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Associate Financial Representative Jobs in Stevens Point, WI

Goodwill NCW Jobs

Production Associate

Plover, WI

$14.75 - $18.50/hr

... improved financial stability.Our unwavering commitment to addressing the unique needs of our ... The physical demands described here are representative of those that must be met by a team member ...

Wisconsin

SGA Budget Director

Stevens Point, WI · On-site

$12/hr

Train and supervise the SGA Associate Budget Director. I. Serve, in conjunction with the Student ... J. Serve as the interpreter of financial decisions made by the Student Government Association ...

Goodwill NCW Jobs

Sales Associate - Waupaca

Waupaca, WI · On-site

$13.50 - $18.25/hr

... improved financial stability.Our unwavering commitment to addressing the unique needs of our ... The physical demands described here are representative of those that must be met by a team member ...

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Associate Financial Representative information

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How much do associate financial representative jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for associate financial representative in Stevens Point, WI is $25.55, according to ZipRecruiter salary data. Most workers in this role earn between $18.65 and $25.00 per hour, depending on experience, location, and employer.

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 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 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 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.

How much does an associate financial representative make?

An associate financial representative typically earns between $40,000 and $60,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced representatives or those with additional certifications can earn higher salaries and commissions.

What job categories do people searching Associate Financial Representative jobs in Stevens Point, WI look for?

The top searched job categories for Associate Financial Representative jobs in Stevens Point, WI are:

What cities near Stevens Point, WI are hiring for Associate Financial Representative jobs?

Cities near Stevens Point, WI with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you

ACCOUNT SERVICES REPRESENTATIVE - Full-Time | Wisconsin Rapids, WI

WoodTrust Financial Corporation

Wisconsin Rapids, WI • On-site

Other

Medical, Dental, Vision, PTO

Posted 4 days ago

Job description

Join A Team That Puts People First

WoodTrust Bank offers a professional, friendly, and growth‑oriented environment where every associate plays a meaningful role in our success. We are looking for someone who enjoys helping people, thrives in a dynamic setting, and is committed to delivering exceptional customer service. If that sounds like you, we’d like to welcome you to our Account Services team in downtown Wisconsin Rapids.

About WoodTrust

Did You Know? WoodTrust is one of the largest privately owned, full‑service financial institutions headquartered in central and northern Wisconsin. With more than $7.6 billion in client assets under management and $675 million in bank assets, we serve individual, family, corporate, and not‑for‑profit clients across 35 states.

Since 1891, our focus has remained the same: the customer is #1. We are equally committed to our associates – providing a workplace where people can learn, grow, and build long‑term careers. As a private, family‑owned organization, we offer stability, opportunity, and a team of talented professionals who genuinely enjoy what they do.

What You’ll Do

As an Account Services Representative, you will help create a positive total customer experience by supporting both individual and business clients. This role is ideal for someone who enjoys problem‑solving, embraces change, and wants to continually learn. Your responsibilities will include:

  • Greeting customers warmly and creating a welcoming environment
  • Providing accurate information about bank products and services
  • Completing general account maintenance and data entry
  • Supporting teller and operations teams as needed
  • Ensuring accuracy, confidentiality, and exceptional service in every interaction
What You Bring

Success in this role comes from a blend of professionalism, curiosity, and genuine care for people. You’ll thrive here if you bring:

  • A high school diploma or GED (1–3 years of related experience preferred)
  • A positive attitude, strong reliability, and a professional demeanor
  • Excellent communication and customer‑service skills
  • Strong attention to detail and the ability to multitask
  • Comfort handling cash and basic math concepts
  • Proficiency with computers and familiarity with Windows environments
  • A team‑oriented mindset and a commitment to confidentiality
Why Join Our Team

WoodTrust strives to be an employer of choice by offering meaningful work, long‑term career paths, and a supportive environment where associates can succeed. We offer:

  • Competitive compensation
  • A full benefits package including medical, dental, vision, vacation, and sick leave
  • Monday – Friday schedule (7:45 a.m. – 4:30 p.m.) with strong work‑life balance
  • On‑the‑job training and opportunities for internal advancement
  • A fun, talented team that values collaboration and growth.
Ready to Apply?

We’d like to meet you! Please submit your application and resume by email to jobs@woodtrust.com or in person at any WoodTrust branch in Wisconsin Rapids, Plover, or Wausau.

WoodTrust is an Equal Opportunity Employer.

Notice: If you are leaving a WoodTrust website and going to a third party site, that site may have a privacy policy different from WoodTrust and may provide less security than this WoodTrust site. WoodTrust and its affiliates are not responsible for the products, services, and content on the third party website.

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