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Associate Financial Representative Jobs in Wayzata, MN

Element Electronics

Sr. Financial Analyst

Edina, MN · On-site

$88K - $119K/yr

... representative of the physical requirements necessary for an associate to successfully perform the ... Financial Analyst will encounter. Reasonable accommodations may be made to enable people with ...

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

Associate Financial Representative information

See Wayzata, MN salary details

$10

$26

$67

How much do associate financial representative jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for associate financial representative in Wayzata, MN is $26.65, according to ZipRecruiter salary data. Most workers in this role earn between $19.47 and $26.06 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 job categories do people searching Associate Financial Representative jobs in Wayzata, MN look for?

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

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

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

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Wayzata, MN as of August 2026, with employment types broken down into 100% Full Time. Highlights an 86% In-person, 7% Hybrid, and 7% Remote job distribution, with an average salary of $55,431 per year, or $26.6 per hour.

Sales Execution Team - Associate

Northwestern Mutual

Minneapolis, MN • On-site

$14.50 - $19.75/hr

Full-time

Posted 15 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

166th of 311 rated insurance

Job description

At Northwestern Mutual – Minneapolis, our mission is Securing Futures, Enhancing Lives and Creating Legacies for businesses and individuals in Minnesota and throughout the United States. We complete our mission by providing comprehensive financial planning, responsive customer service, and best-in-class financial products.   

The Sales Execution Team provides administrative, operational, and sales support to Financial Representatives, helping them focus on building client relationships and growing their business. As an Associate, you will work closely with advisors to support, financial planning activities, underwriting processes, and compliance requirements that helps drive business growth and deliver exceptional client experience.


Responsibilities include, but are not limited to:

Operations Support

  • Maintain client records and case notes in CRM systems.
  • Manage onboarding and startup checklists for Financial Representatives.
  • Create and maintain compliant client files.
  • Prepare client correspondence and manage incoming communications.
  • Generate reports and materials for meetings and business reviews.

Sales & Client Service Support

  • Meet regularly with Financial Representatives to review priorities and progress.
  • Assist with preparation of financial plans and client presentations.
  • Assemble meeting materials and maintain client documentation.
  • Support insurance and investment application processing.
  • Coordinate underwriting requirements and monitor case status.
  • Process client service requests and account updates.
  • Support representatives in achieving business development goals.
  • Assist with special projects as assigned.

Qualifications

  • Bachelor’s degree or equivalent experience
  • Strong customer service and relationship-building skills.
  • Excellent organizational, communication, and problem-solving abilities.
  • High attention to detail and commitment to accuracy.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Proficiency with Microsoft Office and CRM systems.
  • Financial services, insurance, or wealth management experience preferred.
  • Commitment to ongoing professional development and industry learning.

What You'll Bring

  • A collaborative mindset and strong work ethic.
  • The ability to support multiple individuals and projects simultaneously.
  • A passion for helping others succeed.
  • Professionalism, initiative, and attention to detail.

This role is ideal for someone who enjoys supporting a team, managing processes, and contributing to the growth and success of both clients and Financial Representatives.

We are looking for individuals to join our company who live by our core values: 

  • Mutual Belief: We share a deeply rooted belief in Northwestern Mutual, its financial planning philosophy, and its exclusive distribution system.  We are committed to the mission of delivering financial security to our clients by integrating insurance and wealth management planning TOGETHER.   
  • Self-Driven Growth: We are self-starters who actively seek to improve and evolve. We tackle challenges with creativity and a solutions-oriented mindset. We believe there is no limit to what we can learn or achieve. 
  • Integrity and Trust: We believe in doing the right thing. We take ownership of our actions and hold ourselves accountable. We earn trust by being consistent, dependable and transparent in all we do.
  • Relentless Pursuit of Excellence: We take pride in doing our best work. We show up, follow through, and aim for excellence - not for praise, but because our clients deserve nothing less.
  • Service to Others: We are here to serve - not just our clients but each other. We act with humility, lift those around us, and act in each other’s best interests. We lead by example and use our influence to build a stronger team, stronger community and stronger client relationships.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.

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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