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Financial Professional Associate Jobs in Nevada (NOW HIRING)

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Financial Professional Associate information

See Nevada salary details

$45.3K

$89.1K

$138K

How much do financial professional associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for financial professional associate in Nevada is $89,101.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,000.00 and $122,200.00 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 Nevada are hiring for Financial Professional Associate jobs? Cities in Nevada with the most Financial Professional Associate job openings:
Financial Professional Associate jobs near you
Infographic showing various Financial Professional Associate job openings in Nevada as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, and 4% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $89,101 per year, or $42.8 per hour.

Financial Services Representative

Enterprise Bank & Trust

Las Vegas, NV • On-site

Full-time

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

Job description

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.

With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.

Together, there's no stopping you!

Job Title:Financial Services RepresentativeJob Description:

Summary:

The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, handling teller transactions, as well as responding to customer inquiries by telephone and in person.

Essential Duties and Responsibilities:

  • Serves customers in opening new accounts for commercial and consumer clients. Have knowledge of bank products in order to make recommendations on products and services based on customer needs. Contact new clients for onboarding activities. Assist in consumer loan applications and closings in applicable markets.

  • Performs all teller duties including all client transactions, maintaining and balancing a cash drawer. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Have knowledge of all dual control procedures.

  • Serves as a team member to accomplish company objectives and lobby and personal goals.

  • Provides outstanding customer service for lobby and phone requests. Research and resolve client problems, acting as the customer liaison between other bank departments. Follow up with the client to assure resolution. Develop and maintain long-term relationships with clients.

  • Actively participates in training programs to maintain and acquire additional job knowledge and skills

  • Assists in opening and closing the branch, following procedures set by corporate security.

  • Complies with all department and company policies, procedures, audit guidelines, and regulations.

  • Perform other miscellaneous duties as assigned.

Qualifications:

  • Strong math and problem solving skills.

  • Excellent interpersonal and customer service skills with the ability to cross-sale products and services.

  • Must maintain confidentiality of client transactions and bank records.

  • Team-oriented, possess a positive attitude and work well with others.

  • Strong oral and written communication skills.

  • Ability to operate standard office equipment, such as computer workstations, calculators, and copier.

  • Ability to prioritize; handle multiple tasks; and work independently.

  • Strong organizational skills and detail-oriented with a high degree of accuracy.

  • Thorough knowledge of bank operations, products, and services offered at the bank.

  • Knowledge of banking laws and regulations including the Bank Secrecy Act.

Supervisory Responsibilities:

  • None

Education and/or Experience:

  • High School diploma or equivalent

  • Associates degree in business related field or two years related experience or a combination of education and experience

  • Experience working in an environment with individual and team goals preferred

  • Customer service experience required

Computer and Software Skills:

  • Skilled in operation of a personal computer, including Microsoft Word and Excel.

  • Google Suite

  • IBS

  • Salesforce

Certificates, Licenses, and Registrations:

  • Notary License as needed by the branch

Equal Opportunity Statement:

Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources athr@enterprisebank.com.

Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live.We are proud to be an Equal Opportunity Employer.All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability.All employment offers are contingent upon the applicant successfully completing both drug and background check screenings.If you would like more information about your EEO rights as an applicant under the law, please clickHERE.

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