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Associate Financial Representative Jobs in Quincy, IL

CVS Health

Store Associate

Quincy, IL · On-site

$15 - $18/hr

... represents the base hourly rate or base annual full-time salary for all positions in the job grade ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

HOMEBANK

Branch Operations Manager

Palmyra, MO · On-site

Participate in daily CSR duties and responsibilities * Has 3 years of experience in the CSR role ... AVP of Business & Digital, AVP of Business Sales, VP of Business Banking, CBP of Northeast MO or CF ...

HOMEBANK

Branch Operations Manager

Palmyra, MO · On-site

Participate in daily CSR duties and responsibilities * Has 3 years of experience in the CSR role ... AVP of Business & Digital, AVP of Business Sales, VP of Business Banking, CBP of Northeast MO or CF ...

Nutrien

Division Agronomist

Hannibal, MO · On-site

Associate Job Type: Full Time Nutrien is a leading provider of crop inputs and services, and our ... Proven ® Seed and Dyna-Gro ® Seed; as well as financial, custom application and precision ag ...

VCA Animal Hospitals

Hospital Manager II

Hannibal, MO · On-site

Your strong financial and operational acumen will be put to good use! The Hospital Manager-under ... If you are a current associate, you need to apply through our internal career site. Please log into ...

Raising Cane's

Restaurant Crewmember

Quincy, IL · On-site

$15.50/hr

Whether you have experience as a customer service associate, retail team member, cashier ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Restaurant Crewmember

Quincy, IL · On-site

$15.50/hr

Whether you have experience as a customer service associate, retail team member, cashier ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Restaurant Crewmember

Quincy, IL · On-site

$15.50/hr

Whether you have experience as a customer service associate, retail team member, cashier ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Nextran Truck Centers

Diesel Technician

Quincy, IL · On-site

$22 - $38/hr

... or financial information (such as bank account details or Social Security numbers) during the ... If you receive a suspicious message claiming to represent our company, please do not respond or ...

Nextran Truck Centers

Diesel Technician

Quincy, IL · On-site

$22 - $38/hr

... or financial information (such as bank account details or Social Security numbers) during the ... If you receive a suspicious message claiming to represent our company, please do not respond or ...

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

Associate Financial Representative information

See Quincy, IL salary details

$10

$26

$66

How much do associate financial representative jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for associate financial representative in Quincy, IL is $26.27, according to ZipRecruiter salary data. Most workers in this role earn between $19.18 and $25.67 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 the most commonly searched types of Financial Representative jobs in Quincy, IL? The most popular types of Financial Representative jobs in Quincy, IL are:
What are popular job titles related to Associate Financial Representative jobs in Quincy, IL? For Associate Financial Representative jobs in Quincy, IL, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Quincy, IL look for? The top searched job categories for Associate Financial Representative jobs in Quincy, IL are:
What cities near Quincy, IL are hiring for Associate Financial Representative jobs? Cities near Quincy, IL with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Quincy, IL as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, 2% Contract, and 1% Nights. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $54,650 per year, or $26.3 per hour.

Client Services Representative - Insurance

Bank Of Springfield

Quincy, IL • On-site

$40K - $45K/yr

Full-time

Re-posted 3 days ago

Job description

Client Services Representative – Insurance

Location: Springfield, IL; Champaign, IL; Bloomington, IL; Quincy, IL or Jacksonville, IL
Department: Insurance
Status: Full-Time

About the Role
The Client Services Representative supports the daily operations of the Insurance department by assisting our clients, processing policy documentation and working with insurance carriers and producers. This role focuses on providing excellent customer service while ensuring client requests are handled accurately and efficiently.

Essential Duties and Responsibilities

  • Provide exceptional customer service to insurance clients in person, by phone, and via email
  • Assist clients with policy questions, billing inquiries, and coverage documentation
  • Process policy changes, renewals, and endorsements accurately and in a timely manner
  • Prepare certificates of insurance and other required documentation for clients
  • Maintain accurate client records and documentation within agency management systems
  • Coordinate with insurance carriers and internal team members regarding policy servicing needs
  • Support producers with administrative tasks related to new business and renewals
  • Follow all regulatory, compliance, and company procedures
  • Perform additional duties as assigned to support the Insurance team

Qualifications

  • High school diploma or equivalent required; associate or bachelor’s degree preferred
  • Previous customer service or administrative experience in the field of insurance or financial services preferred; Familiarity with farming and agricultural products is strongly preferred.
  • Illinois insurance license or willingness to obtain within a specified timeframe preferred
  • Strong communication and interpersonal skills are required
  • Excellent attention to detail and organizational abilities required
  • Proficiency with Microsoft Office and ability to learn agency management software required
  • Ability to prioritize tasks and manage multiple responsibilities efficiently required


Why Join Us?

You’ll be part of a bank that values relationships, integrity, and community involvement. As a BOS team member, you will have the opportunity to make a meaningful impact—engaging with your team, supporting local businesses and families, and strengthening the communities we serve.

Benefits May Include the Following:
https://www.bankwithbos.com/careers/

Salary Range:
The base salary range for this position is $40,000.00 - $45,000.00 annually, depending on experience and qualifications. In addition to the base salary, compensation may include performance-based incentives, bonuses, benefits, and other incentives.

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