This position serves as a key liaison between sales representatives, equipment vendors, brokers ... Associates Degree or equivalent years of services required * Detail orientated with the ability to ...
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This position serves as a key liaison between sales representatives, equipment vendors, brokers ... Associates Degree or equivalent years of services required * Detail orientated with the ability to ...
New
This position serves as a key liaison between sales representatives, equipment vendors, brokers ... Associates Degree or equivalent years of services required * Detail orientated with the ability to ...
New
This position serves as a key liaison between sales representatives, equipment vendors, brokers ... Associates Degree or equivalent years of services required * Detail orientated with the ability to ...
New
Team members collaborate closely with financial representatives, their staff, and company ... Associate's degree in business or a related field, or an equivalent combination of education and ...
Team members collaborate closely with financial representatives, their staff, and company ... Associate's degree in business or a related field, or an equivalent combination of education and ...
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) ...
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) ...
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 ...
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 ...
Bakery Associate
Wauwatosa, WI · On-site
$14 - $17/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 ...
Bakery Associate
Wauwatosa, WI · On-site
$14 - $17/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 ...
Bakery Associate
Wauwatosa, WI · On-site
$14.25 - $17.25/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 ...
Bakery Associate
Wauwatosa, WI · On-site
$14.25 - $17.25/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 ...
Deli Associate
$14.25 - $17/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 ...
Deli Associate
$14.25 - $17/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 ...
Deli Associate
$14.25 - $17/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 ...
Deli Associate
$14.25 - $17/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 ...
Deli Associate
Wauwatosa, WI · On-site
$14 - $16.75/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 ...
Deli Associate
Wauwatosa, WI · On-site
$14 - $16.75/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 ...
Deli Associate
Wauwatosa, WI · On-site
$14 - $16.75/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 ...
Deli Associate
Wauwatosa, WI · On-site
$14 - $16.75/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 ...
Deli Associate
$14.25 - $17/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 ...
Deli Associate
$14.25 - $17/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 ...
Bakery Associate
$14.25 - $17.25/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 ...
Bakery Associate
$14.25 - $17.25/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 ...
Bakery Associate
Wauwatosa, WI · On-site
$14.25 - $17.25/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 ...
Bakery Associate
Wauwatosa, WI · On-site
$14.25 - $17.25/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 ...
Deli Associate
$14.25 - $17/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 ...
Deli Associate
$14.25 - $17/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 ...
Deli Associate
$14.25 - $17/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 ...
Deli Associate
$14.25 - $17/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 ...
Deli Associate
$14.25 - $17/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 ...
Deli Associate
$14.25 - $17/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 ...
Deli Associate
$14.25 - $17/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 ...
Deli Associate
$14.25 - $17/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 ...
Bakery Associate
$14.25 - $17.25/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 ...
Bakery Associate
$14.25 - $17.25/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 ...
Bakery Associate
$14.25 - $17.25/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 ...
Bakery Associate
$14.25 - $17.25/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 ...
Associate Financial Representative information
See Bayside, WI salary details
$9.90 - $14.65
8% of jobs
$16.14 is the 25th percentile. Wages below this are outliers.
$14.65 - $19.40
53% of jobs
$22.65 is the 75th percentile. Wages above this are outliers.
$19.40 - $24.15
20% of jobs
$24.15 - $28.89
8% of jobs
$28.89 - $33.64
1% of jobs
$33.64 - $38.39
1% of jobs
$38.39 - $43.14
1% of jobs
$43.14 - $47.88
3% of jobs
$47.88 - $52.63
3% of jobs
$52.63 - $57.38
1% of jobs
$57.38 - $62.13
0% of jobs
$9
$24
$62
How much do associate financial representative jobs pay per hour?
As of Sep 4, 2026, the average hourly pay for associate financial representative in Bayside, WI is $24.64, according to ZipRecruiter salary data. Most workers in this role earn between $18.03 and $24.09 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?
| Aspect | Associate Financial Representative | Financial Advisor |
|---|---|---|
| Certifications | FINRA Series 6 or 7, possibly Series 63 or 65 | Series 7, Series 66 or 65, CFP certification often preferred |
| Work Environment | Support role in financial services, assisting senior staff | Client-facing, providing personalized financial planning |
| Employer & Industry Usage | Financial firms, banks, brokerages | Independent 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 cities near Bayside, WI are hiring for Associate Financial Representative jobs?
Cities near Bayside, WI with the most Associate Financial Representative job openings:
Job description
Join us today as the Equipment Finance Specialist!
First Business Bank is a Top Workplaces USA company, learn more here.
First Business Bank is a Top Workplaces USA company, learn more here.
At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority — they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage. We’re delighted you’re considering joining us!
Work Model: Hybrid, one day per week at the Brookfield, WI office.
OVERVIEW:
The Equipment Finance Specialist is a front-line, client-facing role responsible for supporting equipment finance transactions and delivering high-quality service. This position serves as a key liaison between sales representatives, equipment vendors, brokers, and end-user clients, ensuring efficient processing, documentation, and funding of transactions.
Key Responsibilities:
Transaction Processing & Documentation
- Prepare and distribute transaction documentation in accordance with credit approvals and company guidelines
- Review executed documents for accuracy and completeness; resolve any discrepancies
- Follow up with clients to obtain required documentation
- Identify inconsistencies that may indicate potential fraud
- Approve release of purchase orders to vendors following documentation review
Funding & Booking
- Prepare transactions for funding and booking
- Confirm equipment delivery and acceptance with clients
- Reconcile vendor invoices and validate funding data
- Make funding and booking recommendations to management
- Maintain accurate records of all documentation and funding activities
Client & Sales Support
- Serve as a primary point of contact for clients, vendors, and internal sales teams
- Respond to and resolve inquiries in a timely manner
- Support sales efforts by following up on missing or outstanding information
Performance Expectations
- Consistently meet defined productivity and quality metrics
- Deliver a high level of service to internal and external partners
The successful candidate should have:
- Associates Degree or equivalent years of services required
- Detail orientated with the ability to learn and retain complex policies and procedures.
- Ability to multitask, manage time and priorities in multiple process environments.
- Demonstrated aptitude and curiosity for technology and systems, including emerging tools such as AI; ability to quickly learn, adapt, and leverage digital solutions to drive efficiency and innovation.