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Associate Financial Representative Jobs in Stevens Point, WI

Forward Service

FSET Case Manager

Wautoma, WI · On-site

$24.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... financial stability, and reach their full potential. Since our founding in 1979, we have provided ... Associate's degree or equivalent work experience * Minimum of two years' experience in a related ...

New

Acrisure

Field Service Coordinator

Stevens Point, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Facilitate information requests between clients and field representatives. * Resolve customer ... Associate degree or higher preferred. * Minimum two years of professional business experience ...

New

Noble Community Clinics

Billing and Coding Specialist

Stevens Point, WI · On-site

$18.25 - $23.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Collaborate with internal teams, providers, insurance representatives, and other partners to ... Associate degree or equivalent from a two-year college or technical school; or six months to one ...

New

Noble Community Clinics

Billing and Coding Specialist

Wautoma, WI · On-site

$16.50 - $21.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Collaborate with internal teams, providers, insurance representatives, and other partners to ... Associate degree or equivalent from a two-year college or technical school; or six months to one ...

New

Alera Group

Commercial Lines Customer Service - Agent

Stevens Point, WI · Hybrid

$43K - $58K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... and Financial Services. With a network of offices nationwide, our commitment to collaboration ... High school diploma or equivalent (associate or bachelor's degree preferred) * Active Property ...

New

Associated Bank - Corp

Paralegal Senior

Stevens Point, WI · On-site

  • Retirement

  • PTO

Associated Bank requires you to directly represent yourself and your own experiences during the ... Associate's degree. * Paralegal Certification by start date. * 4+ years of paralegal experience ...

Acrisure

Workers' Compensation Case Manager

Stevens Point, WI · On-site

$70K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Collaborate with injured workers, healthcare providers, employers, claims representatives, and ... Associate or bachelor's degree in nursing or a related clinical field * Compact RN license ...

Associatedbank

Paralegal Senior

Stevens Point, WI

$26.66 - $45.70/hr

  • Retirement

  • PTO

Associated Bank requires you to directly represent yourself and your own experiences during the ... Associate's degree. * Paralegal Certification by start date. * 4+ years of paralegal experience ...

CVS Health

Home Infusion - Registered Nurse

Amherst, WI · On-site

$29.10 - $62.32/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... Associates or B.S. degree in nursing Anticipated Weekly Hours 40 Time Type Full time Pay Range The ... represents the base hourly rate or base annual full-time salary for all positions in the job grade ...

Vivian Health

Home Infusion RN in Iola, WI

Iola, WI · On-site

$29.10 - $62.32/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... Associates or B.S. degree in nursing Anticipated Weekly Hours 40 Time Type Full time Pay Range The ... represents the base hourly rate or base annual full-time salary for all positions in the job grade ...

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Showing results 21-40

All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Stevens Point, WI

Associate Financial Representative information

See Stevens Point, WI salary details

$10

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$64

How much do associate financial representative jobs pay per hour?

As of Aug 16, 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 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 popular job titles related to Associate Financial Representative jobs in Stevens Point, WI?

For Associate Financial Representative jobs in Stevens Point, WI, the most frequently searched job titles 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

Assistant Store Manager

Great Plains Specialty Finance Inc

Stevens Point, WI • On-site

Full-time

Posted 11 days ago

Job description

Job Description:

General Function / Summary:

As a financial services leader, we strive to make a difference in our customers' lives & the communities we serve.Our Assistant Store Managers are a front-line brand ambassador representing Check N Go, Allied Cash Advance, or Cash Store, all part of the CNG Holdings, Inc., family of companies.Our Assistant Store Managers embody the company's identity in behavior, values, and ethics in support of our mission.The Assistant Store Manager is responsible for ensuring outstanding customer service and regulatory excellence.

Essential Duties:

  • Serve and educate customers on the product portfolio by presenting all options for products and/ or services to customers that meet their needs.

  • Escalate issues to the store manager, District Director of Operations (DDO), and corporate office if unable to resolve the issue directly with the customer.

  • Answer telephone inquiries in response to general questions, customer applications, requests, or other issues.

  • Perform outbound customer sales, courtesy, and collection calls in accordance with federal regulations, store operating procedures, and district or region volume expectations.

  • Respond professionally and accurately to customers, explaining possible solutions and ensure the customer feels supported and valued.

  • Interact with customers, using active listening skills, to confirm or clarify information and diffuse customer complaints.

  • Handle and count currency, cash, and coins to include managing a cash drawer, counting cash deposits, moving cash from secure safe to cash drawer, and other cash handling requirements; may be responsible for bank deposits or bank pick-ups.

  • Balance individual batch receipts with store sales reports at end of day and assist with resolving over/short discrepancies.

  • Perform customer verifications to validate information presented.

  • Process all transactions accurately and per company policy, including but not limited to loans, check cashing, and Net Spend.

  • Comply with federal and state regulations and Company policies and procedures.

  • Complete compliance trainings and quarterly I Agree timely.

  • Other duties as assigned.

    Minimum Education and Experience Required:

    • High school diploma, GED, or equivalent experience

    • 1+ year(s) of experience with sales, customer service, and/or cash handling preferred

    • Strong customer service, active listening, and verbal and written communication skills

    • Proficient in Microsoft Office programs

    • Ability to multitask, prioritize, and work in an autonomous environment

    • Must have own personal reliable transportation in compliance with published policy and procedure, this may not include public transportation, transportation from family or friends, must maintain a valid Driver's License and valid Automobile Insurance while employed by the company

    • Ability and willingness to consistently live and embrace our core values of accountable, inclusive, transparent, and focused

      Physical Demands:

      • Call center/retail/office environment

      • Extensive cash handling

      • Extended phone usage

      • Long periods of standing

      • Extended viewing of computer screens and typing

      • Must be able to lift up to 50lbs, with or without reasonable accommodations

      Travel / Attendance:

      • Must be able to travel to all stores within the assigned district with personal vehicle

      • May be asked to travel to neighboring districts

      • May require overnight travel

      • Must work assigned shifts as scheduled

      Why Choose CNG Holdings, Inc.

      CNG Holdings Inc. (CNG) is headquartered in Cincinnati, Ohio, and is a respected leader in the financial services industry. Through professional partnerships, CNG provides a wide range of convenient and accessible financial products and services designed to improve customers' financial situations, thereby filling a need and delivering value to our customers.

      Our missionis to help and to educate our customers, while building and nurturing long-term relationships. We strive to make a difference in our customers' lives and the communities we serve.

      Our visionis to deliver innovative financial solutions that better fulfill our customers' unique financial needs so that they can build a better future for themselves and their families.

      CNG Holdings, Inc., associates and its brands are expected to create, deliver, and embrace our core values. These values ultimately define how we treat each other and our customers. We are inclusive, transparent, accountable and focused!

      Commitment to Diversity:

      We are committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity/Affirmative Action-Employer, making decisions without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, protected veteran status or any other protected class.

      This posting is intended to describe the general nature of the work anticipated to be performed and is not a comprehensive list of all responsibilities, duties and skills required for the position.

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