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Associate Financial Representative Jobs in Elgin, IL

Beyond Finance

Future Interest

Chicago, IL · On-site

At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Elgin, IL

Associate Financial Representative information

See Elgin, IL salary details

$10

$26

$65

How much do associate financial representative jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for associate financial representative in Elgin, IL is $26.01, according to ZipRecruiter salary data. Most workers in this role earn between $18.99 and $25.43 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 popular job titles related to Associate Financial Representative jobs in Elgin, IL?

For Associate Financial Representative jobs in Elgin, IL, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Elgin, IL look for?

The top searched job categories for Associate Financial Representative jobs in Elgin, IL are:

What cities near Elgin, IL are hiring for Associate Financial Representative jobs?

Cities near Elgin, IL with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Elgin, IL as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $54,100 per year, or $26 per hour.

International Payments Associate - Commercial Bank

J.P. Morgan

Chicago, IL

Full-time

Medical, Retirement

Posted 9 days ago

Job description

hackajob is collaborating with J.P. Morgan to connect them with exceptional professionals for this role.

JOB DESCRIPTION

Are you client focused and enjoy building relationships? Join the team helping to support US Headquartered companies with their international business needs!  

As an International Sales Associate within our dynamic team, you will play a critical role in our growth strategy. You will assist the International Payments Specialists and provide credit and financing, treasury and payment services, and international banking services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations. You will work in close partnership with the International Payments Specialists (IPS), US based Commercial bankers and Treasury Management Officers; as well as other Product Specialists from across the Firm to identify and support the broader banking needs and requirements of Commercial Bank clients. You will participate in the three-year development plan designed for a progression of job functions to develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Payment Sales Commercial Bank. 

Job responsibilities

  • Service the specific non-US corporate banking needs of the firm's targeted prospects and clients 

  • Assist our colleagues to manage the implementation, on-boarding & ramping of new business mandates from clients & prospects  

  • Uncover and scope new sales opportunities within the existing client base 

  • Maintain ongoing client relationships which may include reviewing pricing reviews/changes, obtaining exception approvals, addressing legal or compliance reviews 

  • Prepare for key client meetings including creating and updating presentation materials, performing client research, obtaining relationship details from across the firm 

  • Manage the client onboarding/implementation experience  

  • Manage deal pipelines and monitor portfolio profitability 

Required qualifications, capabilities and skills 

  • 3+ years' experience in corporate banking, corporate treasury, finance, consulting or finance sales to mid-cap corporates 

  • Bachelor's Degree or higher in finance, economics, or related field 

  • 1+ years' of Treasury experience  

  • Interest in learning international corporate banking and global treasury 

  • Strong Excel and PowerPoint skills 

  • Exceptional verbal and written communication skills with ability to build and maintain relationships globally 

  • Excellent problem solving and critical thinking skills with strong attention to detail 

  • Persistent and detailed follow-up  

  • Enjoys working in a client-facing role, with eventual opportunity through career advancement of managing their own portfolio of clients 

  • Ability to thrive in a dynamic work environment and learn via networking and peer to peer education 

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

ABOUT THE TEAM

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

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