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Associate Financial Representative Jobs in Roca, NE

Specialty Claims Associate

Lincoln, NE · On-site

$48K - $60K/yr

About NRECA NRECA is the national trade association representing more than 900 consumer-owned ... We provide advocacy, financial services, and business solutions that help electric cooperatives ...

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 ...

Customer Service Associate

Lincoln, NE · On-site

$13.75 - $19/hr

Represents Patient Financial Services (PFS) by answering the phone and by responding to written and face-to-face inquiries related to billing. Assists patients and their families, attorneys ...

Customer Service Associate

Lincoln, NE · On-site

$13.75 - $19/hr

Represents Patient Financial Services (PFS) by answering the phone and by responding to written and face-to-face inquiries related to billing. Assists patients and their families, attorneys ...

Customer Service Associate

Lincoln, NE · On-site

$13.75 - $19/hr

Represents Patient Financial Services (PFS) by answering the phone and by responding to written and face-to-face inquiries related to billing. Assists patients and their families, attorneys ...

... that represents transformative impact to communities throughout the state. ESSENTIAL FUNCTIONS ... Ability to prioritize multiple tasks and help implement strategy from a finance perspective.

... that represents transformative impact to communities throughout the state. ESSENTIAL FUNCTIONS ... Ability to prioritize multiple tasks and help implement strategy from a finance perspective.

Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... The intellectual and physical demands described below are representative of what must be met by ...

Accounting Associate II

Lincoln, NE · On-site

$55 - $75/hr

... that represents transformative impact to communities throughout the state. ESSENTIAL FUNCTIONS ... Ability to prioritize multiple tasks and help implement strategy from a finance perspective.

Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... The intellectual and physical demands described below are representative of what must be met by ...

Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... The intellectual and physical demands described below are representative of what must be met by ...

Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... The intellectual and physical demands described below are representative of what must be met by ...

Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... The intellectual and physical demands described below are representative of what must be met by ...

Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... The intellectual and physical demands described below are representative of what must be met by ...

Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... The intellectual and physical demands described below are representative of what must be met by ...

Showing results 21-40

Associate Financial Representative information

See Roca, NE salary details

$10

$25

$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:

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.

Specialty Claims Associate

NRECA

Lincoln, NE • On-site

$48K - $60K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 7 days ago


NRECA rating

9.1

Company rating: 9.1 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

14th of 500 rated business services


Job description

Job DescriptionSpecialty Claims Associate

Location: Lincoln, Nebraska

Join a Mission-Driven Organization

Are you detail-oriented, customer-focused, and passionate about helping people navigate their specialty benefit accounts? NRECA is seeking a Specialty Claims Associate to join our Insurance & Financial Services team in Lincoln, Nebraska. Join a team that's proud to be named one of Lincoln's Best Places to Work!

About NRECA

NRECA is the national trade association representing more than 900 consumer-owned electric cooperatives across the United States. We provide advocacy, financial services, and business solutions that help electric cooperatives serve their communities. The work in the Insurance & Financial Services department (I&FS) is diverse, intellectually engaging, and deeply impactful. They foster a culture of belonging, driven by values like communication, creative problem-solving, and accountability. If you're motivated by purpose, enjoy variety, and care about people and outcomes, this is the team for you.

What We Offer

Competitive compensation; Comprehensive medical, dental, and vision benefits; 401(k) with employer match; Pension plan; PTO and holidays; Wellness programs; Professional development opportunities; Hybrid work environment.

Position Summary

The Specialty Claims Associate processes and adjudicates FSA and HRA claims, research claim information, and delivers exceptional member service while meeting productivity and quality standards. The work schedule is 8:15 a.m. to 5:00 p.m. and the positioniseligible for NRECA's hybrid schedule whichallows flexibility to work from home up to 2 days per/week.

Key Responsibilities
  • Process FSA and HRA claims accurately and efficiently.

  • Review and analyze claim documentation and eligibility.

  • Respond to member inquiries via phone, email, fax, and correspondence.

  • Analyzes and responds to requests for information and claim reconsideration reviews and follows policies and procedures to make decisions on reconsideration requests.

  • Re-adjudicates basic claim corrections on the claim software.

  • Communicate with members and providers regarding claim status.

  • Maintain accurate claim records and documentation.

QualificationsEducation, Experience, and Certifications (required and preferred)
  • Required Education: High school diploma or GED

  • Preferred Education: Associate degree in a business-related field

  • Required Experience: Medical office experience with exposure to medical billing, claims processing, verifying medical benefits with insurance companies, or has at least two years in healthcare or insurance related field. Effective telephone customer service skills.

  • Preferred Experience: Experience in FSA/HRA plans, claims processing.

Knowledge, Skills and Abilities (as demonstrated by prior work experience)
  • Knowledge of medical insurance plans and healthcare benefits.

  • Strong interpersonal skills and member service orientation.

  • Strong analytical and problem-solving skills.

  • Excellent customer service and communication skills.

  • Proficiency with Microsoft Office applications.

  • Ability to manage multiple priorities with attention to detail.

  • Ability to report to the office when required.

Essential Physical Requirements
  • Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job.

  • Primarily sedentary work with extended periods of sitting.

  • Visual acuity is sufficient for computer work and data analysis.

  • Manual dexterity for frequent keyboard use.

  • Occasional light lifting (up to 10 lbs).

  • Effective communication in person, by phone, and via email.

Salary Range: $48,000 - $60,000

Final Compensation determined by individual qualifications, experience, and internal equity.

Disclaimer Statement: The preceding job description has been written to reflect management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned.

Additional Requirement:

The preceding job description has been written to reflect management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.


NRECA is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please e-mail humanresources@nreca.coop or call: 703-907-5992 - NRECA Arlington Human Resources. Please call 402-483-9275 - NRECA Lincoln Human Resources, for Lincoln, NE employment opportunities. We will make a determination on your request for reasonable accommodation on a case-by-case basis.

The U.S. Equal Employment Opportunity Commission (EEOC) recently released the 'Know Your Rights' poster, which updates and replaces the previous "EEO is the Law" poster and "EEO Is the Law Poster Supplement".

Pay Transparency Non-Discrimination. NRECA will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay. Please see the Pay Transparency Nondiscrimination Provision for more information.

E-Verify. As a Federal Contractor, NRECA is required to participate in the E-Verify Program to confirm eligibility to work in the United States. For information please click on the following link: E-Verify.

For more information about life at NRECA please visit www.Electric.coop.


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