Full-Time Credit Associate
Fenton, MI · On-site
Request and track current financial statements and tax returns from our current customers * Prepare ... In addition, the requirements listed below are representative of the knowledge, skill and/or ...
Full-Time Credit Associate
Fenton, MI · On-site
Request and track current financial statements and tax returns from our current customers * Prepare ... In addition, the requirements listed below are representative of the knowledge, skill and/or ...
Associate Sales Representative
Flint, MI · On-site
Help secure families' financial futures * Close sales and earn performance-based pay and bonuses We find that coachable individuals with a good attitude perform best in this environment.
Associate Sales Representative
Flint, MI · On-site
Help secure families' financial futures * Close sales and earn performance-based pay and bonuses We find that coachable individuals with a good attitude perform best in this environment.
Associate Sales Representative
Burton, MI · On-site
Help secure families' financial futures * Close sales and earn performance-based pay and bonuses We find that coachable individuals with a good attitude perform best in this environment.
Associate Sales Representative
Burton, MI · On-site
Help secure families' financial futures * Close sales and earn performance-based pay and bonuses We find that coachable individuals with a good attitude perform best in this environment.
Insurance Representative
Flint, MI · On-site
$59K - $74K/yr
The Representative reports directly to a Managing Representative, Associate Director or Managing ... Financial Planning (PFP) sales interviews, Quality Life Check-ups (QLCs), first year and renewal ...
Insurance Representative
Flint, MI · On-site
$59K - $74K/yr
The Representative reports directly to a Managing Representative, Associate Director or Managing ... Financial Planning (PFP) sales interviews, Quality Life Check-ups (QLCs), first year and renewal ...
Associate Sales Representative
Flint, MI · On-site
Help secure families' financial futures * Close sales and earn performance-based pay and bonuses We find that coachable individuals with a good attitude perform best in this environment.
Associate Sales Representative
Flint, MI · On-site
Help secure families' financial futures * Close sales and earn performance-based pay and bonuses We find that coachable individuals with a good attitude perform best in this environment.
Claims Service Representative
Howell, MI · On-site
$42K/yr
Associate degree (or currently pursuing an Associate degree) is strongly preferred. Experience: 1-3 ... of experience in customer service, financial services, or hospitality preferred. Strong ...
Claims Service Representative
Howell, MI · On-site
$42K/yr
Associate degree (or currently pursuing an Associate degree) is strongly preferred. Experience: 1-3 ... of experience in customer service, financial services, or hospitality preferred. Strong ...
Deli Associate
Fenton, MI · On-site
$13 - $15.50/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 ...
Deli Associate
Fenton, MI · On-site
$13 - $15.50/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 ...
Deli Associate
Fenton, MI · On-site
$13 - $15.50/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 ...
Deli Associate
Fenton, MI · On-site
$13 - $15.50/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 ...
Meat Associate
Fenton, MI · On-site
... 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 ...
Meat Associate
Fenton, MI · On-site
... 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 ...
Meat Associate
Fenton, MI · On-site
... 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 ...
Meat Associate
Fenton, MI · On-site
... 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 ...
Meat Associate
Fenton, MI · On-site
... 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 ...
Meat Associate
Fenton, MI · On-site
... 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 ...
Service Associate
$14.25 - $19/hr
Ensure that the shift contributes to the financial best interests of the store. Complete all other ... The physical demands described here are representative of those that must be met by an associate to ...
Service Associate
$14.25 - $19/hr
Ensure that the shift contributes to the financial best interests of the store. Complete all other ... The physical demands described here are representative of those that must be met by an associate to ...
Service Associate
Owosso, MI · On-site
$14.25 - $19/hr
Ensure that the shift contributes to the financial best interests of the store. Complete all other ... The physical demands described here are representative of those that must be met by an associate to ...
Service Associate
Owosso, MI · On-site
$14.25 - $19/hr
Ensure that the shift contributes to the financial best interests of the store. Complete all other ... The physical demands described here are representative of those that must be met by an associate to ...
Service Associate
Fenton, MI · On-site
$14.25 - $19/hr
Ensure that the shift contributes to the financial best interests of the store. Complete all other ... The physical demands described here are representative of those that must be met by an associate to ...
Service Associate
Fenton, MI · On-site
$14.25 - $19/hr
Ensure that the shift contributes to the financial best interests of the store. Complete all other ... The physical demands described here are representative of those that must be met by an associate to ...
Service Associate
Fenton, MI · On-site
$14.25 - $19/hr
Ensure that the shift contributes to the financial best interests of the store. Complete all other ... The physical demands described here are representative of those that must be met by an associate to ...
Service Associate
Fenton, MI · On-site
$14.25 - $19/hr
Ensure that the shift contributes to the financial best interests of the store. Complete all other ... The physical demands described here are representative of those that must be met by an associate to ...
Service Associate
Owosso, MI · On-site
$14.25 - $19/hr
Ensure that the shift contributes to the financial best interests of the store. Complete all other ... The physical demands described here are representative of those that must be met by an associate to ...
Service Associate
Owosso, MI · On-site
$14.25 - $19/hr
Ensure that the shift contributes to the financial best interests of the store. Complete all other ... The physical demands described here are representative of those that must be met by an associate to ...
Service Associate
Fenton, MI · On-site
$14.25 - $19/hr
Ensure that the shift contributes to the financial best interests of the store. Complete all other ... The physical demands described here are representative of those that must be met by an associate to ...
Service Associate
Fenton, MI · On-site
$14.25 - $19/hr
Ensure that the shift contributes to the financial best interests of the store. Complete all other ... The physical demands described here are representative of those that must be met by an associate to ...
