As a Business Analytics Advisor - Associate, you will support the "last mile" of people analytics ... Financial services or professional services background preferred * Human Resources Strategy ...
As a Business Analytics Advisor - Associate, you will support the "last mile" of people analytics ... Financial services or professional services background preferred * Human Resources Strategy ...
As a Business Analytics Advisor - Associate, you will support the "last mile" of people analytics ... Financial services or professional services background preferred * Human Resources Strategy ...
As a Business Analytics Advisor - Associate, you will support the "last mile" of people analytics ... Financial services or professional services background preferred * Human Resources Strategy ...
Block Advisor Tax Advisor
Wilmington, DE · On-site
We assist our clients in reaching their financial goals year-round. Day to day, you'll... * Build ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...
Block Advisor Tax Advisor
Wilmington, DE · On-site
We assist our clients in reaching their financial goals year-round. Day to day, you'll... * Build ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...
The Delaware TO II works with the PCA/Client Team or ML financial advisors and/or national MTE, MTTL or TTL to assure trust product awareness and education of clients and Private Bank associates in ...
The Delaware TO II works with the PCA/Client Team or ML financial advisors and/or national MTE, MTTL or TTL to assure trust product awareness and education of clients and Private Bank associates in ...
Financial Analysis Senior Associate - Card PXT Finance
Wilmington, DE · On-site
$83K - $103K/yr
... advisor to Business leaders. As a Senior Associate in the Card PXT Finance team, your role is dynamic and can vary from business to business, in line with the priorities of the different lines of ...
Financial Analysis Senior Associate - Card PXT Finance
Wilmington, DE · On-site
$83K - $103K/yr
... advisor to Business leaders. As a Senior Associate in the Card PXT Finance team, your role is dynamic and can vary from business to business, in line with the priorities of the different lines of ...
Financial Analysis Senior Associate - Card PXT Finance
Wilmington, DE · On-site
$83K - $103K/yr
... advisor to Business leaders. As a Senior Associate in the Card PXT Finance team, your role is dynamic and can vary from business to business, in line with the priorities of the different lines of ...
Financial Analysis Senior Associate - Card PXT Finance
Wilmington, DE · On-site
$83K - $103K/yr
... advisor to Business leaders. As a Senior Associate in the Card PXT Finance team, your role is dynamic and can vary from business to business, in line with the priorities of the different lines of ...
As a Business Analytics Advisor - Sr. Associate, you will support the "last mile" of people ... Financial services or professional services background preferred * Human Resources Strategy ...
As a Business Analytics Advisor - Sr. Associate, you will support the "last mile" of people ... Financial services or professional services background preferred * Human Resources Strategy ...
As a Business Analytics Advisor - Sr. Associate, you will support the "last mile" of people ... Financial services or professional services background preferred * Human Resources Strategy ...
As a Business Analytics Advisor - Sr. Associate, you will support the "last mile" of people ... Financial services or professional services background preferred * Human Resources Strategy ...
As a Business Analytics Advisor - Sr. Associate, you will support the "last mile" of people ... Financial services or professional services background preferred * Human Resources Strategy ...
As a Business Analytics Advisor - Sr. Associate, you will support the "last mile" of people ... Financial services or professional services background preferred * Human Resources Strategy ...
Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team ...
Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team ...
Client Service Associate
Wilmington, DE · On-site
$14 - $19.50/hr
Client Service Associate (CSA) Location: Wilmington, DE (in-office T,W,TH) Type: Full-Time At ... You'll support our advisors and clients across our Financial Planning Team, managing details with ...
Client Service Associate
Wilmington, DE · On-site
$14 - $19.50/hr
Client Service Associate (CSA) Location: Wilmington, DE (in-office T,W,TH) Type: Full-Time At ... You'll support our advisors and clients across our Financial Planning Team, managing details with ...
OneMain Financial is a vibrant, growing consumer finance leader, with over 10,000 employees and ... Reporting to the Associate Director of Talent Acquisition based in Wilmington, DE, the Senior ...
