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Associate Financial Representative Jobs in Independence, MO

DeLaval

Credit Representative

Kansas City, KS · On-site

Credit Representative Credit Representative, DeLaval (Kansas City Office, hybrid - 3 days a week ... Associate's or Bachelor's degree in Finance, Accounting, or related field preferred. DeLaval is an ...

DeLaval

Credit Representative

Kansas City, MO · On-site

Credit Representative Credit Representative, DeLaval (Kansas City Office, hybrid - 3 days a week ... Associate's or Bachelor's degree in Finance, Accounting, or related field preferred. DeLaval is an ...

UMB Financial

Oracle Analytics Developer

Kansas City, MO · On-site

$69K - $109K/yr

Our Financial Planning and Analysis (FP&A) team provides strategic financial solutions to support ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Cetera Financial Group

Sales Support Associate

Kansas City, KS · On-site

$16.50 - $21.25/hr

This role supports the Registered Financial Services Sales Representative's business with day-to-day administrative assistance while enhancing the service experience of clients*. *This role requires ...

UMB Financial

Investor Svc Representative l

Kansas City, MO · On-site

$38K - $57K/yr

As the Investor Services Representative, you will support shareholders by resolving their issues in ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UMB Financial Corporation

Legal Counsel

Kansas City, MO · On-site

$141K - $207K/yr

They facilitate the needs of their clients (UMB Financial Corporation, its subsidiaries and its ... We provide the training and support to encourage success in our associate's career. We also ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Independence, MO

Associate Financial Representative information

See Independence, MO salary details

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How much do associate financial representative jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for associate financial representative in Independence, MO is $23.93, according to ZipRecruiter salary data. Most workers in this role earn between $17.50 and $23.41 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 are popular job titles related to Associate Financial Representative jobs in Independence, MO?

For Associate Financial Representative jobs in Independence, MO, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Independence, MO look for?

The top searched job categories for Associate Financial Representative jobs in Independence, MO are:

What cities near Independence, MO are hiring for Associate Financial Representative jobs?

Cities near Independence, MO with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Independence, MO as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $49,899 per year, or $24 per hour.

Credit Representative

DeLaval

Kansas City, KS • On-site

Other

Re-posted 20 days ago

Job description

Credit Representative
Credit Representative, DeLaval
(Kansas City Office, hybrid - 3 days a week - Tuesday, Wednesday, Thursday)
For over 140 years, DeLaval has been driving progress in milk production by innovating solutions for dairy producers around the globe. We are a team of passionate professionals committed to making sustainable food production possible. Working with our dealers across North America, we offer integrated solutions of milking systems, consumables and services to help dairy producers address challenges in animal welfare, food safety, farm profitability, and work efficiency.
At DeLaval, we prioritize our people and their safety. We pride ourselves on our culture of thinking and acting as One DeLaval. We also empower our people to Make Things Happen, and encourage Setting Direction.
Location: Kansas City, Missouri
Department: Finance | Group Finance & IT
About the role
As a Credit Representative, you will play a critical role in supporting the financial health of the business by managing customer accounts and ensuring timely collection of receivables. Acting as a business partner to Commercial, you will help balance strong customer relationships with disciplined credit and collections practices.
What you'll do

  • Manage an assigned portfolio of customer accounts and drive timely collections
  • Execute collection activities including calls, emails, and follow-ups
  • Monitor aging reports and proactively address delinquent accounts
  • Negotiate payment commitments and support resolution of outstanding balances
  • Identify credit risks and escalate concerns
  • Partner with Sales, Customer Service, and Finance to resolve account issues
  • Maintain accurate records and ensure compliance with credit policies
What you'll bring
  • 2-3 years of experience in Accounts Receivable, Credit, Collections, or related field
  • Experience working directly with customers to resolve payment issues
  • Strong communication, negotiation, and analytical skills
  • Ability to manage priorities and work independently
  • Proficiency in Excel and Microsoft Office
Why Join DeLaval?
  • Be part of a global leader in dairy technology and innovation
  • Work in a culture built on collaboration, accountability, and impact
  • Play a key role in shaping the future of sustainable food production
  • Lead with purpose and visibility at the executive level

Education
High school diploma required; Associate's or Bachelor's degree in Finance, Accounting, or related field preferred.
DeLaval is an equal opportunity employer.
Finance

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