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Associate Financial Representative Jobs in Stevens Point, WI

Home Infusion - Registered Nurse

Marion, WI · On-site

$29.10 - $62.32/hr

... 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 ...

Home Infusion - Registered Nurse

Iola, WI · On-site

$29.10 - $62.32/hr

... 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 ...

... 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 ...

... 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 ...

Home Infusion RN in Waupaca, WI

Waupaca, WI · On-site

$29.10 - $62.32/hr

... 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 ...

Home Infusion - Registered Nurse

Iola, WI · On-site

$29.10 - $62.32/hr

... 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 ...

... 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 ...

Home Infusion RN in Amherst, WI

Amherst, WI · On-site

$29.10 - $62.32/hr

... 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 ...

Home Infusion - Registered Nurse

Manawa, WI · On-site

$29.10 - $62.32/hr

... 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 ...

... 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 ...

... 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 ...

Home Infusion - Registered Nurse

Waupaca, WI · On-site

$29.10 - $62.32/hr

... 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 ...

Home Infusion RN in Marion, WI

Marion, WI · On-site

$29.10 - $62.32/hr

... 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 ...

Home Infusion RN in Manawa, WI

Manawa, WI · On-site

$29.10 - $62.32/hr

... 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 ...

... 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 ...

... 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 ...

Showing results 41-59

Associate Financial Representative information

See Stevens Point, WI salary details

$10

$25

$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:

Home Infusion - Registered Nurse

CVS Health

Marion, WI • On-site

$29.10 - $62.32/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 24 days ago


CVS Health rating

5.8

Company rating: 5.8 out of 10

Based on 4,338 frontline employees who took The Breakroom Quiz

89th of 112 rated pharmacies


Job description

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time.

As a Registered Nurse (RN), Home Infusion you will work outside the walls of a hospital setting in a growing specialized area of the nursing field. If you are spending 12 hours on your feet or rushing from patient to patient with no time to provide quality patient care, this would be the perfect opportunity to change your work environment. Our nurses have the time and a balanced schedule to build strong one-on-one relationships with your patients and their families.
As a Home Infusion Nurse you will…
- Challenge your clinical nursing (RN) skills by receiving continuous training on leading edge technology and clinical requirements in specialty infusion. Certification and recertification expenses can be reimbursed for eligible RN’s such as Certified Registered Nurse of Infusion (CRNI®)!
- Provide a broad range of infusion therapies in our patients’ homes
- Make a difference by using your clinical IV experience and personal touch to assist our patients recover in the comfort of their own home.
- Provide one-on-one home infusion nursing care visits and patient education in accordance with the physician’s plan of treatment.
- Additional licensure may be required in multi state service areas
- Have excellent written and verbal customer service skills in order to interact with the patient, physician, pharmacist and other partners.
Schedule:

- This is a full time position working a flexible Monday-Friday schedule that can go into the early evening at times.

- The flexibility to work an occassional Saturday is needed.

- On-call (100% telephonic) is not currently required.

Coverage area:

- You will visit patients within approximately two hours of Appleton, WI.
- You will earn your hourly rate for both patient and drive time.
Registered Nurses (RN) with Coram CVS/specialty infusion services, have a uniquely rewarding setting to use their exceptional nursing skills. As a national leader in the home infusion field, we seek those special RNs who not only possess strong clinical expertise with creative ideas but the kind of deep compassion and sensitivity it takes to treat people in their homes.

Required Qualifications:

- Registered Nurse with current license in WI
- Minimum one year nursing experience

- Strong IV insertion skills with a minimum of one year infusion/IV experience
- Have and maintain current CPR certification
- Possess a valid and current driver’s license and auto insurance
- Have experience with Microsoft Office, Excel, Outlook and Word to document and track patient care activity
- Participate in on call rotation as indicated by staffing and business needs
 

Preferred Qualifications:

- Home healthcare experience is a plus, but not required
- CRNI certification is a plus, but not required

Education:

RN Diploma, Associates or B.S. degree in nursing

Anticipated Weekly Hours

40

Time Type

Full time

Pay Range

The typical pay range for this role is:

$29.10 - $62.32

This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls.  The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors.  This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. 
 

Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.

Great benefits for great people

We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families.

This full‑time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility.


Additional details about available benefits are provided during the application process and on Benefits Moments.

We anticipate the application window for this opening will close on: 08/28/2026

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.


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