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Associate Financial Representative Jobs in Slinger, WI

UMB Financial

Fund Administrator III

Milwaukee, WI · On-site

$56K - $109K/yr

Preparation and reviewing responsibilities primarily include financial statements, board materials ... represents UMB's standard for this role, but the actual compensation may vary by geographic ...

UMB Financial

Fund Administrator III

Milwaukee, WI · On-site

$56K - $109K/yr

Preparation and reviewing responsibilities primarily include financial statements, board materials ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

SpartanNash

Deli Associate

Wauwatosa, WI

$14 - $16.75/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 ...

SpartanNash Company

Bakery Associate

Wauwatosa, WI · On-site

$14 - $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 ...

SpartanNash

Deli Associate

Wauwatosa, WI · On-site

$14 - $16.75/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 ...

SpartanNash

Bakery Associate

Wauwatosa, WI · On-site

$14 - $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 ...

SpartanNash Company

Deli Associate

Wauwatosa, WI · On-site

$14 - $16.75/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 ...

SpartanNash Company

Deli Associate

Wauwatosa, WI · On-site

$14 - $16.75/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 ...

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

Personal Banker I

Plymouth, WI · On-site

$38K - $57K/yr

UMB's branches offer many opportunities to expand your financial education & grow your career ... Compensation Range: $38,916 - $57,244 The posted compensation range on this listing represents UMB ...

SpartanNash

Meat Associate

Wauwatosa, WI

... 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 ...

SpartanNash Company

Meat Associate

Wauwatosa, WI · On-site

... 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 ...

SpartanNash Company

Service Associate

Wauwatosa, WI · On-site

$15.25 - $20.50/hr

Ensure that the shift contributes to the financial best interests of the store. Complete all other ... The physical demands described here are representative of those that must be met by an associate to ...

SpartanNash

Service Associate

Wauwatosa, WI · On-site

$15.25 - $20.50/hr

Ensure that the shift contributes to the financial best interests of the store. Complete all other ... The physical demands described here are representative of those that must be met by an associate to ...

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Showing results 41-60

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 9, 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 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 July 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% Part Time, and 5% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $56,079 per year, or $27 per hour.

Fund Administrator III

UMB Financial

Milwaukee, WI • On-site

$56K - $109K/yr

Full-time

Re-posted 22 days ago

Job description

The Registered Funds team of UMB works with clients to provide accounting, tax, audit, and administrative services for mutual funds and collective trusts.

The Fund Administrator team works both independently and a team-oriented environment to collectively service clients.

As the Fund Administrator III, you will have a mix of preparation and review work. You will help with reviewing the work of a group of Fund Administrators. Preparation and reviewing responsibilities primarily include financial statements, board materials, compliance tests and other functions of Fund Administration.

How you will spend your time:

  • Coordinate with Lead Administrator and client's external auditor to audit financial statements and provide timely and accurate documentation necessary to complete the audit
  • Respond to client questions and requests
  • You will prepare and review of quarterly, semiannual, annual financial reports, and annual registration updates for assigned funds to ensure accuracy and proper disclosure
  • Perform and review of periodic dividend and capital gain distributions
  • Perform final review of requested board material for client board meetings
  • You will handle the preparation of budgeting, expense payments, and forecasting for clients
  • You will handle the preparation of SEC compliance testing
  • Monitor and review clients' funds' performance

We're excited to talk with you if:

  • You have a Bachelor's Degree in Accounting, Finance, or Economics
  • You have a minimum of 3 to 5 years of fund administration or related industry experience

Bonus Points if:

  • You have a CPA

Compensation Range:

$56,890.00 - $109,270.00

The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

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