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Associate Financial Representative Jobs in Wisconsin

landmarkcu

Investment Representative

New Berlin, WI · On-site

... financial wellbeing, positively impact the communities we serve, and help our associates grow their ... representative and be approved to operate as a registered representative of a broker/dealer ...

Zvh

WI · On-site

$66 - $91/hr

As an Associate Sales Representative, you take pride in representing our Advanced Surgery division ... Working with RM, TBM, and SAM to develop a plan to reach financial goals and quotas What you'll ...

New

UMB Financial

Investor Svc Representative l

Milwaukee, WI · On-site

$38K - $57K/yr

As the Investor Services Representative, you will support shareholders by resolving their issues in ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UMB Financial

Retirement Client Advisor

Milwaukee, WI · On-site

$141K - $207K/yr

Broad knowledge of financial markets, asset allocation principles, and financial products ... Compensation Range: $141,354 - $207,900 The posted compensation range on this listing represents ...

SpartanNash Associates, LLC

Deli Associate

Madison, WI

$14.50 - $17.50/hr

... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... The physical demands described here are representative of those that must be met by an associate to ...

SpartanNash Associates, LLC

Bakery Associate

Madison, WI

$14.50 - $17.75/hr

... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... The physical demands described here are representative of those that must be met by an associate to ...

SpartanNash Associates, LLC

Deli Associate

Madison, WI

$14.50 - $17.50/hr

... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... The physical demands described here are representative of those that must be met by an associate to ...

SpartanNash Associates, LLC

Deli Associate

Madison, WI

$14.50 - $17.50/hr

... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... The physical demands described here are representative of those that must be met by an associate to ...

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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 Sep 4, 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 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 Wisconsin?

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

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 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 $55,240 per year, or $26.6 per hour.

Investment Representative

Landmark Credit Union

Appleton, WI • On-site

Full-time

Posted 7 days ago

Landmark Credit Union rating

9.0

Company rating: 9.0 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

Job description

At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you'll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first. We invite you to learn more about this and other opportunities at Landmark Credit Union.
NATURE AND SCOPE:
Reports to the SVP, Landmark Investment Center. Assists in providing investment products and services to Landmark Credit Union members and prospective members. Supports client relationship development by conducting client meetings, gathering financial information, preparing recommendations and financial plans, and responding to client inquiries. Collaborates with credit union staff, fund and insurance companies, and LPL Financial to service client accounts, process transactions, and support the delivery of investment solutions under the guidance of senior advisors.
REQUIREMENTS:
1. High school diploma or equivalent, and a minimum of one year experience as a registered representative and be approved to operate as a registered representative of a broker/dealer affiliated with Landmark Credit Union, and adhere to the policies and procedures of that broker/dealer when working with any securities products.
2. Must hold a WI Life Insurance License and FINRA series 6 or 7 and 66 (or 63 & 65) Securities Licenses.
3. Experience or ability to gain proficiency in all programs and systems used for this job.
4. Excellent verbal and written communication skills, problem solving skills, organizational skills and the ability to work independently.
5. Must develop a thorough understanding of company policies and procedures as they relate to the position. Must comply with all company policies and procedures and job-related state and federal laws and regulations.
PRINCIPAL ACCOUNTABILITIES:
1. Develops and maintains client relationships by conducting initial and ongoing review meetings to assess financial goals, risk tolerance, time horizon, and investment needs.
2. Provides investment and financial planning services by preparing financial plans, investment recommendations, applications, proposals, and related documentation.
3. Manages client accounts and transactions by processing securities trades, monitoring account activity and statements, and conducting account research with fund companies, insurance carriers, and broker-dealer partners.
4. Delivers responsive client service by handling client inquiries, preparing correspondence, coordinating mailings, and serving as a liaison between clients and external partners.
5. Maintains accurate client records by documenting client interactions and updating client information within contact management and recordkeeping systems.
6. Prepares for and conducts client reviews by analyzing account performance and creating materials to support client review meetings.
7. Promotes financial education and awareness by presenting at new hire training sessions and facilitating investment-related educational seminars.
8. Performs other duties as assigned.
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