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Associate Financial Representative Jobs in Rochester, MN

Intermediate Universal Banker

Rochester, MN · On-site

$22.40 - $25.20/hr

Execute financial transactions as requested, recognizing red flags regarding fraud and scams ... Business account openings, closings, and maintenance * 2-year associate degree * Bilingual in ...

You'll also work closely with sales associates as you share your knowledge about LG products and ... Financial savings and retirement resources * Support for your physical and mental well-being Best ...

Area Coach

Rochester, MN · On-site

$63K - $78K/yr

This is rooted in excellent financial performance, hiring, training, development, and guest ... Represents Border Foods in handling customer complaints and/or issues; demonstrating a sincere ...

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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 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.

Account Manager/Large Ag Sales

MINNESOTA AG POWER INC

Grand Meadow, MN • On-site

$45K - $65K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 8 days ago


Job description

The approximate base compensation range is posted, but the actual offer will reflect our total compensation and benefits package. The offer will be determined by a number of factors including the selected candidate's experience, knowledge, skills, abilities, as well as internal equity among our team.
Purpose:
Represents Midwest Machinery for the sale of agricultural, compact construction, and turf equipment as well as aftermarket solutions to new and existing accounts. Consistently exhibits Midwest Machinery Company's core purpose and values.
Responsibilities:
  • Represents the company for the sale of machinery to area defined customer base
  • Proactively grows customer base in assigned territory and follows up on potential leads
  • Maintains current product knowledge on features and benefits of all equipment potentially saleable by the dealership
  • Monitors competitive activity/products and timely communicates it accordingly
  • Maintains all customer information in assigned territory
  • Knows and follows a defined sales process
  • Achieves sales goals as determined by the company
  • Maintains assigned company vehicles and equipment
  • Conducts product field demonstrations
  • Monitors trends in customers sales and aftermarket business activities and timely communicates to sales manager
  • Maintains current knowledge of financing/warranty/service options to assist customers with securing the purchase of new and used goods
  • Attends applicable sales training events/seminars
  • Maintains current knowledge of used equipment values and ability to evaluate properly for trading purposes
  • Assists other sales/service/parts staff in identifying potential customers and completing sales
  • Interacts in a positive and respectful manner with customers and fellow employees
  • Maintains and promotes a safe work environment. Demonstrates understanding of and ability to follow all safety rules and regulations in performing work assignments
  • Performs other duties as assigned

Experience, Education, Skills, and Knowledge:
  • High School Diploma/GED; associate or bachelor's degree in business or marketing preferred;
  • 1+ years sales experience, or an equivalent combination of education and experience
  • Knowledge of agricultural or turf equipment and farming or operational practices required
  • Basic business knowledge and math skills
  • Ability to use standard desktop load applications such as Microsoft Office and internet functions
  • Excellent customer relationship and negotiating skills
  • Ability to analyze and interpret basic sales reports
  • Ability to use a forklift/skid loader preferred

Physical and Mental and Other Requirements:
  • Frequent bending and stooping
  • Ability to lift up to 50 lbs.
  • Ability to work flexible hours
  • Climbing/using ladders
  • Valid driver's license with an insurable driving record required
  • Must pass a pre-employment background study

Benefits:
  • Paid Time Off including PTO, Holiday Pay, Bereavement Pay, Civic Pay, and Volunteer Time Off
  • 401k plan with company match
  • Multiple health insurance plan and network options with Health Savings Accounts
  • Dental and Vision plans
  • Medical and Dependent Care Flexible Spending Plans
  • Company paid life insurance with ability to purchase more
  • Company paid Short-Term Disability coverage
  • Multiple voluntary benefits available including LTD, Accident, Hospital Indemnity, Critical Illness, Whole Life, ID Theft
  • Employee Assistance Program
  • Paid uniforms or clothing allowance based on position
  • Employee Discount Programs

This job description is intended to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. Midwest Machinery Co. will reasonably accommodate the known disabilities of qualified disabled individuals.