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Associate Financial Representative Jobs in Missouri

Credit Representative Credit Representative, DeLaval (Kansas City Office, hybrid - 3 days a week ... Associate's or Bachelor's degree in Finance, Accounting, or related field preferred. DeLaval is an ...

Our Financial Planning and Analysis (FP&A) team provides strategic financial solutions to support ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

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Associate Financial Representative information

See Missouri salary details

$9

$24

$62

How much do associate financial representative jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for associate financial representative in Missouri is $24.68, according to ZipRecruiter salary data. Most workers in this role earn between $18.03 and $24.13 per hour, depending on experience, location, and employer.

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 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 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 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.

How much does an associate financial representative make?

An associate financial representative typically earns between $40,000 and $60,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced representatives or those with additional certifications can earn higher salaries and commissions.

What are the most commonly searched types of Financial Representative jobs in Missouri?

The most popular types of Financial Representative jobs in Missouri are:

What are popular job titles related to Associate Financial Representative jobs in Missouri?

For Associate Financial Representative jobs in Missouri, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Missouri look for?

The top searched job categories for Associate Financial Representative jobs in Missouri are:

What cities in Missouri are hiring for Associate Financial Representative jobs?

Cities in Missouri with the most Associate Financial Representative job openings:

Infographic showing various Associate Financial Representative job openings in Missouri as of August 2026, with employment types broken down into 100% Full Time. Highlights an 85% In-person, 7% Hybrid, and 8% Remote job distribution, with an average salary of $51,336 per year, or $24.7 per hour.

Financial Aid Specialist

Ozarks Technical Community College

Springfield, MO • On-site

Full-time, Contractor

Medical, Dental, Life

Posted 14 days ago


Ozarks Technical Community College rating

8.3

Company rating: 8.3 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

101st of 620 rated colleges and universities


Job description

Financial Aid Specialist

Apply now Job no: 495057
Work type: Springfield Campus
Location: Springfield, MO
Categories: Student Affairs, Full-Time Staff/Administration

JOB TITLE: FINANCIAL AID SPECIALIST                                                                     DEPARTMENT: FINANCIAL AID

SALARY RANGE: $43,888                                                                                              FLSA: NON-EXEMPT

IMMEDIATE SUPERVISOR: Director of Systems and Compliance

SCHEDULE DETAILS:  Full-time/12-month position/PEERS/Office hours are 7:30 a.m. - 5:30 p.m., Monday through Thursday, and 8:00 a.m. - 4:30 p.m. on Friday. Flexibility to work any shift within these hours is required. Occasional evening and weekend work may be required. 

 

Position Summary

This position plays a key role in supporting the operation and compliance of the financial aid office with responsibility for understanding and maintaining an extensive knowledge of financial aid programs, processes, requirements, and policies. The Financial Aid Specialist is responsible for processing financial aid files and related documentation with a high level of accuracy and efficiency to meet departmental objectives. Duties include preparing, reviewing, maintaining, and transmitting records, forms, documents, correspondence, and reports. A Financial Aid Specialist must also answer financial aid questions and resolve issues via email, chat, phone or in person providing quality customer service, professional and articulate correspondence, and accurate guidance based on federal and state regulations and college policies.

 

Essential Job Duties

  • Maintain a working knowledge of federal, state and institutional financial aid programs and supporting regulations and translate regulations into logical processes.
  • Apply problem solving skills to identify and request the appropriate documentation needed to fulfill all financial aid application and aid program requirements.
  • Serve as the subject matter expert in basic principles of student eligibility, application, verification, and professional judgment as prescribed by federal and state regulations and institutional policies which administer those regulations.
  • Track receipt of required documents, analyze the accuracy of the information, note inconsistencies in reported information, and process corrections to student application data.
  • Monitor and process records in work queues including verification, professional judgement, and satisfactory academic progress to ensure timely and accurate completion.
  • Partner with student success team members to facilitate aid processing to assist students with financial aid concerns and disseminate information to student success by attending meetings and providing updates regarding changes in regulations and organizational policies.
  • Provide specialized support for elevated student inquiries from College Navigators, Admissions Counselors, and Student Success Representatives, ensuring timely and accurate responses to complex financial aid questions and concerns.
  • Facilitate communication with various agencies by using software and database systems to create, modify, extract, transmit, receive, and maintain financial aid records. 
  • Participate in training and professional development opportunities to provide continuing education in financial aid administration.
  • Contribute to student satisfaction through delivery of quality customer service in all aspects of the administration of financial aid.
  • Participate in the development of institutional financial aid policies and processes that will positively impact efficiency and quality of service provided.
  • Execute assigned responsibilities, duties, and tasks according to established college policies, procedures, and standards in a safe manner and with minimal supervision working independently to identify problems and recommend solutions.
  • Perform other duties as directed, including internal and external committee assignments, and attendance at college, community, and professional events.

Required Knowledge, Skills & Abilities

  • Associate degree from a regionally accredited institution of higher learning and two (2) years of student affairs experience, or a bachelor's degree from a regionally accredited institution of higher learning, or any equivalent combination of education, training, and experience.
  • Accuracy and attention to detail.
  • Ability to work effectively in teams as well as independently.
  • Strong oral and written communication skills.
  • Ability to use information technology for professional productivity (such as Microsoft Office Suite).
  • Microsoft Excel intermediate proficiency level.
  • Ability to maintain confidentiality.

Preferred Knowledge Skills & Abilities

  • One year of experience in student financial aid programs, including knowledge of state and federal regulations on student financial aid administration.
  • Three years of experience and skill in customer service.
  • Experience and skill in public speaking.
  • Experience with Colleague.
  • Experience working within a collegiate setting.

Working at Ozarks Technical Community College Provides Great Benefits

  • Medical insurance coverage for employees through the CoxHealth network at no cost to employees.
  • Dental, LTD and group life insurance coverage for employees at no cost to employees.
  • Access to the on-site OTC Health and Wellness Clinic at no cost for employees and their dependents.
  • Use of the OTC fitness center at no cost to employees.
  • Twelve (12) tuition free college credit hours per fall and/or spring semester and six (6) college credit hours per summer term for employees and/or their dependents.
  • College matches the employee PSRS/PEERS retirement at 14.5% or 6.86%

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sit, stand, and walk; use hands to finger/touch, handle, or feel; and talk or hear.  The employee must be able to move around and about their area, and operate a computer as needed.  Specific vision abilities required by this job include close vision.

***OZARKS TECHNICAL COMMUNITY COLLEGE RESERVES THE RIGHT TO MODIFY, INTERPRET, OR APPLY THIS JOB DESCRIPTION IN ANY WAY THE INSTITUTION DESIRES.  THIS JOB DESCRIPTION IN NO WAY IMPLIES THAT THESE ARE THE ONLY DUTIES, INCLUDING ESSENTIAL DUTIES, TO BE PERFORMED BY THE EMPLOYEE OCCUPYING THIS POSITION.  THIS JOB DESCRIPTION IS NOT AN EMPLOYMENT CONTRACT, IMPLIED OR OTHERWISE.  THE EMPLOYMENT RELATIONSHIP REMAINS "AT-WILL."  THE AFOREMENTIONED JOB REQUIREMENTS ARE SUBJECT TO CHANGE TO REASONABLY ACCOMMODATE QUALIFIED DISABLED INDIVIDUALS.

Advertised: 05 Aug 2026 Central Daylight Time
Applications close: 21 Aug 2026 Central Daylight Time

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