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Associate Financial Representative Jobs in Rochester, MN

Library Associate I

Rochester, MN · On-site

$30.58 - $38.41/hr

We strive to represent our community in our teammates, as we know that diverse and inclusive teams ... Keep financial or statistical records as appropriate. Handle direct, special orders, back orders ...

Retail Associate Manager

Rochester, MN · 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

Retail Associate Manager

Rochester, MN · 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 · 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 · 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 · 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 ...

Enjoy Associate discounts at our stores, available to you and eligible family members. * We have a ... Contact your TJX representative for more information. In addition to our open door policy and ...

Enjoy Associate discounts at our stores, available to you and eligible family members. * We have a ... Contact your TJX representative for more information. In addition to our open door policy and ...

Enjoy Associate discounts at our stores, available to you and eligible family members. * We have a ... Contact your TJX representative for more information. In addition to our open door policy and ...

Enjoy Associate discounts at our stores, available to you and eligible family members. * We have a ... Contact your TJX representative for more information. In addition to our open door policy and ...

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Showing results 1-20

Associate Financial Representative information

See Rochester, MN salary details

$10

$26

$67

How much do associate financial representative jobs pay per hour?

As of Jul 15, 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.

Is $200,000 enough to work with a financial advisor?

As an Associate Financial Representative, having $200,000 in assets or income can be sufficient to work with a financial advisor, depending on the advisor's fee structure and the services needed. Many advisors require a minimum investment or asset level, but some offer services for clients with lower assets, especially if they focus on financial planning or ongoing advice. It is important to consider the advisor's fee model and your financial goals when determining if this amount is adequate for professional guidance.

Is it hard to become a FA?

Becoming an Associate Financial Representative typically requires completing relevant licensing exams, such as the Series 6 or 7, and gaining industry-specific knowledge. The difficulty varies based on prior experience and study effort, but it generally involves dedicated preparation and understanding of financial products and regulations.

What does an associate financial representative do?

An associate financial representative assists clients with financial planning, insurance, and investment products under the supervision of a senior representative. They often handle client inquiries, prepare financial documents, and develop their knowledge of financial services, typically working towards industry certifications such as the Series 6 or 63. The role involves building client relationships and supporting the delivery of financial solutions within a team environment.

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.

How many financial advisors make $500,000 a year?

While some financial advisors and associates in the industry can earn $500,000 or more annually, such high earnings are typically achieved by top-performing professionals with extensive experience, strong client bases, and advanced certifications like the CFP or CFA. Most financial advisors earn between $60,000 and $150,000 per year, with higher incomes often resulting from commissions, bonuses, and managing large portfolios.
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 July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% 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.

Health Center Associate I - Rochester, MN

Planned Parenthood North Central States

Rochester, MN • On-site

$19 - $23/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago


Job description

Planned Parenthood North Central States

Minnesota, Iowa, Nebraska, North Dakota, South Dakota

Health Center Associate I – Rochester, MN

 

Pay: The anticipated salary range for this position is $19-$23 per hour, depending on experience and qualifications. Compensation is determined based on a variety of factors, including relevant work experience, the skills required for the role, internal equity, market competitiveness, and budget considerations. We are committed to ensuring fair and competitive pay for all employees
Schedule:
Full-time, 32 hours per week
Clinic hours: Monday-Friday, 9:00AM-5:00PM
Location: 1212 7th St NW, Rochester, MN 5590
Job type: Hourly/Non-Exempt 
Union Membership: This position is represented by SEIU.
Questions? Contact Jobs@ppncs.org.

Job Summary:
Under immediate supervision of the Health Center Manager, the Health Center Associate I (HCA I) performs a wide variety of functions. As the first patient contact in the health center, the HCA I plays a critical role in shaping the experience of our patients. HCA Is are responsible for providing the highest level of customer service and patient care as well as supporting the operations of the health center. HCA Is are advocates in implementing our mission “Advancing and protecting sexual and reproductive healthcare for all.” They may perform other related duties to support health center operations as assigned.

