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Associate Financial Services Jobs in Milwaukee, WI

Baird

Associate Financial Advisor

Milwaukee, WI · On-site

The Associate Financial Advisor provides specialized services to an individual Financial Advisor to assist in their ability to offer sophisticated wealth management solutions to individuals and ...

Baird

Internship - Accounting (Year-Round)

Milwaukee, WI · On-site

$15.75 - $20/hr

Associate Financial Services (1) - The Associate Financial Services ("AFS") team actively administers the firm's shareholder and compensation programs, and processes the firm's payroll, accounts ...

Baird

AFAT Advisor Associate

Milwaukee, WI · On-site

... service * Engage with associate clients and their immediate family by understanding their needs and providing education, financial planning and investment advice using our standard of care * Review ...

Robert W Baird & Co

AFAT Advisor Associate

Milwaukee, WI · On-site

... service * Engage with associate clients and their immediate family by understanding their needs and providing education, financial planning and investment advice using our standard of care * Review ...

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All JobsAssociate Financial Services JobsAssociate Financial Services Jobs in Milwaukee, WI

Associate Financial Services information

See Milwaukee, WI salary details

$13

$31

$66

How much do associate financial services jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for associate financial services in Milwaukee, WI is $31.49, according to ZipRecruiter salary data. Most workers in this role earn between $20.38 and $33.85 per hour, depending on experience, location, and employer.

What is an associate financial services?

Associate Financial Services typically refers to entry-level or early-career professionals who support financial advisors, analysts, or managers in banks, investment firms, or other financial institutions. Their responsibilities may include client communications, preparing financial reports, conducting market research, and assisting with account management. Associates often gain foundational experience in financial products and services, compliance, and customer service. This role serves as a stepping stone to more advanced positions in finance, such as financial analyst or advisor.

What are the key skills and qualifications needed to thrive as an associate financial services?

To thrive as an Associate in Financial Services, you need strong analytical abilities, financial acumen, and a relevant degree such as finance, business, or economics. Familiarity with financial modeling tools, CRM systems, and proficiency in Excel are typically required, with certifications like the CFA or Series 7 often preferred. Excellent communication, attention to detail, and client relationship management skills set top performers apart. These skills are crucial for delivering accurate financial analysis, building trust with clients, and supporting the firm's strategic objectives.

What are some typical challenges faced by associate financial services professionals when managing client portfolios?

Associate Financial Services professionals often encounter challenges such as balancing multiple client needs, staying updated on market trends, and managing tight deadlines for reporting and compliance. They must also ensure clear communication with clients to explain complex financial concepts and recommendations. Collaboration with senior advisors and other departments is essential for delivering comprehensive solutions, and strong organizational skills help in managing diverse portfolios efficiently.

What is the difference between Associate Financial Services vs Financial Analyst?

AspectAssociate Financial ServicesFinancial Analyst
Required CredentialsBachelor's degree, possibly certifications like CFA or CFPBachelor's degree, often CFA or related certifications
Work EnvironmentFinancial institutions, banks, investment firmsCorporations, investment firms, banks
Employer & Industry UsageEntry-level role in finance sectorAnalyzing financial data, investment decisions

The main difference is that Associate Financial Services typically refers to entry-level roles supporting financial operations, while Financial Analysts focus on analyzing financial data to guide investment and business decisions. Both roles often require similar credentials and are found in similar environments, but their core responsibilities differ.

What are the most commonly searched types of Financial Services jobs in Milwaukee, WI?

The most popular types of Financial Services jobs in Milwaukee, WI are:

What cities near Milwaukee, WI are hiring for Associate Financial Services jobs?

Cities near Milwaukee, WI with the most Associate Financial Services job openings:

Associate Financial Services jobs near you
Infographic showing various Associate Financial Services job openings in Milwaukee, WI as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, and 3% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $65,501 per year, or $31.5 per hour.

Associate Financial Representative

Northwestern Mutual

Milwaukee, WI • On-site, Remote

$10/hr

Part-time

Re-posted 10 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

170th of 315 rated insurance

Job description

Overview

A registered Associate Financial Representative (AFR) specializes in client service and processing of variable products and other securities and ensuring the maintenance of an efficient and compliant office, allowing the financial advisor to focus on building client relationships. The associate representative is a liaison between the home office, financial advisor and clients.

