This role requires associates to be in-office 1-2 days per week, fostering collaboration and ... AFA > Financial Reporting, Planning & Analysis Please be advised that Elevance Health only accepts ...
This role requires associates to be in-office 1-2 days per week, fostering collaboration and ... AFA > Financial Reporting, Planning & Analysis Please be advised that Elevance Health only accepts ...
This role requires associates to be in-office 1-2 days per week, fostering collaboration and ... Please be advised that Elevance Health only accepts resumes for compensation from agencies that ...
This role requires associates to be in-office 1-2 days per week, fostering collaboration and ... Please be advised that Elevance Health only accepts resumes for compensation from agencies that ...
Customer Service Associate - Nights/Weekends
Newark, DE · On-site
$16/hr
Customer Service Associate Starting hiring pay at: $16.00 As an important part of our team ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Customer Service Associate - Nights/Weekends
Newark, DE · On-site
$16/hr
Customer Service Associate Starting hiring pay at: $16.00 As an important part of our team ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Customer Service Associate - Nights/Weekends
Newark, DE · On-site
$16/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Customer Service Associate - Nights/Weekends
Newark, DE · On-site
$16/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Customer Service Associate - Nights/Weekends
Newark, DE · On-site
$16/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Customer Service Associate - Nights/Weekends
Newark, DE · On-site
$16/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program
Private Client Associate - Lewes, DE
Lewes, DE · On-site
$14.50 - $20/hr
As a Private Client Associate you will play an integral role in the success of the Janney branch ... with our Janney Financial Advisors ("FAs") to enhance and grow their business. You will help ...
Private Client Associate - Lewes, DE
Lewes, DE · On-site
$14.50 - $20/hr
As a Private Client Associate you will play an integral role in the success of the Janney branch ... with our Janney Financial Advisors ("FAs") to enhance and grow their business. You will help ...
This role serves as a trusted advisor embedded within state, county, and municipal agencies to ... Reviews and evaluates work of the Associates and Senior Associates * Provides verbal and written ...
This role serves as a trusted advisor embedded within state, county, and municipal agencies to ... Reviews and evaluates work of the Associates and Senior Associates * Provides verbal and written ...
This role serves as a trusted advisor embedded within state, county, and municipal agencies to ... Reviews and evaluates work of the Associates and Senior Associates * Provides verbal and written ...
This role serves as a trusted advisor embedded within state, county, and municipal agencies to ... Reviews and evaluates work of the Associates and Senior Associates * Provides verbal and written ...
Venture & Growth Finance Attorney
Wilmington, DE · Hybrid
$310K - $365K/yr
Mid-Level Venture & Growth Associate Attorney Locations: New York, Reston, San Diego, San Francisco ... Advise on financing transactions, including venture debt and growth capital loans. * Draft and ...
Quick apply
Venture & Growth Finance Attorney
Wilmington, DE · Hybrid
$310K - $365K/yr
Mid-Level Venture & Growth Associate Attorney Locations: New York, Reston, San Diego, San Francisco ... Advise on financing transactions, including venture debt and growth capital loans. * Draft and ...
Handle commercial real estate acquisitions, dispositions, financing, and leasing transactions ... Advise developers, owners, lenders, and investors on complex real estate transactions * Assist with ...
Quick apply
Handle commercial real estate acquisitions, dispositions, financing, and leasing transactions ... Advise developers, owners, lenders, and investors on complex real estate transactions * Assist with ...
We currently have a potential vacancy for a Auditor/Financial Analyst II. In this role, you will be ... Certified Insolvency and Restructuring Advisor (CIRA) * Certified Fraud Examiner (CFE) * Certified ...
We currently have a potential vacancy for a Auditor/Financial Analyst II. In this role, you will be ... Certified Insolvency and Restructuring Advisor (CIRA) * Certified Fraud Examiner (CFE) * Certified ...
Auditor / Financial Analyst ( Multiple Opportunities ) supporting US Trustee Program
Wilmington, DE · On-site
Certified Insolvency and Restructuring Advisor (CIRA) * Certified Fraud Examiner (CFE) * Certified Public Accountant (CPA). Bankruptcy Auditor / Financial Analyst I (Junior Level or equivalent)
Auditor / Financial Analyst ( Multiple Opportunities ) supporting US Trustee Program
Wilmington, DE · On-site
Certified Insolvency and Restructuring Advisor (CIRA) * Certified Fraud Examiner (CFE) * Certified Public Accountant (CPA). Bankruptcy Auditor / Financial Analyst I (Junior Level or equivalent)
Financial Analysis Vice President - Card Finance Analytics
Wilmington, DE · On-site
$120 - $160/hr
... advisor to senior stakeholders across the organization. In this role, you will produce volume ... Lead and mentor analysts and associates; foster cross‑functional collaboration, knowledge sharing ...
Financial Analysis Vice President - Card Finance Analytics
Wilmington, DE · On-site
$120 - $160/hr
... advisor to senior stakeholders across the organization. In this role, you will produce volume ... Lead and mentor analysts and associates; foster cross‑functional collaboration, knowledge sharing ...
