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Associate Advisor Jobs in Nebraska (NOW HIRING)

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 ...

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 ...

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 ...

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 ...

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 ...

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Associate Advisor information

See Nebraska salary details

$11

$24

$43

How much do associate advisor jobs pay per hour?

As of Jul 16, 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 an associate adviser?

An associate adviser is a professional who supports senior advisers by assisting with client consultations, research, and financial planning tasks. They often hold relevant certifications and work under supervision to develop their skills and knowledge in advising clients or customers.

Can financial advisors make $500,000 a year?

Financial advisors, including associate advisors, can potentially earn $500,000 annually, especially with extensive experience, a strong client base, and high-value assets under management. However, such earnings are typically achieved by top performers in the industry, often with additional certifications like the CFP or CFA, and may involve commissions, bonuses, or profit sharing. Most entry-level or mid-level advisors earn significantly less than this amount.

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.

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

For an Associate Advisor, a $200,000 investment can be sufficient to start working with a financial advisor, depending on the advisor's fee structure and the complexity of your financial goals. Many advisors require minimum investments that can range from $25,000 to $100,000 or more, but some offer services for lower amounts or on a fee-only basis. It's important to discuss fees and services directly with the advisor to determine if your investment aligns with their requirements.

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 does an associate advisor do?

An associate advisor supports financial advisors or clients by preparing reports, analyzing data, and assisting with client communications. They often handle administrative tasks, maintain client records, and may use financial planning software. This role typically requires strong organizational skills and relevant certifications or training.

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:
Infographic showing various Associate Advisor job openings in Nebraska as of July 2026, with employment types broken down into 86% Full Time, 9% Part Time, 1% Temporary, 3% Contract, and 1% Nights. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $51,430 per year, or $24.7 per hour.
Associate Financial Advisor

Associate Financial Advisor

Royal Bank of Canada

Lincoln, NE • Hybrid

Full-time

Re-posted 10 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 turnaroundenvironment

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:

8800 FIRETHORN LANE:LINCOLN

City:

Lincoln

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-06-05

Application Deadline:

2026-07-31

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.

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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.

Employment Type: FULL_TIME