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Associate Financial Representative Jobs in Dubuque, IA

Blain's Farm & Fleet

Cashier

Dubuque, IA · On-site

$15/hr

Associates hired into a full-time role will become eligible for the following benefits effective ... Demonstrate awareness and compliance with all relevant policies (e.g. finance, safety, LP, HR ...

Blain's Farm & Fleet

Cashier

Dubuque, IA · On-site

$15/hr

Associates hired into a full-time role will become eligible for the following benefits effective ... Demonstrate awareness and compliance with all relevant policies (e.g. finance, safety, LP, HR ...

Nutrien

Sales Agronomist

Dyersville, IA · On-site

Associate Job Type: Full Time Nutrien is a leading provider of crop inputs and services, and our ... Proven ® Seed and Dyna-Gro ® Seed; as well as financial, custom application and precision ag ...

Access Dubuque

Packager

Dubuque, IA · On-site

$22/hr

Senior Medical Editor, Basic Sciences McGraw Hill Financial Service Representative Express ... D.) - General, Pediatric Medical Associates Care Coordinator Hillcrest Family Services Business ...

Four Oaks

Family Support Specialist (FADSS)

Dubuque, IA · On-site

$17 - $22.25/hr

Network with community service representatives to advocate for accessibility of non-traditional ... Possess a Bachelor's or Associate's Degree in a human services related field of study (or)

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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.

Recruiter

Platinum Supplemental Insurance, Inc.

Dubuque, IA • On-site

$45 - $75/hr

Other

Medical, Dental, Vision, PTO

Posted yesterday

New

Job description

At Platinum Supplemental Insurance, our mission includes providing employees with outstanding opportunities for personal, professional and financial growth. It’s why our people love working here, and also why we celebrate so many 10+ year anniversaries. We treat our people well, provide benefits they love (like half-day Fridays!), and create an environment for growth and collaboration.

If you are skilled in recruiting, sales or the service industry, here’s an opportunity to grow your experience and your income. Our talented team of recruiters works one-on-one with applicants to interview, hire and guide new sales representatives to positions with our outside sales force, which serves customers in 17 states and growing. If you’re looking for a supportive team culture, flexibility, and a place you’ll love working, apply today.

This is a full-time employee position with a base pay plus commission.

Here’s What You’ll Do in This Role:
  • Learn and then demonstrate proficient knowledge of Platinum’s standard hiring process, the Platinum sales career and Platinum products
  • Manage a consistent applicant queue and qualify candidates through a phone interview process
  • Hire quality recruits to grow Platinum’s sales team
  • Provide guidance to newly hired sales representatives through their contract and licensing processes
  • Demonstrate assertive time management between new leads and new hires
  • Effectively maintain your workflows and candidate information in relevant software and technologies
  • Periodically qualify for your own performance incentives
Preferred Qualifications and Experience:
  • Associate or bachelor’s degree in business administration or similar field
  • Demonstrated skills in recruiting, customer service or project management
  • Excellent written and verbal communication skills
  • Flexibility to work outside of regular business hours, when needed, and to work independently with minimal supervision
  • A positive solutions-focused attitude and demonstrated initiative and innovation
  • Ability to maintain a high level of confidentiality regarding personal information
  • Skilled in Microsoft Office programs (Word, Excel, etc.)
Benefits—Why People Like Working Here:
  • Our offices close at 12 p.m. on Fridays, so your typical workweek looks like Monday–Thursday 8 a.m.–5 p.m. in the office and work from home on Friday 8 a.m.–12 p.m. It’s a great way to start the weekend.
  • Casual dress. We keep it professional, but we get more done in jeans than suits.
  • Friendly, modern office environment with walk-out access to some of Dubuque’s most vibrant lunch options.
  • A daily culture that supports learning, innovation, and ingenuity. This is where your career grows.
  • On-site fitness facility
  • Excellent compensation and benefits package, including health, dental and vision insurance
  • Paid vacation and holidays
Equal Opportunity Employer:

Platinum Supplemental Insurance is committed to providing equal employment opportunities (EOE) to all employees and applicants for employment without regard to race, color, gender, religion, sexual orientation, national origin, age, disability, marital status, amnesty or veteran status.

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About Platinum Supplemental Insurance

Sourced by ZipRecruiter

Platinum Supplemental Insurance is a distinguished company in the insurance industry based in Dubuque, IA, US. Their official website can be found at pltnm.com. Founded on the pillars of resilience, excellence, and integrity, it has carved a niche for itself by offering an array of premium supplement insurance products. Their arsenal of products primarily caters to protecting the livelihoods of those living in heartland America, focusing on rural families.

Industry

Insurance services

Company size

51 - 200 Employees

Headquarters location

Dubuque, IA, US

Year founded

1995

Social media

Facebook

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