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Associate Financial Representative Jobs in Brainerd, MN

Northwestern Mutual

Operations Associate

Baxter, MN · On-site

The Operations Associate will work closely with the Director of Operations to ensure smooth ... Cowell uses Cowell Financial as a marketing name for doing business as representatives of ...

Northwestern Mutual

Operations Associate

Baxter, MN · On-site

$65K - $73K/yr

The Operations Associate will work closely with the Director of Operations to ensure smooth ... Cowell uses Cowell Financial as a marketing name for doing business as representatives of ...

Northwestern Mutual

Investment Associate

Baxter, MN · On-site

The Investment Associate will play a central role in implementing Cowell Financial's planning and ... Financial use Cowell Financial as a marketing name for doing business as representatives of ...

Northwestern Mutual

Investment Associate

Baxter, MN · On-site

$85K - $110K/yr

The Investment Associate will play a central role in implementing Cowell Financial's planning and ... Financial use Cowell Financial as a marketing name for doing business as representatives of ...

Best Buy

Retail Sales Associate

Baxter, MN

$14.75 - $17/hr

Financial savings and retirement resources * Support for your physical and mental well-being Best ... Retail Sales Representative, Location: Baxter, MN - 56425

Best Buy

Retail Sales Associate

Baxter, MN

$14.75 - $17/hr

Financial savings and retirement resources * Support for your physical and mental well-being Best ... Retail Sales Representative, Location: Baxter, MN - 56425

Best Buy

Retail Sales Associate

Baxter, MN

$14.75 - $17/hr

Financial savings and retirement resources * Support for your physical and mental well-being Best ... Retail Sales Representative, Location: Baxter, MN - 56425

Best Buy

Retail Sales Associate

Baxter, MN

$14.75 - $17/hr

Financial savings and retirement resources * Support for your physical and mental well-being Best ... Retail Sales Representative, Location: Baxter, MN - 56425

Northwestern Mutual

Operations Associate

Baxter, MN · On-site

Paid holidays & paid personal time off David T Cowell uses Cowell Financial as a marketing name for doing business as representatives of Northwestern Mutual. Cowell Financial is not a registered ...

Northwestern Mutual

Operations Associate

Baxter, MN

Paid holidays & paid personal time off David T Cowell uses Cowell Financial as a marketing name for doing business as representatives of Northwestern Mutual. Cowell Financial is not a registered ...

Northwestern Mutual

Investment Associate

Baxter, MN

Members of Cowell Financial use Cowell Financial as a marketing name for doing business as representatives of Northwestern Mutual. Cowell Financial is not a registered investment adviser, broker ...

Ollie's

Retail Co-Store Manager

Baxter, MN

$48K - $55K/hr

... merchandising, Associate development, customer service, and financial oversight. Primary ... This pay represents the base hourly rate or base annual full-time salary for all positions in the ...

Ollie's

Retail Front End Team Leader

Baxter, MN

$18.50 - $19.50/hr

... financial and operational goals. * Provide leadership with the Associates regarding all donation ... This pay represents the base hourly rate or base annual full-time salary for all positions in the ...

Ollie's

Retail Store Manager

Baxter, MN

$60K - $70K/hr

BE REAL - Associates should be honest, transparent, genuine, trustworthy, and sincere. Ollie ... Provides the financial oversight of all sales and profit goals to include management of payroll ...

ASCENSUS

Regional Sales Director

Baxter, MN · On-site

$70K - $110K/yr

... Sales Representatives within assigned region. This position will implement and achieve the ... Work with other Sales team members and Ascensus Associates to efficiently and effectively sell RPS ...

All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Brainerd, MN

Associate Financial Representative information

See Brainerd, MN salary details

$10

$25

$64

How much do associate financial representative jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for associate financial representative in Brainerd, MN is $25.74, according to ZipRecruiter salary data. Most workers in this role earn between $18.80 and $25.14 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 Brainerd, MN? For Associate Financial Representative jobs in Brainerd, MN, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Brainerd, MN look for? The top searched job categories for Associate Financial Representative jobs in Brainerd, MN are:
What cities near Brainerd, MN are hiring for Associate Financial Representative jobs? Cities near Brainerd, MN with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Brainerd, MN as of June 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, 2% Temporary, and 1% Contract. Highlights an 77% Physical, 1% Hybrid, and 22% Remote job distribution, with an average salary of $53,547 per year, or $25.7 per hour.

Operations Associate

Northwestern Mutual

Baxter, MN • On-site

Full-time

Medical, Dental, Life, Retirement, PTO

Re-posted 3 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 73 frontline employees who took The Breakroom Quiz

163rd of 301 rated insurance

Job description

Cowell Financial is an established, comprehensive financial advisory firm located in the beautiful Brainerd Lakes Area. We are committed to helping our clients achieve financial clarity and security through thoughtful advice and personalized service. As we grow, we’re looking for a self‑disciplined, detail‑oriented Operations Associate to join our team and support the administrative backbone of our financial planning practice.


The Operations Associate will work closely with the Director of Operations to ensure smooth execution of investment and insurance-related processes. This role combines client communication with backend administration and is ideal for someone who enjoys working in a fast-paced, collaborative environment and takes pride in accuracy, follow-through, and exceptional client service.


Responsibilities include but are not limited to:

  • Support the Director of Operations on a full range of departmental tasks across investment and insurance workflows
  • Communicate directly with clients by phone and email to gather information, clarify instructions, and provide status updates
  • Prepare and submit applications, paperwork, and account forms for insurance and investment products
  • Execute directives reflecting client needs and internal priorities with precision and timeliness
  • Keep up to date on software updates, new product offerings, and compliance requirements
  • Participate in ongoing training and professional development to strengthen technical and industry knowledge


Qualifications:

  • 1-2 years of financial industry required
  • Post secondary degree preferred
  • Proficient with Microsoft Excel, Outlook, and Word
  • Strong written communication skills, including excellent grammar, punctuation, and typing skills

The following qualities are essential for success in this position. Candidates should be confident in their ability to demonstrate each of these characteristics and effectively perform in a fast-paced work environment.

  • Demonstrated critical thinking and problem-solving ability
  • Meticulous attention to detail and commitment to accuracy
  • Proven ability to manage multiple projects and deadlines simultaneously
  • Strong sense of confidentiality and adherence to compliance standards
  • Welcomes and expects change and desires to work in a fast-paced, efficient, and high-performing environment
  • Reliable, deadline driven, and able to prioritize work effectively
  • Impeccable organization skills
  • Possesses a “can do,” positive attitude
  • Preferred licensing: Minnesota Life/Health, or the ability to obtain prior to start date


Benefits

  • Health insurance
  • Dental insurance
  • Long-term disability income plan
  • Life insurance
  • 401(k) with match
  • Professional designation program
  • Paid holidays & paid personal time off


David T Cowell uses Cowell Financial as a marketing name for doing business as representatives of Northwestern Mutual. Cowell Financial is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. David T Cowell is an Insurance Agent of NM.

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