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Associate Financial Representative Jobs in Muskegon, MI

Mary Free Bed

Patient Service Representative

Jenison, MI · On-site

$15.75 - $20/hr

Provide office support for all Scheduling and Patient Financial Services staff. Work cooperatively ... Minimum of the GED/Diploma, Associates degree preferred * Computer experience with high accuracy ...

SpartanNash

Service Associate

Hudsonville, MI · On-site

$14.75 - $19.75/hr

Ensure that the shift contributes to the financial best interests of the store. Complete all other ... The physical demands described here are representative of those that must be met by an associate to ...

SpartanNash Company

Service Associate

Allendale, MI · On-site

$13.75 - $18.25/hr

Ensure that the shift contributes to the financial best interests of the store. Complete all other ... The physical demands described here are representative of those that must be met by an associate to ...

SpartanNash Company

Produce Associate

Grand Haven, MI · On-site

$14 - $17.50/hr

... finance; from HR Business Partners to export specialists - create braggingly happy customers ... The physical demands described here are representative of those that must be met by an associate to ...

SpartanNash Company

Service Associate

Hudsonville, MI · On-site

$14.75 - $19.75/hr

Ensure that the shift contributes to the financial best interests of the store. Complete all other ... The physical demands described here are representative of those that must be met by an associate to ...

SpartanNash

Service Associate

Allendale, MI · On-site

$13.75 - $18.25/hr

Ensure that the shift contributes to the financial best interests of the store. Complete all other ... The physical demands described here are representative of those that must be met by an associate to ...

SpartanNash

Service Associate

Allendale, MI · On-site

$13.75 - $18.25/hr

Ensure that the shift contributes to the financial best interests of the store. Complete all other ... The physical demands described here are representative of those that must be met by an associate to ...

SpartanNash

Produce Associate

Grand Haven, MI · On-site

$14 - $17.50/hr

... finance; from HR Business Partners to export specialists - create braggingly happy customers ... The physical demands described here are representative of those that must be met by an associate to ...

SpartanNash

Retail Associate

Allendale, MI · On-site

$13.25 - $15.25/hr

... finance; from HR Business Partners to export specialists - create braggingly happy customers ... The physical demands described here are representative of those that must be met by an associate to ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Muskegon, MI

Associate Financial Representative information

See Muskegon, MI salary details

$9

$23

$59

How much do associate financial representative jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for associate financial representative in Muskegon, MI is $23.77, according to ZipRecruiter salary data. Most workers in this role earn between $17.36 and $23.22 per hour, depending on experience, location, and employer.

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 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 popular job titles related to Associate Financial Representative jobs in Muskegon, MI? For Associate Financial Representative jobs in Muskegon, MI, the most frequently searched job titles are:
What cities near Muskegon, MI are hiring for Associate Financial Representative jobs? Cities near Muskegon, MI with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Muskegon, MI as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 19% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $49,441 per year, or $23.8 per hour.

