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Associate Financial Advisor Jobs in Rochester, MN

The SM leads a team of Beauty Advisors, Prestige Beauty Advisors, and Lead Cashiers and is ... Support all aspects of associate professional development, including training, providing ...

The SM leads a team of Beauty Advisors, Prestige Beauty Advisors, and Lead Cashiers and is ... Support all aspects of associate professional development, including training, providing ...

The SM leads a team of Beauty Advisors, Prestige Beauty Advisors, and Lead Cashiers and is ... Support all aspects of associate professional development, including training, providing ...

Work collaboratively with an ONB Wealth Advisor to effectively manage and deepen client ... associates at all levels. * NMLS registered or ability to obtain NMLS registration * Financial ...

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Showing results 1-20

Associate Financial Advisor information

See Rochester, MN salary details

$39.1K

$68.3K

$114.4K

How much do associate financial advisor jobs pay per year?

As of Jul 15, 2026, the average yearly pay for associate financial advisor in Rochester, MN is $68,265.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,700.00 and $83,900.00 per year, depending on experience, location, and employer.

What does an Associate Financial Advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

What are the key skills and qualifications needed to thrive as an Associate Financial Advisor, and why are they important?

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are some typical challenges an Associate Financial Advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.
What are the most commonly searched types of Financial Advisor jobs in Rochester, MN? The most popular types of Financial Advisor jobs in Rochester, MN are:
What are popular job titles related to Associate Financial Advisor jobs in Rochester, MN? For Associate Financial Advisor jobs in Rochester, MN, the most frequently searched job titles are:
What job categories do people searching Associate Financial Advisor jobs in Rochester, MN look for? The top searched job categories for Associate Financial Advisor jobs in Rochester, MN are:
What cities near Rochester, MN are hiring for Associate Financial Advisor jobs? Cities near Rochester, MN with the most Associate Financial Advisor job openings:
Infographic showing various Associate Financial Advisor job openings in Rochester, MN as of July 2026, with employment types broken down into 92% Full Time, and 8% Part Time. Highlights an 100% In-person job distribution, with an average salary of $68,265 per year, or $32.8 per hour.
Project Executive - Mechanical Construction

Project Executive - Mechanical Construction

Harris

Rochester, MN • On-site

$136K - $197K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 27 days ago


Harris Computer rating

8.5

Company rating: 8.5 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

68th of 209 rated software companies


Job description

The purpose of your role as a Poject Executive
As a Project Executive, you will provide high level project oversight, leadership to project management team, setting expectations & objectives as well as all financial aspects of assigned area/division. This individual is responsible for overseeing all financial aspects, business development, planning and talent development for team members.
Manage Safety Compliance and foster a culture of safety:
  • Perform site walkthroughs and inspections
  • Assure site safety compliance by ensuring all safety requirements are being performed - this includes site specific safety plans, audits, tool box talks, pre-task planning and being proficient in using Industry Safe

Operations Management:
  • Ensure project teams manage all project documentation, preplanning, project hand-offs, prefab, job set-up, policies, procedures, schedules, resources, etc.
  • Monitor and oversee project financial performance. Coach and advise PMs in preparation for monthly PM reviews. Attend PM reviews
  • Monitor, encourage and promote safety on projects
  • Improve the success of negotiating changes on a given project by coaching, advising and leading team members through the process. Attend negotiations as needed
  • Oversee and/or perform pre-construction activities

Leadership:
  • Coach, mentor and develop team members
  • Work collaboratively with other leaders to plan for workforce needs to support and drive projects
  • Coach and manage performance and goals for team. Motivate and inspire team to achieve and surpass goals
  • Build and cultivate an effective team to support and drive business goals/objectives
  • Recruit and interview candidates to build an effective team

Strategic Planning:
  • Develop, lead and support strategic initiatives for the group, division and/or company
  • Actively participate in various corporate strategic initiatives as assigned

Estimation:
  • Oversee and/or perform estimation process, ensuring team coordinates with suppliers, vendors and subcontractors to estimate projects
  • Oversee and/or prepare estimates utilizing estimating software
  • Oversee and/or attend pre-bid, page turn, project turnover and preplanning meetings as required
  • Oversee and/or assist/prepare scope/proposal letter

Financial Management:
  • Oversee and ensure all projects are meeting financial objectives, are tracked, monitored and reported on a regular basis. This includes and is not limited to:
    • Labor Productivity
    • Weekly PDCA
    • Risk Management
    • Communications
    • Purchasing
    • Billings
    • Collection Issues
    • PM Reviews

Develop, Build & Maintain relationships:
  • Develop and maintain relationships with key clients. (Owners and General Contractors)
  • Actively participate in industry associations and networking events

Manage Sales Process:
  • Plan, track and manage sales funnel along with resources needed to support it
  • As required, establish industry relationships to ensure project sales growth in the future
  • Attend customer outings and events
  • Communicate company interest and capabilities to potential customers for future projects and/or change orders
  • Provide leadership and oversight for all team proposals, including but not limited to estimating and proposal writing
  • Drive division sales goals. Oversee management of key accounts accordingly

What we're looking for in you
  • Associate's degree in a technical field or journeyman-level certification required
  • Bachelor's degree in technical or construction management preferred
  • 10+ years of advanced knowledge and proficiency of building & construction industry
  • 10+ years of Construction Project Management experience
  • Strong understanding of mechanical systems
  • Ability to read and comprehend construction documents
  • Use/knowledge of Harris' accounting/project & labor management software
  • Experience with project management software (e.g. MS Project, MS Sharepoint, ProCor, etc.)
  • Proficient with computer aided design software
  • Proficient in MS Office Suite
  • Knowledge of design techniques, tools and principles
    • company operations and financials
    • business finance
    • customer relations
    • business development and project sales strategies
      Business administration and management principles including, but not limited to:
    • legal aspects of construction industry

Your life at Harris
As one of the country's leading mechanical contractors, Harris offers you the best of both worlds: the stability, resources and opportunities of a national company, and the team culture, creative spirit and customer loyalty of a local business. If you thrive on variety and new challenges, we want to meet you!
From stadiums to manufacturing facilities, power plants to hospitals, concert halls to classrooms, we handle projects of all sizes and complexity from multiple regional locations across the country.
Harris Benefits + Compensation
  • Medical, dental, vision, and life insurance
  • 401K with company match
  • Vacation time, sick time, and paid holidays
  • Paid Parental leave
  • Short-Term Incentive Plan

Visit our Careers Page for additional benefits details: https://www.harriscompany.com/careers/employee-benefits-at-a-glance
Pay Range: $136,325 - $197,671 annually
The actual salary offer will vary by candidate based on a wide range of factors such as specific skills, qualifications, experience, and location.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

What Harris Computer employees say

Pay

Benefits

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About Harris Computer Systems

Sourced by ZipRecruiter

Harris Computer Systems, based in Ottawa, ON, CA, is an established player in the field of public sector software technology. Since its inception in 1976, the company has been striving to make clients' operations more efficient through reliable, practical, and flexible software solutions. Its extensive portfolio primarily serves utility, healthcare, public sector, and educational institutions, contributing to the betterment of public services through technology. Harris strongly believes in the value of forward-thinking technology and the power it has to drive progress for the public sector. This methodology is entirely in line with their mission to ensure customer success by providing reliable, practical, and robust software solutions.

Industry

Accounting services

Company size

1,001 - 5,000 Employees

Headquarters location

Ottawa, ON, CA

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