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Associate Financial Representative Jobs in Minnesota

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 ...

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 ...

Jostens

Associate Financial Analyst

Minneapolis, MN · Hybrid

$56K - $60K/yr

ASSOCIATE FINANCIAL ANALYST HYBRID | ONSITE AT JOSTENS' MINNEAPOLIS HEADQUARTERS 3 DAYS/WEEK ABOUT ... Prepare commission adjustments and related reporting for Sales representatives. Support Sales ...

Jostens

Associate Financial Analyst

Minneapolis, MN · On-site

$56K - $60K/yr

ASSOCIATE FINANCIAL ANALYST HYBRID | ONSITE AT JOSTENS' MINNEAPOLIS HEADQUARTERS 3 DAYS/WEEK ABOUT ... Prepare commission adjustments for sales reps. Assists with pricing requests. Ad hoc reporting to ...

Jostens

Associate Financial Analyst

Minneapolis, MN · Hybrid

$56K - $60K/yr

ASSOCIATE FINANCIAL ANALYST HYBRID | ONSITE AT JOSTENS' MINNEAPOLIS HEADQUARTERS 3 DAYS/WEEK ABOUT ... Prepare commission adjustments for sales reps. Assists with pricing requests. Ad hoc reporting to ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Minnesota

Associate Financial Representative information

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$10

$25

$64

How much do associate financial representative jobs pay per hour?

As of Jun 26, 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.

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.
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 June 2026, with employment types broken down into 86% Full Time, 11% Part Time, 1% Temporary, and 2% Contract. Highlights an 76% Physical, 1% Hybrid, and 23% 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

Saint Cloud, MN • On-site

$20 - $24/hr

Full-time

Posted 27 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 71 frontline employees who took The Breakroom Quiz

144th of 262 rated insurance

Job description

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 Onboarding - Complete insurance applications and maintain communication with underwriters
  • Investment Onboarding - Complete investment applications and accurately complete all necessary paperwork

Client Service:
  • 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:
  • Manage Digital Presence - Update website, leverage and maintain e-marketing, and maximize social media presence.
  • Client Reach Outs - Update client info, send holiday cards, gifts, etc with major life changes

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:
  • Must be willing to commute to the St. Cloud, MN office
  • Education: Bachelor's degree preferred
  • Licensing: Minnesota Life, Accident, and Health insurance licenses within 6 months of starting. SIE, Series 7 & 63 are optional and will be determined in the future. All licensing tuition paid for by firm.

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.

What Northwestern Mutual employees say

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Benefits

Hours and flexibility

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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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