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Associate Financial Representative

At Braun & Associates, we deliver personal wealth solutions as diverse as the clients we serve. We strive to understand our clients' unique goals and visions for themselves, their family, businesses and philanthropies – then create a strategic financial plan to put them on a path to achieve their financial objectives. Send us your resume and cover letter outlining why you think you are a good candidate for this role.



The Associate Financial Representative specializes in client service to ensure the maintenance of an efficient, organized office, supports the financial advisors / wealth management advisors, and handles marketing initiatives for the firm. Specific responsibilities may include but are not be limited to:


  • Serve as first point of contact for clients, answer calls and inquiries, direct them as appropriate
  • Maintain advisor calendars and schedule follow-up appointment
  • Maintain inventory and order general office supplies and marketing collateral as needed
  • Answer basic policy owner/policy benefit questions
  • Act as administrative support for the firm as needed
  • Implement marketing programs and initiatives
  • Complete and/or assist with special projects


  • Handle case notes, process correspondence and maintain client case files
  • File statements, account forms and other insurance/investment-related materials
  • Input data, gather information, prepare materials for advisor meetings with clients/prospects
  • Contact clients to set up follow-up meetings with advisors, confirm receipt of forms or request return of completed forms, etc.
  • Maintain current client information in the CRM
  • Communicate with corporate office, other parties and fund families as needed to supply or obtain information
  • Review insurance applications, conversions and policy changes for completeness and accuracy and coordinate completion
  • Arrange medical, paramedical and any exams necessary for underwriting
  • Process incoming insurance service requests from clients (process address changes, bank change information, loan requests and service inquiries)?


  • Bachelor’s degree
  • Experience in the financial services and/or insurance industry preferred
  • Health and life licensed or gain licensing within 6 months of employment
  • Some marketing experience a plus
  • Strong computer skills including Microsoft Office Suite
  • Strong customer service experience
  • Ability to maintain confidentiality
  • Ability to handle detailed work with high degree of accuracy
  • Excellent interpersonal skills
  • High level of organizational skills
  • Excellent written and oral communication skills
  • Ability to solve problems, take independent action and make sound decisions
  • Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines
  • Ability to work in a fast-paced environment, be flexible and open-minded
  • Ability to work effectively with people at all levels?

Send us your resume and cover letter outlining why you think you are a good candidate for this role.

We are proud to be a Chicago Tribune Top Workplace 5 years in a row.