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Financial Professional Associate Jobs in Kentucky

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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:

Financial Professional Associate jobs near you
Infographic showing various Financial Professional Associate job openings in Kentucky as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 22% Part Time, and 5% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $75,996 per year, or $36.5 per hour.

Financial Representative

Western & Southern Life

Fort Wright, KY

Full-time

Re-posted 14 days ago

Job description

Organization : NameGREATER CINCINNATI AGY OHDefault: Location : CityFT WRIGHTOverview

The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. A Financial Representative must educate their clients, assess their clients' needs, and sell financial solutions in an ethical and client-focused manner, always selling the right way and for the right reasons.

Responsibilities
  • Identifies market(s) and develops appropriate marketing plan to sell insurance and investment solutions.
  • Travels throughout market(s) to prospect and network for middle-market clients by identification of potential qualified clients and making initial contacts.
  • Contacts and secures in-person appointments with prospective and existing clients for the purpose of sales, conservation, and service.
  • Adequately prepares for and conducts all appointments using Western & Southern Life consultative practices and processes.
  • Effectively sells insurance and investment solutions.
  • Effectively plans for and schedules all sales, marketing, and service activities for the week and foreseeable future.
  • Markets for the purposes of developing the Western & Southern Life brand at the local level.
  • Proactively develops community relationships to cultivate and travels within the community to cultivate and strengthen presence in target market(s).
  • Maintains personal contact with clients to ensure their evolving financial needs are being met.
  • Engages in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
  • Accurately maintains client and company records, payments, etc., in an accurate and timely manner.
  • Must have reliable transportation, maintain a driver's license, and have at least the minimum amount of auto insurance required by your state.
  • Performs other duties as assigned.
  • Complies with all policies and standards.
Qualifications
  • High School Diploma. - Required
  • Bachelor's Degree. - Preferred
  • Relevant experience. - Preferred
  • Proven experience effectively influencing a group to a recommended course of action. - Preferred
  • Demonstrated experience setting professional goals, and successfully implementing and achieving those goals. - Preferred
  • Demonstrated experience working within a team composed of associates who are at various levels of experience. - Preferred
  • Upholds the highest level of integrity regarding compliance with all Company ethics, privacy policies and industry regulations. - Required
  • Proven strong work ethic and demonstrated ability to drive for results. - Required
  • Demonstrated strong interpersonal and relationship-building skills, including demonstrated experience identifying and quantifying obstacles and providing effective resolutions. - Preferred
  • Ability to analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. - Preferred
  • Ability to lead, coordinate and develop an effective client contact strategy and identify new opportunities for business. - Preferred
  • Must be able to provide proof that you either (a) have your life and health license for the state in which your Agency Office is located; or (b) passed the life and health examination for the state in which the office is located and have submitted an application for licensure to the state upon hire - Required
  • Must possess and maintain a life and health license within 30 Days - Required

Work Setting/Position Demands:

  • This position travels and works in various office settings and requires being in a stationary position for long periods of time frequently while working at a desk, on a computer or with other standard office equipment, or while in meetings. Position requires frequent movement of wrist, hands and fingers for continuous computer work.
  • Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
  • Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.
  • Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
  • Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
  • Extended hours required during peak workloads or special projects/events.
  • Routine and/or extended after hours work needed

Travel Requirements:

  • None
Employment Type: OTHER

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