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Associate Financial Representative Jobs in Minooka, IL

Chervon North America

Field Marketing Representative

IL · On-site +1

$42K - $52K/yr

Initiate and execute in-store product training with retail associates. * Develop and execute ... Strong negotiation and financial aptitude. * Ability to think strategically while driving tactical ...

New

Blitt and Gaines

Associate Attorney

Naperville, 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 ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Minooka, IL

Associate Financial Representative information

See Minooka, IL salary details

$10

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$64

How much do associate financial representative jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for associate financial representative in Minooka, IL is $25.69, according to ZipRecruiter salary data. Most workers in this role earn between $18.80 and $25.10 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 job categories do people searching Associate Financial Representative jobs in Minooka, IL look for?

The top searched job categories for Associate Financial Representative jobs in Minooka, IL are:

What cities near Minooka, IL are hiring for Associate Financial Representative jobs?

Cities near Minooka, IL with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Minooka, IL as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, 1% Temporary, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $53,441 per year, or $25.7 per hour.

Member Service Representative

CoVantage Credit Union

New Lenox, IL • On-site

$19.25 - $29.54/hr

Full-time

Posted 18 days ago

CoVantage Credit Union rating

8.5

Company rating: 8.5 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

Job description

Are you a compassionate and service-oriented individual with a passion for making a positive impact on the lives of others? This could be your opportunity to join our team as a Full-Time Member Service Representative at our New Lenox branch. At CoVantage, we take pride in being more than just a financial institution - we are a community built on trust, integrity, and a commitment to providing exceptional member experiences. Our mission revolves around empowering our members to achieve their financial goals, while also fostering growth and prosperity in the neighborhoods we serve.

CoVantage invests in our team members! The pay for this role is $19.25-$29.54 per hour. Your starting pay rate will be based on your related experience and qualifications. Benefits include a 401k employer match of up to 200%, a bonus of annual salary up to 4%, a generous employer HSA contribution, and paid time off for community service.

Job Duties

  • Assists members in opening new accounts, processing transactions, applying for loans, and providing accurate information on various financial products and services
  • Demonstrates efficiency and professionalism to members by providing warm, welcoming, and personalized service to every member who visits or contacts the credit union
  • Provides members with information regarding credit union products and services and refers the member to the appropriate person or department if unable to provide the member with information requested
  • Understands and assesses members' financial needs to educate on and offer suitable products and services that align with their goals
  • Educates members and assists as needed with the Interactive Teller Machines
  • Collaborates with other team members and departments to achieve organizational goals and maintain a positive and supportive work environment
  • Participates in community events and outreach programs to promote financial literacy and cultivate strong ties with local residents and organizations

This individual will work a varied schedule including working multiple Saturdays per month.

Qualifications

  • High school diploma or equivalent
  • Minimum 1 years' experience working in a financial institution or service or sales related capacity or Associate's Degree
  • Strong written and verbal communication skills with the ability to work in direct, professional contact with a wide variety of people on a daily basis
  • Exhibits above average performance accuracy, productivity, and member service
  • Is punctual and maintains a neat, professional appearance and demonstrates proper business telephone etiquette
  • Working knowledge of software programs such as Microsoft Office and Windows programs
  • Detailed knowledge of the credit union and its services
  • Bilingual fluency preferred, but not required


Branch Hours: Monday-Thursday: 8:30 am to 5:00 pm, Friday: 8:30 am - 5:30 pm and Saturday: 8:30 am to Noon

What CoVantage Credit Union employees say

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