At the discretion of the advisor, responsibilities may also include preparing planning presentations using the PX system, processing proposals and preparing annual review paperwork. If the AFR is making suggestions or alternatives regarding the preparation of the PX plan, the AFR will require Series 7 licensing. The AFR role also includes the following responsibilities:

  • Obtain all necessary information along with specific instructions from the financial advisor for PX input (all modules including asset allocation)
  • Open PX file and provide required input for all sections and modules
  • Input each security's value and cost basis information in the corresponding account
  • Contact investment specialist or OED to classify all unclassified holdings
  • Input risk tolerance questionnaire and select customization level
  • Verify paperwork is completed correctly and relay information that is still needed to advisor
Responsibilities

Support

  • Handle case notes, processing correspondence, maintaining client case files, and filing new statements, account forms and other insurance and investment related materials
  • Maintaining financial representative's calendar, scheduling follow-up appointments
  • Responding to home office inquiries
  • Monitoring and stocking marketing materials for insurance and investment related materials
  • Ensuring NMIS and insurance compliance requirements are implemented and followed
  • Maintaining annual review notes in Envestnet and mailing annual review letters to clients*

* Can be performed if contracted as Investment Operations Staff

Proposal and Case Preparation

  • Prospecting for new advisory clients on behalf of the employing financial advisor
  • Gathering information for financial advisor's meeting with client/prospect
  • Preparing advisory annual review information
  • Preparing and modifying PPA and investment/advisory proposals
  • Preparing letter of instruction for client signature
  • Preparing investment policy statement, needs-based analysis or financial plan
  • Recommending fund portfolio options

Processing Accounts

  • Preparing and processing all paperwork needed for investment/advisory accounts
  • Identifying need for switch letter and mailing appropriate forms to clients
  • Discussing potential rollover opportunities from other retirement plans for variable and mutual funds
  • Receiving and forwarding checks and related paperwork to investment operations area
  • Processing proposal amendments in Envestnet
  • Monitoring Envestnet for alerts and upcoming annual reviews
  • Processing and monitoring funding of advisory account and asset transfers to ensure selected asset allocation is implemented*

* Can be performed if contracted as Investment Operations Staff

Client Service

  • Corresponding with clients to handle advisory related service issues
  • Formulating advisory product solutions to/for a client or explaining advisory products or advisory performance
  • Accepting redemptions/withdrawals from clients and communicating instructions to home office
  • Discussing tax consequences, costs and advisory fees with client
  • Maintaining daily tickler system for account follow-ups and service requirements
  • Performing cashiering functions
  • Running performance reports in Envestnet, Morningstar and NMCIR
Qualifications

Incumbent must be contracted as Associate Financial Representative and complete appropriate registration requirements to include:

  • Series 6 (and Series 63 in applicable states) registration allows you to work with variable annuity, variable life and mutual funds
  • Series 7 allows you to work with equities, fixed income, options, brokered CD's and US Treasuries
  • Series 65 or 66

See the NMIS Guidance to Financial Advisors on Registration of Staff.

Other Qualifications

  • Health and Life licensed or gain licensing within 6 months of employment
  • Financial Service or Insurance industry experience preferred
  • Associate Financial Representative contract required
  • Demonstrated ability to maintain effective working relationships with clients
  • Excellent oral and written communication skills
  • Able to practice active listening and communicate in a direct manner
  • Strong attention to detail with the ability to work with a high degree of accuracy
  • Ability to manage multiple diverse projects and assignments in a timely and quality manner
  • Willingness to learn
  • Ability to embrace change and work in a fast-paced environment
  • Able to work both independently and on a team
  • Ability to maintain confidentiality
  • Must have or obtain one or more of the following insurance designations: CLU, ChFC, CLTC or CFP
Pay RangeUSD $10,000.00 - USD $15,000.00 /Yr.Employment Type: PART_TIME

What Northwestern Mutual employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

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