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Associate Financial Representative Jobs in Waukee, IA

UMB Financial

Personal Banker I

Clive, IA · On-site

$29K - $43K/mo

UMB's branches offer many opportunities to expand your financial education & grow your career ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UMB Financial

Commercial Team Lead

Clive, IA · On-site

$124K - $196K/yr

You will oversee budgets, recruitmentstrategyfor new associates, and the loan portfolio ... You have prior leadership experience, a bachelor's degree in business administration, finance, or ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Waukee, IA

Associate Financial Representative information

See Waukee, IA salary details

$10

$25

$63

How much do associate financial representative jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for associate financial representative in Waukee, IA is $25.23, according to ZipRecruiter salary data. Most workers in this role earn between $18.46 and $24.66 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 Waukee, IA? For Associate Financial Representative jobs in Waukee, IA, the most frequently searched job titles are:
What cities near Waukee, IA are hiring for Associate Financial Representative jobs? Cities near Waukee, IA with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Waukee, IA as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $52,485 per year, or $25.2 per hour.

Claims Representative

FBL Financial

West Des Moines, IA • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 20 days ago

Job description

Claims Representative
**Will be filled at the appropriate level based on experience**
Do you thrive in a work environment where you must multi-task and have strong organizational skills? Are you a go-getter with high initiative and a positive attitude? Do you have strong customer service and time management skills? If so, this Claim Representative opportunity could be a great fit for you!
Who We Are: With Farm Bureau Financial Services, our client/members can feel confident knowing their family, home, cars and other property are protected. We value a culture where integrity, teamwork, passion, service, leadership and accountability are at the heart of every decision we make and every action we take. We're proud of our more than 80-year commitment to protecting the livelihoods and futures of our client/members and creating an atmosphere where our employees thrive.
What You'll Do: As a Claim Representative, you will review, investigate, evaluate, negotiate and settle assigned claims involving multi-line insurance coverage that do not require field investigation. You must investigate the facts of the loss, interpret the policy, and determine whether the loss is covered and if our client member is liable. You will also determine the value of lost property and assist in setting reasonable reserves. While handling the claim, you will prepare detailed and organized running notes, written reports and documentation in accordance with established procedures. As a Claim Representative, you must keep a service-oriented attitude at all times by maintaining professional and productive relationships with coworkers, supervisors, agents, agency managers, claimants, policyholders, doctors, attorneys, and others.
What It Takes to Join Our Team:
• Associates degree and/or 1-2 years equivalent insurance experience preferred.
• High attention to detail.
• Strong time management and organizational skills.
• Exceptional customer service skills are essential.
• Ability to exercise independent judgment and arrive at decisions through sound, logical reasoning in order to handle complex claims in accordance with policy provisions and compliance guidelines.
• Excellent phone skills required as approximately 50% of time will be spent on the phone.
• Must be PC literate and able to effectively use our systems. Familiarity with Outlook, Microsoft Word and Excel is preferred.
• Strong verbal and written communication skills.
What We Offer You: When you're on our team, you get more than a great paycheck. You'll hear about career development and educational opportunities. We offer an enhanced 401K with a match, low cost health, dental, and vision benefits, and life and disability insurance options. We also offer paid time off, including holidays and volunteer time, and teams who know how to have fun. Add to that an onsite wellness facility with fitness classes and programs, a daycare center, a cafeteria, and for many positions, even consideration for a hybrid work arrangement.
Farm Bureau....where the grass really IS greener! If you're interested in joining a company that appreciates its employees, provides growth and professional development opportunities, and offers great benefits, we invite you to apply today!
Work Authorization / Sponsorship: Applicants must be currently authorized to work in the United States on a full-time basis. We are not able to sponsor now or in the future, or take over sponsorship of, an employment visa or work authorization for this role. For example, we are not able to sponsor OPT status.

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