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Associate Financial Representative Jobs in Griffith, IN

NinjaTrader

Lead, Financial Operations

Chicago, IL · Hybrid

$85K - $110K/yr

  • Retirement

  • PTO

... Associates. You'll ensure every daily filing is completed accurately and on time, mentor and develop your team, and serve as the trusted Financial Operations representative on strategic business ...

Focus Financial Partners

Sales Enablement Associate

Chicago, IL · On-site

$14.50 - $19.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Build and maintain Salesforce list views, reports, and dashboards that give reps clear daily ... Bachelor's degree in Finance, Real Estate, Business, or a related field. * No FINRA licenses ...

Focus Financial Partners

Sales Enablement Associate

Chicago, IL · On-site

$14.50 - $19.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Build and maintain Salesforce list views, reports, and dashboards that give reps clear daily ... Bachelor's degree in Finance, Real Estate, Business, or a related field. * No FINRA licenses ...

Huntington

Public Finance Associate

Chicago, IL · On-site

$110K - $140K/yr

  • Medical

  • Life

  • Retirement

  • PTO

Financial Modeling & Analysis: Develop and maintain financial models, debt profiles, and analytical ... Compensation Range: $110,000.00 - $140,000.00 Annual Salary The compensation range represents the ...

Huntington National Bank

Public Finance Associate

Chicago, IL · On-site

$110K - $140K/yr

  • Medical

  • Life

  • Retirement

  • PTO

Financial Modeling & Analysis: Develop and maintain financial models, debt profiles, and analytical ... Compensation Range: $110,000.00 - $140,000.00 Annual Salary The compensation range represents the ...

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Associate Financial Representative information

See Griffith, IN salary details

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How much do associate financial representative jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for associate financial representative in Griffith, IN is $23.66, according to ZipRecruiter salary data. Most workers in this role earn between $17.31 and $23.12 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 job categories do people searching Associate Financial Representative jobs in Griffith, IN look for? The top searched job categories for Associate Financial Representative jobs in Griffith, IN are:
What cities near Griffith, IN are hiring for Associate Financial Representative jobs? Cities near Griffith, IN with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you

Client Service Administrator - Maar Financial Group

Thrivent Financial

Crete, IL

$46K - $58K/yr

Full-time

Medical, Retirement

Re-posted 8 days ago

Thrivent rating

8.8

Company rating: 8.8 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

Job description

Summary

This position provides licensed financial and non-financial support to Maar Financial Group and will serve as a resource to Thrivent Financial for Lutherans Financial Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable life, health, and annuities products and together with the Financial Advisors, will serve the financial and non-financial needs of Thrivent members, customers, and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans to acquire, cultivate, and retain members, prospecting and marketing, case and proposal preparation, referral generation, and building a sense of "community" with and among members and prospects. The Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA registration and Thrivent Financial for Lutherans is the sponsor for insurance licensure.

Job Description

Position Summary

Maar Financial Group is looking for a self-motivated individual who thrives working not only independently but also with a team. The Client Service Administrator's main responsibilities will include providing client service along with advisor support: answering client questions regarding insurance and financial accounts; assist advisors with meeting preparation and assisting with forms and transactions for financial accounts; supporting projects and the administration of various programs, assisting with drafting financial plans and reports; accepting and/or entering securities trade orders from customers; contacting clients for service related matters; and, participating in occasional marketing events that may occur during non-business hours.

Compensation

Compensation will be market and situation-based, corresponding to the candidate's experience level and credentials. The package will include a competitive salary, annual bonus opportunity after one year's employment, and participation in a 401(k) plan. Option of medical.

Salary Range based on license status: $46,000 - $58,000

Position Roles/Responsibilities/Accountabilities

  • Bachelor's degree, preferably in a business or finance related field
  • Must have or be interested in attaining securities registration with SIE, Series 7 and Series 66 within 120 days of employment as well as insurance licensing
  • Interested in understanding economic trends, regulations, and other factors affecting client investments
  • Excellent writing skills
  • Very detail oriented and organized
  • Excellent problem solving and communication skills
  • Ability to flourish in a fast-paced environment
  • Ability to maintain integrity of sensitive/confidential information
  • Work well in a team-oriented environment
  • Demonstrate an ability to develop and cultivate relationships
  • Accept feedback and constructive criticism well
  • Pass any applicable pre-employment tests
  • Be able to demonstrate customer service orientation/experience obtained in any field
  • Proficient in Microsoft Word, Outlook, and Excel

External/Internal Dependencies

  • Must be able to work with all roles of the Maar Financial Group.
  • Must be able to represent the organization in work with external clients.
  • Must be able to cultivate and maintain relationships with outside organizations.

As part of Maar Financial Group recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

What Thrivent employees say

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