Bakery/Deli Associate
Owosso, MI · On-site
$13 - $15.50/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 ...
Bakery/Deli Associate
Owosso, MI · On-site
$13 - $15.50/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 ...
Bakery/Deli Associate
Owosso, MI · On-site
$13 - $15.50/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 ...
Bakery/Deli Associate
Owosso, MI · On-site
$13 - $15.50/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 ...
Sales Development Representative
Birch Run, MI · On-site
$35K - $55K/yr
The goal is to drive sustainable financial growth through boosting sales and forging lasting ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...
Sales Development Representative
Birch Run, MI · On-site
$35K - $55K/yr
The goal is to drive sustainable financial growth through boosting sales and forging lasting ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...
Associate Financial Representative information
See Flushing, MI salary details
$9.06 - $13.41
8% of jobs
$14.77 is the 25th percentile. Wages below this are outliers.
$13.41 - $17.75
53% of jobs
$20.73 is the 75th percentile. Wages above this are outliers.
$17.75 - $22.10
20% of jobs
$22.10 - $26.44
8% of jobs
$26.44 - $30.79
1% of jobs
$30.79 - $35.13
1% of jobs
$35.13 - $39.48
1% of jobs
$39.48 - $43.82
3% of jobs
$43.82 - $48.17
3% of jobs
$48.17 - $52.51
1% of jobs
$52.51 - $56.86
0% of jobs
$9
$22
$56
How much do associate financial representative jobs pay per hour?
As of Aug 23, 2026, the average hourly pay for associate financial representative in Flushing, MI is $22.55, according to ZipRecruiter salary data. Most workers in this role earn between $16.49 and $22.02 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?
| Aspect | Associate Financial Representative | Financial Advisor |
|---|---|---|
| Certifications | FINRA Series 6 or 7, possibly Series 63 or 65 | Series 7, Series 66 or 65, CFP certification often preferred |
| Work Environment | Support role in financial services, assisting senior staff | Client-facing, providing personalized financial planning |
| Employer & Industry Usage | Financial firms, banks, brokerages | Independent 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 job categories do people searching Associate Financial Representative jobs in Flushing, MI look for?
The top searched job categories for Associate Financial Representative jobs in Flushing, MI are:
What cities near Flushing, MI are hiring for Associate Financial Representative jobs?
Cities near Flushing, MI with the most Associate Financial Representative job openings:
Other
Posted 9 days ago
Job description
Job Type
Full-time
Description
Credit Associate
Non-Exempt - Grade Level 2
Equal Employment Opportunity
CORPORATE VALUES & MISSION
"Provide superior service, quality advice, and show utmost respect to everyone we meet."
GENERAL SUMMARY
Support commercial lending personnel by tracking financial statements of commercial loan customers and reviewing any outstanding items required. This role involves maintaining credit files, maintaining various tracking systems and spreadsheets, and helping ensure credit policies are followed to minimize financial risk while supporting business growth.
REPORTS TO: Credit Team Lead
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Request and track current financial statements and tax returns from our current customers
- Prepare agenda and update various reports reviewed at each weekly Officer's Loan Committee. Record, type, and maintain minutes for each meeting
- Perform Quality Control Checklists
- Maintain complete and accurate electronic 'credit files' in Synergy and Metriciti
- Maintain monthly borrowing base certificate spreadsheet, including reviewing borrowing base certificates provided by Borrower's for accuracy
- Verify covenant compliance and update tracking details
- Respond to credit inquiries/verifications on commercial customers
- Adhere to all compliance laws and regulations
- Other duties as assigned by supervisor
- Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and report any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer.
- Be familiar with and comply with all federal and state banking regulations as applicable
- To perform this job successfully, an Individual in this position must be able to perform each of the above essential duties satisfactorily and exhibit the values of the Company. In addition, the requirements listed below are representative of the knowledge, skill and/or ability.
- High School Diploma AND one (1) year of customer service in banking, financial services or goal driven retail sales
- Bachelor's Degree in business-related major preferred
CORE COMPETENCIES
Oral Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; demonstrates group presentation skills; participates in meetings.
Written Communication - Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data accurately; able to read and interpret written information.
Analytical - Synthesizes complex and diverse information; collects and researches data; uses intuition and experience to complement data.
Technical Skills - Assesses own strengths and weaknesses; pursues training and development opportunities; strives to continuously build knowledge and skills; shares expertise with others.
Quality - Demonstrates accuracy and thoroughness; monitors own work to ensure quality.
Quantity - Meets productivity standards; completes work in a timely manner; strives to increase productivity; works quickly.
Safety and Security - Observes safety and security procedures.
Adaptability - Adapts to changes in work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent change, delays or unexpected events.
Attendance/Punctuality - Is consistently at work and on time; ensures work responsibilities are covered when absent; arrives at meetings and appointments on time.
Flexibility - able to provide flexibility and adapt to changing schedules.
Dependability - Follows instructions; responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals; completes tasks on time or notifies appropriate person with an alternate plan.
Initiative - Undertakes self-development activities; takes independent actions and calculated risks; looks for and takes advantage of opportunities; asks for and offers help when needed.
Innovation - Displays original thinking and creativity; meets challenges with resourcefulness; presents ideas and information in a manner that gets others' attention.
Requirements
PHYSICAL DEMANDS & WORK ENVIRONMENT
Ability to work in an office environment which may include many hours of computer and telephone u sage. Must be able to lift 25lbs. This position is remote-eligible on a part-time/hybrid basis with supervisor's approval. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions
This position description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodation.
Salary Description
$17.00 / hour