Company Description AlTi is the financial ideas company, delivering transformational solutions that ... Monitor escalation items for clients and advisors as well as research and respond accordingly ...
Company Description AlTi is the financial ideas company, delivering transformational solutions that ... Monitor escalation items for clients and advisors as well as research and respond accordingly ...
Corporate Associate (Junior - Midlevel) Wilmington
Wilmington, DE · Hybrid
$210K - $260K/yr
Advise clients on corporate governance, fiduciary duties, and transactional matters * Draft and ... Support complex M&A, fund formation, and financing transactions * Provide analysis and counsel on ...
Quick apply
Corporate Associate (Junior - Midlevel) Wilmington
Wilmington, DE · Hybrid
$210K - $260K/yr
Advise clients on corporate governance, fiduciary duties, and transactional matters * Draft and ... Support complex M&A, fund formation, and financing transactions * Provide analysis and counsel on ...
Advise clients on mergers, acquisitions, public offerings, investment fund transactions, joint ... financing transactions. * Provide clear, concise, and effective communication on complex legal ...
Quick apply
Advise clients on mergers, acquisitions, public offerings, investment fund transactions, joint ... financing transactions. * Provide clear, concise, and effective communication on complex legal ...
... advisor to senior stakeholders across the organization. In this role, you will produce volume ... Lead and mentor analysts and associates; foster cross-functional collaboration, knowledge sharing ...
... advisor to senior stakeholders across the organization. In this role, you will produce volume ... Lead and mentor analysts and associates; foster cross-functional collaboration, knowledge sharing ...
... advisor to senior stakeholders across the organization. In this role, you will produce volume ... Lead and mentor analysts and associates; foster cross-functional collaboration, knowledge sharing ...
... advisor to senior stakeholders across the organization. In this role, you will produce volume ... Lead and mentor analysts and associates; foster cross-functional collaboration, knowledge sharing ...
... advisor to senior stakeholders across the organization. In this role, you will produce volume ... Lead and mentor analysts and associates; foster cross-functional collaboration, knowledge sharing ...
... advisor to senior stakeholders across the organization. In this role, you will produce volume ... Lead and mentor analysts and associates; foster cross-functional collaboration, knowledge sharing ...
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?
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?

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 12 days ago
Elevance Health rating
7.7
Based on 351 frontline employees who took The Breakroom Quiz
200th of 304 rated insurance
Job description
Anticipated End Date:
2026-08-31Position Title:
Financial Consultant - Finance Systems, Services & AutomationJob Description:
Financial Consultant
Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office
Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.
PLEASE NOTE: This position is not eligible for current or future visa sponsorship.
The Financial Consultant role is responsible for supporting and maintaining critical financial applications and tools used for center of excellence and management reporting
How You Will Make an Impact:
- Establish, improve, and optimize process to support business operations and system integration.
- Identify opportunities for automation and process improvement.
- Create and maintain operational documentation and knowledge articles.
- Analyzes and designs solutions to address varied and highly complex business needs.
- May collaborate with businesses and technical areas to implement new or enhanced products.
- May require strong knowledge of products as well as our internal business models and data systems.
- May coordinate with external audits as appropriate.
- Acts as the central contact with internal departments and external auditors.
Minimum Requirements:
Requires a BA/BS in accounting or finance and a minimum of 3 years experience in general accounting, finance, or budget and planning; or any combination of education and experience, which would provide an equivalent background.
Preferred Skills, Qualifications and Experiences:
- Degree in Computer Science is desirable.
- Excellent leadership, problem solving, organizational, planning, presentation and interpersonal skills strongly preferred.
- Ability to work independently and draw up plans to address issues/concerns strongly preferred.
- Ability to explore solutions leveraging tools and applications
- Knowledge in Oracle EPM, Oracle Fusion ERP, SmartView, Service Now, Blackline and SQL highly preferred.
- Passionate on leveraging AI for automation and process excellence.
Job Level:
Non-Management ExemptWorkshift:
1st Shift (United States of America)Job Family:
AFA > Financial Reporting, Planning & AnalysisPlease be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.
Who We Are
Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
How We Work
At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.
We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.
Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.
The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.
Elevance Health is an Equal Employment Opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process should submit the following form: Accessibility Accommodation Request Form and a member of the team will be in contact. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
Prospective employees required to be screened under Florida law should review the education and awareness resources at HB531 | Florida Agency for Health Care Administration.
NOTE: Workday keeps job postings active through 11:59:59 PM on the day before the listed end date. Example: If the end date is 3/13, the posting will automatically come down on 3/12 at 11:59:59 PM. In other words - the job is posted until 3/13, not through 3/13.
What Elevance Health employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Elevance Health
Sourced by ZipRecruiter
Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. A Fortune 20 company with a longstanding history in the healthcare industry, we are looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. You will thrive in a complex and collaborative environment where you take action and ownership to solve problems and lead change. Do you want to be part of a larger purpose and an evolving, high-performance culture that empowers you to make an impact?
Industry
Health care and social assistance
Company size
10,000+ Employees
Headquarters location
Indianapolis, IN, US
Year founded
2004