OneMain Financial is a vibrant, growing consumer finance leader, with over 10,000 employees and ... Reporting to the Associate Director of Talent Acquisition based in Wilmington, DE, the Senior ...
OneMain Financial is a vibrant, growing consumer finance leader, with over 10,000 employees and ... Reporting to the Associate Director of Talent Acquisition based in Wilmington, DE, the Senior ...
OneMain Financial is a vibrant, growing consumer finance leader, with over 10,000 employees and ... Reporting to the Associate Director of Talent Acquisition based in Wilmington, DE, the Senior ...
Financial Analysis Senior Associate - Card Branded Finance
Wilmington, DE · On-site
$83K - $103K/yr
As an Associate in the Chase Branded Cards CFO team, you will be responsible for partnering across ... advising the line of business CFOs and business partners on how to increase profitability and ...
Financial Analysis Senior Associate - Card Branded Finance
Wilmington, DE · On-site
$83K - $103K/yr
As an Associate in the Chase Branded Cards CFO team, you will be responsible for partnering across ... advising the line of business CFOs and business partners on how to increase profitability and ...
Financial Analysis Senior Associate - Card Branded Finance
Wilmington, DE · On-site
$83K - $103K/yr
As an Associate in the Chase Branded Cards CFO team, you will be responsible for partnering across ... advising the line of business CFOs and business partners on how to increase profitability and ...
Financial Analysis Senior Associate - Card Branded Finance
Wilmington, DE · On-site
$83K - $103K/yr
As an Associate in the Chase Branded Cards CFO team, you will be responsible for partnering across ... advising the line of business CFOs and business partners on how to increase profitability and ...
... advising the line of business CFOs on how to increase profitability and efficiencies. As a Senior Associate in Card Finance Analytics, you will analyze, prepare, and reconcile accounting and ...
... advising the line of business CFOs on how to increase profitability and efficiencies. As a Senior Associate in Card Finance Analytics, you will analyze, prepare, and reconcile accounting and ...
... advising the line of business CFOs on how to increase profitability and efficiencies. As a Senior Associate in Card Finance Analytics, you will analyze, prepare, and reconcile accounting and ...
... advising the line of business CFOs on how to increase profitability and efficiencies. As a Senior Associate in Card Finance Analytics, you will analyze, prepare, and reconcile accounting and ...
... advising the line of business CFOs on how to increase profitability and efficiencies. As a Senior Associate in Card Finance Analytics, you will analyze, prepare, and reconcile accounting and ...
... advising the line of business CFOs on how to increase profitability and efficiencies. As a Senior Associate in Card Finance Analytics, you will analyze, prepare, and reconcile accounting and ...
... associate achievements. And our benefit programs are designed to help you and your family strike ... Sales Please be advised that Fidelity's business is governed by the provisions of the Securities ...
... associate achievements. And our benefit programs are designed to help you and your family strike ... Sales Please be advised that Fidelity's business is governed by the provisions of the Securities ...
... associate achievements. And our benefit programs are designed to help you and your family strike ... Sales Please be advised that Fidelity's business is governed by the provisions of the Securities ...
... associate achievements. And our benefit programs are designed to help you and your family strike ... Sales Please be advised that Fidelity's business is governed by the provisions of the Securities ...
Associate Financial Advisor information
See Delaware salary details
$43.7K is the 25th percentile. Wages below this are outliers.
$38.5K - $45.3K
33% of jobs
$45.3K - $52K
1% of jobs
$52K - $58.7K
9% of jobs
The median wage is $62.4K / yr.
$58.7K - $65.5K
13% of jobs
$65.5K - $72.2K
7% of jobs
$72.2K - $78.9K
12% of jobs
$79.1K is the 75th percentile. Wages above this are outliers.
$78.9K - $85.7K
9% of jobs
$85.7K - $92.4K
6% of jobs
$92.4K - $99.1K
5% of jobs
$99.1K - $105.9K
2% of jobs
$105.9K - $112.6K
2% of jobs
$38.5K
$67.2K
$112.6K
How much do associate financial advisor jobs pay per year?
What does an Associate Financial Advisor do?
Is $200,000 enough to work with a financial advisor?
