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Associate Financial Representative Jobs in Minnesota

Frontier Energy

Energy Rebate Associate

Chanhassen, MN · On-site

The Energy Rebate Associate will support the implementation of commercial energy efficiency ... Serve as a primary point of contact for utility representatives, customers, contractors, and trade ...

Thrivent Financial

Administrative Assistant

Eagan, MN · On-site

$20 - $23/hr

Assists Financial representative in the preparation and follow up for the client/member meetings * Collaborates with financial associates to assist client with product changes * Participates and ...

Western & Southern Life

Staff Manager

Eden Prairie, MN · On-site

$70K - $100K/yr

Responsibilities will also include providing functional and technical expertise to associates to ensure successful agent development for new and existing Financial Representatives. The position will ...

Thrivent

Administrative Assistant

Saint Paul, MN · On-site

$20 - $23/hr

Assists Financial representative in the preparation and follow up for the client/member meetings * Collaborates with financial associates to assist client with product changes * Participates and ...

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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.

Operations Associate (Financial Industry)

Stone Arch Advisory Group

Saint Cloud, MN • On-site

$55K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Stone Arch Advisory Group is searching for an Operations Associate to join their Award Winning Team (Forbes 2025 Best-In-State Wealth Management Teams)!

In this role, you will represent Stone Arch and play a key role in client service, investment & insurance operations, and various project management activities. The main objective is to implement financial planning recommendations given to clients and ensure consistent internal and external support. This individual will work closely with an experienced team and report to the Director of Operations.

Responsibilities include, but are not limited to:

  • Assist clients with service on existing insurance and investment account maintenance
  • Completes new life insurance applications, schedules paramedical exams, and manages insurance underwriting and policy delivery processes
  • Initiates onboarding of new investment accounts and funding
  • Assists with Asset movement – deposits, withdrawals, journals/transfers, rollovers, Roth conversions
  • Compliance monitoring and completing compliance requirements
  • Cash monitoring for distribution accounts’
  • Coordination of accounts consolidation – transfers, rollovers
  • Brokerage account trading
  • Monitors investment account funding and logistics
  • Scans and maintains compliant client files in the E-file system
  • Documents client conversations in case notes and maintains CRM as needed
  • Stay up to date and informed on technology changes, attending webinars or classes as needed to stay current on correct processes and procedures when conducting business daily
  • Maintains own personal CE credits and certification, knowing when your licenses expire
  • Sustains a positive, enthusiastic, and professional office atmosphere and environment
  • Maintains a sense of autonomy, and urgency, and takes initiative
  • Participates and contributes in team/firmwide meetings

Qualifications

  • AAS or BA/BS
  • MN State Life, Accident & Health licensed – or the ability to obtain in 3 months
  • Series 6 (or Series 7) and 63 – or the ability to obtain in 3-6 months
  • 2+ years’ experience in the financial services industry, or 1+ years of Northwestern Mutual experience

Performance Skills & Traits

  • Entrepreneurial builder, collaborative colleague, and practical problem-solver
  • Exceptional organizational skills and attention to detail
  • Excellent oral and written communication skills
  • High degree of initiative, autonomy, and urgency
  • Ability to work in a fast-paced environment
  • Proficient in MS Office/CRM (Excel, Word, PowerPoint)
  • Professional and polished demeanor
  • Demonstrated ability to maintain effective working relationships

Benefits

  • Base Salary + Quarterly Bonus
  • 20 days of PTO
  • Hybrid work model (after 90 days)
  • Medical, dental, and vision benefits available
  • Short-term and long-term disability
  • 4% 401k matching program
  • Reimbursement for licenses, designations, and continuing education


Learn More about Stone Arch Advisory Group here: https://www.stonearchadvisorygroup.com/index.html