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Associate Financial Representative Jobs in Minooka, IL

Janko Hospitality

Guest Service Representative

Morris, IL · On-site

$13 - $16/hr

With a passion for people, a proven track record of solid financial performance, honorable ... owners, and associates. Benefits * Competitive compensation package * Full benefits package ...

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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

$25

$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.

Customer Service Representative

Ashley Furniture Industries Inc

Geneva, IL • On-site

$16 - $19/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 11 days ago

Ashley Furniture rating

6.1

Company rating: 6.1 out of 10

Based on 293 frontline employees who took The Breakroom Quiz

39th of 52 rated furniture manufacturers

Job description

For over 75 years, Ashley Furniture has been the largest home furnishings manufacturer, transforming homes worldwide. With our customer base continuously growing, we are expanding our reach by opening more stores to meet the increasing demand. Our dedication to quality, style, and affordability has solidified our reputation as a trusted and recognized brand worldwide.
Purpose at Ashley:
The Customer Service Representative is the front-line ambassador for Ashley, responsible for delivering exceptional customer service and creating positive experiences for every customer. This position serves as the first point of contact for customers, providing administrative support to store operations while assisting with various office functions. The Customer Service Representative plays a vital role in building customer relationships and supports the operational excellence that drives Ashley's retail success.
What You'll Do

  • Front Desk & Customer Service : Greet all customers in a warm, professional manner representing Ashley's brand image. Provide exceptional customer service through all interactions including in-person, phone, and email communications.
  • Sales Order Support: Assist with processing sales orders accurately and efficiently, ensuring all required documentation is complete, and proper approvals are obtained before finalizing transactions.
  • Customer Account Management: Process customer credit applications, assist with financing arrangements, and maintain accurate customer account information in retail management systems.
  • Cash Handling & Financial Procedures : Follow established cash handling procedures, process payments accurately, and reconcile transactions according to company policies under Office Manager supervision.
  • Customer Issue Resolution: Address customer inquiries and concerns professionally, escalating complex issues to Management as appropriate while following up to ensure resolution.
  • Audit & Compliance Assistance : Support Management with operational audits, inventory processes, and compliance checks by gathering required documentation and verifying accuracy of paperwork.
  • Reporting & Documentation: Maintain accurate records, prepare routine reports, and ensure all sales and office paperwork is properly completed and filed according to company standards.
  • Team Collaboration: Work cooperatively with sales team, merchandising personnel, and other store associates to ensure seamless customer experience and efficient store operations.
  • Technology & Systems: Utilize point-of-sale systems, retail management software, Microsoft Office Suite, and other business tools to perform job duties efficiently and accurately.
  • Complete any additional tasks as assigned by management
What You Bring
  • Legally authorized to work in the US.
  • At least 18 years old
  • High school diploma or equivalent
  • Knowledgeable Microsoft Office Suite and system transactions
  • 1 year of customer service, office, and/or administrative experience, preferred
  • Ability to work flexible hours, including weekends and holidays; including rotation for store opening and closing responsibilities - various shifts
  • Maintain reliable attendance
  • Thrive in a team environment
What's In It for You:
When you join us, you are eligible to participate in our comprehensive benefits programs, which include:
  • Extended health, dental benefits, and vision insurance
  • Employee Discount from 10% - 30%
  • Life/Disability Insurance
  • Flex Spending Account
  • 401K
  • Paid Time off

Compensation: This position pays an hourly rate of $16.00-$19.00.
Benefits: When you join our family, you are eligible to participate in our comprehensive benefits programs which include Health, Dental, Vision, Life/Disability, Flexible Spending Accounts and 401(k) to eligible Team Members. Depending on your hire date and any specific requirements of your work location, you may be eligible for up to 80 hours of PTO during the first calendar year of your employment, which includes paid sick leave in accordance with applicable legal requirements.
Ashley values its diversity and is proud to be an equal opportunity employer. All employment decisions are made on the basis of an individual's skills, qualifications, merit, and business needs.
To learn more about Ashley Furniture, our community engagement programs, environmental stewardship, and our core values, please visit our Corporate Social Responsibility information page: Corporate Social Responsibility

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