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Associate Financial Representative Jobs in Springfield, IL

Carmax

Sales Associate

Springfield, IL · 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 ...

RP Lumber

Outside Sales Representative

Chatham, 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 Springfield, IL

Associate Financial Representative information

See Springfield, IL salary details

$10

$26

$65

How much do associate financial representative jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for associate financial representative in Springfield, IL is $26.08, according to ZipRecruiter salary data. Most workers in this role earn between $19.04 and $25.48 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 Springfield, IL? The most popular types of Financial Representative jobs in Springfield, IL are:
What are popular job titles related to Associate Financial Representative jobs in Springfield, IL? For Associate Financial Representative jobs in Springfield, IL, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Springfield, IL look for? The top searched job categories for Associate Financial Representative jobs in Springfield, IL are:
What cities near Springfield, IL are hiring for Associate Financial Representative jobs? Cities near Springfield, IL with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Springfield, IL as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 22% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $54,242 per year, or $26.1 per hour.

Account Associate - State Farm Agent Team Member

State Farm

Springfield, IL • On-site

$47K - $63K/yr

Full-time

PTO

Re-posted 8 days ago

State Farm rating

7.3

Company rating: 7.3 out of 10

Based on 1,552 frontline employees who took The Breakroom Quiz

234th of 304 rated insurance

Job description

ROLE DESCRIPTION:As an Account Associate - State Farm Agent Team Member for Kaylie Snyder - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
  • Establish customer relationships and follow up with customers, as needed.
  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance 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 managing client relationships is preferred
  • Interest in marketing products and services based on customer needs
  • Excellent communication skills - written, verbal, and listening
  • Dedicated to customer service
  • Able to anticipate customer needs
  • Able to effectively relate to a customer

BENEFITS:
  • Paid time off (holidays and personal/sick days)
  • Salary plus commission/bonus
  • Growth potential/opportunities for advancement within my agency

My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Springfield, IL and help customers with their insurance and financial services needs, including:
  • Auto insurance
  • Home insurance
  • Life insurance
  • Retirement planning

State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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