1

Financial Professional Associate Jobs in Kentucky

Associate CFO/UKHC

Lexington, KY · On-site

$156K - $294K/yr

Posting Details Job Title Associate CFO/UKHC Requisition Number RE55121 Working Title Associate CFO ... Ability to gain respect and confidence with professional peers Management & leadership experience ...

Associate CFO/UKHC

Lexington, KY · On-site

$156K - $294K/yr

Posting Details Posting Details Job Title Associate CFO/UKHC Requisition Number RE55121 Working ... Membership in and designation from a professional society such as HFMA, ACHE and/or CPME is also ...

$150 - $190/hr

## Associate Director, Annuity Product MgmtApplylocations: TX-Houstontime type: Full timeposted on ... That's why every day we partner with financial professionals and institutions to make it possible ...

New

... Finance Associate is responsible for general duties in support of the OpCo (operating company ... We offer our colleagues the opportunity to grow personally and professionally, to contribute to the ...

next page

Showing results 1-20

Financial Professional Associate information

See Kentucky salary details

$38.6K

$76K

$117.7K

How much do financial professional associate jobs pay per year?

As of Aug 17, 2026, the average yearly pay for financial professional associate in Kentucky is $75,996.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,800.00 and $104,200.00 per year, depending on experience, location, and employer.

What is a financial professional associate?

Financial Professional Associates are entry-level financial advisors who work with clients to help them manage their finances, plan for their future, and achieve their financial goals. They typically assist with investment planning, retirement strategies, insurance needs, and other financial services. Financial Professional Associates often work under the supervision of more experienced advisors and receive training to develop their skills and knowledge in the financial industry. Their role is essential in guiding clients through complex financial decisions and building long-term relationships.

What are the key skills and qualifications needed to thrive as a financial professional associate?

To thrive as a Financial Professional Associate, you need a solid understanding of financial products, sales acumen, and typically a bachelor’s degree in finance, business, or a related field. Familiarity with CRM software, financial planning tools, and relevant licenses such as FINRA Series 6 or 7 and state insurance licenses are often required. Strong interpersonal skills, ethical judgment, and the ability to communicate complex information clearly help build client trust and long-term relationships. These skills are essential for helping clients achieve their financial goals while ensuring compliance and fostering business growth.

What are some common challenges faced by financial professional associates when building their client base, and how can they overcome them?

Financial Professional Associates often encounter challenges in building a robust client base, especially early in their careers when they may lack an extensive personal network. Overcoming these obstacles typically involves proactive networking, leveraging mentorship opportunities, and utilizing company-provided resources such as training programs and marketing tools. Many successful associates focus on building trust with clients through education, transparent communication, and consistent follow-up. Developing a referral system and participating in community events can also help expand their reach and establish credibility within the financial services industry.

What is the difference between Financial Professional Associate vs Financial Advisor?

AspectFinancial Professional AssociateFinancial Advisor
Required CredentialsTypically Series 6/7, possibly life insurance licensesSeries 7, 66, or 65, and relevant licenses
Work EnvironmentSupport role in financial firms, assisting advisorsClient-facing, providing financial planning and investment advice
Employer & Industry UsageUsed in brokerage firms, banks, and financial institutionsUsed across independent and firm-affiliated financial planning practices

The main difference is that a Financial Professional Associate primarily supports financial advisors and handles administrative tasks, while a Financial Advisor directly interacts with clients to develop financial plans and investment strategies. The roles often require similar licenses initially, but their responsibilities and client engagement levels differ significantly.

What cities in Kentucky are hiring for Financial Professional Associate jobs?

Cities in Kentucky with the most Financial Professional Associate job openings:

Infographic showing various Financial Professional Associate job openings in Kentucky as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 23% Part Time, and 5% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $75,996 per year, or $36.5 per hour.

Associate Director, Financial Aid

University of Louisville

Louisville, KY • On-site

$66K/yr

Full-time

Posted 17 days ago


University Of Louisville rating

8.1

Company rating: 8.1 out of 10

Based on 38 frontline employees who took The Breakroom Quiz

162nd of 618 rated colleges and universities


Job description

Department:
Location:
Health Sciences Center
Time Type:
Full time
Worker Type:
Regular
Job Req ID:
R109004
Minimum Requirements:
Bachelor's degree in a related field and six (6) years of relevant experience or an equivalent combination of education and experience. Grade 7 (Salaried)
Position Description:
The Associate Director, Financial Aid, within the University of Louisville School of Nursing provides high-level, individualized financial aid leadership and student-facing service for a complex and diverse population of nursing students with access to multiple funding streams, including institutional and endowed scholarships, work-study, employer tuition reimbursement and repayment agreements, external partnerships, federal and private loans, and other grant or contract-based aid. This position serves as the school's primary expert resource for navigating the full spectrum of financial aid options, ensuring students receive personalized, accurate, and timely guidance throughout their academic journey. The Associate Director administers the awarding and disbursement of School-based funds, resolves complex and individualized financial aid issues, and ensures strict compliance with federal and state financial aid regulations, including Title IX requirements. Working in close partnership with the University's central Office of Financial Aid, the Associate Director bridges institutional policy with the unique needs of nursing students, delivering a concierge-level standard of financial counseling and problem-solving that supports student retention, financial literacy, and long-term financial well-being. Target salary is approximately $66,000 and may vary based on experience, internal equity, etc.
Essential Duties and Responsibilities:
Award Administration and Disbursement
  • Administer the awarding and disbursement of work-study funds and endowed, non-endowed, institutional, and other scholarship/grant monies to students' financial aid accounts; maintain complete and accurate documentation of all such awards.
  • Approve standardized professional judgment awards.
  • Develop and maintain organized records and reporting systems to track student aid packages, disbursement status, and professional judgment adjustments in support of program compliance and accreditation needs.

