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Associate Financial Representative Jobs in Belgrade, MT

Zoot Enterprises, Inc.

Associate Counsel

Bozeman, MT · On-site

... financial and health data protection and privacy; medical, health, and wellness services ... The Associate General Counsel must recognize that he or she is a high level representative of Zoot ...

Make Choteau Home

Associate Counsel - Bozeman

Bozeman, MT · On-site

$140 - $190/hr

... financial and health data protection and privacy; medical, health, and wellness services ... The Associate General Counsel must recognize that he or she is a high level representative of Zoot ...

Service Partners

Outside Sales Representative

Belgrade, MT · On-site

$30K - $250K/yr

Outside Sales Associate Are you looking for a career with an industry leader that drives the future ... legal and financial issues, etc. * Employee Referral Bonus * Paid Military Leave * Tuition ...

New

TopBuild Corp.

Outside Sales Representative

Belgrade, MT · On-site

$30K - $250K/yr

Your Responsibilities We are seeking an ambitious, motivated Outside Sales Associate looking to ... legal and financial issues, etc. * Employee Referral Bonus * Paid Military Leave * Tuition ...

Topbuild

Outside Sales Representative

Livingston, MT · On-site

$30K - $250K/yr

Your Responsibilities We are seeking an ambitious, motivated Outside Sales Associate looking to ... legal and financial issues, etc. * Employee Referral Bonus * Paid Military Leave * Tuition ...

Topbuild

Outside Sales Representative

Belgrade, MT · On-site

$30K - $250K/yr

Your Responsibilities We are seeking an ambitious, motivated Outside Sales Associate looking to ... legal and financial issues, etc. * Employee Referral Bonus * Paid Military Leave * Tuition ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Belgrade, MT

Associate Financial Representative information

See Belgrade, MT salary details

$11

$28

$70

How much do associate financial representative jobs pay per hour?

As of Aug 29, 2026, the average hourly pay for associate financial representative in Belgrade, MT is $28.14, according to ZipRecruiter salary data. Most workers in this role earn between $20.58 and $27.50 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.
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Belgrade, MT as of August 2026, with employment types broken down into 100% Full Time. Highlights an 86% In-person, 7% Hybrid, and 7% Remote job distribution, with an average salary of $58,539 per year, or $28.1 per hour.

EARC Administrative Associate III

Montana State University

Bozeman, MT • On-site

$20/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 26 days ago

Montana State University rating

7.1

Company rating: 7.1 out of 10

Based on 30 frontline employees who took The Breakroom Quiz

412th of 625 rated colleges and universities

Job description

Position Details
Position Information
Announcement Number
STAFF - VA - 27070
For questions regarding this position, please contact:
Chengci Chen
cchen@montana.edu
406-994-2210
Classification Title
Admin Assoc III
Working Title
EARC Administrative Associate III
Brief Position Overview
The Eastern Agricultural Research Center (EARC) located in Sidney, MT is looking for a dependable, organized, and personable administrative professional to support the work of the research center.
The Administrative Associate III serves as the primary contact for the center's front office and works closely with the Superintendent, faculty, researchers, and staff on day-to-day administrative, financial, purchasing, personnel, and event-related activities.
The Administrative Associate III represents EARC and its interests to entities outside and within the university.
Position Number
4N0240
Department
AES EARC
Division
College of Agriculture/MAES
Appointment Type
Classified
Contract Term
Fiscal Year
Semester
If other, specify From date
If other, specify End date
FLSA
Non-Exempt
Union Affiliation
FOCUS-MFPE
FTE
1.0
Benefits Eligible
Eligible
Salary
$20.00 per hour, commensurate with experience, education, and qualifications.
Contract Type
Classified Hourly
If other, please specify
Recruitment Type
Open
Position Details
General Statement
EARC is part of Montana State University and performs agricultural research that directly benefits farmers, ranchers, and communities across eastern Montana and beyond.
Qualified applicants at different stages of their careers are encouraged to apply. MSU offers a comprehensive benefits package, including paid vacation and sick leave, paid holidays, retirement benefits, and health, dental, vision, and other insurance options.
Training will be provided on Montana State University accounting systems, policies, procedures, and other job-specific responsibilities.
Duties and Responsibilities
Under the supervision of EARC Superintendent, the Administrative Associate III will perform a variety of administrative support, customer service, and fiscal management:
  • Manage the day-to-day operations of the EARC front office, including answering phones, assisting visitors, maintaining calendars, preparing correspondence and documents, and providing administrative support to the Superintendent, faculty, and staff.
  • Process and monitor financial transactions, including invoices, purchasing, deposits, travel reimbursements, and university accounts.
  • Assist with personnel and payroll activities, including hiring paperwork, employee records, timesheets, and monthly payroll processes.
  • Assist the superintendent in coordinating and supporting EARC meetings, the Annual Field Day, advisory board meetings, and other center events.
  • Maintain office records, manuals, reports, supplies, and other materials, and assist with compiling weather information and EARC annual research reports.
  • Assisting the Superintendent in communicating with university offices, other research centers, Extension offices, vendors, agricultural producers, and the public.
  • Perform other administrative duties as needed to support the center.

Required Qualifications - Experience, Education, Knowledge & Skills
  1. Two years of experience in administrative, office management, bookkeeping, or similar roles.
  2. Experience using Microsoft Office applications, including word processing, spreadsheets, email, and similar office software.
  3. Experience working with financial records, invoices, budgets, bookkeeping, accounting, or other financial transactions.
  4. Demonstrated ability to organize and prioritize multiple responsibilities, meet deadlines, and adapt to changing priorities while maintaining a positive, effective, and professional attitude.
  5. Strong attention to detail and accuracy when working with financial, personnel, and other records.

Preferred Qualifications - Experience, Education, Knowledge & Skills
  1. Two years of post-secondary education
  2. Experience with bookkeeping, accounting, purchasing, payroll, or financial recordkeeping.
  3. Experience working in a university, government, agricultural, or other public-sector setting.
  4. Experience coordinating meetings, events, or other community activities.
  5. Experience working with policies and procedures related to purchasing, financial transactions, or personnel.

The Successful Candidate Will
  • Maintain the confidentiality of records and information;
  • Communicate effectively with employees, students, and the public, both in-person and over the phone;
  • Establish and maintain effective working relations with co-workers and the public;
  • Represent the Eastern Ag Research Center, the Department, and MSU professionally and courteously.

Position Special Requirements/Additional Information
This job description should not be construed as an exhaustive statement of duties, responsibilities or requirements, but is a general description of the job. Nothing contained herein restricts Montana State University's rights to assign or reassign duties and responsibilities to this job at any time.
Physical Demands
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily with or without reasonable accommodations. The requirements listed above are representative of the knowledge, skill, and/or ability required.
This position has supervisory duties?
No
Posting Detail Information
Number of Vacancies
1
Desired Start Date
Position End Date (if temporary)
Open Date
Close Date
Applications will be:
Screening of applications will begin on September 8, 2026; however, applications will continue to be accepted until an adequate applicant pool has been established.
Special Instructions
This position is not eligible for sponsorship.
EEO Statement
Montana State University is an equal opportunity employer. MSU does not discriminate against any applicant on the basis of race, color, religion, creed, political ideas, sex, sexual orientation, gender identity or expression, age, marital status, national origin, physical or mental disability, or any other protected class status in violation of any applicable law.
In compliance with the Montana Veteran's Employment Preference Act, MSU provides preference in employment to veterans, disabled veterans, and certain eligible relatives of veterans. To claim veteran's preference, please complete the veteran's preference information located in the Demographics section of your profile.

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