ZipRecruiter

Log In

1

Associate Financial Representative Jobs in Minnesota

RIA Recruiting

Associate Financial Planner

Edina, MN · On-site

$80K - $90K/yr

Associate Financial Planner Flourish Wealth Management is a dynamic and growing independent, fee ... relationships, represent the Flourish brand, and support client service and firm growth. Help ...

RIA Recruiting

Associate Financial Planner

Edina, MN · Hybrid

$80K - $90K/yr

Associate Financial Planner Flourish Wealth Management is a dynamic and growing independent, fee ... relationships, represent the Flourish brand, and support client service and firm growth. Help ...

next page

Showing results 1-20

All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Minnesota

Associate Financial Representative information

See Minnesota salary details

$10

$25

$64

How much do associate financial representative jobs pay per hour?

As of Jul 18, 2026, the average hourly pay for associate financial representative in Minnesota is $25.77, according to ZipRecruiter salary data. Most workers in this role earn between $18.85 and $25.19 per hour, depending on experience, location, and employer.

Is $200,000 enough to work with a financial advisor?

As an Associate Financial Representative, having $200,000 in assets or income can be sufficient to work with a financial advisor, depending on the advisor's fee structure and the services needed. Many advisors require a minimum investment or asset level, but some offer services for clients with lower assets, especially if they focus on financial planning or ongoing advice. It is important to consider the advisor's fee model and your financial goals when determining if this amount is adequate for professional guidance.

Is it hard to become a FA?

Becoming an Associate Financial Representative typically requires completing relevant licensing exams, such as the Series 6 or 7, and gaining industry-specific knowledge. The difficulty varies based on prior experience and study effort, but it generally involves dedicated preparation and understanding of financial products and regulations.

What does an associate financial representative do?

An associate financial representative assists clients with financial planning, insurance, and investment products under the supervision of a senior representative. They often handle client inquiries, prepare financial documents, and develop their knowledge of financial services, typically working towards industry certifications such as the Series 6 or 63. The role involves building client relationships and supporting the delivery of financial solutions within a team environment.

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.

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 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 Associate Financial Representatives?

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.

How many financial advisors make $500,000 a year?

While some financial advisors and associates in the industry can earn $500,000 or more annually, such high earnings are typically achieved by top-performing professionals with extensive experience, strong client bases, and advanced certifications like the CFP or CFA. Most financial advisors earn between $60,000 and $150,000 per year, with higher incomes often resulting from commissions, bonuses, and managing large portfolios.
What are popular job titles related to Associate Financial Representative jobs in Minnesota? For Associate Financial Representative jobs in Minnesota, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Minnesota look for? The top searched job categories for Associate Financial Representative jobs in Minnesota are:
What cities in Minnesota are hiring for Associate Financial Representative jobs? Cities in Minnesota with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Minnesota as of July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $53,602 per year, or $25.8 per hour.
Associate Financial Representative

Associate Financial Representative

Northwestern Mutual

Minnetonka, MN • On-site

$53K - $58K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 5 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

About Nordvest Wealth Advisory
Nordvest Wealth Advisory is an award-winning financial security planning team within the Northwestern Mutual - Minnetonka office. Our practice is nationwide, serving professionals, families and businesses. Our mission is to create confidence and clarity for our clients to lead generous and experiential lives. Given that tomorrow is not promised, our work enables our clients the ability to spend their life living.
Position Overview
We are seeking a dedicated and detail-oriented individual for the role of Associate Financial Representative. This position is integral to the growth and success of our firm. The ideal candidate will support the continued growth of the practice by servicing existing clients and building new client relationships with a strong focus on financial and investment planning strategies.
Responsibilities include but are not limited to:
  • Financial Planning:
    • Financial Plan Creation - Utilize financial planning software to assist in creating financial plans for clients.
    • Cash Flow Management - Monitor and manage cash flow to and from accounts with a focus on maximizing tax efficiency.
    • Portfolio Management - Conduct investment portfolio tax analysis, design, and rebalancing of portfolios.
    • Implementation and Review - Oversee implementation and review of financial plans and portfolio management.
    • Workflow Management - Accurate completion of all investment account paperwork, tracking onboarding processes, and ensuring timely client communication.
    • Trade Execution - Place trades and manage investment paperwork and transactions.
    • Client Education - Advise clients on holistic strategies with an emphasis on tax efficiency, risk management, and sustainable lifetime income.
    • Insurance Support - Assist with insurance applications and underwriting when team members are out.
  • Client Service:
    • Strategic Partnership - Collaborate with the Wealth Management Advisor on client solutions and recommendations to support client relationships
    • Client Communication - Manage correspondence, notes, files, and maintain compliant client records.
    • Meeting and Case Preparation - Prepare materials for new and existing client meetings, update client recommendation documents (agenda and executive summary), and identify opportunities for improvement.
    • Data Gathering - Collect essential client data and prepare comprehensive financial plans.
  • Client Experience and Marketing:
    • Event Support - Execute client engagement opportunities in partnership with the Marketing Team.
    • Manage Digital Presence - Update Nordvest Wealth Advisory website, leverage and maintain e-marketing, and maximize social media presence.
  • Professional Development - Stay up to date on software system enhancements, new products, and compliance changes/opportunities; and participate in continuous learning and development activities

Qualifications:
  • Education: Bachelor's degree preferred
  • Licensing: Minnesota Life, Accident, and Health insurance licenses required before starting; SIE, Series 7 & 63 within 12 months of starting. All licensing tuition paid for by firm. Bonuses upon successful passing of each test.

Attributes:
  • Honest, ethical, and maintains client confidentiality.
  • Strong sense of urgency, attention to detail, and excellent organizational skills.
  • Clear oral and written communicator with reliable follow-through.
  • Self-starter who works independently and collaborates effectively with teammates and clients.

Compensation and Benefits:
  • Salary: $50,000 plus bonus.
    • Bonuses: Paid upon completion of test/obtaining requisite insurance and investment licenses.
    • Estimated Total First Year: $53,000-58,000+.
  • Benefits: Competitive benefits package includes PTO, medical, dental, vision, and 401(k) match.

Join us at Nordvest Wealth Advisory and help our clients achieve financial security and peace of mind. Apply today to become a part of our dedicated team!
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), and Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC. To view detailed disclosures regarding individual representatives, visit: https://www.northwesternmutual.com/financial/advisor/johan-gjenvick/

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

View All Northwestern Mutual Jobs

Apply