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Associate Financial Representative Jobs in Milwaukee, WI

US Bank

Financial & Regulatory Reporting Associate

Milwaukee, WI · On-site

$60K - $71K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Basic Qualifications - Associate's degree in Accounting, Finance or a business-related field, or equivalent work experience - Less than two years of related experience Preferred Skills/Experience ...

ultimus

529 Shareholder Services Specialist II

Milwaukee, WI · On-site

$81K - $81K/yr

Daily contact with account owners, financial representatives, and broker-dealer firms. * Daily contact with members of the 529 team including senior associates and manager. * Daily contact with ...

TERRACON

Regional Finance Representative

Cudahy, WI · On-site

Associate's degree in related field. Or in lieu of a degree, a high school diploma or equivalent ... Maintain assigned electronic project files related to financial documentation, which may include ...

TERRACON

Regional Finance Representative

Cudahy, WI · On-site

Maintain assigned electronic project files related to financial documentation, which may include ... Associate's degree in related field. Or in lieu of a degree, a high school diploma or equivalent ...

Brookdale Senior Living, Inc.

Senior Financial Analyst

Milwaukee, WI · On-site

$84K - $104K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Supervises the finance assistants with the appraisal, engineering and environmental firms as well ... It is not intended to represent a comprehensive list of responsibilities. An associate should ...

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

Associate Financial Representative information

See Milwaukee, WI salary details

$10

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$65

How much do associate financial representative jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for associate financial representative in Milwaukee, WI is $25.92, according to ZipRecruiter salary data. Most workers in this role earn between $18.94 and $25.34 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 are the most commonly searched types of Financial Representative jobs in Milwaukee, WI? The most popular types of Financial Representative jobs in Milwaukee, WI are:
What are popular job titles related to Associate Financial Representative jobs in Milwaukee, WI? For Associate Financial Representative jobs in Milwaukee, WI, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Milwaukee, WI look for? The top searched job categories for Associate Financial Representative jobs in Milwaukee, WI are:
What cities near Milwaukee, WI are hiring for Associate Financial Representative jobs? Cities near Milwaukee, WI with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Milwaukee, 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 $53,921 per year, or $25.9 per hour.

Associate Financial Planner

Lakeshore Financial Group

Milwaukee, WI

$100K/yr

Full-time

Re-posted 14 days ago

Job description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation:

$75,000 - $100,000 at plan earnings


Responsibilities:
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs

What You'll Do:

  • Build relationships with potential clients and understand their financial needs
  • Present and explain products and solutions
  • Guide clients through the application and policy issuance process
  • Provide ongoing support and service to clients
  • Attend training and development sessions

Qualifications:
  • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  • A required Bachelor’s degree in business administration, finance, or similarly related field

Who We're Looking For:

  • College degree or equivalent experience required
  • Highly motivated and self-driven individuals
  • Excellent communication and interpersonal skills
  • A passion for helping others
  • A strong work ethic and a desire to succeed
  • Sales experience is a plus, but not required. We are willing to train the right person
  • Must be able and willing to obtain a life insurance license
  • This is an upside, 100% commission-based opportunity. We offer new hires the opportunity to receive $12,000 as financial support


Why Join Us?

  • Be part of a supportive and collaborative team
  • Represent a reputable and respected company
  • Enjoy the flexibility and freedom of a self-driven career
  • Make a positive impact on the lives of others
  • Earn a competitive income

About Company

At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention.

What sets us apart is our commitment to providing a unique and all-encompassing approach to evaluating and developing financial wellness strategies tailored to each individual's circumstances. We genuinely care about clients' well-being and want them to experience our dedicated and holistic method.

To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.