Benefits and Perks:

We offer a comprehensive benefits package, including:

  • Medical, Dental & Vision Insurance with equity-based premium tiers
  • Free, virtual primary care for all employees enrolled in a medical plan:
    • NICE HEALTHCARE. A free, virtual primary care for entire household (in-home available for qualifying locations). Services include: 80 free labs, free x-rays, and physical tests, live, virtual physical therapy, 550+ free medications and more!
    • HealthiestYou – Virtual Care for employees outside of NICE Healthcare’s network.
  • Proximal Health – Helps members access high quality, cost-effective, providers for certain services and offers $1,500 tax free benefit when members choose a designated provider for eligible services
  • Employee Assistance Program
  • $5000 per year & 2 paid CEU days.
  • Continued Education Reimbursement: up to $500 per year & 2 paid CEU days.
  • Flex Spending Account
  • Life Insurance
  • Eligibility for Federal Student Loan Forgiveness
  • Paid time off: PTO starting at .05769 accrual rate per hour worked.
  • 8 hours volunteer paid time off annually.
  • 8 paid federal holidays & 2 paid floating holidays.
  • 403(b) retirement plan
  • 8 weeks Paid Parental Leave
  • Pet Insurance
  • Bereavement Leave
  • Earned Extended Leave
  • Free subscription to Headspace App
  • Time off to vote
  • Employee discounts for electronics, appliances, hotels, gift cards, apparel, cars, fitness memberships, groceries, and at Office Depot, Verizon, AT&T, Dell & more.

We also offer:

  • Start date
  • Comprehensive paid training for all health services positions & flexibility with hours per week during training. Training includes classroom, mock clinic, and shadowing shifts.
  • Shift differentials:
    • $1.50/hour (weekend), $3.00/hour (evening), $4.00/hour (float/travel), $2.00/hour (Bilingual), and $3.00/hour (ultrasound)
  • Travel
  • Schedules created & sent out 6 weeks in
  • Option of picking up additional shifts, including at other locations other than your “home”

 

Minimum Qualifications:  

  • High school diploma
  • One to two years customer service experience

Your Day-to-Day Responsibilities:

  • Welcome all patients and visitors. Register patients for health center services. Answer phones, direct calls and reach out to patients as needed. Perform computer data entry, including patient demographics, insurance information, and appointment scheduling.
  • Ensure all patients receive unbiased patient support and assistance, assess patient questions and direct to appropriate resources.
  • Maintain patient medical records and obtain patient consent for forms as necessary. Appropriately handle requests for patient medical records.
  • Collect, assess, and verify patient financial information and determine and confirm insurance coverage. Comply with all funding source requirements. Assess funding sources, aid patients in applying for and obtaining funding. Provide patients with resources for insurance navigation, financial counseling, and community sliding scale health centers.
  • Accurately inform patients of potential costs for services. Assess and collect patient fees. Reconcile, prepare, and make bank deposits. Comply with all aspects of the cash handling policies.
  • Prepare charge tickets for clinical staff coding. Charge post for clinical services and review charges for accuracy. Perform and reconcile charge reports.
  • Ensure all patients are provided with information regarding donations and are asked for a donation at the time of checkout. Provide a summary of services for the transaction.
  • Ensure all patients are asked to complete patient experience surveys.
  • Follow all federal, state, and local laws regarding mandated reporting, abortion services, healthcare services and HIPAA.
  • Perform all applicable inventory functions. Process and stock clinical supplies that are received.
  • Perform in-health center refill and resupply requests within scope of practice, including curbside prescription delivery.
  • Provide factual, unbiased information to patients seeking abortion.
  • All health center staff are expected to participate in the onboarding of new employees and supporting the cross-training of established employees.
  • Collaborate with and provide coverage as needed at health centers in assigned neighborhoods.

Immunization Requirements:

  • Hepatitis B vaccination records and titers
  • Measles, Mumps and Rubella (MMR) vaccination records or proof of immunization
  • Chicken Pox vaccination records or proof of immunization
  • Tetanus shot documentation
  • Tuberculosis PPD Skin Test that is no older than 12 months

About Us:

At PPNCS, we believe all people deserve the right, the freedom, and the opportunity to follow their personal ambitions and choose their own path toward a healthier, more meaningful life. That’s why we protect, promote, and provide comprehensive and progressive sexual and reproductive health care for generations of people and families with empathy, care, and respect. We are looking for passionate, dedicated staff who are eager to make positive contributions to their community and to the Planned Parenthood mission. To learn more: Our Mission.

When you work for Planned Parenthood, you make a difference in the lives of those we serve by affirming the human right to reproductive health and freedom. 

 

 

Planned Parenthood is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, sex, gender identity or gender expression, national origin, age, veteran status, marital status, religion, sexual orientation, size, disability, socioeconomic status, or status regarding public assistance. Planned Parenthood is committed to encouraging and promoting diversity as well as providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Planned Parenthood is dedicated to an equitable and inclusive work environment and encourages all interested candidates to apply regardless of initial skill set.

 

*Any job offer will be contingent upon the results of a background investigation.*

 

This position is included in the SEIU bargaining unit, and depending on state law, requires union dues be deducted from employee paychecks in an amount up to 2.25% of gross pay.