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Associate Financial Representative Jobs in Nebraska

Pacificlife

Financial Operations Associate

Omaha, NE · On-site

$22/hr

As a Financial Operations Associate, you will play a critical role in supporting Pacific Life ... The base pay range noted represents the company's good faith minimum and maximum range for this ...

Burnett Legal Group

Associate Attorney

Omaha, NE

$100K/yr

The candidate should be able to provide excellent legal representation and compassionate client ... Conduct and manage the discovery process, including preparing financial disclosures, taking and ...

Burnett Legal Group

Associate Attorney

Omaha, NE · On-site

The candidate should be able to provide excellent legal representation and compassionate client ... Strong understanding of financial disclosures, asset tracing, and business valuation principles ...

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Showing results 1-20

All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Nebraska

Associate Financial Representative information

See Nebraska salary details

$10

$25

$63

How much do associate financial representative jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for associate financial representative in Nebraska is $25.09, according to ZipRecruiter salary data. Most workers in this role earn between $18.32 and $24.52 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 Nebraska? The most popular types of Financial Representative jobs in Nebraska are:
What are popular job titles related to Associate Financial Representative jobs in Nebraska? For Associate Financial Representative jobs in Nebraska, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Nebraska look for? The top searched job categories for Associate Financial Representative jobs in Nebraska are:
What cities in Nebraska are hiring for Associate Financial Representative jobs? Cities in Nebraska with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Nebraska as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $52,181 per year, or $25.1 per hour.

529 Shareholder Services Specialist II

Ultimus Fund Solutions

Milwaukee, WI • On-site

$81K - $81K/yr

Full-time

Re-posted 12 days ago

Job description

SUMMARY
The 529 Plan Services Specialist II is responsible for providing various transfer agency functions and maintaining accurate records for 529 Plan clients. This position will require in-depth 529 Plan knowledge, direct interaction with clients, financial representatives, vendors, and team members.
KEY ACCOUNTABILITIES
ACCOUNT OWNER AND FINANCIAL REPRESENTATIVE SUPPORT
  • Answers incoming call interactions.
  • Initiates outgoing call interactions.
  • Answers incoming email and chat interactions.
  • Answers general questions regarding 529 plan basic parameters.
  • Answers questions specific to the 529 plans serviced by Ultimus Fund Solutions.
  • Answers basic questions regarding affiliated 529 plans.
  • Opens and performs quality control review on new account enrollment requests.
  • Initiates and performs quality control review on transfer requests.
  • Initiates and performs quality control review on investment election changes.
  • Inputs complex trades into recordkeeping system.
  • Inputs complex account maintenance updates into recordkeeping system.
  • Processes requests for 529 plan literature and forms in a timely manner.
  • Composes and sends basic correspondence to account owners and financial representatives.
  • Performs the daily reconciliation of manual, NSCC and internet-based trades.
  • Processes returned mail within guidelines.
  • Assists with onboarding of new department associates.

COMPLIANCE AND SUPPORT ACTIVITIES
  • Comprehends, retains, and explains services, company policies, and legal requirements to account owners and financial representatives.
  • Learns and utilizes compliance procedures, desk policies, and legal requirements, state specific forms and documents, voice communication platform, and transfer agent recordkeeping and workflow system.
  • Obtains knowledge of how the transfer agent fits into the plan managers administrative oversight, the 529 plan description and savings trust agreements to include general knowledge, the state specific 529 serviced, and call performance standards.

WORKING RELATIONSHIPS
  • Daily contact with account owners, financial representatives, and broker-dealer firms.
  • Daily contact with members of the 529 team including senior associates and manager.
  • Daily contact with internal teams and departments.

May perform other duties as required and assigned.
EDUCATION AND EXPERIENCE
  • Undergraduate degree in business administration, finance, or related area.
  • Series 6 or 7 license.
  • 3-5 years of experience providing inbound support to clients in a call center.
  • Experience within the back-office of a retirement services department, cleaning firm, brokerage firm, mutual fund department, or within the financial services industry.
  • Equivalent education and experience will be considered.

KNOWLEDGE
  • Financial service products, including 529 plans, mutual funds, and retirement plans.
  • Mutual funds and retirement plans.
  • Online account owner web portal.
  • 529 industry websites.
  • Microsoft Office Suite.
  • Adobe Acrobat.

SKILLS AND ABILITIES
  • Provides exceptional customer service skills using proper phone etiquette.
  • Troubleshoots issues utilizing creative and critical thinking skills.
  • Multitasking, analytical, and organizational skills.
  • Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.
  • Demonstrates personal integrity, responsibility, and accountability.
  • Effectively uses resources such as time and information in conjunction with associates.
  • Participates in solving problems and making decisions.
  • Presents and expresses ideas and information, written and oral, clearly, and concisely.
  • Actively listens to others to achieve understanding and supports an open exchange of ideas and information.
  • Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.
  • Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations.
  • Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion.

Ultimus is an equal opportunity employer and does not discriminate on the basis of the applicant's or employee's race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.

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