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Associate Financial Representative Jobs in Dubuque, IA

UMB Financial

Personal Banker I

Dubuque, IA · 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 · 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

Branch Manager

Dubuque, IA · On-site

$68 - $100/hr

... associate development or management experience * You have 2 years of banking/financial services ... Compensation Range $67,869 - $99,836 The posted compensation range on this listing represents UMB ...

UMB Financial

Branch Manager

Dubuque, IA · On-site

$67K - $99K/yr

... associate development or management experience * You have 2 years of banking/financial services ... Compensation Range: $67,869 - $99,836 The posted compensation range on this listing represents UMB ...

UMB Financial

Trust Officer Sr

Dubuque, IA · 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 Corporation

Branch Manager

Dubuque, IA · On-site

$67K - $99K/yr

... associate development or management experience * You have 2 years of banking/financial services ... Compensation Range: $67,869 - $99,836 The posted compensation range on this listing represents UMB ...

UMB Financial Corporation

Personal Banker I

Dubuque, IA · 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 · 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 · 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 · 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

Branch Manager

Dubuque, IA · On-site

$67K - $99K/yr

... associate development or management experience * You have 2 years of banking/financial services ... Compensation Range: $67,869 - $99,836 The posted compensation range on this listing represents UMB ...

UMB Financial

Trust Sales Advisor

Dubuque, IA · On-site

$110K - $235K/yr

... financial solutions for clients. The PWTSA will ensure the delivery of the unparalleled customer ... represents UMB's standard for this role, but the actual compensation may vary by geographic ...

UMB Financial

Comml Loan Doc Proc II

Dubuque, IA · On-site

$59K - $86K/yr

Amidst the other tasks, this role serves as primary mentor to Doc Processor I associates and ... Compensation Range: $59,085 - $86,922 The posted compensation range on this listing represents UMB ...

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How much do associate financial representative jobs pay per hour?

As of Sep 2, 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 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.

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 job categories do people searching Associate Financial Representative jobs in Dubuque, IA look for?

The top searched job categories for Associate Financial Representative jobs in Dubuque, IA 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 100% Full Time. Highlights an 85% In-person, 7% Hybrid, and 8% Remote job distribution, with an average salary of $51,608 per year, or $24.8 per hour.

Account Representative - State Farm Agent Team Member

State Farm

Dubuque, IA • On-site

$60K - $100K/yr

Full-time

Retirement, PTO

Re-posted 6 hours ago

State Farm rating

7.3

Company rating: 7.3 out of 10

Based on 1,562 frontline employees who took The Breakroom Quiz

242nd of 315 rated insurance

Job description

Replies within 24 hours
Benefits:
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • 401(k) matching
  • Company parties
  • Competitive salary
  • Flexible schedule

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents are independent contractors that market State Farm Insurance and financial services products.
ROLE DESCRIPTION:
As Account Representative for Lane Madsen - State Farm Agent, you are vital to our daily business operations and customers' success. You help grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of customers by proactively marketing relevant products and services.
RESPONSIBILITIES:
  • Develop leads, schedule appointments, identify customer needs, and market products and services to help meet those needs.
  • Establish customer relationships and follow up with customers, as needed.
  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding product availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Promote successful and long-lasting customer relations.

QUALIFICATIONS:
  • Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
  • Experience in managing customer relationships preferred.
  • Interest in marketing products and services based on customer needs.
  • Communication skills - written, verbal, and listening.
  • Dedicated to customer service.
  • Able to anticipate customer needs.
  • Able to effectively relate to customers.
  • Property & Casualty license.

Compensation: $60,000.00 - $100,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Dubuque, IA and help customers with their insurance and financial services needs, including:
  • Auto insurance
  • Home insurance
  • Life insurance
  • Retirement planning

State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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