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Associate Financial Representative Jobs in Kentucky

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Associate Financial Representative information

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$57

How much do associate financial representative jobs pay per hour?

As of Aug 12, 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.

Outside Lease Sales Representative

Truckway Leasing

Louisville, KY • On-site

$65K - $90K/yr

Full-time

Medical, Retirement

This job post has expired today. Applications are no longer accepted.

Job description

Outside Lease Sales Representative
Position Summary
Truckway Leasing and Rental Company is looking to expand our Sales team. We want an aggressive, highly motivated, sales-minded individual to help us grow our business in and around the Lexington, Louisville KY/ Jeffersonville IN market!
The Outside Lease Sales Representative is responsible for business development of our Leasing lines along with finding and developing new maintenance service opportunities to help us grow our business. This role offers a competitive salary, commission, car allowance and an industry leading benefits package including medical benefits and 401k. This role will report to the President.
General Responsibilities for our Outside Lease Sales Representative:
  • Regular contact with potential prospects selling a wide variety of products including leasing agreements to the transportation industry
  • Help prepare estimates and quote pricing on truck leasing opportunities
  • Monitor and provide feedback on the company’s industry competitors, new services, and market conditions to understand a customer's specific needs
  • Travel within sales territory to meet prospects and customers
  • Conduct calls and face-to-face meetings with customers daily
  • Build and maintain relationships with new and repeat customers
  • Maintain records of all sales leads and/or customer accounts
  • Educate customers on how products or services can benefit them financially and professional
  • Strong understanding of sales principles, methods, practices, and techniques.
Qualifications for Outside Lease Sales Representative:
  • Must have the competitive drive to meet or exceed sales targets and quotes.
  • Bachelor’s degree preferred
  • Prior Truck Leasing / sales experience required
  • Must have customer service, problem-solving and negotiation skills
  • Able to communicate effectively both in-person and through written correspondences with peers, managers, and leadership.
  • Detail-oriented, strong organizational skills, and ability to prioritize.
Physical Requirements for Truck Rental Outside Sales Representative
  • The physical and mental demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • The associate will be required to: read; communicate verbally and/or in written form; remember and analyze certain information; and remember and understand certain instructions or guidelines.
  • While performing the duties of this job, the associate may be required to stand, walk, and sit. The associate is frequently required to use hands to touch, handle, and feel, and to reach with hands and arms. The associate must be able to occasionally lift and/or move up to 15 lbs.
EEO M/F/Veterans/Disabled and other protected categories.
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
To find out more about joining our team please call Vicki at 513.618.2573 .

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