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Associate Financial Representative Jobs in Kentucky

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Associate Financial Representative information

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How much do associate financial representative jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for associate financial representative in Kentucky is $22.85, according to ZipRecruiter salary data. Most workers in this role earn between $16.68 and $22.36 per hour, depending on experience, location, and employer.

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 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 most commonly searched types of Financial Representative jobs in Kentucky? The most popular types of Financial Representative jobs in Kentucky are:
What are popular job titles related to Associate Financial Representative jobs in Kentucky? For Associate Financial Representative jobs in Kentucky, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Kentucky look for? The top searched job categories for Associate Financial Representative jobs in Kentucky are:
What cities in Kentucky are hiring for Associate Financial Representative jobs? Cities in Kentucky with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Kentucky as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $47,533 per year, or $22.9 per hour.

Sr Associate, Finance Operations

Middleground Capital

Lexington, KY • On-site

Full-time

Re-posted 26 days ago

Job description

We're seeking a strategic and collaborative finance leader to join our team as Senior Associate (SA) of Finance Operations. This role offers a unique opportunity to work closely with portfolio companies, investment teams, and senior leadership to drive financial excellence and operational efficiency. Based in Lexington, KY, the SA will play a pivotal role in shaping financial processes, supporting key transactions, and fostering strong relationships across our organization.
Portfolio Company Management
  • Oversee financial reporting compliance for 3-5 portfolio companies
  • Review monthly financials, management discussions, and cash flow forecasts
  • Support onboarding of new portfolio companies and CFOs
  • Identify and implement improvements in financial close and reporting processes

Reporting and Analysis
  • Provide financial insights and ad hoc analysis to senior leadership
  • Support internal and external reporting processes
  • Drive system and process improvements for reporting efficiency
  • Lead or contribute to financial planning and analysis projects

Due Diligence and Pre-Transaction
  • Participate in due diligence and integration planning for acquisitions
  • Assist CFOs in preparing for exits and transaction readiness
  • Understand and apply quality of earnings analyses
  • Collaborate with investment teams on financial readiness

Executive Management
  • Interview and support hiring of CFOs for portfolio companies
  • Build trusted relationships with portfolio company leadership
  • Coordinate executive onboarding and assessments
  • Execute strategic projects aligned with organizational goals

Budget and Hoshin
  • Establish and communicate budget timelines and expectations
  • Review annual budgets and provide feedback to deal teams
  • Support strategic planning and alignment of financial goals
  • Monitor compliance with budgeting and performance plans

Board of Directors Activities
  • Prepare financial materials for Board meetings.
  • Ensure alignment of performance data with board standards
  • Attend Board meetings and support related communications

Business Development
  • Maintain relationships with industry contacts and firms
  • Share potential deal opportunities with the Business Development team
  • Represent the firm at industry conferences and events

Administrative Activities
  • Support financial system implementations and reporting transitions
  • Present at internal conferences and assist with communications
  • Track time and expenses related to portfolio company activities
  • Coordinate travel and logistics with administrative support

Execution & Accountability
  • Own financial reporting processes for assigned portfolio companies
  • Ensure timely and accurate submission of reports and expenses
  • Communicate effectively with portfolio stakeholders
  • Drive initiatives that support organizational goal

Requirements
  • 6+ years of experience in finance, accounting, consulting, or transaction advisory services
  • Bachelor's degree in Finance, Business, Engineering, Accounting, or a related field
  • Strong understanding of financial statements and accounting principles
  • Proven leadership experience with executive presence
  • Ability to manage multiple priorities and communicate effectively across teams
  • Familiarity with investment metrics (IRR, MOIC, DPI) and fund accounting is a plus

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