ZipRecruiter

Log In

1

Financial Professional Associate Jobs in Nebraska

Ameritas

Financial Planning Manager

Lincoln, NE · On-site

... professionals * Work with senior planners to increase adoption of financial planning in advisor practices * Provide case design consultation to field partners and home office associates across ...

Pacificlife

Financial Operations Associate

Omaha, NE · On-site

$22/hr

As a Financial Operations Associate, you will play a critical role in supporting Pacific Life ... professionals. This role may support either our InforceProcessing Teamor Advisor Services Team ...

Conagra Brands

Associate Financial Analyst

Omaha, NE · Hybrid

$59K - $79K/yr

Bachelor's degree in Accounting, Finance, or related degree required. * 1+ years of professional ... Number of Days in Office: 3 #LI-Hybrid #LI-GS1 #LI-Associate Compensation Pay Range:$59,000-$79,000 ...

Conagra Brands, Inc.

Associate Financial Analyst

Omaha, NE · On-site

$59K - $79K/yr

Bachelor's degree in Accounting, Finance, or related degree required. * 1+ years of professional ... Number of Days in Office: 3 #LI-Hybrid #LI-GS1 #LI-Associate Compensation Pay Range:$59,000-$79,000 ...

Husch Blackwell Llp

Financial Reporting Manager

Omaha, NE · On-site +1

$92K - $125K/yr

If you are a motivated professional looking for a long-term fit where you can grow in a role, and ... The Financial Reporting Manager is responsible for supporting the Associate Director of Financial ...

Husch Blackwell LLP

Financial Reporting Manager

Omaha, NE · On-site +1

$92K - $125K/yr

If you are a motivated professional looking for a long-term fit where you can grow in a role, and ... The Financial Reporting Manager is responsible for supporting the Associate Director of Financial ...

next page

Showing results 1-20

All JobsFinancial Professional Associate JobsFinancial Professional Associate Jobs in Nebraska

Financial Professional Associate information

See Nebraska salary details

$42.4K

$83.4K

$129.2K

How much do financial professional associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for financial professional associate in Nebraska is $83,426.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,400.00 and $114,400.00 per year, depending on experience, location, and employer.

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 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 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 Nebraska are hiring for Financial Professional Associate jobs? Cities in Nebraska with the most Financial Professional Associate job openings:
Financial Professional Associate jobs near you
Infographic showing various Financial Professional Associate job openings in Nebraska as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 23% Part Time, and 4% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $83,426 per year, or $40.1 per hour.

Financial Planning Manager

Ameritas

Lincoln, NE • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 29 days ago

Ameritas rating

9.1

Company rating: 9.1 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

27th of 304 rated insurance

Job description

Ameritas Agency and Advisor Distribution is seeking an Advanced Planning- Financial Planning Manager to lead the Financial Planning desk. This role reports to the Advanced Planning Director and oversees the Financial Planner and financial planning interns that support both senior planners and financial professionals in delivering case preparation and development of comprehensive financial plans for advanced planning cases involving business, retirement, estate, charitable and tax planning.
• This is a hybrid role in Lincoln, NE working partially in-office and partially from home.
What you do:
  • Manage and develop the financial planning interns, including overseeing their training toward readiness for financial professional roles post-graduation
  • Oversee data gathering and entry into financial planning software (eMoney, MoneyGuide, RightCapital, etc)
  • Assist in building and reviewing financial plans involving cash flow, insurance, retirement, tax strategies, estate & charitable considerations towards long-term planning goals
  • Ensure accuracy and quality of plan outputs, charts and scenario analyses as plans are reviewed with financial professionals
  • Work with senior planners to increase adoption of financial planning in advisor practices
  • Provide case design consultation to field partners and home office associates across: insurance (life and disability income), annuities and retirement strategies, estate, charitable and business planning
  • Assist in advanced case presentation and provide technical expertise on product strategies
  • Track opportunities and maintain accurate case notes in SalesForce throughout the sales cycle
  • Monitor workflow efficiency and recommend process improvement to enhance service delivery
  • Collaborate with internal teams and ensure planning strategies and recommendations alight with regulatory and company guidelines

What you bring:
  • Bachelor's Degree or equivalent experience required
  • 4-7 years of experience with financial planning, advanced planning, or insurance sales
  • Strong knowledge of retirement, estate, charitable, business, and financial planning strategies
  • CLU and/or ChFC preferred; CFP preferred or working towards completion
  • FINRA Series 6 or 7 and Series 65 or 66 required
  • Proficiency in financial planning and illustration software
  • Strong analytical, communication and leadership skills
  • Travel: 10-15% as needed

What we offer:
A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't:
Ameritas Benefits
For your money:
• 401(k) Retirement Plan with company match and quarterly contribution.
• Tuition Reimbursement and Assistance.
• Incentive Program Bonuses.
• Competitive Pay.
For your time:
• Flexible Hybrid work.
• Thrive Days - Personal time off.
• Paid time off (PTO).
For your health and well-being:
• Health Benefits: Medical, Dental, Vision.
• Health Savings Account (HSA) with employer contribution.
• Well-being programs with financial rewards.
• Employee assistance program (EAP).
For your professional growth:
• Professional development programs.
• Leadership development programs.
• Employee resource groups.
• StrengthsFinder Program.
For your community:
• Matching donations program.
• Paid volunteer time- 8 hours per month.
For your family:
• Generous paid maternity leave and paternity leave.
• Fertility, surrogacy, and adoption assistance.
• Backup child, elder and pet care support.
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
Application Deadline
This position will be open for a minimum of 3 business days or until filled.
This position is not open to individuals who are temporarily authorized to work in the U.S.

What Ameritas employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply