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Associate Financial Representative Jobs in Slinger, WI

SpartanNash Associates, LLC

Deli Associate

Wauwatosa, WI

$14.25 - $17/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 ...

Surgery Partners

Business Office Rep

Milwaukee, WI

The Business Office Representative supports the financial and operational functions of a small ... Associate's degree in office administration or related field preferred * At least three years of ...

HP Products

Counter Sales Representative

Pewaukee, WI

$17 - $21.25/hr

... Representative. Schedule: M-F 6:00am-3:30pm (OT likely) The PERKS of working for Ferguson ... financial well-being of our associates. Our competitive offering not only includes benefits like ...

SUPPLY.com

Counter Sales Representative

Pewaukee, WI

$17 - $21.25/hr

... Representative. Schedule: M-F 6:00am-3:30pm (OT likely) The PERKS of working for Ferguson ... financial well-being of our associates. Our competitive offering not only includes benefits like ...

Surgery Partners

Business Office Rep

Milwaukee, WI · On-site

The Business Office Representative supports the financial and operational functions of a small ... Associate's degree in office administration or related field preferred * At least three years of ...

UMB Financial

Senior Fund Administrator

Milwaukee, WI

$57K - $90K/yr

Perform review of quarterly, semi-annual and annual financial reports for assigned funds to ensure ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Russell Investments

Client Service Associate

Milwaukee, WI · On-site

$50K - $60K/yr

Work with financial advisors, sponsors and account administrators to coordinate the account opening ... Professionally represent Russell Investments by promptly and accurately meeting the service needs ...

UMB Financial

Wealth Advisor

Milwaukee, WI · On-site

$81K - $120K/yr

As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Cassiday Schade LLP

Be Seen First

Associate Attorney Position

Milwaukee, WI · On-site

$95K - $145K/yr

We focus on providing our clients with exceptional and efficient representation and act as national ... insurance, financial services, manufacturing, construction, professional services and ...

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Showing results 21-40

All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Slinger, WI

Associate Financial Representative information

See Slinger, WI salary details

$10

$26

$67

How much do associate financial representative jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for associate financial representative in Slinger, WI is $26.96, according to ZipRecruiter salary data. Most workers in this role earn between $19.71 and $26.35 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 Slinger, WI? The most popular types of Financial Representative jobs in Slinger, WI are:
What cities near Slinger, WI are hiring for Associate Financial Representative jobs? Cities near Slinger, WI with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Slinger, WI as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $56,079 per year, or $27 per hour.

Financial Advisor - Oconomowoc

Associated Bank

Oconomowoc, WI • On-site

$400K/yr

Full-time

Retirement, PTO

Posted 11 days ago

Associated Bank rating

8.1

Company rating: 8.1 out of 10

Based on 41 frontline employees who took The Breakroom Quiz

66th of 170 rated banks

Job description

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Associated Bank is seeking a Financial Advisor to help clients achieve their financial goals through personalized investment, insurance, and financial planning solutions. In this role, you'll build and deepen client relationships, grow an established book of business, and collaborate with banking and wealth management partners to deliver a comprehensive client experience. This is an excellent opportunity for an experienced advisor looking to expand their impact and grow within a collaborative wealth management environment.
  • Develop and strengthen client relationships by delivering holistic financial planning and investment guidance.
  • Analyze clients' financial goals, needs, and risk tolerance to recommend tailored investment and insurance solutions.
  • Grow advisory, financial planning, and insurance business through proactive business development and referral partnerships.
  • Partner with banking, trust, and private banking colleagues to deliver comprehensive wealth management solutions.
  • Maintain expertise in investment products, insurance strategies, market trends, and financial planning best practices.
  • Ensure all client transactions and documentation are completed accurately and in compliance with regulatory requirements.
  • Support and educate bank associates to strengthen referral opportunities and client engagement.
  • Deliver exceptional service that enhances client satisfaction, retention, and long-term loyalty.

Education & Experience
Required
  • Bachelor's degree in Business, Finance, or a related field.
  • 3+ years of investment and insurance sales experience.
  • Demonstrated success developing advisory and fee-based business.
  • Existing significant book of business with trailing annual production of approximately $250,000+.
  • Series 7 license.
  • Series 63, Series 65, or Series 66 license.
  • Life, Health, and Variable Insurance License.
  • Reliable transportation and ability to travel throughout the assigned market.

Preferred
  • 5+ years of investment and insurance sales experience.
  • Existing significant book of business with trailing annual production of approximately $400,000+.
  • Advanced financial planning expertise and advisory business development experience.
  • Certified Financial Planner (CFP®) designation.
  • Chartered Financial Analyst (CFA®) designation.

Note: This position requires a criminal background and credit check because it is a FINRA-registered role.
Why You'll Love Working Here
At Associated Bank, you'll join a collaborative team that values relationship building, professional growth, and client-centered advice. You'll have opportunities to expand your expertise, partner with experienced wealth management professionals, and make a meaningful difference in the financial lives of your clients. Apply today to make an impact.
We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
  • Retirement savings including both 401(k) and Pension plans.
  • Paid time off to volunteer in your community.
  • Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
  • Competitive salaries with professional development and advancement opportunities.
  • Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
  • Personal banking, loan, investment and insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.
Associated Bank is Pay Transparency compliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.
This role offers a commissions-based structure that includes a monthly draw equaling $48,000.00 per year plus generous commissions that increase based on sales volume achieved.

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