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Associate Financial Representative Jobs in Wisconsin

Festival Foods

Financial Analyst

De Pere, WI · On-site

... extensive associate benefits and programs. Job Summary Title: Financial AnalystReports To ... The requirements listed below are representative of the knowledge, skills, and/or ability required.

New

Festival Foods

Financial Analyst

De Pere, WI

... even in our extensive associate benefits and programs. Title: Financial Analyst Reports To ... The requirements listed below are representative of the knowledge, skills, and/or ability required.

New

Festival Foods

Senior Financial Analyst

De Pere, WI · On-site

$82K - $102K/yr

Finance Director Under the direction of the Finance Director, the Senior Financial Analyst will ... representative of those that must be met by an associate to successfully perform the essential ...

Festival Foods

Senior Financial Analyst

De Pere, WI

$82K - $102K/yr

Finance Director Under the direction of the Finance Director, the Senior Financial Analyst will ... representative of those that must be met by an associate to successfully perform the essential ...

Festival Foods

Senior Financial Analyst

De Pere, WI · On-site

$82K - $102K/yr

Finance Director Under the direction of the Finance Director, the Senior Financial Analyst will ... representative of those that must be met by an associate to successfully perform the essential ...

Festival Foods

Senior Financial Analyst

De Pere, WI · On-site

$82K - $102K/yr

Finance Director Under the direction of the Finance Director, the Senior Financial Analyst will ... representative of those that must be met by an associate to successfully perform the essential ...

Compeer Financial

Sales Associate Ag Lending

Baldwin, WI · Hybrid

$14 - $19.25/hr

... represent the business. * Ability to network with clients, prospects and key influencers. * Knowledge of accounting principles with an understanding of financial reports, ratio and benchmarks.

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Wisconsin

Associate Financial Representative information

See Wisconsin salary details

$10

$26

$66

How much do associate financial representative jobs pay per hour?

As of Jun 12, 2026, the average hourly pay for associate financial representative in Wisconsin is $26.56, according to ZipRecruiter salary data. Most workers in this role earn between $19.42 and $25.96 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.
What are popular job titles related to Associate Financial Representative jobs in Wisconsin? For Associate Financial Representative jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Wisconsin look for? The top searched job categories for Associate Financial Representative jobs in Wisconsin are:
What cities in Wisconsin are hiring for Associate Financial Representative jobs? Cities in Wisconsin with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Wisconsin as of June 2026, with employment types broken down into 81% Full Time, 16% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $55,240 per year, or $26.6 per hour.
Licensed Customer Service Rep - Remote Nationwide (Series 6/63 or 7/63)

Licensed Customer Service Rep - Remote Nationwide (Series 6/63 or 7/63)

Northwestern Mutual Life Insurance Company

Milwaukee, WI • On-site, Remote

$32.66/hr

Full-time

Posted 10 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 71 frontline employees who took The Breakroom Quiz

147th of 261 rated insurance

Job description

Role Summary

This role is part of the Client Services Operations organization and supports the day-to-day servicing needs of clients and Financial Representatives. The position is responsible for delivering high-quality client service through accurate transaction processing, issue resolution, and clear communication across a range of investment-related inquiries. Associates in this role handle phone-based and transactional work, navigate multiple systems, and follow established processes while applying sound judgment to resolve more complex scenarios. The focus is on operational excellence, risk awareness, and providing a consistent, professional client experience.

Primary Duties and Responsibilities

  • Delivers a personalized and exceptional experience for clients by answering questions, providing servicing options, and supporting products or services in a call center environment.

  • Proficient in resolving basic and intermediate (semi-complex) inquiries and transactions from Financial Representatives and clients within a registered area, while continuing to develop proficiency in more complex work.

  • Researches and evaluates potential solutions to complex problems, which may require identifying root causes and navigating deviations from standard procedures.

  • Takes ownership of calls and anticipates future issues to avoid repeat calls and unnecessary transfers.

  • Effectively de-escalates challenging client situations while guiding clients through complex or unique inquiries.

  • Serves as a trusted advocate for Financial Representatives and partners with them to meet client needs.

  • Embraces new technology and promotes website and self-service capabilities by educating clients and field partners, while understanding the risks and impacts transactions may have on clients or policies.

  • Understands how systems connect to processes and outcomes.

  • Drives change and supports continuous improvement by helping develop processes and provisions to accommodate evolving business needs.

  • Fosters professional relationships with clients to enhance brand loyalty.

  • Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards.

  • Adapts work priorities to meet changing business and customer demands.

Qualifications

  • Associate degree in business or a related field, or an equivalent combination of education and experience.

  • Minimum of two years of related customer service experience with demonstrated customer service skills.

  • Advanced understanding of investment or income products or markets (e.g., VA, VL, VUL, Retirement, or Business markets).

  • Basic understanding of tax implications.

  • Strong written and verbal communication skills.

  • Ability to multitask and manage a high volume of calls or caseloads with a high degree of accuracy.

  • Strong organizational skills with the ability to prioritize tasks effectively.

  • Demonstrated desire to continuously learn and improve.

  • Strong problem-solving skills with the ability to provide effective options and solutions.

  • Demonstrated computer proficiency with solid keyboarding skills and experience using common software applications.

This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 63 - FINRA, Series 6 - FINRA, SIE - FINRA

Compensation Range:

Pay Range - Start:

$21.77

Pay Range - End:

$32.66

Geographic Specific Pay Structure:

Structure 110:

Structure 115:

We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.

Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!

Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

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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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