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Associate Financial Representative Jobs in Kenosha, WI

Associate Attorney

Vernon Hills, IL · On-site

$75K - $125K/yr

We are proud to represent most of the nation's largest financial institutions as clients. Job Summary: The Associate Attorney position will gain a great deal of courtroom experience by regularly ...

Showing results 21-40

Associate Financial Representative information

See Kenosha, WI salary details

$10

$25

$64

How much do associate financial representative jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for associate financial representative in Kenosha, WI is $25.50, according to ZipRecruiter salary data. Most workers in this role earn between $18.65 and $24.90 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 Kenosha, WI?

For Associate Financial Representative jobs in Kenosha, WI, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Kenosha, WI look for?

The top searched job categories for Associate Financial Representative jobs in Kenosha, WI are:

What cities near Kenosha, WI are hiring for Associate Financial Representative jobs?

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

Infographic showing various Associate Financial Representative job openings in Kenosha, WI as of August 2026, with employment types broken down into 100% Full Time. Highlights an 86% In-person, 7% Hybrid, and 7% Remote job distribution, with an average salary of $53,389 per year, or $25.7 per hour.

Inside Sales Representative

Staples, Inc.

Burlington, WI

Full-time

Retirement, PTO

Re-posted 25 days ago


Staples rating

5.7

Company rating: 5.7 out of 10

Based on 639 frontline employees who took The Breakroom Quiz

458th of 739 rated retailers


Job description

Staples is business to business. You’re what binds us together.

Quill is a valuable part of the Staples family of brands. Since 1956, Quill has held its position as a leader in office supplies.  

Acquired by Staples in 1998, Quill delivers the essential services, solutions, and award-winning customer support to help our customers – and our people – thrive. When you partner with Quill, as a customer or as an associate, every workday is more rewarding.  

From paper, ink & toner, to technology and custom print, we deliver the right products at the right value, plus an unmatched assortment of over 900 instant rewards available with every order.  

In this role, you will grow sales and profitability by driving purchases across all categories of products through developing relationships with Quill's largest, highly valued customer base. You will be responsible for the sales results of an assigned book of business within the national territory. Customers will be large, complex accounts. As a Key Account Manager (Education), you are responsible for teaming with category experts where necessary to grow accounts and better serve our customers. This includes leveraging internal partners and specialists to help drive spend in all the categories that Quill has to offer.

What you’ll be doing:

  • Responsible for sales results for an assigned book of accounts with large sales and potential.
  • Acquire new business and grow sales as well as manage the current customer base.
  • Map accounts and identify core and specialty category opportunities.
  • Create and maintain a solid understanding of accounts, build strategic growth plans, and identify new growth opportunities.
  • Utilize enablement tools regularly to keep customer data updated, manage a healthy pipeline, and advance opportunities.
  • Leverage sales methodologies to retain and grow the customer base.
  • Negotiate purchasing agreements with customers that potentially spend $2 million annually. Collaborate with finance throughout the process.
  • Visit select customers nationally each year as well as customer conferences and trade shows.
  • Interact with high-level decision makers and educate customers on Quill’s programs.
  • Collaborate with sales operations manager on custom procurement platforms.
  • Share sales expertise and lead sales strategy meetings and business reviews.
  • Meet or exceed productivity metrics and goals.

What you bring to the table:

  • Experience and proven track record of managing customer programs.
  • Ability to interface at customer’s most senior levels.
  • Strong ability to develop and deliver presentations.
  • Consultative selling, solutions selling, insight selling, and negotiation skills.
  • Strong business, finance, operations, and technology acumen.
  • Ability to analyze customer data, business, and industry trends to create tailored solutions.
  • Ability to function independently with minimal daily supervision.
  • Track record of exceeding sales quotas.
  • Experience with business-to-business sales processes.
  • Creative and cognitive thinking ability.
  • Excellent oral and written communication skills.
  • Ability to work in a fast-paced environment and adjust priorities based on activity

What’s needed- Basic Qualifications:

  • High school diploma or GED.
  • 3+ years of prior experience in account management or business development.
  • Availability to travel (up to 4x per year).

What’s needed- Preferred Qualifications:

  • Proficient computer skills and knowledge of Microsoft Office.
  • Prior experience working with large complex accounts.
  • Strong organizational and problem-solving skills.

We Offer:

  • Hourly pay plus incentive opportunity, based on performance - variable bonus target of approximately $25,800 annually, if all goals and targets are successfully met
  • Inclusive culture with associate-led Business Resource Groups.
  • Flexible PTO (22 days) and Holiday Schedule (7 observed paid holidays).
  • Online and Retail Discounts, Company Match 401(k), Physical and Mental Health Wellness programs, and more perks and benefits. 

The salary range represents the expected compensation for this role at the time of posting.  The specific base pay may be influenced by a variety of factors to include the candidate's experience, skill set, education, business considerations, geography, and internal equity.   Some roles may also be eligible for overtime pay, in accordance with federal and state requirements.   

At Staples, “inclusion” is an action word. It represents what we do to ensure that all employees feel valued and supported to contribute to their fullest potential. When we operate inclusively, diversity naturally follows. This is why we work hard to foster an inclusive culture, as we seek employees with unique and varied perspectives and areas of expertise. The result is a better workplace and innovative thinking that helps us exceed our customers’ expectations – through the power of the people behind our iconic brand. Staples is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other basis protected by federal, state, or local law.

What Staples employees say

Pay

Benefits

Hours and flexibility

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About Staples

Sourced by ZipRecruiter

Staples is the country's largest operator of office supplies superstores, offering a vast selection of products at low prices, primarily to small business owners. The company has a strong online presence and operates over 994 stores in the U.S. and 40 warehouses/fulfillment centers. The company was founded by Leo Kahn and Thomas G. Stemberg, and opened its first store in Brighton, Massachusetts on May 1, 1986. By 1996, it had reached the Fortune 500, and later acquired the office supplies company Quill Corporation. Staples provides office and school supplies, office furnishings, electronics, software, snack and beauty products, as well as offering printing and technological services. The company has a strong commitment to innovation and customer service.

Industry

Retail

Company size

10,000+ Employees

Headquarters location

Framingham, MA, US

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