What is an associate financial advisor?
What are the key skills and qualifications needed to thrive as an Associate Financial Advisor, and why are they important?
What is the difference between Associate Financial Advisor vs Financial Advisor?
| Aspect | Associate Financial Advisor | Financial Advisor |
|---|---|---|
| Certifications | Series 7, Series 66, CFP (preferred) | Series 7, Series 66, CFP (required) |
| Work Environment | Support role, assisting senior advisors, client meetings | Client-facing, responsible for managing client portfolios |
| Responsibilities | Research, preparing reports, supporting client service | Developing financial plans, advising clients, making investment decisions |
The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.
What are some typical challenges an Associate Financial Advisor may face when building their client base?
Is $100,000 enough to work with a financial advisor?
Can financial advisors make $500,000 a year?
Full-time
Medical, Retirement
Posted 14 days ago
JPMorgan Chase & Co. rating
8.0
Based on 486 frontline employees who took The Breakroom Quiz
46th of 142 rated banks
Job description
We are seeking visionaries to support the HR Analytics Advisor practice for one of our Firm's lines of businesses. In this role, you will work alongside a team of data analysts and storytellers who partner with business leaders, HR executives, and functional stakeholders to transform how talent and workforce decisions are made.
As a Business Analytics Advisor - Associate, you will support the "last mile" of people analytics-embedding insight into decision-making by combining data, analytics, and business context into clear, actionable narratives. You will operate at the intersection of business strategy, advanced analytics, and HR leadership, driving data-driven outcomes that materially impact workforce performance, risk management, and talent growth. You will also collaborate with cross-functional partners to build self-service capabilities and predictive models. We value diversity, inclusion, and a culture of continuous learning to drive innovative, data-driven HR solutions.
Job responsibilities
- Assist in establishing the function as a trusted advisor to senior executives, including HR business heads, line of business leaders, CFOs, COOs, and strategy leads
- Drive proactive analytics to identify workforce and talent patterns, risks, and opportunities and develop recommended action plans
- Provide responsive data-driven insights to address ad-hoc business questions and strategic workforce inquiries
- Deliver deep insights aligned to HR processes such as performance reviews, succession planning, and talent allocation
- Partner closely with HR business executives to contextualize data and insights within business strategies and priorities
- Develop and refine executive-ready presentations that articulate complex insights clearly, persuasively, and visually
- Deliver consistently high-quality analysis and storytelling that drives action, not just awareness
- Partner with the Business Intelligence team to automate recurring reporting and enhance self-service capabilities
- Collaborate with the AI & Data Science team to shape derivative features, predictive models, and pattern recognition analytics
- Work with the Chief Data Office to ensure high-quality source data, governance, and entitlements that underpin advisory narratives
- Track, measure, and communicate the business impact of analytics advisory work
Required qualifications, capabilities, and skills
- 2+ years of progressive experience in analytics, data, and business strategy within a large, complex, global organization
- Strong track record of engaging and influencing senior executives through analytics, insights, and compelling storytelling
- Deep experience bridging business strategy with data science, reporting, and analytic insights
- Exceptional executive presence and communication skills with ability to synthesize and present insights to senior leaders
- Strategic thinker with ability to connect data to commercial and workforce outcomes
- Strong collaboration skills with experience leading through influence across matrixed teams
- Comfortable working in high-visibility, high-stakes environments
- Passion for talent, workforce strategy, and advancing HR through data-driven decision-making
- Experience defining mission, operating models, and success metrics for advisory functions with proven impact on business outcomes through analytics such as improved retention, accelerated mobility, and optimized workforce allocation
- Proficiency with analytics and presentation tools used for executive advisory engagements
- Experience integrating analytics into recurring HR processes and decision-making forums with track record of increasing self-service analytics adoption, automating routine data requests, and recognition as a trusted partner by business and HR leadership
Preferred qualifications, capabilities, and skills
- Financial services or professional services background preferred
- Human Resources Strategy experience preferred
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
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About JPMorgan Chase & Co
Sourced by ZipRecruiter
Industry
Finance and insurance and banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
New York, NY, US