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Associate Financial Representative Jobs in Morris, IL

University of Findlay

Financial Aid Counselor

Campus, IL · On-site

$38K - $50K/yr

... the associate director. 11. Provide support for front desk during peak times and as needed. 12 ... Physical Demands The physical demands described here are representative of those that must be met ...

Heritage Grocers Group

MSB Sales Associate TFM

Joliet, IL · On-site

$13.50 - $18.50/hr

Promotes all financial services we offer with each customer that visits the store; * Complies with ... The physical demands and work conditions below represent those that must be met to successfully ...

Compeer Financial

Appraisal Representative

Ottawa, IL · Hybrid

$42K - $60K/yr

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We ... Our job titles may span more than one career level (associate, senior, principal, etc.). The actual ...

Compeer Financial

Appraisal Representative

Bourbonnais, IL · Hybrid

$42K - $60K/yr

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We ... Our job titles may span more than one career level (associate, senior, principal, etc.). The actual ...

Camping World

Sales Development Rep

Braidwood, IL

$35K - $55K/yr

The goal is to drive sustainable financial growth through boosting sales and forging lasting ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

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

Associate Financial Representative information

See Morris, IL salary details

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$64

How much do associate financial representative jobs pay per hour?

As of Jul 30, 2026, the average hourly pay for associate financial representative in Morris, IL is $25.52, according to ZipRecruiter salary data. Most workers in this role earn between $18.65 and $24.95 per hour, depending on experience, location, and employer.

Is $200,000 enough to work with a financial advisor?

As an Associate Financial Representative, having $200,000 in assets or income can be sufficient to work with a financial advisor, depending on the advisor's fee structure and the services needed. Many advisors require a minimum investment or asset level, but some offer services for clients with lower assets, especially if they focus on financial planning or ongoing advice. It is important to consider the advisor's fee model and your financial goals when determining if this amount is adequate for professional guidance.

Is it hard to become a FA?

Becoming an Associate Financial Representative typically requires completing relevant licensing exams, such as the Series 6 or 7, and gaining industry-specific knowledge. The difficulty varies based on prior experience and study effort, but it generally involves dedicated preparation and understanding of financial products and regulations.

What does an associate financial representative do?

An associate financial representative assists clients with financial planning, insurance, and investment products under the supervision of a senior representative. They often handle client inquiries, prepare financial documents, and develop their knowledge of financial services, typically working towards industry certifications such as the Series 6 or 63. The role involves building client relationships and supporting the delivery of financial solutions within a team environment.

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 are Associate Financial Representatives?

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.

How many financial advisors make $500,000 a year?

While some financial advisors and associates in the industry can earn $500,000 or more annually, such high earnings are typically achieved by top-performing professionals with extensive experience, strong client bases, and advanced certifications like the CFP or CFA. Most financial advisors earn between $60,000 and $150,000 per year, with higher incomes often resulting from commissions, bonuses, and managing large portfolios.
What cities near Morris, IL are hiring for Associate Financial Representative jobs? Cities near Morris, IL with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Morris, IL as of July 2026, with employment types broken down into 1% As Needed, 65% Full Time, 31% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $53,081 per year, or $25.5 per hour.

Insurance Sales Rep

Matt Seidel - COUNTRY Financial Representative

Morris, IL • On-site

$30K - $50K/yr

Full-time

Retirement

Re-posted 16 days ago

Job description

Are you looking for a career where you can make a real difference in people's lives right here in Morris, Illinois? Matt Seidel - COUNTRY Financial Representative is seeking a motivated and friendly Insurance Sales Representative to join our dedicated team. We believe in the power of personalized service and building lasting relationships within our community. As an Associate Agent, you'll be at the forefront of helping individuals and families protect what matters most to them, from their homes and vehicles to their financial futures. This isn't just about selling policies; it's about becoming a trusted advisor, understanding unique needs, and offering solutions that provide peace of mind.

  • Base salary: $24,000 (negotiable) with commission and bonuses, year-end total average $30,000 - $50,000
  • 401K
  • Flexible Schedule (Remote available after training)
  • Career Growth Opportunities

If you're eager to grow, passionate about serving others, and ready to build a rewarding career in insurance and financial services, we invite you to explore this opportunity with us. Come be a vital part of a local agency that truly cares.


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Flexible Schedule

Retirement Plan

Career Growth Opportunities

Mon-Fri Schedule


Responsibilities

Serve as a primary point of contact for prospective and current clients seeking insurance and financial guidance.

Identify client needs and recommend suitable insurance products, including auto, home, life, and financial services.

Develop and maintain strong client relationships through proactive communication and exceptional service.

Conduct needs analyses and present tailored solutions to meet individual and family financial goals.

Collaborate with the agency owner to strategize growth and client engagement.

Process applications, manage policy changes, and ensure accurate record-keeping.


Requirements

Valid Illinois Property & Casualty Insurance License (or ability to obtain quickly).

Valid Illinois Life & Health Insurance License (or ability to obtain quickly).

Adept at building rapport and communicating effectively with diverse individuals.

Strong organizational skills and attention to detail.

Self-motivated with a desire to learn and grow in the insurance industry.

Comfortable using technology for client communication and record-keeping.