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Associate Financial Representative Jobs in Hubertus, WI

Surgery Partners

Business Office Rep

Milwaukee, WI · On-site

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 ...

UMB Financial

Senior Fund Administrator

Milwaukee, WI · On-site

$57K - $90K/yr

Perform review of quarterly, semi-annual and annual financial reports for assigned funds to ensure ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Russell Investments

Client Service Associate

Milwaukee, WI · On-site

$50K - $60K/yr

Work with financial advisors, sponsors and account administrators to coordinate the account opening ... Professionally represent Russell Investments by promptly and accurately meeting the service needs ...

UMB Financial

Wealth Advisor

Milwaukee, WI · On-site

$81K - $120K/yr

As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Russell Investments

Client Service Associate

Milwaukee, WI · On-site

$50K - $60K/yr

Work with financial advisors, sponsors and account administrators to coordinate the account opening ... Professionally represent Russell Investments by promptly and accurately meeting the service needs ...

Cassiday Schade LLP

Be Seen First

Associate Attorney Position

Milwaukee, WI · On-site

$95K - $145K/yr

We focus on providing our clients with exceptional and efficient representation and act as national ... insurance, financial services, manufacturing, construction, professional services and ...

UMB Financial

Fund Administrator III

Milwaukee, WI · On-site

$56K - $109K/yr

Preparation and reviewing responsibilities primarily include financial statements, board materials ... represents UMB's standard for this role, but the actual compensation may vary by geographic ...

UMB Financial

Fund Administrator III

Milwaukee, WI · On-site

$56K - $109K/yr

Preparation and reviewing responsibilities primarily include financial statements, board materials ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

SpartanNash

Deli Associate

Wauwatosa, WI

$14 - $16.75/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 ...

SpartanNash Company

Bakery Associate

Wauwatosa, WI · On-site

$14 - $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 ...

SpartanNash

Bakery Associate

Wauwatosa, WI · On-site

$14 - $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 ...

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Showing results 41-60

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.

Business Office Rep

Surgery Partners

Milwaukee, WI • On-site

Full-time

Posted 13 days ago

Surgery Partners rating

7.7

Company rating: 7.7 out of 10

Based on 85 frontline employees who took The Breakroom Quiz

158th of 887 rated healthcare providers

Job description

JOB SUMMARY/RESPONSIBILITIES:
The Business Office Representative supports the financial and operational functions of a small physician's office by coordinating third-party billing and processing payments for the business office.
This role focuses on improving efficiency, ensuring accurate billing and collections, and supporting day-to-day business office operations. The ideal candidate is analytical, detail-oriented, and comfortable working in a hands-on, fast-paced practice environment.
Primary Responsibilities:
  • Performs duties related to the insurance billing function of the business office
  • Completes accurate and timely insurance verification.
  • Processes patient, insurance, and other payments as directed
  • Prepares weekly and monthly reports on third-party billings
  • Prepares weekly and monthly reports account pending diagnoses and late charges.
  • Performs insurance follow-up procedures.
  • Performs other specified clerical or administrative duties as assigned
  • Completes the business office work activities assigned daily in a timely fashion
  • May maintain office equipment, including cleaning, maintenance, and repairs as needed
  • Answers phones, sorts and distributes mail, and prepares documents
  • Maintains office files; implements an efficient system for other staff
  • Ensures services scheduled by outside providers have approved authorization as required by payer and procedure prior to service
  • Communicates with patients, insurers, and other appropriate parties pertaining to insurance verification and authorization
  • Escalates financial clearance risks as appropriate in compliance with the Financial Clearance Program
  • Refers underinsured/uninsured patients and/or point-of-service pre-payment required services to the Pre-Service Patient Financial Responsibility and/or Financial Assistance team(s) to determine if the patient is eligible for assistance and obtain payment prior to services being received, when applicable, to help manage the organization's bad debt
  • Creates a positive patient experience by being polite, compassionate, and professional
  • Provides cross-coverage and training, when needed, for other team members
  • Maintains productivity and quality performance expectations
  • Regular attendance is required to carry out the essential functions of the position
  • Reviews and meets ongoing competency requirements of the role to maintain the skills, knowledge, and abilities to perform, within scope, role-specific functions
  • Performs other duties, tasks, and responsibilities as assigned

EDUCATION/QUALIFICATION REQUIREMENTS:
  • High school diploma or equivalent required; Associate's degree in office administration or related field preferred

  • At least three years of administrative and clerical experience in a healthcare office setting (medical billing) required, providing excellent customer service. Understanding of physician office workflows and revenue cycle processes
  • Two or more years of Accounts Receivable experience required, with orthopedic and pain management billing experience highly desirable
  • Well-developed skills in medical insurance coordination, eligibility verification, and benefits administration

PHYSICAL/MENTAL DEMANDS:
  • Able to read, write and communicate in English
  • Have cognitive skills for math, decision making and excellent communication skills
  • Potential for contact with chemicals, blood borne pathogens, and exposure to infectious disease.

  • Office-based position in a multi-specialty physician
  • Frequent interaction with patients, staff, and providers
  • Primarily sedentary work with computer-based tasks

ENVIRONMENTAL/WORKING CONDITIONS: The work environmental characteristics described above are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Work Location- In Person, Mayfair Clinic 3077 N Mayfair Rd, Wauwatosa WI
Hours- FT, Monday through Friday.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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