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Associate Financial Representative Jobs in Rochester, MN

... representatives to deliver exceptional results. This is an on-site position at the JLL client ... financials * Actively track each aspect of project performance against schedules and critical path ...

In this role, you will represent the T-Mobile brand while providing exceptional customer service ... Student financial assistance * Medical, dental and vision benefits * Phone service discounts

Retail Associate Manager

Rochester, MN ยท On-site

$14.44 - $16.37/hr

In this role, you will represent the T-Mobile brand while providing exceptional customer service ... Student financial assistance * Medical, dental and vision benefits * Phone service discounts

Mgr, General

Rochester, MN ยท On-site

$15.50 - $18.50/hr

Demonstrate executive leadership by guiding successful teams representative of the company's core values * Partner with corporate departments including Leasing, Accounting, Finance, Marketing ...

Mgr, General

Rochester, MN

$15.50 - $18.50/hr

Demonstrate executive leadership by guiding successful teams representative of the company's core values * Partner with corporate departments including Leasing, Accounting, Finance, Marketing ...

Mgr, General

Rochester, MN ยท On-site

$15.50 - $18.50/hr

Demonstrate executive leadership by guiding successful teams representative of the company's core values * Partner with corporate departments including Leasing, Accounting, Finance, Marketing ...

Mgr, General

Rochester, MN

$15.50 - $18.50/hr

Demonstrate executive leadership by guiding successful teams representative of the company's core values * Partner with corporate departments including Leasing, Accounting, Finance, Marketing ...

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Associate Financial Representative information

See Rochester, MN salary details

$10

$26

$67

How much do associate financial representative jobs pay per hour?

As of Jun 11, 2026, the average hourly pay for associate financial representative in Rochester, MN is $26.75, according to ZipRecruiter salary data. Most workers in this role earn between $19.57 and $26.15 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 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.
What are popular job titles related to Associate Financial Representative jobs in Rochester, MN? For Associate Financial Representative jobs in Rochester, MN, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Rochester, MN look for? The top searched job categories for Associate Financial Representative jobs in Rochester, MN are:
What cities near Rochester, MN are hiring for Associate Financial Representative jobs? Cities near Rochester, MN with the most Associate Financial Representative job openings:
Infographic showing various Associate Financial Representative job openings in Rochester, MN as of June 2026, with employment types broken down into 74% Full Time, 23% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $55,631 per year, or $26.7 per hour.
Intermediate Business Banking Associate

Intermediate Business Banking Associate

Minnwest Bank

Rochester, MN โ€ข On-site

$22.40 - $25.20/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago


Job description

About Minnwest: Minnwest is a family owned, community bank based in Minnesota and South Dakota. We believe our success is measured by the extent in which we have a positive impact on the communities we serve. We are committed to building strong, vibrant communities through our core values:

  • The customer is the first priority.
  • We will keep all of the commitments we make.
  • We are the people who get things done.
  • We will work together as a team.

Job Summary: Minnwest Bank is seeking a full-time Business Banking Associate for our Rochester (DT) location. This administrative position has a critical role in providing Minnwest Bank customers with a professional and courteous customer experience. BBAs facilitate the interaction between the customer and bankers (officers, loan operations, analysts, etc.) to ensure the customer receives a rapid response, an errorโ€free process, consistent communication, and a professional experience that is both friendly and positive. As a front-line position, you are the face of the bank to many of our customers. You will be expected to communicate well, be professional in all your activities, be optimistic and constructive in your dealings, and demonstrate tenacity and drive in solving customer issues.

Duties and Responsibilities (including but not limited to):

  • Answer routine telephone and mail inquires, including interest paid and due, loan payoffs, and verification of payments.
  • Receive and initiate the loan workflow with customer information for proposed loans and continue to guide them through the loan process:
    • Order pre and post Title work, flood determinations, appraisals, phase 1, UCC searches etc. as needed
    • Complete loan input worksheets and order loan documents
    • Process advances, wires, etc. for disbursement and payment of fees after loan closing
    • Organize and maintain customer files and records according to established procedures and retention guidelines.
    • Process loan checklists, eligibility checklists and paid note files
  • Effectively collaborate with Loan Operations Specialists to ensure rapid customer response, an error-free process, and a smooth customer experience.
  • Assist other BBAs within the company as needed.
  • Cross-sell bank related products and services.

Minimum Requirements:

  • High School diploma or equivalent
  • 6 months of customer service
  • Basic reading, writing, and mathematical skills
  • Ability to communicate with customers and coworkers in a clear, effective professional manner.
  • Willing to continuously learn and grow within the organization.

Preferred Qualifications:

  • Some college or 2 years related experience
  • 1 to 2 years of experience in loan operations, loan assistant, or in a loan department
  • Ability to multi-task, be organized, effective time management and ability to communicate with customers in a professional manner.
  • Proficient computer sills
  • Is able to work alone or within a team setting.
  • Strong mathematical and problem-solving skills.

Schedule: Monday - Friday: 8:00 am - 5:00 pm

Workplace Environment:

  • Requires face-to-face interaction and coordination of work with customers, other employees and departments, and in-person interaction.
  • Working at a computer and utilizing a telephone
  • Occasionally lifting up to 50lbs

Pay Range: $22.40 - $25.20/hour

The pay range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. The salary range represents anticipated base pay for this role. The actual pay offered will consider internal equity and may vary based on factors including but not limited to work location, candidateโ€™s job-related knowledge, skills, and experience, among other factors.

Minnwest Benefits: In addition to salary, Minnwest Bank offers a comprehensive benefits package, including incentive and recognition programs. Minnwest Bank is focused on taking care of our employees and their families, and supporting their health and financial well-being, including:

  • Comprehensive Medical, Vision and Dental Insurance
  • Retirement savings including 401(k) with Employer Match and Employee Stock Ownership Plan (ESOP)
  • Paid Holidays and Competitive Paid Vacation Days
  • Paid Parental Leave
  • Short- and Long-Term Disability
  • Life, Critical Illness, and Accidental Insurance
  • Tuition Reimbursement and Career Development Opportunities
  • Employee Assistance Program (EAP)
  • Paid Time Off to volunteer in your community
  • Opportunities to connect with others through our diversity and inclusion focused Employee Resource Group

All benefits are subject to eligibility requirements.

A full background check, including federal, state, county, and civil, and general financial credit check will be conducted on the final candidate for this position. Candidate must pass the background check and financial credit check in order to obtain employment with Minnwest. Failure to meet any of the requirements may result in a rescission or your offer of employment.

EEO: 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.