ZipRecruiter

Log In

1

Associate Advisor Jobs in Nebraska (NOW HIRING)

Focus Partners Wealth

Wealth Advisor

Omaha, NE · On-site

$125K - $145K/yr

Provides feedback and opportunities for development of Associate Wealth Advisors * Takes ownership and accountability for client issues that arise * Leads by example and actively participates in firm ...

Focus Financial Partners

Wealth Advisor

Omaha, NE

$125K - $145K/yr

Provides feedback and opportunities for development of Associate Wealth Advisors * Takes ownership and accountability for client issues that arise * Leads by example and actively participates in firm ...

Revolution Group, LLC

Tax Advisor

Omaha, NE · Hybrid

Minimum two (2) years of experience in a tax-related role, such as Tax Accountant, Tax Associate, Tax Advisor, or similar role. A Certified Public Accountant (CPA) designation or Enrolled Agent (EA ...

Camping World Holdings, Inc.

Service Advisor

Lincoln, NE · On-site

$50K - $75K/yr

As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

Camping World

Service Advisor

Lincoln, NE

$50K - $75K/yr

As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

Focus Financial Partners

Wealth Advisor

Omaha, NE · On-site

$125K - $145K/yr

Provides feedback and opportunities for development of Associate Wealth Advisors * Takes ownership and accountability for client issues that arise * Leads by example and actively participates in firm ...

next page

Showing results 1-20

All JobsAssociate Advisor JobsAssociate Advisor Jobs in Nebraska

Associate Advisor information

See Nebraska salary details

$11

$24

$43

How much do associate advisor jobs pay per hour?

As of Jun 25, 2026, the average hourly pay for associate advisor in Nebraska is $24.73, according to ZipRecruiter salary data. Most workers in this role earn between $17.64 and $28.41 per hour, depending on experience, location, and employer.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

What are some common challenges Associate Advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What is an Associate Advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

What are the key skills and qualifications needed to thrive as an Associate Advisor, and why are they important?

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.
What are the most commonly searched types of Advisor jobs in Nebraska? The most popular types of Advisor jobs in Nebraska are:
What are popular job titles related to Associate Advisor jobs in Nebraska? For Associate Advisor jobs in Nebraska, the most frequently searched job titles are:
What job categories do people searching Associate Advisor jobs in Nebraska look for? The top searched job categories for Associate Advisor jobs in Nebraska are:
Associate Advisor jobs near you
Associate Financial Advisor

Associate Financial Advisor

Royal Bank of Canada

Omaha, NE • On-site

Full-time

Posted 9 days ago

Job description

Job Description
What is the opportunity?
The objective of the Associate Financial Advisor role is to participate in and successfully complete the licensing process and gain industry experience in order to prepare for a career as a Financial Advisor (FA). The Associate Financial Advisor's goal is to learn and integrate key business-building knowledge and competencies which FAs must have to help attract and retain clients through helping them achieve their financial goals.
What will you do?
  • Study for and obtain the Associate Financial Advisor program's required licensing
    • Study and pass series 7 exam.
    • Study and pass series 66 and life and health insurance exams.
  • Complete Associate Financial Advisor program assignments within the curriculum's timelines
    • RBC tools and technology introduction
    • RBC policies and procedures
    • Products and services-including scenarios and case studies
    • Compliance
    • Planning, marketing, prospecting, and servicing
  • Report activities and results per the Associate Financial Advisor program's requirements
    • Implement specific coaching from the Associate Financial Advisor sales manager
  • Become familiar with RBC Wealth Management
    • Maintain awareness of financial news via company-approved online sites, meetings and various news media to support and advance professional development toward becoming a RBC Financial Advisor
    • Be knowledgeable and comply with all regulations and rules of various regulatory agencies and company policies
    • Complete all RBC WM new employee orientation online modules and others as required

What do you need to succeed?
Must-have
  • Bachelor's degree or equivalent work experience
  • Ability to obtain Series 7 and Series 66 within 120 days of beginning employment at RBC
  • Ability to take initiative and function independently
  • Excellent interpersonal and marketing skills
  • Strong drive and dedication
  • Demonstrated ability to develop and promote business; a track record of success Ability to make solid decisions in a fast paced, quick turnaround environment

Nice-to-have
  • Entrepreneurial experience
  • Active in a community, athletic or business group
  • Fundraising experience

What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Flexible work/life balance options
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities
  • Access to a variety of job opportunities across business

Job Skills
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management
Additional Job Details
Address:
12910 PIERCE STREET:OMAHA
City:
Omaha
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-06-16
Application Deadline:
2026-06-23
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Apply