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Associate Financial Representative Jobs in Cottage Grove, MN

Retirement Client Advisor

Minneapolis, MN · On-site

$141K - $207K/yr

Broad knowledge of financial markets, asset allocation principles, and financial products ... Compensation Range: $141,354 - $207,900 The posted compensation range on this listing represents ...

... Financial Services corporation. If Customer Service Representative sounds like something you are ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...

Virtual Financial Advisor

Minneapolis, MN · On-site

$21.64 - $37.09/hr

Associated Bank requires you to directly represent yourself and your own experiences during the ... Associate degree or equivalent combination of education and experience in Business, Finance ...

... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... The physical demands described here are representative of those that must be met by an associate to ...

... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... The physical demands described here are representative of those that must be met by an associate to ...

Showing results 41-60

Associate Financial Representative information

See Cottage Grove, MN salary details

$11

$27

$69

How much do associate financial representative jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for associate financial representative in Cottage Grove, MN is $27.42, according to ZipRecruiter salary data. Most workers in this role earn between $20.05 and $26.83 per hour, depending on experience, location, and employer.

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 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 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 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.

How much does an associate financial representative make?

An associate financial representative typically earns between $40,000 and $60,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced representatives or those with additional certifications can earn higher salaries and commissions.

What are the most commonly searched types of Financial Representative jobs in Cottage Grove, MN?

The most popular types of Financial Representative jobs in Cottage Grove, MN are:

What job categories do people searching Associate Financial Representative jobs in Cottage Grove, MN look for?

The top searched job categories for Associate Financial Representative jobs in Cottage Grove, MN are:

What cities near Cottage Grove, MN are hiring for Associate Financial Representative jobs?

Cities near Cottage Grove, MN with the most Associate Financial Representative job openings:

Structured Finance Associate (Multi-City)

Dlapiper

Minneapolis, MN • Hybrid

Full-time

Medical, Dental, Vision, Retirement

Re-posted 10 days ago


DLA Piper rating

8.4

Company rating: 8.4 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

14th of 35 rated law firms


Job description

DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone, heart and soul of our firm. Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful work and grow your career. Let's see what we can achieve. Together.

Summary

DLA Piper is seeking an associate to join its finance group, structured finance subgroup and focus on transactions involving commercial-mortgage backed securities (CMBS). This position is open to all of our offices in the U.S.

Responsibilities

  • Responsibilities as an Associate will vary based on level of experience and specific practice group.

  • Legal Research: Conduct thorough and comprehensive legal research and analysis to support case/transaction preparation and strategy.

  • Legal Writing: Draft well-written, error free, and reasoned legal documents, including briefs, motions, contracts, and correspondence.

  • Case/Transaction Assistance and Management: Assist/Manage a variety of complex cases/transactions from inception to resolution including preparing for trials, negotiations, settlements, closings, and other legal activities while continuously demonstrating strong judgement.

  • Internal/External Client Interaction: Build, maintain, and cultivate strong internal and external client relationships by providing support, regular updates, advice, and addressing concerns promptly and with the utmost professionalism.

  • Collaboration: Work collaboratively with other lawyers and business professionals to support and develop innovative case/transaction strategies to achieve the most favorable outcomes for internal and external clients.

  • Attend, support, and participate in high-level legal activities including court hearings, depositions, negotiations, trials, etc.

  • Compliance: Ensure rigorous compliance with legal standards and regulations, staying abreast of changes in law and legal precedents.

  • Professional Development: Proactively seek out and participate in ongoing training and development opportunities to enhance your legal knowledge, practice technology, management, and leadership skills.

  • Firm Citizenship and Community Involvement: Engage in and contribute to; firm programs and initiatives; civic and professional organizations; pro bono work by providing legal assistance to underserved and underrepresented communities.

Desired Skills

Excellent written and verbal communication abilities. Strong research, analytical and problem-solving skills. Attention to detail. Good business and professional judgment. Excellent organizational skills. Ability to work collaboratively and independently. Conceptual thinking. Persuasive communication. Management skills.

Minimum Education

  • JD

  • Degree from an accredited law school.


Certifications

Admitted to practice in the state in which they are officing.


Minimum Years of Experience

  • At least 2 years of experience working with a law firm. A candidate with experience in commercial real estate finance, CMBS, structured finance or securities offering is preferred but not required.

  • Direct and applicable AmLaw 100 law firm preferred but not required.


Essential Job Expectations

While the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to:

  • Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties;

  • Produce deliverables, answer phone calls, and reply to correspondence in an efficient and responsive manner;

  • Provide timely, accurate, and quality work product;

  • Successfully meet deadlines, expectations, and perform work duties as required;

  • Foster positive work relationships;

  • Comply with all firm policies and practices;

  • Engage in both physical and sedentary activity, such as (a) working at a computer for extended periods of time, including on-screen reading and typing; (b) participating in digital/virtual conference calls; (c) participating in meetings as needed;

  • Ability to work under pressure and manage competing demands in a fast-paced environment;

  • Perform all other duties, tasks or projects as assigned.

Our employees are expected to embrace and uphold our firm values as a part of our DLA Piper culture. We are committed to excellence in how we represent our clients and develop our people.


Physical Demands
Sedentary work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.
Work Environment-The firm's work location requirements may be modified at the firm's discretion

  • Hybrid - Regular in-office presence with some flexibility for work-from-home


Disclaimer

The purpose of this job description is to provide a concise statement of the work elements and to organize and present the information in a standardized way. It is not intended to describe all the elements of the work that may be performed by every individual in this classification, nor should it serve as the sole criteria for personnel decisions and actions. The job duties, requirements, and expectations for this position may be modified at the Firm's discretion at any time. This job description does not change the at-will nature of employment.

Application Process: Applicants must apply directly online instead of sending application materials via email. Reasonable accommodations may be made upon request to permit individuals with a disability to perform the essential functions and responsibilities of the position or to participate in the job selection process. If you have a request for an accommodation during the application process, please contact FinanceTalent@us.dlapiper.com.

Search Firms

Per the terms of our agreement, all candidates must be submitted through the firm's agency portal for consideration. If you have an agreement with the firm, please log in to the agency portal. If you do not have an agreement with us and would like us to consider candidates, please send a blind candidate profile toFinanceTalent@us.dlapiper.com.

Pay Transparency

The firm's expected hiring range for this position is $235,000 - $390,000 per year depending on the candidate's geographic market location. The compensation offered for employment will also be dependent on other factors including the candidate's experience, skills, educational and professional background, and overall qualifications. We offer a comprehensive package of benefits including medical/dental/vision insurance, and 401(k).

Applicants who are not based in the jurisdiction in which this position is posted and who apply for this role are doing so voluntarily and are not eligible for relocation assistance. Any relocation benefits, if any, are provided only where a relocation is required at the firm's direction and in accordance with applicable policy and law.

#LI-Hybrid

#LI-MN1

DLA Piper is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.Job applicant poster viewing center.


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About DLA Piper

Sourced by ZipRecruiter

DLA Piper is one of the largest business law firms in the world and one of the most recognized law firm brands globally. Since our firms founding, we have established ourselves as an innovative and entrepreneurial firm that is deeply committed to our global core values of people, clients and community. In fact, it is the individual members of the DLA Piper teamthe combination of talented lawyers and business professionals working togetherthat define our success and drive our growth.

Industry

Legal services

Company size

5,001 - 10,000 Employees

Headquarters location

City of London, Greater London, GB