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Associate Financial Representative Jobs in Wisconsin

Plexus Corp.

Financial Analyst II

Neenah, WI · On-site

$63K - $95K/yr

A minimum of a(n) Associates Degree is required; a(n) Bachelor's Degree in Finance, Accounting ... This document does not represent a contract of employment and is not intended to capture every ...

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Associate Financial Representative information

See Wisconsin salary details

$10

$26

$66

How much do associate financial representative jobs pay per hour?

As of Aug 10, 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 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 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 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 $55,240 per year, or $26.6 per hour.

Sales Associate Ag Lending

Compeer Financial

Sun Prairie, WI • Hybrid

$57K - $73K/yr

Full-time

Re-posted 15 days ago

Compeer Financial rating

9.1

Company rating: 9.1 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

Job description

Empowered to live. Inspired to work.
Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.

How we support you:

  • Hybrid model – up to 50% work from home
  • Flexible schedules including ample flexibility in the summer months
  • Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
  • Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
  • Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
  • Learning and development programs
  • Mentorship programs
  • Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
  • Professional membership/certification reimbursement and more!

Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.

To learn more about Compeer Financial visit www.compeer.com/careers.

Where you will work: This position offers a hybrid work option up to 50% remote and is based out of the Sun Prairie, WI office location.

The contributions you will make: This position participates in a 6-18 month training program designed to develop a high-performing sales team member. The primary focus of the program is sales training, with a particular emphasis on Ag Lending. The incumbent follows a comprehensive syllabus that includes modules on Sales, Crop Insurance, Credit, Appraisal, and Marketing. Upon successful completion of the program, the incumbent is well prepared to assume a sales position in Ag Lending.

A typical day:

  • Participate in classroom and experiential training to gain in-depth understanding of the agricultural industry.
  • Facilitates learning and collaboration by engaging with team members across Compeer's diverse geographical locations.
  • Attend agricultural meetings, farm open houses/tours, trade shows, extension meetings and other networking events to keep current on agriculture and financial market changes.
  • Attend education events, training events and industry meetings to advance professional and technical skills.
  • Markets loans and related services, establishing new market relationships that will contribute towards attainment of Compeer's goals and business objectives.
  • Assists with the maintenance of prospect files, establishing ongoing prospecting plans and activities, and developing and making a commitment to individual sales goals for both loans and related services.
  • Administers loans, policies and appraisals to cultivate positive client relationships that contribute to Compeer's success.
  • Assists in building client relationships and prospecting new clients, while collaborating with experienced sales team members to establish criteria for long-term success.
  • Accompany sales team members on client and prospect visits and actively participates in the sales process.
  • Processes loans, utilizes loan origination system, and analyzes financial information assigned by Marketplace Leadership.
  • Assists with research as directed by team leader to advance the department or organization.

The skills and experience we prefer you have:

  • Bachelor's degree in agricultural economics, ag business or related field or an equivalent combination of education and experience sufficient to perform the essentials functions of the job.
  • Experience in agribusiness/farming industry, agricultural credit or closely related field preferred.
  • Ability to obtain an Insurance License within six months of hire is required.
  • Knowledge of farm production methods and products, a general understanding of farm business management and finance.
  • Knowledge of "value added" business and farming concepts.
  • Knowledge of loan products and services, as well as credit operations.
  • Ability to work independently and collaboratively with other teams to achieve goals and 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.
  • Travel is required during the training program.

#IND200

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Base Pay
$57,900—$73,900 USD

Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.

Click here to view federal employment laws applicable for applicants.

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