TWITTY
  • Our team has over 70 years of industry experience
  • Home, Business & Evening Appointments Available
  • State Farm Employee since 2002
  • Second Generation State Farm Agent
  • We welcome state to state transfers
  • University of Iowa

HOURSWeekdays 9-5
Compensation: $38,000.00 - $55,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Schaumburg, IL and help customers with their insurance and financial services needs, including: Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, Health Insurance and Banking Solutions.
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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