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Associate Financial Representative Jobs in Hubertus, WI

SpartanNash Associates, LLC

Deli Associate

Wauwatosa, WI

$14.25 - $17/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 ...

Surgery Partners

Business Office Rep

Milwaukee, WI

The Business Office Representative supports the financial and operational functions of a small ... Associate's degree in office administration or related field preferred * At least three years of ...

HP Products

Counter Sales Representative

Pewaukee, WI · On-site

$17 - $21.25/hr

... Representative. Schedule: M-F 6:00am-3:30pm (OT likely) The PERKS of working for Ferguson ... financial well-being of our associates. Our competitive offering not only includes benefits like ...

SUPPLY.com

Counter Sales Representative

Pewaukee, WI · On-site

$17 - $21.25/hr

... Representative. Schedule: M-F 6:00am-3:30pm (OT likely) The PERKS of working for Ferguson ... financial well-being of our associates. Our competitive offering not only includes benefits like ...

Lighting Unlimited

Counter Sales Representative

Pewaukee, WI · On-site

$17 - $21.25/hr

... Representative. Schedule: M-F 6:00am-3:30pm (OT likely) The PERKS of working for Ferguson ... financial well-being of our associates. Our competitive offering not only includes benefits like ...

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Showing results 21-40

All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Hubertus, WI

Associate Financial Representative information

See Hubertus, WI salary details

$10

$26

$65

How much do associate financial representative jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for associate financial representative in Hubertus, WI is $26.15, according to ZipRecruiter salary data. Most workers in this role earn between $19.13 and $25.58 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 cities near Hubertus, WI are hiring for Associate Financial Representative jobs? Cities near Hubertus, WI with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Hubertus, WI as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $54,398 per year, or $26.2 per hour.

Member Service Representative- Dental

Dental Associates Ltd

Milwaukee, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 27 days ago

Job description


Position Details

  • Location: Hybrid. 3 days in the office per week located at 11711 W Burleigh St, Wauwatosa
  • Schedule: 40 hours. Monday through Thursday 8:30am-5:30pm & Friday 9:00am-3:00pm

Job Responsibilities

The Care-Plus Member Service Representative is responsible for the accurate and timely explanation of insurance products and supports administrative needs of individual and group CarePlus insurance plans.

  • Manage all aspects of member insurance plans from account management and registration of new member accounts, claims, EOBs, pre-authorizations to resolving discrepancies for Individual and Group policies
  • Answer phone calls from external and internal customers to answer questions and provide assistance on benefit coverage questions, plan provisions, exclusions and limitations
  • Manage all financial aspects of accounts. Collect premium payments, bank downloads, and balancing of daily deposits
  • Complete daily, weekly, monthly reports as assigned
  • State of Wisconsin Accident & Health intermediary license must be obtained within six months of hire

Company Perks 

As a team member of Dental Associates, you can expect an excellent compensation, experience on-the-job training, continued education offerings and abundant opportunities for career growth.

Benefits Overview:

  • Medical Insurance with optional Health Savings Account through Associated Bank
  • Dental: Diagnostic and Preventive covered at 100%, Basic and Restorative (immediate family)
  • Vision Insurance
  • Life Insurance
  • 401k
  • Company paid short term disability
  • Paid Time Off
  • Paid Holidays
  • FSA
  • Critical Illness
  • Hospital Indemnity
  • Plus opportunities for pay increases and bonuses

Job Requirements

  • Minimum of a high school or equivalent
  • 2 + years of dental, collection, insurance, healthcare or similarly fast-paced, customer-focused environment is preferred
  • Excellent communication skills (verbal/written) and ability to positively resolve conflict
  • Strong mathematical stills and ability to accurately work with finances
  • Technologically savvy, ability to work with several computer applications simultaneously
  • Applicants will be required to obtain WI Accident and Health license

 

The Company  

At Dental Associates, we foster a culture which invites our patients into our "dental home" and provides our employees with a career, not just a job.

Founded in 1974, Dental Associates is Wisconsin's largest family and dentist-owned dental group practice with over a dozen offices throughout the state. Dental Associates is a strong company with the resources to continually invest in our overall growth and talented team members. Be part of a dynamic organization that will make you proud.


  

If you’re ready for an exciting, stable career with a growing company apply today!

 

Get to know Dental Associates - www.dentalassociates.com 

YouTube - https://www.youtube.com/user/DentalAssociatesWI 

Facebook - https://www.facebook.com/DentalAssociatesWI 

Twitter - https://twitter.com/Dental_Assoc