Financial Services Representative

Michigan First Credit Union

Muskegon, MI • On-site

Other

Medical, Dental, Vision, Life, Retirement

Re-posted 14 days ago

Michigan First Credit Union rating

9.2

Company rating: 9.2 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Location : Address
700 W. Norton Ave
Location : City
Muskegon
Location : Postal Code
49441
Responsibilities
Location
This branch is a Retail In-Store branch. These branches are located in Walmart, Meijer, and Kroger stores.
Branch Hours
Monday - Friday: 10:00 a.m. - 7:00 p.m
Saturday: 10:00 a.m. - 3:00 p.m.
Sunday: Closed.
Financial Service Representative
We are currently seeking a Financial Services Representative to join us. The person in this position will report to the Branch Manager.
Job Description
Can you start a conversation with anyone? Do you enjoy helping people find the right solution with a smile? If so, we've got the perfect position for you at one of our retail in-store locations.
As a Retail In-Store Financial Service Representative at Michigan First Credit Union, you'll be challenged to deliver five-star service while building relationships with our members. We're a family here, so outstanding teamwork is a must. Our number one goal is to provide our members and potential new members with personalized solutions to their financial situations so they can walk out feeling happy, satisfied, and worry-free.
What You'll Do:
  • Deliver stellar service to credit union members and potential new members. No slackers here!
  • Serve as a face for our brand. Happy, confident, positive - that's who we are.
  • Provide solutions. We want the critical thinkers, the expert interviewers, the stellar listeners. You'll need to be able to provide unique and personalized financial solutions for our members and potential new members. This means helping them with their loan decisions, showing them how to save money, and figuring what accounts work best for them.
  • Introduce potential new members to all the amazing perks of being a Michigan First Credit Union member.
  • Follow through. If you can deliver on promises and make sure all details are covered, you'll LOVE it here at Michigan First!

Qualifications
What We're Looking For:
  • Outgoing, personable candidates. You must truly love talking to people to work here.
  • Professional experience, preferably 3+ years. Have you worked in financial sales or retail? Great! Have you worked in a relationship banker or personal banker role? Even better!
  • Customer service, preferably 3+ years. We're a people's credit union, and our members deserve the best possible experience.
  • You'll have to be able to learn our products and services thoroughly and quickly. That's what we're here for, after all! You'll need a high school diploma/GED, preferably an Associate's in business or a related field.
  • A flexible schedule. Our in-store locations are open later and on Saturdays to better serve our members.
  • We need team players! You must be able to assist at any of our in-store locations to meet business needs.

Who We Are
Michigan First Credit Union was founded 100 years ago (1926) by educators and delivers world-class service to more than 160,000+ members at our branches throughout the State of Michigan, and we're still growing! We offer financial solutions for every life stage and seek to positively transform our members' lives through personalized service that meets their unique needs.
Simply put, Michigan First Credit Union's sole mission is to provide the highest quality member experience. Working here, you'll get to participate in a strong culture, centered around service, professionalism, and growth.
Michigan First highlights:
  • 500+ team members
  • 32 locations spanning Grand Rapids, Jackson, Lansing, Muskegon and throughout Metro Detroit
  • Industry leader in community support and charitable giving through the Michigan First Foundation
  • Member Services Call Center operates 24/7/365
  • Over $1.5 Billion in assets

Awards Michigan First Credit Union has been the proud recipient of:
  • 2025 Best & Brightest in the Nation
  • 2025 Best & Brightest in Metro Detroit
  • 2025 Best & Brightest in West Michigan
  • 2025 Best Credit Unions to Work For
  • 2025 Crain's Cool Places to Work in southeast Michigan
  • 2025 Detroit Free Press Top Workplaces
  • 2025 Financial Services Top Workplaces
  • 2025 Fall Culture Excellence Top Workplaces
  • 2024 Michigan Veterans Affairs Agency - Certified Veteran Friendly Employer - Bronze Level
  • 2021 Credit Union of the Year by NAFCU (National Association of Federally-Insured Credit Unions)

Benefits and perks of joining our award-winning team include:
  • Very competitive pay
  • Low-cost medical, dental, and vision benefit options. Employer-paid life and disability insurance
  • 401(k) - 100% match up to 5% deferral
  • Tuition reimbursement for both Undergraduate and Graduate degree program
  • Access to a complimentary concierge service that assists with nearly any item on your to-do list
  • Free, state-of-the-art fitness center at our Lathrup Village headquarters with exercise equipment, showers and locker rooms
  • Wellness initiatives and events throughout the year to help team members stay healthy
  • Loan discounts for certain secured and unsecured loans and mortgages
  • Opportunities for pay increases, incentives and profit-sharing, based on performance
  • Onsite subsidized top notch Cafe 26 for team members' use
  • Onsite bowling center

Michigan First Credit Union is an Equal Opportunity Employer.

What Michigan First Credit Union employees say

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