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Associate Financial Representative Jobs in Milwaukee, WI

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 ...

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

Associate Financial Representative information

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$10

$25

$65

How much do associate financial representative jobs pay per hour?

As of Aug 25, 2026, the average hourly pay for associate financial representative in Milwaukee, WI is $25.86, according to ZipRecruiter salary data. Most workers in this role earn between $18.89 and $25.29 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 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 100% Full Time. Highlights an 85% In-person, 7% Hybrid, and 8% Remote job distribution, with an average salary of $53,779 per year, or $25.9 per hour.

Associate Financial Representative

Northwestern Mutual

Milwaukee, WI • On-site, Remote

$10/hr

Part-time

Re-posted 10 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

167th of 311 rated insurance

Job description

Overview

A registered Associate Financial Representative (AFR) specializes in client service and processing of variable products and other securities and ensuring the maintenance of an efficient and compliant office, allowing the financial advisor to focus on building client relationships. The associate representative is a liaison between the home office, financial advisor and clients.

At the discretion of the advisor, responsibilities may also include preparing planning presentations using the PX system, processing proposals and preparing annual review paperwork. If the AFR is making suggestions or alternatives regarding the preparation of the PX plan, the AFR will require Series 7 licensing. The AFR role also includes the following responsibilities:

  • Obtain all necessary information along with specific instructions from the financial advisor for PX input (all modules including asset allocation)
  • Open PX file and provide required input for all sections and modules
  • Input each security's value and cost basis information in the corresponding account
  • Contact investment specialist or OED to classify all unclassified holdings
  • Input risk tolerance questionnaire and select customization level
  • Verify paperwork is completed correctly and relay information that is still needed to advisor
Responsibilities

Support

  • Handle case notes, processing correspondence, maintaining client case files, and filing new statements, account forms and other insurance and investment related materials
  • Maintaining financial representative's calendar, scheduling follow-up appointments
  • Responding to home office inquiries
  • Monitoring and stocking marketing materials for insurance and investment related materials
  • Ensuring NMIS and insurance compliance requirements are implemented and followed
  • Maintaining annual review notes in Envestnet and mailing annual review letters to clients*

* Can be performed if contracted as Investment Operations Staff

Proposal and Case Preparation

  • Prospecting for new advisory clients on behalf of the employing financial advisor
  • Gathering information for financial advisor's meeting with client/prospect
  • Preparing advisory annual review information
  • Preparing and modifying PPA and investment/advisory proposals
  • Preparing letter of instruction for client signature
  • Preparing investment policy statement, needs-based analysis or financial plan
  • Recommending fund portfolio options

Processing Accounts

  • Preparing and processing all paperwork needed for investment/advisory accounts
  • Identifying need for switch letter and mailing appropriate forms to clients
  • Discussing potential rollover opportunities from other retirement plans for variable and mutual funds
  • Receiving and forwarding checks and related paperwork to investment operations area
  • Processing proposal amendments in Envestnet
  • Monitoring Envestnet for alerts and upcoming annual reviews
  • Processing and monitoring funding of advisory account and asset transfers to ensure selected asset allocation is implemented*

* Can be performed if contracted as Investment Operations Staff

Client Service

  • Corresponding with clients to handle advisory related service issues
  • Formulating advisory product solutions to/for a client or explaining advisory products or advisory performance
  • Accepting redemptions/withdrawals from clients and communicating instructions to home office
  • Discussing tax consequences, costs and advisory fees with client
  • Maintaining daily tickler system for account follow-ups and service requirements
  • Performing cashiering functions
  • Running performance reports in Envestnet, Morningstar and NMCIR
Qualifications

Incumbent must be contracted as Associate Financial Representative and complete appropriate registration requirements to include:

  • Series 6 (and Series 63 in applicable states) registration allows you to work with variable annuity, variable life and mutual funds
  • Series 7 allows you to work with equities, fixed income, options, brokered CD's and US Treasuries
  • Series 65 or 66

See the NMIS Guidance to Financial Advisors on Registration of Staff.

Other Qualifications

  • Health and Life licensed or gain licensing within 6 months of employment
  • Financial Service or Insurance industry experience preferred
  • Associate Financial Representative contract required
  • Demonstrated ability to maintain effective working relationships with clients
  • Excellent oral and written communication skills
  • Able to practice active listening and communicate in a direct manner
  • Strong attention to detail with the ability to work with a high degree of accuracy
  • Ability to manage multiple diverse projects and assignments in a timely and quality manner
  • Willingness to learn
  • Ability to embrace change and work in a fast-paced environment
  • Able to work both independently and on a team
  • Ability to maintain confidentiality
  • Must have or obtain one or more of the following insurance designations: CLU, ChFC, CLTC or CFP
Pay RangeUSD $10,000.00 - USD $15,000.00 /Yr.Employment Type: PART_TIME

What Northwestern Mutual employees say

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About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

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