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Associate Financial Representative Jobs in Brookfield, WI

SpartanNash Associates, LLC

Deli Associate

Wauwatosa, WI

$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 ...

Surgery Partners

Business Office Rep

Milwaukee, WI

The Business Office Representative supports the financial and operational functions of a small ... Associate's degree in office administration or related field preferred * At least three years of ...

HP Products

Counter Sales Representative

Pewaukee, WI · On-site

$17 - $21.25/hr

... Representative. Schedule: M-F 6:00am-3:30pm (OT likely) The PERKS of working for Ferguson ... financial well-being of our associates. Our competitive offering not only includes benefits like ...

Lighting Unlimited

Counter Sales Representative

Pewaukee, WI · On-site

$17 - $21.25/hr

... Representative. Schedule: M-F 6:00am-3:30pm (OT likely) The PERKS of working for Ferguson ... financial well-being of our associates. Our competitive offering not only includes benefits like ...

SUPPLY.com

Counter Sales Representative

Pewaukee, WI · On-site

$17 - $21.25/hr

... Representative. Schedule: M-F 6:00am-3:30pm (OT likely) The PERKS of working for Ferguson ... financial well-being of our associates. Our competitive offering not only includes benefits like ...

Surgery Partners

Business Office Rep

Milwaukee, WI · On-site

The Business Office Representative supports the financial and operational functions of a small ... Associate's degree in office administration or related field preferred * At least three years of ...

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Showing results 21-40

All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Brookfield, WI

Associate Financial Representative information

See Brookfield, WI salary details

$10

$24

$62

How much do associate financial representative jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for associate financial representative in Brookfield, WI is $24.91, according to ZipRecruiter salary data. Most workers in this role earn between $18.22 and $24.33 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 the most commonly searched types of Financial Representative jobs in Brookfield, WI? The most popular types of Financial Representative jobs in Brookfield, WI are:
What are popular job titles related to Associate Financial Representative jobs in Brookfield, WI? For Associate Financial Representative jobs in Brookfield, WI, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Brookfield, WI look for? The top searched job categories for Associate Financial Representative jobs in Brookfield, WI are:
What cities near Brookfield, WI are hiring for Associate Financial Representative jobs? Cities near Brookfield, WI with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Brookfield, WI as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 15% Part Time, 3% Contract, and 1% Nights. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $51,810 per year, or $24.9 per hour.

Bilingual Member Services Representative

Trusted Fraternal Life

Milwaukee, WI • On-site

Full-time

Medical, Life, Retirement

Re-posted 3 days ago

Job description

Member Services Representative
Trusted Fraternal Life (TFL) has an exciting opportunity available for a Member Service Representative to join our team! The individual will be part of our Member Services Department, which is within the Insurance Operations of TFL Arden Hills, MN Office. Opportunities within Insurance Operations may arise, which would be dependent on the demands of TFL. They will report to the Member Services Director. This is an important position with high visibility to Members and Advisors. The ideal candidate must have a passion to provide superior customer service to TFL Members, Advisors, and home office associates.
WHAT YOU’LL DO
As a Member Services Representative, you will:
  • Active participation in our main call center queue - directing and handling calls as appropriate.
  • Handling member inquiries which involve transaction processing or inquiries.
  • Spanish as a second language is preferred.
  • Generating correspondence and forms when applicable.
  • Proactively resolving claims issues and ensuring action steps are communicated with Members and field force.
  • Reviewing generated reports and completing necessary processing.
  • Completing various projects assigned.
  • Active communication with Members, Advisors, and other home office associates regarding status of Member Services.
  • Provide proactive support and input into the re-engineering/transformation of operational processes within Member Services and Operations to help facilitate company growth, improve organizational efficiency, and reduce turnaround time.
QUALIFICATIONS
  • Post-Secondary Degree or equivalent experience in life insurance or customer service.
  • Must be bilingual (Spanish/English)
  • A proven track record of high performance.
  • Excellent communication skills that can be dynamically adjusted to different situations and audiences.
  • A desire to set high expectations for yourself and then strive to exceed those expectations.
  • Ability to thrive in a fast-paced environment
  • Proven ability to improve processes that you are responsible for
Successful candidates will be organized, detail-oriented and able to work independently. Individuals must be able to influence other associates at all organizational levels.
Candidates must be skilled in effectively prioritizing work based on a balanced assessment of impact, urgency, and priority to maximize efficiency while minimizing risk. Excellent communication skills are required with the ability to work well in a team environment.
WHAT WE OFFER
  • Access to a full Group Benefits Package including health, life and disability insurance plus a 401(k) plan
  • Free parking in our Home Office structure
  • Wellness subsidy program
  • Ability to work remote on Friday
  • Year-round “Summer Fridays” with the Friday workday ending at 1:30 p.m.
About Trusted Fraternal Life
Trusted Fraternal Life’s purpose is to serve communities, provide financial security, and enhance quality of Life. Its vision is to be the innovative leader in fraternal partnerships and consolidation, while growing existing business, and engaging more people to enjoy financially secure, purposeful lives. Created in March 2024 by Trusted Fraternal Life, Trusted Fraternal Life is committed to building the NextGen fraternal benefit society. The organization’s financial strength rating was upgraded to an A with a stable outlook in 2024 by the Kroll Bond Rating Agency and it has been recognized as a Top Workplace eleven years in a row. The Trusted Fraternal Life family of brands includes Catholic Financial Life, Degree of Honor, Woman’s Life and Catholic United Financial.
Our Mission...
Trusted Fraternal Life's purpose is to facilitate consolidation in the fraternal sector, while preserving unique identities and traditions, and achieving the necessary scale to be relevant, to compete, and to grow.
Our vision is to be an innovative leader in fraternal partnerships, while growing our existing business and engaging more people to enjoy financially secure, purposeful lives.
Trusted Fraternal Life serves as the cornerstone to a family of fraternal brands. We celebrate the unique missions and traditions that each brand brings to the family, while providing financial strength, advanced technology, and additional products to the brands of Trusted Fraternal Life.

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