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Associate Financial Representative Jobs in Roca, NE

D.A. Davidson

Client Associate

Lincoln, NE · On-site

A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp ... Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]

D.A. Davidson

Client Associate

Lincoln, NE · On-site

A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp ... Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]

Hoppe Development

Accounting Associate II

Lincoln, NE · On-site

$65K/yr

... that represents transformative impact to communities throughout the state. ESSENTIAL FUNCTIONS ... Prepare monthly financial statements and financial packages and prepare periodic analysis and ...

Hoppe Development

Accounting Associate II

Lincoln, NE · On-site

... that represents transformative impact to communities throughout the state. ESSENTIAL FUNCTIONS ... Prepare monthly financial statements and financial packages and prepare periodic analysis and ...

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Showing results 1-20

All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Roca, NE

Associate Financial Representative information

See Roca, NE salary details

$10

$25

$64

How much do associate financial representative jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for associate financial representative in Roca, NE is $25.77, according to ZipRecruiter salary data. Most workers in this role earn between $18.85 and $25.19 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 cities near Roca, NE are hiring for Associate Financial Representative jobs? Cities near Roca, NE with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Roca, NE as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $53,599 per year, or $25.8 per hour.

Financial Analyst II

General Dynamics Ordnance & Tactical Systems

Lincoln, NE • On-site

Full-time

Medical, Life, Retirement

Posted 22 days ago

Job description

General Dynamics Ordnance and Tactical Systems (OTS) is a global leader in the design, engineering and production of munitions, energetics, weapons, armaments, and missile subsystems around the world. OTS empowers the U.S. military and its allies with an extensive range of overarching product segments applied across all levels of strategic and tactical operations, providing a cutting-edge advantage to our warfighters.
Our Ethos of Honesty, Trust, Transparency, and Alignment, are the guiding principles that form the foundation of everything we do. Integrity is paramount, innovation fuels our passion, customer satisfaction is at the core of our mission, and collaboration is key to our success - fostering a culture of teamwork and mutual respect among employees, partners, and stakeholders.
Whether you're just starting out on your career journey or are an experienced professional, we offer a robust total rewards package that goes above and beyond with compensation; healthcare, wellness, retirement, and work/life benefits that include career development and recognition programs.
If who we are and what we do resonates with you, we invite you to join our high-performance team!
Performs economic research and studies of rates of return, depreciation and investments | Analyzes profit-and-loss income statements and prepares reports and recommendations to management | Generates forecasts and analyzes trends in sales, finance and other areas of business | Researches economic progressions to assist the organization's financial planning | Creates financial models of "what if" scenarios for future business planning decisions in areas such as new product development, new marketing strategies, etc.
General Profile
  • Requires in-depth conceptual and practical knowledge in own job discipline and basic knowledge of related job disciplines
  • Solves complex problems
  • Works independently, receives minimal guidance
  • May lead projects or project steps within a broader project or may have accountability for on-going activities or objectives
  • Acts as a resource for colleagues with less experience
  • Consistent exercise of discretion & judgment

  • Conducts quantitative analyses of information affecting budgets, expenses, and other financial projects of public or private institutions
  • Collects and analyzes financial information for assigned accounts, products or product lines, or business units in order to track the organization's progress against financial goals.
  • Reports current or expected financial performance and creates financial models to guide decision making.
  • Analyzes cash flow, expenditures, revenue, depreciation, and investments to make recommendations for action and/or modifications regarding financial procedures, plans, and controls.
  • Assists in the preparation of monthly, quarterly, or annual financial statements.

      • Required education and experience: Associate's Degree and 5-7 years' experience OR Equivalent Combination of Relevant Education &/or Experience

      • Preferred education and experience: Bachelor's Degree
      • Discipline/Major: Accounting, Finance or Business preferred
      • Knowledge, skills & abilities: Oral and written communication skills. Analytical thinking skills. Statistical knowledge. Detail oriented. Ability to meet deadlines.

      • Must be able to remain in a stationary position at a desk and/or computer for extended periods of time.
      • Work primarily in a climate-controlled environment with minimal safety/health hazard potential.

      No or very little travel likely.
      The above statements describe the general nature and level of work only. The statements do not represent an exhaustive list of required responsibilities and skills. Other duties may be added or this job description may be amended at any time. This job description does not alter an employee's at-will employment status or create an employment agreement or contract, implied or otherwise.

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