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Associate Financial Representative Jobs in Normal, IL

BIRKEYS FARM STORE

Sales Representative

Bloomington, IL · On-site

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 ...

BIRKEYS FARM STORE

Sales Representative

Bloomington, IL · 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 ...

Focus Partners Wealth

Tax Associate

Clintonia, IL

$55K - $74K/yr

Qualifications: * A Bachelor's degree in Finance or Accounting with a minimum of 1 + years ... Preferred Qualifications: * CPA, CPA candidate or EA granting the ability to represent clients ...

COUNTRY Financial

P/C Senior Actuary

Bloomington, IL · 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 ...

RP Lumber

Outside Sales Representative

Morton, IL · On-site

$55K - $65K/yr

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 ...

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

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 6, 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 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 Normal, IL? For Associate Financial Representative jobs in Normal, IL, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Normal, IL look for? The top searched job categories for Associate Financial Representative jobs in Normal, IL 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:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Normal, IL 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 $53,506 per year, or $25.7 per hour.

Financial Advisor - Decatur/Champaign/Bloomington (Empire)

CEFCU

Bloomington, IL

$58K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 21 days ago

CEFCU rating

9.1

Company rating: 9.1 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

Job description

Are you ready to make the most of your talents and abilities, while helping others make the most of their finances?
Apply to join Team CEFCU!

CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team!

Provides financial planning, investment services, and member relationship management. Refines financial strategies, deepens member engagement, and enhances advisory skills. Assesses member needs, conducts consultations, and recommends tailored investment and insurance solutions. Strengthens knowledge of brokerage operations, compliance, and business development. Within two years transitions to a Financial Advisor III.
Provides the highest quality member experience, for both internal and external members.
Core Hours
Monday - Friday 8:45 am - 5:15 pm
Note: Core hours may change and availability for evening and Saturday hours may occur to meet business needs.

Required:

  • High school diploma or equivalent
  • Maintains a Life/Health Producer license along with FINRA Series 7 and Series 66, or Series 7, 63, and 65, or Series 7, 63, and 66 licenses, while fulfilling all continuing education and testing requirements necessary to keep licenses current.
  • Must possess a current, valid driver's license, an acceptable driving record, and personal vehicle insurance.
  • Must be fingerprinted and pass FINRA's background checks.
  • Must sign Broker-Dealer's Registered Representative Agreement
  • 2-6 years of licensed experience in securities

Preferred:

  • Completion of Associates, Bachelors, or Master degree in Finance, Business Administration, Economics, Accounting, or a related field
  • 4-6 years of licensed experience in securities may be considered in place of a degree.
  • Experience in member/client relationship management, financial planning, or sales within a financial institution is preferred.
  • Certifications such as Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
  • Bi-lingual, Spanish preferred
  • Strong knowledge of investment products, financial planning concepts, and regulatory requirements
  • Excellent communication, interpersonal, and relationship-building skills
  • Sales and business development experience with a focus on financial solutions
  • Ability to analyze financial data and present recommendations to member/clients
  • Proficiency in financial planning software and CRM systems

Annual Base Pay Range

The anticipated starting pay range for this position is $58,656.00 - $58,656.00.

This position is eligible for incentive pay opportunities based on sales performance.

Benefits

Health and Welfare

Generous paid time off (Holiday, Personal or Sick Time, Vacation)

Comprehensive Medical, Dental, and Vision coverage (PPO, HDHP)
Flexible Spending Plan (Medical Reimbursement Account and Dependent Care Reimbursement Account)

Health Savings Account

Voluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan, Identity Theft & Fraud Protection Plan, Legal Plan)

Life Insurance

Accidental Death & Dismemberment Insurance

Disability Benefits

Defined Benefit Plan - Pension

Defined Contribution Plan - 401K

Additional Benefits

Employee Assistance Program

Tuition reimbursement

Career growth through internal job postings

Management Development Program: formal mentoring and training

Opportunities to help improve and build the CEFCU of tomorrow through process teams

Opportunities to personally contribute to corporate financial literacy and community initiatives

Casual days to support local charities

Employee discounts on entertainment, cell phone plans, theme park tickets, and more

On-site fitness center, fitness classes, and wellness program

It is CEFCU's policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.

What CEFCU employees say

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