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Associate Financial Representative Jobs in Nevada, IA

DR Horton

Sales Representative-Bettendord IA

Ankeny, IA · On-site

The Company also provides mortgage financing and title services for homebuyers through its mortgage ... Associate's Degree or 2 years related experience * Must have a vehicle, valid driver's license, and ...

Mead Lumber

OSR Support Associate

Ankeny, IA · On-site

$16.25 - $20.75/hr

The OSR Support Associate supports Outside Sales Representatives by assisting with customer ... financial source for your future/retirement that very few companies offer. We also offer our ...

Sysco Corporation

Repack Associate

Ankeny, IA · On-site

$15 - $17.75/hr

This is a finance position that is responsible for salvaging, recouping and repacking products ... Physical Demands The physical demands described here are representative of those that must be met ...

Sysco

Repack Associate

Ankeny, IA

$15 - $17.75/hr

This is a finance position that is responsible for salvaging, recouping and repacking products ... Physical Demands The physical demands described here are representative of those that must be met ...

Best Buy

Retail Sales Associate

Ames, IA

$14.75 - $17/hr

Financial savings and retirement resources * Support for your physical and mental well-being Best ... Retail Sales Representative, Location: Ames, IA - 50010

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Showing results 1-20

All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Nevada, IA

Associate Financial Representative information

See Nevada, IA salary details

$9

$24

$62

How much do associate financial representative jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for associate financial representative in Nevada, IA is $24.71, according to ZipRecruiter salary data. Most workers in this role earn between $18.08 and $24.13 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 cities near Nevada, IA are hiring for Associate Financial Representative jobs? Cities near Nevada, IA with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Nevada, IA as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $51,405 per year, or $24.7 per hour.

Insurance Account Representative - State Farm Agent Team Member

State Farm

Newton, IA • On-site

$40K - $75K/yr

Full-time

Medical, PTO

Re-posted 27 days ago

State Farm rating

7.4

Company rating: 7.4 out of 10

Based on 1,544 frontline employees who took The Breakroom Quiz

225th of 303 rated insurance

Job description

Benefits:
  • Bonus based on performance
  • Competitive salary
  • Paid time off
  • Training & development

ROLE DESCRIPTION:Lonnie Portner - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Insurance Account Representative - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. You may also assist in developing strategies and establishing quotas for our agency.
If you are energetic, goal-oriented, and sales-minded, we are excited to harness your talents in this rewarding opportunity to build your career.
RESPONSIBILITIES:
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Work with the agent to establish and meet marketing goals.
  • Maintain a strong work ethic with a total commitment to success each and every day.
  • Work alongside your agency's team to ensure successful long-lasting customer relations.

QUALIFICATIONS:
  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Successful track record of meeting sales goals/quotas preferred
  • Ability to effectively relate to a customer
  • Property & Casualty license

BENEFITS:
  • Salary plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Health benefits
  • Profit sharing
  • Growth potential/Opportunity for advancement within my office
  • Licensing reimbursement after 3 months
  • Signing bonus for pre-licensed professionals

Compensation: $40,000.00 - $75,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Newton, IA and help customers with their insurance and financial services needs, including:
  • Auto insurance
  • Home insurance
  • Life insurance
  • Retirement planning

State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

What State Farm employees say

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