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Associate Financial Representative Jobs in Dubuque, IA

Access Dubuque

Customer Service Representative

Dubuque, IA ยท On-site

$15 - $20.50/hr

... Financial Service Representative Cottingham & Butler/ SISCO Client Service Representative ... SISCO Teller Service Associate (Platteville) Dupaco Community Credit Union Client Service ...

UMB Financial

Personal Banker I

Galena, IL ยท On-site

$29K - $43K/mo

UMB's branches offer many opportunities to expand your financial education & grow your career ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Access Dubuque

Client Service Representative

Dubuque, IA ยท On-site

$15 - $20.50/hr

... Butler/ SISCO Financial Service Representative Cottingham & Butler/ SISCO Client Service ... Associates, Inc. Customer Service Representative Cottingham & Butler/ SISCO Share this Job ...

UMB Financial

Personal Banker I

Dubuque, IA ยท On-site

$38K - $57K/yr

UMB's branches offer many opportunities to expand your financial education & grow your career ... Compensation Range: $38,916 - $57,244 The posted compensation range on this listing represents UMB ...

UMB Financial

Personal Banker I

Dubuque, IA ยท On-site

$38K - $57K/yr

UMB's branches offer many opportunities to expand your financial education & grow your career ... Compensation Range: $38,916 - $57,244 The posted compensation range on this listing represents UMB ...

UMB Financial

Trust Officer Sr

Dubuque, IA ยท On-site

$117K - $173K/yr

Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation ... Compensation Range: $117,900 - $173,393 The posted compensation range on this listing represents ...

UMB Financial

Branch Manager I

Platteville, WI ยท On-site

$51K - $75K/yr

... associate development or management experience * You have 2 years of banking/financial services ... represents UMB's good faith and reasonable estimate based on its budget and what it expects to be ...

UMB Financial

Trust Officer Sr

Dubuque, IA ยท On-site

$91K - $196K/yr

Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation ... represents UMB's standard for this role, but the actual compensation may vary by geographic ...

UMB Financial

Trust Officer

Dubuque, IA ยท On-site

$81K - $120K/yr

Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UMB Financial Corporation

Branch Manager I

Platteville, WI ยท On-site

$51K - $75K/yr

... associate development or management experience * You have 2 years of banking/financial services ... represents UMB's good faith and reasonable estimate based on its budget and what it expects to be ...

UMB Financial Corporation

Personal Banker I

Galena, IL ยท On-site

$29K - $43K/mo

UMB's branches offer many opportunities to expand your financial education & grow your career ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UMB Financial Corporation

Personal Banker I

Dubuque, IA ยท On-site

$38K - $57K/yr

UMB's branches offer many opportunities to expand your financial education & grow your career ... Compensation Range: $38,916 - $57,244 The posted compensation range on this listing represents UMB ...

UMB Financial Corporation

Personal Banker I

Dubuque, IA ยท On-site

$38K - $57K/yr

UMB's branches offer many opportunities to expand your financial education & grow your career ... Compensation Range: $38,916 - $57,244 The posted compensation range on this listing represents UMB ...

UMB Financial Corporation

Personal Banker I

Dubuque, IA ยท On-site

$38K - $57K/yr

UMB's branches offer many opportunities to expand your financial education & grow your career ... Compensation Range: $38,916 - $57,244 The posted compensation range on this listing represents UMB ...

UMB Financial Corporation

Personal Banker I

Dubuque, IA ยท On-site

$38K - $57K/yr

UMB's branches offer many opportunities to expand your financial education & grow your career ... Compensation Range: $38,916 - $57,244 The posted compensation range on this listing represents UMB ...

UMB Financial Corporation

Trust Officer

Dubuque, IA ยท On-site

$81K - $120K/yr

Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

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Associate Financial Representative information

See Dubuque, IA salary details

$9

$24

$62

How much do associate financial representative jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for associate financial representative in Dubuque, IA is $24.81, according to ZipRecruiter salary data. Most workers in this role earn between $18.12 and $24.23 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 Dubuque, IA? The most popular types of Financial Representative jobs in Dubuque, IA are:
What are popular job titles related to Associate Financial Representative jobs in Dubuque, IA? For Associate Financial Representative jobs in Dubuque, IA, the most frequently searched job titles are:
What cities near Dubuque, IA are hiring for Associate Financial Representative jobs? Cities near Dubuque, IA with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Dubuque, IA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $51,608 per year, or $24.8 per hour.

Client Service Representative (CSR)

Access Dubuque

Dubuque, IA โ€ข On-site

$15 - $20.50/hr

Other

Re-posted 26 days ago

Job description

Client Service Representative (CSR)

Kunkel & Associates, Inc.

1 Positions

ID: 3988094

Posted On 03/10/2026

Refreshed On 07/16/2026

Job Overview

The Client Service Representative is responsible for carrying out various P&C activities related to the servicing and development of clientsโ€™ insurance programs.

Requirements

Key Responsibilities:

ยท Prepare and process โ€œspecialโ€ Certificates of Insurance, according to company guidelines

ยท Manage CSR24 portal for clients, including setting up access and troubleshooting technical issues

ยท Create and Renew certificate masters

ยท Create and manage monthly reports for clients

ยท Process change requests

ยท Check non-premium endorsements

ยท Send out cancellation certificates as needed

ยท Create and organize renewal questionnaires

ยท Order Loss Runs from insurance companies and review for large losses/reserves

ยท Review Motor Vehicle Records

ยท Assist administrative team as needed

ยท Other duties as assigned

Skills/Qualifications:

ยท BA or BS or applicable job experience

ยท 1-3 years experience in P&C or related field

ยท Must have strong Outlook, Word, Excel and PowerPoint Skills

ยท Ability to work in a fast-paced environment while adapting to changing deadlines and priorities

ยท Excellent verbal and written communication skills required

Primary Contact

13337

Kim Budde

Director of Human Resources, HR

563-585-2310

Phone

Phone

Phone

Fax

[email protected]

Email

True

False

False

Job Details

Categories

Customer Service

Insurance

Location

Dubuque, IA

Job Type

Employee

Full/Part

Full Time

Company ID

1111

Job REQ #

3988094

# Positions

1

Start Date

20260310

End Date

20260908

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Share this Job

Kunkel & Associates, Inc.

About the Company

Kunkel & Associates is a commercial insurance brokerage and consulting firm committed to providing quality service through unparalleled professionalism and personalized attention for over 15 years.

Our team provides consultative solutions for your transportation, property and casualty, and employee benefits needs. Our organization continues to grow and develop by bringing innovative advantages to our clients; including: comprehensive nursing services, resource consulting, safety and loss control management, and claims management.

Work with us, not for us.

At Kunkel & Associates, we continue to search for talented individuals to join our team. If you are seeking a position that is rewarding, challenging, provides growth opportunities, and is fun, consider a career with us. Even if you donฮ“ร‡ร–t see the position youฮ“ร‡ร–re looking for, please still apply. Weฮ“ร‡ร–re always interested in talking to great people.

K&A Locations: Dubuque, Iowa (Headquarters); Madison, Wisconsin and Kansas City, Kansas

Check out our recruitment video: https://kunkel-inc.com/careers to learn more about what we do at Kunkel and our team members!

Apply