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Associate Financial Representative Jobs in Wayzata, MN

Imaging Representative

Saint Paul, MN ยท Hybrid

$15.87 - $27.98/hr

** At Securian Financial the position title is Business Operations Rep** Overview: Responsible for ... Securian Financial believes in hybrid work as an integral part of our culture. Associates get the ...

Imaging Representative

Saint Paul, MN ยท On-site

$15.87 - $27.98/hr

** At Securian Financial the position title is Business Operations Rep** Overview: Responsible for ... Securian Financial believes in hybrid work as an integral part of our culture. Associates get the ...

Imaging Representative

Saint Paul, MN ยท On-site

$15.87 - $27.98/hr

** At Securian Financial the position title is Business Operations Rep** Overview: Responsible for ... Securian Financial believes in hybrid work as an integral part of our culture. Associates get the ...

Business Operations Sr Rep

Saint Paul, MN ยท On-site

$18.80 - $32.69/hr

And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian. * Leave programs: Securian's flexible leave programs allow time off from work ...

Business Operations Sr Rep

Saint Paul, MN ยท On-site

$18.80 - $32.69/hr

And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian. * Leave programs: Securian's flexible leave programs allow time off from work ...

Commercial Finance Associate

Minneapolis, MN ยท Hybrid

$210K - $305K/yr

Represent institutional lenders and borrowers in complex commercial finance transactions * Draft, negotiate, and close syndicated and portfolio financing deals * Advise on secured transactions with a ...

Showing results 41-60

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:

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.

Patient Access Representative Associate

UMR

Minneapolis, MN โ€ข On-site

$16 - $29/hr

Other

Retirement

Re-posted 12 days ago


Job description

Patient Access Representative Associate

Opportunities at Optum, in strategic partnership with Allina Health. As an Optum employee, you will provide support to the Allina Health account. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by diversity and inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health equity on a global scale. Join us to start Caring. Connecting. Growing together.

The Patient Access Representative Associate is responsible for greeting and welcoming patients in person. Provides a standard registration process by collecting demographic and financial data and enters information into an electronic medical record.

Location: 800 E 28th St, Minneapolis, MN 55407

Primary Responsibilities:
  • Greets and welcomes patient in person
  • Collects demographic and insurance information
  • Checks in and interviews patients to complete appropriate paperwork
  • Directs patient to their appointment or procedure
  • May assist in scheduling add-on appointments
  • Documents, any issues and resolutions in electronic medical record
  • Resolve claim issues or registration errors on patient accounts
  • Uses resources, tools and procedures to complete registration for accounts and in assigned work queues
  • Verifies insurance eligibility and benefits information for payers and interprets results focusing on complex billing situations
  • Obtains cost information and explains information to patient if necessary
  • Collects co-pay or deductibles and respond to questions regarding financial assistance programs available. Refers complex questions as needed
  • Screening and approving patients for financial assistance programs
  • Assists and counsel's patient with application process for available financial assistance programs
  • Provides technical or functional direction for employees
  • Assist patients in completion of request for information forms and submits to appropriate department
  • Obtains signatures from patients as needed
  • May gather medical record information from all departments for collection
  • Provide customer service for inbound and outbound telephone calls
  • May mentor other staff as needed
  • Other duties as assigned

You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Required Qualifications:
  • 6+ months of customer service experience in a healthcare, retail, food service, bank/office settings, call center, or other settings that engages with customers, etc.
  • Intermediate level of proficiency with Microsoft Office products
  • Ability to work from 5:00am - 1:30pm on the following days
    • Week 1 Schedule:
      • Sun: 7:00a-3:30p
      • Mon: 5:00a-1:30p
      • Wed-Fri: 5:00a-1:30p
    • Week 2 Schedule:
      • Mon-Tue: 5:00a-1:30p
      • Wed-Thu: 5:00a-1:30p
      • Sat: 7:00a-3:30p
    • Must be 18 years of age OR older
    Preferred Qualifications:
    • Revenue Cycle experience
    • General office experience
    • Epic experience
    Physical Demands:
    • Consistent walking, standing, bending, turning, etc.
    • Lifting weight Up to 10 lbs. occasionally, up to 2-5 lbs. frequently

    **PLEASE NOTE** The sign-on bonus is only available to external candidates. Candidates who are currently working for UnitedHealth Group, UnitedHealthcare or a related entity in a full time, part time or per diem basis ('Internal Candidates') are not eligible to receive a sign on bonus.

    Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $16.00 to $29.00 per hour based on full-time employment. We comply with all minimum wage laws as applicable.

    At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.

    Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

    UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.


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About UMR

Sourced by ZipRecruiter

Industry

Insurance services

Company size

1,001 - 5,000 Employees

Headquarters location

Wausau, WI, US