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Financial Professional Associate Jobs in Kentucky

$175 - $225/hr

... financial professionals are highly engaged in the execution of client projects, and from our ... Associates are an integral part of Houlihan Lokey's business activities and play a key role in the ...

New

... financial processes such as general ledger, accounts payable, accounts receivable, and cash ... You will uphold professional and technical standards, contributing to the firm's code of conduct ...

Financial Accounting Analyst

Louisville, KY · On-site

$69K - $104K/yr

Financial Accounting Analyst Location: This role requires associates to be in-office 1 - 2 days per ... and professional growth for our associates. Our values and behaviors are the root of our culture.

$200 - $225/hr

... financial professionals are highly engaged in the execution of client projects, and from our ... Associates are an integral part of Houlihan Lokey's business activities and play a key role in the ...

New

Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... Build visibility in the Louisville market through targeted networking, professional associations ...

New

Showing results 41-60

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, 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.

Investment Banking Associate | Industrials (ADG)

Houlihan Lokey, Inc.

On-site

$175 - $225/hr

Other

This job post has expired today. Applications are no longer accepted.


Job description

## Investment Banking Associate | Industrials (ADG)Applylocations: Washington DC, VA, USAtime type: Full timeposted on: Posted 2 Days Agojob requisition id: R3462**Business Unit:**Corporate Finance**Industry:**Industrials**Overview**Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com.**Corporate Finance**Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2025, LSEG ranked our firm the No. 1 investment bank for all global M&A transactions.**Industrials**Houlihan Lokey’s Industrials Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital-raising, restructuring, and financial and valuation advisory services.Our transaction quality and client work benefit from our company culture, where financial professionals are highly engaged in the execution of client projects, and from our experience as leaders in the market for over a decade, which has given our professionals valuable exposure to a variety of situations and challenges. .**Job Description**Associates are an integral part of Houlihan Lokey’s business activities and play a key role in the delivery of exceptional service to our clients. Houlihan Lokey hires Associates to work specifically as part of industry aligned teams, assisting with a variety of investment banking services and transactions. This position will be based in our DC - Tysons Corner office and will support our ADG - Government Services industry coverage efforts as part of our global Industrials Group.Associates support all facets of our investment banking engagements by:* Managing client relationships* Participating in end-to-end transaction execution including but not limited to the following:* Preparing confidential information memoranda, marketing, and presentation materials* Analyzing historical and projected financial information* Developing complex financial and valuation models* Coordinating transaction execution* Building data rooms and managing due diligence processes* Participating in the development of recommendations to clients alongside senior bankers* Managing and supervising junior banking team members* Assisting senior bankers with the new business development process, including the development of pitch books, identifying prospective new clients, etc.**Basic Qualifications**The environment at Houlihan Lokey is collegial entrepreneurial, and as such, rewards high performing team members that are driven to succeed with substantial responsibility. The ideal candidate should be motivated, creative and outgoing, and possess:* At least three years of professional working experience* At least two years of investment banking experience* An undergraduate degree with academic distinction**Preferred Qualifications*** Extensive financial modeling experience and strong analytical abilities* Excellent verbal and written communication skills* A very high degree of intellectual curiosity and the ability to think independently* The ability to work cooperatively with all levels of staff* The ability to manage multiple projects and hit deadlines in a highly organized manner* An independent, solutions-focused mindset**Compensation and Benefits**Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:$175,000 - $225,000Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled.Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:**2026 Benefits*****We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.*** #J-18808-Ljbffr