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Associate Financial Representative Jobs in Roca, NE

Son

Accounting and Finance Assistant

Lincoln, NE

$54K/yr

Flex Spending (FSA) and Health Savings Accounts (HSA) Financial Security * 156% state-matched of ... Associate's Degree in Accounting, Finance, Economics, Business Administration or related area; 2 ...

New

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]

Camping World

Sales Development Rep

Lincoln, NE

$35K - $55K/yr

The goal is to drive sustainable financial growth through boosting sales and forging lasting ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

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

Associate Financial Representative information

See Roca, NE salary details

$10

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$64

How much do associate financial representative jobs pay per hour?

As of Sep 3, 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 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 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 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 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.

How much does an associate financial representative make?

An associate financial representative typically earns between $40,000 and $60,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced representatives or those with additional certifications can earn higher salaries and commissions.

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 100% Full Time. Highlights an 82% In-person, 9% Hybrid, and 9% Remote job distribution, with an average salary of $53,599 per year, or $25.8 per hour.

Financial Services Representative - State Farm Agent Team Member

State Farm

Lincoln, NE • On-site

$65K - $95K/yr

Full-time

Retirement, PTO

Re-posted 24 days ago

State Farm rating

7.3

Company rating: 7.3 out of 10

Based on 1,562 frontline employees who took The Breakroom Quiz

242nd of 315 rated insurance

Job description

Responsive recruiter
Benefits:
  • 401(k) matching
  • Bonus based on performance
  • Paid time off
  • Training & development

ROLE DESCRIPTION:As Insurance and Financial Services Position - State Farm Team Member for Michelle Boden - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
  • Develop and maintain client relationships in insurance and financial services.
  • Provide clients with comprehensive financial planning and insurance advice.
  • Assist clients with retirement planning, investment management, and insurance needs.
  • Stay current with market trends and product offerings.

REQUIREMENTS:
    • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
    • Successful track record of meeting sales goals/quotas preferred
    • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
    • Self-motivated
    • Detail oriented
    • Ability to make presentations to potential customers
    • Property and Casualty license (must be able to obtain)
    • Life and Health license (must be able to obtain)
    • Series 6 and 63 (must be able to obtain)
  • If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
    This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
    Compensation $45,000.00 - $95,000.00 per year

Compensation: $65,000.00 - $95,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Lincoln, NE and help customers with their insurance and financial services needs, including:
  • Auto insurance
  • Home insurance
  • Life insurance
  • Retirement planning

State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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