PwC
PwC

75 Pwc Associate Financial Representative Jobs Hiring Near You

Associate Financial Advisor

Seattle, WA · On-site +1

$100K - $140K/yr

We are growing and adding an Associate Financial Advisor to our team. In this role you will be ... Collaborate with financial representatives to assist clients with product changes * Participate and ...

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PwC Jobs Information

Do workers at PwC get paid breaks?

Sometimes. Only some people get paid breaks.
42% of people say they don’t get paid breaks.
Based on data from 24 people who took the Breakroom Quiz between December 2024 and June 2026.

Does PwC pay people when they’re sick?

Yes. Most people get paid when they’re sick.
89% of people say they would get paid if they were sick but scheduled to work.
Based on data from 38 people who took the Breakroom Quiz between June 2025 and June 2026.

At PwC, are sick days and vacation days separate paid time off?

Sick days and vacation days are separate paid time off.
85% of people say they don’t have to use vacation days when they’re out sick.
Based on data from 33 people who took the Breakroom Quiz between June 2025 and June 2026.

Is the health insurance from PwC affordable enough for their workers?

Most people say the health insurance costs are okay.
92% of people say the health insurance costs are okay
Based on data from 36 people who took the Breakroom Quiz between June 2025 and June 2026.

Do people get paid time off at PwC?

Most people get paid time off work.
86% of people say they get paid time off.
Based on data from 42 people who took the Breakroom Quiz between June 2025 and June 2026.

How far ahead of time do people find out their work schedule?

Most people find out their schedule less than four weeks ahead of time.
  • 64% of people with changing schedules find out their shifts one week or less ahead of time.
  • 14% of people with changing schedules find out their shifts two weeks ahead of time.
  • 0% of people with changing schedules find out their shifts three weeks ahead of time.
  • 21% of people with changing schedules find out their shifts four weeks or more ahead of time.

Based on data from 14 people who took the Breakroom Quiz between December 2024 and April 2026.

Do workers at PwC worry about hours?

Most people don’t worry about getting enough hours.
86% of people report they don’t worry about getting enough hours.
Based on data from 37 people who took the Breakroom Quiz between December 2024 and June 2026.

Do PwC workers get to choose the shifts they work?

Some people don’t get to choose which shifts they work.
65% report that they don’t have enough control over which shifts they work.
Based on data from 26 people who took the Breakroom Quiz between December 2024 and June 2026.

How easy is it for PwC workers to change shifts?

Most people find it easy to change shifts.
68% of people report that it’s easy to change shifts if they need to.
Based on data from 25 people who took the Breakroom Quiz between December 2024 and April 2026.

How easy is it to get time off at PwC?

Most people find it easy to get time off.
84% of people report it’s easy to get time off.
Based on data from 38 people who took the Breakroom Quiz between June 2025 and June 2026.

Do PwC managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
88% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 51 people who took the Breakroom Quiz between December 2024 and June 2026.

Do jobs at PwC spill into time workers aren’t paid for?

Sometimes. The job can spill into unpaid time.
44% of people report that their job takes up time that they don’t get paid for.
Based on data from 50 people who took the Breakroom Quiz between December 2024 and June 2026.

How easy is it to take sick days at PwC?

Most people find it easy to take sick days.
84% of people report that it’s easy to take time off if they are sick.
Based on data from 37 people who took the Breakroom Quiz between June 2025 and June 2026.

Is a PwC job good for students?

Most students say this is a good place to work if you’re studying.
95% of students report this is a good place to work if you’re studying.
Based on data from 20 people who took the Breakroom Quiz between December 2024 and March 2026.

Is working at PwC good if you’re a parent or caregiver?

Most parents and caregivers say this is a good place to work.
89% of people who care for a child or other relative report this is a good place to work.
Based on data from 9 people who took the Breakroom Quiz between February 2025 and February 2026.

Do people at PwC feel treated with respect by their managers?

Most people feel treated with respect by their managers.
100% of people say they’re treated with respect by their managers.
Based on data from 35 people who took the Breakroom Quiz between June 2025 and June 2026.

Do people at PwC get to take their breaks without interruption?

Most people get breaks without interruption.
68% of people report that they get to take their breaks without interruption.
Based on data from 34 people who took the Breakroom Quiz between June 2025 and June 2026.

