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Associate Financial Representative Jobs in Cologne, MN

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 ...

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 ...

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 ...

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

Associate Financial Representative information

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$11

$27

$70

How much do associate financial representative jobs pay per hour?

As of Aug 3, 2026, the average hourly pay for associate financial representative in Cologne, MN is $27.88, according to ZipRecruiter salary data. Most workers in this role earn between $20.38 and $27.26 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 Cologne, MN? For Associate Financial Representative jobs in Cologne, MN, the most frequently searched job titles are:
What cities near Cologne, MN are hiring for Associate Financial Representative jobs? Cities near Cologne, MN with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Cologne, MN as of July 2026, with employment types broken down into 1% As Needed, 71% Full Time, 26% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $57,997 per year, or $27.9 per hour.

Associate Financial Representative

Northwestern Mutual

Minnetonka, MN • On-site

$53K - $58K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 21 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 73 frontline employees who took The Breakroom Quiz

162nd of 301 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

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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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