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Financial Professional Associate Jobs in Nebraska

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 ...

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 ...

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 ...

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 ...

Tax Associate

Papillion, NE · On-site

$60 - $70/hr

Tax Associate $60000 - $70000 per year | Papillion, NE | On-site | Permanent Tax Associate ... Work alongside experienced accounting and finance professionals in a team-driven, supportive ...

New

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 ...

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 ...

Patient Financial Counselor

Lincoln, NE · On-site

$17.75 - $23.25/hr

Mentors and works closely with the Patient Financial Associates to ensure financial assistance ... Maintains professional growth and development through seminars, workshops, and professional ...

Patient Financial Counselor

Lincoln, NE · On-site

$17.75 - $23.25/hr

Mentors and works closely with the Patient Financial Associates to ensure financial assistance ... Maintains professional growth and development through seminars, workshops, and professional ...

Patient Financial Counselor

Lincoln, NE

$17.75 - $23.25/hr

Mentors and works closely with the Patient Financial Associates to ensure financial assistance ... Maintains professional growth and development through seminars, workshops, and professional ...

Patient Financial Counselor

Lincoln, NE · On-site

$17.75 - $23.25/hr

Mentors and works closely with the Patient Financial Associates to ensure financial assistance ... Maintains professional growth and development through seminars, workshops, and professional ...

... Associate to join our Lincoln, NE branch ... In this team-critical role, you will work alongside Financial Professionals to provide excellent ...

... Associate to join our Lincoln, NE branch ... In this team-critical role, you will work alongside Financial Professionals to provide excellent ...

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Showing results 1-20

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 Sep 7, 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 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 Nebraska are hiring for Financial Professional Associate jobs?

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

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, 22% Part Time, and 5% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $83,426 per year, or $40.1 per hour.

$22/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 4 days ago


Pacific Life rating

7.8

Company rating: 7.8 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

197th of 315 rated insurance


Job description

Job Description:

We'reactively seeking several talentedFinancial Operations Associatesto join the Consumer Markets Division (CMD) at Pacific Life in Omaha, NE.

As a Financial Operations Associate, you will play a critical role in supporting Pacific Life'sannuityandlife insurance businessby reviewing, analyzing, and processing financial and policy-related transactions in a highly regulated environment. This position combines operational processing, problem-solving, and client support to ensureaccurateandtimelyservicing forpolicyholders, contract owners, and financial professionals.

This role may support either ourInforceProcessing TeamorAdvisor Services Team, based on businessneedsand candidate strengths.

HowYou'llMake an Impact

InforceProcessing Team:Support post-issue servicing for annuity and life insurance products by:

  • Reviewing and processing policy and contract changes, conversions, reinstatements, exchanges, withdrawals, loans, electronic fund transfers, and registration updates

  • Identifyingincomplete, inaccurate, or non-compliant transaction requests and partnering with clients to resolve outstanding requirements

  • Maintainingaccurateclient records across internal systems

  • Ensuring all transactions meet departmental quality, productivity, and service standards

Advisor Services Team:Support producer licensing and contracting operations by:

  • Reviewing and processing producer contracting applications, appointments, licensing updates, continuing education, and errors & omissions documentation

  • Ensuring documentation meets regulatory requirements, company policies, and service level agreements

  • Communicating with producers, regulatory agencies, legal/compliance teams, and field offices to obtain required documentation and approvals

  • Maintaining accuracy across high-volume licensing and contract data

What Success Looks Like

In this role, you will:

  • Accurately review and process high-volume transactionsin accordance withdepartmental procedures and regulatory requirements

  • Demonstrate strong judgment inidentifyingissues and resolving exceptions

  • Progress steadily through structured training and develop technicalexpertisein financial and insurance operations

  • Meet productivity, quality, and service expectations in a fast-paced environment

  • Adapt to shifting workflow priorities and support broader operational needs asrequired

What You Bring

  • 0-2+ years of experience in operations, financial services, insurance, banking, administrative processing, compliance, or customer support in a fast-paced environment

  • Strong attention to detail and commitment to accuracy

  • Critical thinking and problem-solving skills

  • Excellent verbal and written communication skills

  • Comfort navigating multiple systems and technology platforms simultaneously

  • Ability to prioritize workload and manage deadlines effectively

  • Desire to learn complex processes in a regulated environment

What Will Make You Stand Out

  • Experience in financial services, insurance, banking, or other regulated industries

  • Prior experience in transaction processing, documentation review, licensing, underwriting, or operational support

  • Demonstrated success working in high-volume,metrics-driven environments

  • Growth mindset and commitment to continuous learning

Why Join Pacific Life

  • Comprehensive onboarding and paid training

  • Opportunity to buildexpertisein financial services and insurance operations

  • Clear pathways for career growth across operations and broader business functions

  • Collaborative, supportive team environment

  • Stability and reputation of a Fortune 500 financial services organization

Compensationby level

Starting hourly rate based on experience and location. This role may be filled at the Associate or Specialist level.

  • Omaha, NE: Associate: $20 - $22 per hour, plus annual bonus/Specialist: $23 - $26, plus annual bonus

#LI-RB1

Base Pay Range:

The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

Your Benefits Start Day 1

Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.

  • Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents

  • Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off

  • Paid Parental Leave as well as an Adoption Assistance Program

  • Competitive 401k savings plan with company match and an additional contribution regardless of participation

You Can Be Who You Are

We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.

What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife

EEO Statement:

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.


What Pacific Life employees say

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About Pacific Life

Sourced by ZipRecruiter

When you purchase life insurance and retirement solutions, you're buying a promise. A promise that today, tomorrow or ten years from now, we'll be there. For more than 150 years, our clients have trusted Pacific Life to protect what matters most to them - their families, their businesses, their futures.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Newport Beach, CA, US

Year founded

1868

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