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Associate Financial Representative Jobs in Waukee, IA

Raising Cane's

Customer Service Associate

Des Moines, IA · On-site

$15/hr

Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... The intellectual and physical demands described below are representative of what must be met by ...

Raising Cane's

Customer Service Associate

Des Moines, IA · On-site

$15/hr

Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... The intellectual and physical demands described below are representative of what must be met by ...

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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 Sep 3, 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 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 Waukee, IA look for?

The top searched job categories for Associate Financial Representative jobs in Waukee, IA 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, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $52,485 per year, or $25.2 per hour.

Customer Service Associate

Raising Cane's

Des Moines, IA

$15/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 19 days ago

Raising Cane's Chicken Fingers rating

6.9

Company rating: 6.9 out of 10

Based on 1,557 frontline employees who took The Breakroom Quiz

9th of 107 rated fast food restaurants

Job description

Starting hiring pay at: $15.00


As an important part of our team, Customer Service Associates impact all areas of the customer experience. As the name suggests, your main priority is to provide great customer service. In this role, you will be responsible for taking orders in the drive-thru, assembling orders, delivering food to customers, cleaning the dining room, talking to customers, etc.

We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment.We are hiring immediately for all shifts: opening shifts, closing shifts and everything in between. Whether you have previous experience as a customer service associate, retail team member, cashier, restaurant server, kitchen lead, cook, prep cook, drive-thru cashier or any other restaurant or service-oriented role - we have a position for you. We offer competitive pay and benefits for all positions. Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer Service Associate on the team. We will make sure you are prepared to grow your Restaurant career with us.

Within your first year of working in the Restaurant, you can earn up to an extra $1.50 per hour in pay increases through additional training, certifications, and performance evaluations! If you want to be at Restaurant that is a FUN place to work, that values your growth and provides opportunities to impact your community, we want you on our team!

Qualities of awesome Canes Customer Service Associate:

  • Team player
  • Excellent communicator
  • Happy, Courteous and Enthusiastic
  • Hard working and attentive
  • Responsible and dependable
  • Authentic and genuine
  • Takes pride in doing a good job

Benefits available for hourly Crew:

  • Access to voluntary benefits through an insurance marketplace, including Medical & Pharmacy, Dental, Vision Life Insurance, Short Term Disability, Hospital Indemnity, Legal Insurance, Auto and Renter's Insurance, and ID Theft Protection
  • OnePass Gym Membership Program
  • 401(k) With Safe Harbor Employer Match (age 21 & older)
  • Access to financial advisors for budget and retirement planning
  • Crewmember Assistance Program
  • Education assistance
  • Pet Insurance

Perks & Rewards for hourly Crew:

  • Paid Time Off*
  • Closed for all major holidays**
  • Early closure for company events
  • Casual Work Attire
  • Flexible Scheduling
  • Perkspot Employee Discount Program
  • Additional $1 per hour after 10pm**

*Must satisfy hours requirement per year

**Locations may vary


ESSENTIAL FUNCTIONS OF THE POSITION:

The intellectual and physical demands described below are representative of what must be met by Crewmembers to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Lift and carry, push or pull heavy objects up to 50 pounds
  • Kneel, bend, twist or stoop
  • Ascend or descend stairs
  • Reach and grasp objects (including above head and below waistline)
  • Excellent verbal and written communication
  • Ability to show up to scheduled shifts on time
  • Cleaning tables, floors and other areas of the Restaurant
  • Taking orders from Customers and processing payments efficiently
  • Follow proper safety procedures when handling and/or preparing food
  • Ability to multitask


ADDITIONAL REQUIREMENTS:

  • Must be 16 years of age or older
  • Provide all Customers with quick and friendly service
  • Work together as a team, assisting other Crewmembers in completion of tasks and assignments to ensure continuity of service
  • Work under pressure and at a fast pace
  • Align with Raising Cane's culture by balancing Working Hard and Having Fun
  • Take initiative
  • Comply with Company policies

Raising Cane's appreciates & values individuality. EOE



#RCDNP


What Raising Cane's Chicken Fingers employees say

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About Raising Cane's

Sourced by ZipRecruiter

Todd personifies the entrepreneurial spirit - the promise that with dedication, drive, hard work and a great concept, dreams can be achieved. Only 24 years old when he began his journey, Todd and his Crew have grown Raising Cane’s from a single campus Restaurant to one of the fastest-growing large restaurant brands in the U.S. As CO-CEO, Todd remains actively involved with all aspects of the brand, making Raising Cane’s one of the few founder-led restaurant companies of its size. What does it mean to be a part of our Crew? Whether you are working in a Restaurant or a Support Office, we’re one team - each contributing our own unique personalities, skills and talents toward making the most craveable Chicken Finger meals and growing Restaurants all over the world. And all that growth equals a lot of opportunity! If this sounds like your kind of place, we’d love to have you as a part of our Crew.

Industry

Food services and drinking places and retail

Company size

10,000+ Employees

Headquarters location

Baton Rouge, LA, US

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