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Associate Financial Representative Jobs in Nebraska

Monitise

Fraud & Dispute Associate

Omaha, NE · On-site

$13.75 - $19.25/hr

As a Fraud & Dispute Associate, you will provide support to Fiserv clients' card portfolio ... or financial information. Any communications from a Fiserv representative will come from a ...

Fiserv, Inc.

Fraud & Dispute Associate

Omaha, NE · On-site

$13.75 - $19.25/hr

As a Fraud & Dispute Associate, you will provide support to Fiserv clients' card portfolio ... or financial information. Any communications from a Fiserv representative will come from a ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Nebraska

Associate Financial Representative information

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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.

Credit Solutions Representative

Liberty First Credit Union

Lincoln, NE

$20/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago

Job description

Why Liberty First Credit Union?

Join the company voted "The Best Company To Work For" in Lincoln and Omaha! We have 100+ associates and 7 locations in the Lincoln, Omaha and Seward areas.

Our associates and members are key to our success as a Credit Union. Our goal is to continually strive to make LFCU a great place to work by providing meaningful work, career development, and professional development opportunities. Our benefits and associate programs are some of the most competitive and low-cost to associates amongst Nebraska employers.

Position – Credit Solutions Representative

General Summary:

Carry out various duties related to delinquent accounts for the Credit Solutions/Lending department. Serve our Membership by assisting members with their financial needs along with creating an awareness of all products and services to new and current members.

Job Duties:

Delinquency Duties

  • Provide assistance and options to members with delinquent accounts.
  • Conduct collection calls on past due loans and overdrawn deposit accounts.
  • Assist in the recovery and sale process of repossessions.
  • Process daily delinquent notices such as 5, 7, 14 or 15 days, Right to Cure Letters, and Health & Accident Insurance Claims.
  • Report delinquencies, foreclosures, and recovery plans to Management.
  • Develop the knowledge of all state and federal regulations that are applicable to the processing of delinquent loans and deposit accounts to stay in compliance.
  • Develop a working knowledge of the Bankruptcy Act and consumer protection regulations.
  • Prepare data and documents for judgements and other legal actions.
  • Assist with NADA Book value inquiries.
  • Assist with processing claims for payment protection programs.
  • Develop a working knowledge of the Credit Union’s data processing and collection system.

Credit Union Products & Lending Duties

  • Develop an understanding of Credit Union history, philosophy, organization, bylaws, and operational procedures.
  • Develop the ability to cross-sell all credit union products to provide financial services for new and current members.
  • Assist with taking deposit and loan applications by conducting the interview process, gathering background information as required.
  • Maintain knowledge of rates and terms for deposits and loan products to assist in providing quotes to members.
  • Crosstrain throughout the credit union departments to maintain product knowledge and services to up-sell and cross-sell to our members.
  • Handle acquisition and sale of foreclosure properties.
  • Function as a backup to open new accounts and assist with loans.

Additional Duties

  • Actively support our “sales and service “culture and demonstrate these skills by communicating to members the benefits and features of all our products and services.
  • Expect and embrace change by being flexible and adaptable with the ability to work independently and in a team environment with positive work actions. Meet performance objectives and expectations (i.e. Sales, Service and Reliability).
  • Participate in community and business-related events conducting oneself in a professional manner in relationship to all credit union activities.
  • Develop a working knowledge of competitor’s products/services with continued interest in improving quality products/services for the credit union.
  • Complete in-house training based on required classes set up for this position.
  • Assist in any area as directed by management.

Job Requirements:

  • 1 year of financial institution experience with service/sales experience preferred.
  • Some post-high school education preferred.
  • Professional, well-developed interpersonal skills required for servicing our members, with the ability to consistently demonstrate a positive attitude and professional image.
  • Excellent written and verbal communication skills
  • Must demonstrate good judgment and decision-making skills.
  • Ability to analyze variables and complicated situations and apply procedures and principles to develop solutions.

Work Hours

Full-time. Monday – Friday plus Saturday rotation.

Location

Lincoln, NE

Wage

  • Base Hourly Wage: $20+per hour. Negotiable
  • Eligible for monthly incentives
  • Eligible for a discretionary gain-share plan payment annually
  • Eligible for a base wage increase annually as part of a merit performance review

LFCU BENEFITS AND OTHER PROGRAMS

Insurance Benefits

  • Medical – LFCU pays 85% of premium, associates pay only 15%
  • Dental – Free to associates
  • Vision - LFCU pays 50% of premium
  • Life and ADD – 2x annual salary. LFCU pays 100% of premium
  • Short-term and Long-term Disability – LFCU pays 100% of premium
  • AFLAC Supplemental –Cancer, Critical Care, Accident, Hospital - associate paid
  • Flexible Spending Accounts (FSA) – Health Savings and Dependent Care

Retirement Plan – LFCU contributes 5% of associate earnings to Profit Sharing. LFCU matches 100% up to 3% plus 50% up to 5%of associate’s 401(k) contributions.

Gain Share Plan - Reviewed and approved by the Board annually, this plan rewards employees when the credit union achieves above average performance. Employees are also rewarded based on their level of performance and contributions to the success of the credit union.

Paid Leave

  • Vacation– 2 weeks/year for new hires
  • Sick – 2 weeks/year for new hires
  • Personal Day – 2 days earned after one year
  • Holiday Pay – 6 per year. Plus 5 reserved holidays designated as either all-staff meetings or paid days off.
  • Funeral Leave

Additional Programs

  • Anniversary Award
  • Employee Assistance Program
  • Quarterly all-staff professional development
  • Tuition Reimbursement
  • Fitness Club Reimbursement
  • Free Breakfast on Fridays
  • LFCU Apparel – 2 free items annually
  • Jeans Day options with charity donation

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