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Associate Financial Representative Jobs in Normal, IL

Have a working knowledge of all factory finance plans. * Maintain a safe working environment and ... Individual should have an associates or its equivalent. Should be able to set work priorities and ...

Sales Representative

Bloomington, IL ยท On-site

$50K - $150K/yr

Have a working knowledge of all factory finance plans. * Maintain a safe working environment and ... Individual should have an associates or its equivalent. Should be able to set work priorities and ...

P/C Senior Actuary

Bloomington, IL ยท On-site

$110K - $151K/yr

Experience more with a career at COUNTRY Financial! We're excited you're interested in a career at ... Serves as Property/Casualty Actuarial representative for project committees as assigned. Do you ...

Sales Associate

Bloomington, IL ยท On-site

$17.20 - $25.80/hr

... test drives, and financing applications. * Conduct accurate vehicle condition assessments ... Strong communication skills with confidence in representing CarMax and its products. * Ability to ...

Must be able to perform and comprehend basic business and financial calculations. * Ability to ... Associate's degree (A. A.) or equivalent from two-year College or technical school; or one to two ...

Associate Employment Type: Full-time Compensation: This salaried, exempt position pays from $60,000 ... financials. * Quote prices, discuss credit terms, and prepare sales contracts for customer orders.

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Associate Financial Representative information

See Normal, IL salary details

$10

$25

$64

How much do associate financial representative jobs pay per hour?

As of Aug 27, 2026, the average hourly pay for associate financial representative in Normal, IL is $25.72, according to ZipRecruiter salary data. Most workers in this role earn between $18.80 and $25.14 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 are popular job titles related to Associate Financial Representative jobs in Normal, IL?

For Associate Financial Representative jobs in Normal, IL, the most frequently searched job titles are:

What cities near Normal, IL are hiring for Associate Financial Representative jobs?

Cities near Normal, IL with the most Associate Financial Representative job openings:

Infographic showing various Associate Financial Representative job openings in Normal, IL as of August 2026, with employment types broken down into 100% Full Time. Highlights an 86% In-person, 7% Hybrid, and 7% Remote job distribution, with an average salary of $53,506 per year, or $25.7 per hour.

Account Representative - State Farm Agent Team Member

Clay Pinkham - State Farm Agent

Bloomington, IL โ€ข On-site

Full-time

PTO

Posted 12 days ago


Job description

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

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents are independent contractors that market State Farm Insurance and financial services products. 
ROLE DESCRIPTION:
As Account Representative for Clay Pinkham - State Farm Agent, you are vital to our daily business operations and customers’ success. You help grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of customers by proactively marketing relevant products and services.
RESPONSIBILITIES:
  • Develop leads, schedule appointments, identify customer needs, and market products and services to help meet those needs. 
  • Establish customer relationships and follow up with customers, as needed. 
  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding product availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Promote successful and long-lasting customer relations.
QUALIFICATIONS:
  • Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
  • Experience in managing customer relationships preferred.
  • Interest in marketing products and services based on customer needs.
  • Communication skills - written, verbal, and listening.
  • Dedicated to customer service.
  • Able to anticipate customer needs.
  • Able to effectively relate to customers.
  • Property & Casualty license.