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Associate Financial Representative Jobs in Hubertus, WI

Bakery Associate

Wauwatosa, WI

$14.25 - $17.25/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

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 ...

Bakery Associate

Wauwatosa, WI

$14.25 - $17.25/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

Wauwatosa, WI · On-site

$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 ...

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 ...

The Associate is also responsible for overseeing Financial Analysts and providing senior team ... Knowledge, Skills & Abilities The requirements listed below are representative of the knowledge ...

Virtual Financial Advisor

Milwaukee, WI · On-site

$21.64 - $37.09/hr

Associated Bank requires you to directly represent yourself and your own experiences during the ... Associate degree or equivalent combination of education and experience in Business, Finance ...

... 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 ...

... 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 ...

... 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 ...

Accountant/Finance Analyst

Grafton, WI · On-site

$68K - $87K/yr

Qualifications Education and Experience: (A) Associate's Degree in Accounting or Finance required ... The physical demands described here are representative of those that must be met by an employee to ...

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 ...

Showing results 41-60

Associate Financial Representative information

See Hubertus, WI salary details

$10

$26

$65

How much do associate financial representative jobs pay per hour?

As of Sep 4, 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 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 cities near Hubertus, WI are hiring for Associate Financial Representative jobs?

Cities near Hubertus, WI with the most Associate Financial Representative job openings:

Infographic showing various Associate Financial Representative job openings in Hubertus, WI as of August 2026, with employment types broken down into 100% Full Time. Highlights an 80% In-person, 10% Hybrid, and 10% Remote job distribution, with an average salary of $54,398 per year, or $26.2 per hour.

$14.25 - $17.25/hr

Full-time

Re-posted 13 days ago


SpartanNash rating

5.7

Company rating: 5.7 out of 10

Based on 333 frontline employees who took The Breakroom Quiz

458th of 739 rated retailers


Job description

<p>As a member of the C&amp;S Wholesale Grocers family of companies, SpartanNash is a food solutions company that delivers the ingredients for a better life. A distributor, wholesaler and retailer with a global supply chain network, SpartanNash distributes grocery and household goods, including fresh produce and the Our Family® portfolio of products, to locations in all 50 states. </p><p></p><p>Our braggingly happy team members — ranging from bakery managers to order selectors; from IT developers to vice presidents of finance; from HR Business Partners to export specialists — create braggingly happy customers spanning national accounts, independent and chain grocers, e-commerce retailers, U.S. military commissaries and exchanges, and the Company’s own brick-and-mortar grocery stores, pharmacies and fuel centers. </p><p></p><p>Ready to contribute to the success of our food solutions company? Apply now!</p><p></p><p><b>Location:</b></p>6700 W. State St. - Wauwatosa, Wisconsin 53213<p> </p><p><b>Position Summary:</b></p><p>This role is responsible to work independently to prepare food, fry, package, display, and stock Bakery products; to ensure that you contribute to the financial best interest of the store. Additionally, this role is responsible for meeting company guidelines for guest experience, as well as complying with company guidelines for safety and food safety.</p><p></p><p><b>Here’s What You’ll Do:</b></p><ul><li>Prepare and Produce Bakery Products to Production Planner</li><li>Package and Label Bakery Products per program plan</li><li>Merchandise Bakery Products per Flight plan/Merchandising Expectations</li><li>Stock Backroom with Bakery Products – Rotating and Dating Cases/Buckets</li><li>Notify the Bakery Manager if products and supplies need to be ordered.</li><li>Work as a team with other departments and Stores to achieve growth in our SpartanNash Retail stores</li><li>Understand basic functions of adding, subtracting, multiplying and division</li><li>Communicate tasks, recipes, weights and measures, and cleaning steps completed to other Associates</li><li>Follow all PPE and Safety Guidelines</li><li>Follow all Food Safety and Cleaning Expectations</li><li>Follow Guest Experience Guidelines</li><li>May be assigned tasks in other departments based on customer experience need</li><li>Additional responsibilities may be assigned as needed</li></ul><p></p><p></p><p><b>Here’s What You’ll Need:</b></p><ul><li>High School Diploma (GED) preferred</li><li>One year of retail or related experience preferred.</li><li>Ability to read, write, comprehend, and interpret documents</li><li>Basic mathematical skills </li><li>Detail Oriented</li></ul><p></p><p><b>Physical Requirements:</b></p><p>The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. May be required to lift and/or move up to 30 pounds frequently, and up to 50 pounds occasionally. The associate is required to stand and walk for extended periods of time and may bend, stoop, twist and turn frequently. While performing the duties of this position, the employee is subject to a typical retail store environment (varied temperatures) and is exposed to outside weather conditions. The noise level in the work environment is usually low to moderate. Travel requirements vary by assignment.</p><p><span>As part of our <b>People First</b> culture, SpartanNash is proud to offer </span><a href="https://careers.spartannash.com/why-work-here/benefits/" target="_blank">a robust and competitive Total Rewards benefits package</a><span>.</span></p><p></p><p>SpartanNash is an Equal Opportunity Employer that invests in Associate development, recognizes and celebrates success, fosters two-way communication, and promotes a sense of belonging. We are committed to providing equal employment opportunities to all individuals, including those with disabilities and Veterans. </p><p></p><p>We are not able to sponsor work visas for this position.</p>

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