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Associate Financial Representative Jobs in Morris, IL

Tucker, Albin & Associates

Be Seen First

Inside Sales Representative

Naperville, IL · On-site

$45K - $62K/yr

Why Join Tucker, Albin & Associates? * Uncapped commission structure * Weekly pay * No nights or ... Candidates with experience in B2B sales, inside sales, account management, collections, financial ...

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 Morris, IL

Associate Financial Representative information

See Morris, 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 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.

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 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 August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 89% Physical, 3% Hybrid, and 8% 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 9 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.

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.

Benefits
Flexible Schedule###Retirement Plan###Career Growth Opportunities###Mon-Fri Schedule###