Problem Resolution and Compliance
  • Identify and resolve issues related to delayed disbursement, fund reallocation, or changes in a student's financial status, consulting with the Office of Financial Aid as needed to ensure timely resolution.
  • Ensure strict adherence to all federal and state financial aid guidelines, including compliance with Title IX requirements.
  • Maintain up-to-date knowledge of federal, state, and institutional financial aid policy changes, as well as emerging private loan products and employer-sponsored tuition benefit programs, to provide students with current and accurate guidance.

Individualized Student Counseling
  • Counsel students individually on financial aid matters, providing clear guidance on navigating the financial aid process from initial application through disbursement.
  • Counsel students on the composition of their overall aid package, including strategies for responsible loan repayment planning.
  • Provide students with comprehensive information on private loan options, including the long-term impact of private borrowing on future repayment obligations and eligibility for loan forgiveness programs.
  • Provide proactive, individualized outreach to students who may be at risk of financial aid shortfalls, delays, or compliance issues that could affect enrollment or academic progression.

Complex Aid Evaluation
  • Evaluate complex financial aid packages, perform detailed needs analyses, verify and reconcile conflicting tax and income documentation, and make professional judgment adjustments as appropriate.
  • Assist students in identifying, evaluating, and accessing external offers for tuition reimbursement from employer partners and other outside organizations.

Technical Support and Liaison
  • Assist students in troubleshooting financial aid software and online portals, ensuring uninterrupted access to aid information and resources.
  • Serve as a liaison between the School of Nursing and the University's Office of Financial Aid, the Bursar's office, employer partners, and external lending or scholarship organizations to coordinate aid administration.

Preferred Qualifications
  • Master's degree
  • Minimum of 5-7 years of progressive experience in financial aid administration, preferably within a higher education or health sciences setting.
  • Demonstrated knowledge of federal and state financial aid regulations, including Title IV and Title IX compliance requirements.
  • Experience with financial aid management systems and student information systems.
  • Strong analytical skills with demonstrated ability to perform needs analysis and resolve complex financial aid cases.
  • Experience working with graduate or professional health sciences students, particularly within nursing or other clinical programs.
  • Familiarity with employer tuition reimbursement agreements, federal/private loan repayment and forgiveness programs, and work-study contract administration.
  • Experience supervising staff or coordinating cross-functional partnerships with central financial aid offices.

Competencies
Regulatory Knowledge - Comprehensive understanding of federal, state, and institutional financial aid policy, including Title IV and Title IX requirements.
Problem Solving Skills - The ability to work across departments to identify and correct problems related to the registrar's office, bursar's office or employers that impact the correct disbursement of financial aid.
Analytical Judgment - Skilled in evaluating complex financial data, resolving discrepancies, and making sound professional judgment determinations.
Communication - Strong interpersonal and counseling skills with the ability to explain complex financial concepts clearly and compassionately.
Collaboration - Effective partnership with the central Office of Financial Aid, employer partners, School of Nursing leadership and external organizations.
Discretion - Sound judgment in handling sensitive financial and personal information in accordance with regulatory and privacy standards.
Individualized Service - Ability to deliver personalized, high-touch counseling to students navigating complex and varied funding sources.
Compensation will be commensurate to candidate experience.
Equal Employment Opportunity
The University of Louisville is an Equal Employment Opportunity employer. The University strives to provide equal employment opportunity on the basis of merit and without unlawful discrimination on the basis of race, sex, age, color, national origin, ethnicity, creed, religion, disability, genetic information, sexual orientation, gender, gender identity or expression, veteran status, marital status, or pregnancy. In accordance with the Rehabilitation Act of 1973 and the Vietnam Era Veteran Readjustment Act of 1974, the University prohibits job discrimination of individuals with disabilities, Vietnam era veterans, qualified special disabled veterans, recently separated veterans, and other protected veterans. The University acknowledges its obligations to ensure affirmative steps are taken to ensure equal employment opportunities for all employees and applicants for employment. It is the policy of the University that no employee or applicant for employment be subject to unlawful discrimination in terms of recruitment, hiring, promotion, contract, contract renewal, tenure, compensation, benefits, and/or working conditions. No employee or applicant for employment is required to endorse or condemn a specific ideology, political viewpoint, or social viewpoint to be eligible for hiring, contract renewal, tenure, or promotion.
Consistent with applicable law, demographic information is collected for aggregate reporting requirements. Demographic information provided through this application is not available to hiring managers/committees and is not considered in hiring or employment decisions.
Assistance and Accommodations
Computers are available for application submission at the Human Resources Department located at 2315 South First Street Walk, Room 02C - Louisville, Kentucky 40292.
If you require assistance or accommodation with our online application process, please contact us by email at employment@louisville.edu or by phone 502-852-6258.

What University Of Louisville employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom