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Associate Financial Representative Jobs in Minnesota

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 ...

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 ...

NAHAM Certified Healthcare Access Associate (CHAA) certification preferred. Healthcare Financial Management Association (HFMA) Certification Preferred. Experience as a Financial Representative is ...

Showing results 21-40

Associate Financial Representative information

See Minnesota salary details

$10

$25

$64

How much do associate financial representative jobs pay per hour?

As of Aug 8, 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 is an associate financial representative?

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:
Infographic showing various Associate Financial Representative job openings in Minnesota as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $53,602 per year, or $25.8 per hour.

Finance Rep-Revenue Cycle-Hybrid

Mayo Clinic

Rochester, MN • On-site

Full-time

Medical, Dental, Vision, Retirement

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


Mayo Clinic rating

7.8

Company rating: 7.8 out of 10

Based on 696 frontline employees who took The Breakroom Quiz

130th of 887 rated healthcare providers


Job description


HYBRID: This is a hybrid position and must be located within 100 miles of any of the Mayo Clinic campuses for on-site expectations based on business needs.
Collects, reviews, discusses, and documents demographic, insurance, and financial information with patients and payers for Mayo Clinic Arizona, Jacksonville and Rochester Revenue Cycles. Responsible for management and collection of Mayo Clinic Account Receivables through the use of automated systems and revenue cycle processes. Responds to and resolves a variety of account, billing and payment issues from patients and customers. Follows approved guidelines and policies regarding routine patient and payer interactions. Makes independent decisions that require individual and/or team analysis, reasoning, and problem solving. Interprets, applies and communicates Mayo Clinic policies regarding medical and financial aspects of patient care to assure optimal reimbursement for both the patient and Mayo Clinic. This individual must accurately document interactions and interpret interactions documented by others. Must have excellent customer service skills and possess the ability to negotiate payment reimbursement from patients and third party payers, via incoming and outgoing phone calls or face to face interactions.
Position may be eligible for and/or required for telework based on business need, from an off-site location, following adequate training period and demonstrated ability to meet required metrics.
Qualifications
HS Diploma or equivalent, AND A minimum of 4 years of relevant experience in finance, collections, customer service, insurance and/or health care environment
OR
Bachelor's degree is required.
Bachelor degree in business or health care field preferred.
NAHAM Certified Healthcare Access Associate (CHAA) certification preferred.
Healthcare Financial Management Association (HFMA) Certification Preferred.
Experience as a Financial Representative is preferred.
Qualified candidates must be customer-focused, service-oriented and possess demonstrated skills in teambuilding, communication, decision-making, problem-solving, interaction, coping and versatility. Knowledge of personal computer applications such as Windows, Microsoft Word and Excel, medical terminology, CPT and ICD-9 coding, Order Communication System and patient accounting system is helpful. Candidates possessing multi-linguistic skills and cross-cultural experiences are preferred, fluent in English is a requirement. Keyboarding experience required.
**This vacancy is not eligible for sponsorship / we will not sponsor or transfer visas for this position.
About Us
Why Mayo Clinic
Mayo Clinic is top-ranked in more specialties than any other care provider according to U.S. News & World Report. As we work together to put the needs of the patient first, we are also dedicated to our employees, investing in competitive compensation and comprehensive benefit plans - to take care of you and your family, now and in the future. And with continuing education and advancement opportunities at every turn, you can build a long, successful career with Mayo Clinic.
Benefits Highlights
  • Medical: Multiple plan options.
  • Dental: Delta Dental or reimbursement account for flexible coverage.
  • Vision: Affordable plan with national network.
  • Pre-Tax Savings: HSA and FSAs for eligible expenses.
  • Retirement: Competitive retirement package to secure your future.

About the Team
Just as our reputation has spread beyond our Minnesota roots, so have our locations. Today, our employees are located at our three major campuses in Phoenix/Scottsdale, Arizona, Jacksonville, Florida, Rochester, Minnesota, and at Mayo Clinic Health System campuses throughout Midwestern communities, and at our international locations. Each Mayo Clinic location is a special place where our employees thrive in both their work and personal lives. Learn more about what each unique Mayo Clinic campus has to offer, and where your best fit is.
Equal Opportunity
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, protected veteran status or disability status. Learn more about the "EOE is the Law". Mayo Clinic participates in E-Verify and may provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization.

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About Mayo Clinic

Sourced by ZipRecruiter

Mayo Clinic is the largest integrated, not-for-profit medical group practice in the world. We're building the future, one where the best possible care is available to everyone — and more people can heal at home. Our relentless research turns into earlier diagnoses and new cures. That's how we inspire hope in those who need it most. At Mayo Clinic, experts work together to solve the most challenging unmet needs of patients. Our history of innovation dates back almost 150 years, when brothers Will and Charlie Mayo pioneered an integrated, team-based approach to medicine. Today, that trailblazing spirit drives innovations like Mayo Clinic Platform — which powers new technologies to change how care is delivered to all.

Industry

Hospitals

Company size

10,000+ Employees

Headquarters location

Rochester, MN, US

Year founded

1919