Is it stressful to work at PwC?

Most people feel stressed out here.
79% of people say they often feel stressed out at work.
Based on data from 39 people who took the Breakroom Quiz between June 2025 and June 2026.

Do people at PwC enjoy their jobs?

Most people enjoy their job.
70% of people report they enjoy their job.
Based on data from 33 people who took the Breakroom Quiz between June 2025 and June 2026.

Do people at PwC recommend working with their team?

Only some people recommend working with their team.
43% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 42 people who took the Breakroom Quiz between June 2025 and June 2026.

Do people get enough training when they start at PwC?

Most people got enough training when they started.
71% of people report they got enough training when they started working here.
Based on data from 38 people who took the Breakroom Quiz between June 2025 and June 2026.

Do people get support to advance at PwC?

Most people are given support to advance their career here.
In the last year, 88% of people report being given support to advance their career here.
Based on data from 40 people who took the Breakroom Quiz between June 2025 and June 2026.

Do people think PwC’s headquarters understands what’s happening where they work?

Most people think headquarters understands what’s happening where they work.
50% of people think that this employer’s headquarters or owners have a good understanding of what’s really happening where they work.
Based on data from 36 people who took the Breakroom Quiz between June 2025 and June 2026.

Do workers feel well informed about how PwC is doing?

Most people feel well informed about how the company is doing.
86% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 35 people who took the Breakroom Quiz between June 2025 and June 2026.
What other companies are hiring for Associate Financial Representative jobs?
Infographic showing various Associate Financial Representative job openings at Pwc in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution.
Associate Financial Representative

Associate Financial Representative

Northwestern Mutual

Chesterfield, MO • On-site

$40K - $65K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 10 days ago


Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 73 frontline employees who took The Breakroom Quiz

146th of 281 rated insurance


Job description

Job Location:Chesterfield, MOJob Title:Associate Financial Representative TypeofPosition: Full-time
FLSAClassification: ExemptHours per week: 40 hrs/wk
Working hours: M-F - 8:00am-5:00pm We help clients build a financial plan aligned with their financial goals and values and help them stick to and amend this plan through regular client reviews and dedicated, excellent service.
Respect | Faith | Kindness | Hard Work | Having Fun
Job Summary
The Associate Financial Representative (AFR) specializes in client service and supporting the financial advisor as they focus on building their practice and client relationships. An AFR also ensures the continuation of an efficient, effective, and organized office. This individual is a liaison between the network office and home office as well as the financial advisor and clients.
Key Responsibilities
  • Handle case notes, process correspondence, and maintain client case files
  • Input data, print proposals and gather information at direction of financial representative in preparation for client/prospect meeting
  • File new statements, account forms, and other insurance/investment-related materials
  • Build individualized comprehensive financial plans per the client's needs
  • Support investment account opening, funding, and investing
  • Maintain financial advisor's calendar and schedule follow-up appointments.
  • Answer and direct telephone calls as appropriate
  • Contact clients to set up follow-up meetings with advisor
  • Contact clients to confirm receipt of forms or request return of completed form and maintain current client information
  • Monitor Daily Status Report (DSR) and expedite any additional underwriting requirements
  • Communicate with home office, Northwestern Mutual Investment Services (NMIS) to supply or obtain information
  • Prepare policies for delivery
  • Send client birthday cards and schedule birthday/age change appointments for advisor

Job Qualifications
  • Life and Health licensed or gain licensing within 3 months of employment
  • 5+ years Financial Service or Insurance industry experience preferred
  • Experience in administrative support or customer service required
  • Ability to proactively identify what needs to be accomplished and take action as appropriate
  • Excellent oral and written communication skills
  • Familiarity with Microsoft applications and data entry
  • Demonstrated organizational and time management skills and ability to multitask, set priorities, and meet deadlines
  • Strong attention to detail with the ability to work with a high degree of accuracy
  • Ability to work both independently and in a team

Benefits
  • Health, vision, and dental insurance
  • Short-term Disability
  • SIMPLE IRA retirement plan
  • PTO + holiday pay
  • Base salary proportionate to experience level
  • Industry licensing and continuing education expenses
  • Personal and professional development opportunities

What Northwestern Mutual employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


Northwestern Mutual logo

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