We are seeking a Senior Associate to join the Financial Services Assurance practice, able to sit in ... We act as a trusted business advisor every step of the way, from a client's first financial report ...
We are seeking a Senior Associate to join the Financial Services Assurance practice, able to sit in ... We act as a trusted business advisor every step of the way, from a client's first financial report ...
We are seeking a Senior Associate to join the Financial Services Assurance practice, able to sit in ... We act as a trusted business advisor every step of the way, from a client's first financial report ...
We are seeking a Senior Associate to join the Financial Services Assurance practice, able to sit in ... We act as a trusted business advisor every step of the way, from a client's first financial report ...
This role supports financial advisors with day-to-day client service, including preparing meeting ... The associate helps gather and verify client data, update financial planning tools and CRM systems ...
Quick apply
This role supports financial advisors with day-to-day client service, including preparing meeting ... The associate helps gather and verify client data, update financial planning tools and CRM systems ...
Summary Supports Financial advisors and their prospective and existing clients and other branch ... Service Associate who is a motivated, detail oriented and creative problem solver to join our ...
Summary Supports Financial advisors and their prospective and existing clients and other branch ... Service Associate who is a motivated, detail oriented and creative problem solver to join our ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Financial Aid Advisor
Fort Lauderdale, FL · On-site
$50K/yr
The Financial Aid Advisor works with prospective and current students and their family to assist ... Associate degree preferred * A minimum of one year of Financial Aid experience is preferred
Financial Aid Advisor
Fort Lauderdale, FL · On-site
$50K/yr
The Financial Aid Advisor works with prospective and current students and their family to assist ... Associate degree preferred * A minimum of one year of Financial Aid experience is preferred
Financial Aid Advisor
West Palm Beach, FL · On-site
$19.50 - $25.25/hr
The Financial Aid Advisor works with prospective and current students and their family to assist ... Associate degree preferred * A minimum of one year of Financial Aid experience is preferred
Financial Aid Advisor
West Palm Beach, FL · On-site
$19.50 - $25.25/hr
The Financial Aid Advisor works with prospective and current students and their family to assist ... Associate degree preferred * A minimum of one year of Financial Aid experience is preferred
Financial Aid Advisor
West Palm Beach, FL · On-site
$19.50 - $25.25/hr
The Financial Aid Advisor works with prospective and current students and their family to assist ... Associate degree preferred * A minimum of one year of Financial Aid experience is preferred
Quick apply
Financial Aid Advisor
West Palm Beach, FL · On-site
$19.50 - $25.25/hr
The Financial Aid Advisor works with prospective and current students and their family to assist ... Associate degree preferred * A minimum of one year of Financial Aid experience is preferred
Financial Aid Advisor
West Palm Beach, FL · On-site
$19.50 - $25.25/hr
Description The Financial Aid Advisor works with prospective and current students and their family ... Associate degree preferred * A minimum of one year of Financial Aid experience is preferred
Financial Aid Advisor
West Palm Beach, FL · On-site
$19.50 - $25.25/hr
Description The Financial Aid Advisor works with prospective and current students and their family ... Associate degree preferred * A minimum of one year of Financial Aid experience is preferred
Registered Client Service Associates help shape the future of service by modernizing the client ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...
Registered Client Service Associates help shape the future of service by modernizing the client ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...
Registered Client Service Associates help shape the future of service by modernizing the client ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...
Registered Client Service Associates help shape the future of service by modernizing the client ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...
Registered Client Service Associates help shape the future of service by modernizing the client ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...
Registered Client Service Associates help shape the future of service by modernizing the client ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...
Registered Client Service Associates help shape the future of service by modernizing the client ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...
Registered Client Service Associates help shape the future of service by modernizing the client ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...
Registered Client Service Associates help shape the future of service by modernizing the client ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...
Registered Client Service Associates help shape the future of service by modernizing the client ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...
Associate Financial Advisor information
See Boca Raton, FL salary details
$41.4K is the 25th percentile. Wages below this are outliers.
$36.5K - $42.9K
33% of jobs
$42.9K - $49.3K
1% of jobs
$49.3K - $55.7K
9% of jobs
The median wage is $59.1K / yr.
$55.7K - $62.1K
13% of jobs
$62.1K - $68.5K
7% of jobs
$68.5K - $74.8K
12% of jobs
$75K is the 75th percentile. Wages above this are outliers.
$74.8K - $81.2K
9% of jobs
$81.2K - $87.6K
6% of jobs
$87.6K - $94K
5% of jobs
$94K - $100.4K
2% of jobs
$100.4K - $106.8K
2% of jobs
$36.5K
$63.7K
$106.8K
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
Re-posted 29 days ago
EisnerAmper rating
9.6
Based on 6 frontline employees who took The Breakroom Quiz
1st of 17 rated bookkeepers and accountants
Job description
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
We are seeking a Senior Associate to join the Financial Services Assurance practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.
What it Means to Work for EisnerAmper:You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will have the flexibility to manage your days in support of our commitment to work/life balance
You will join a culture that has received multiple top "Places to Work" awards
We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
We understand that embracing our differences is what unites us as a team and strengthens our foundation
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
Prepare budgets for each engagement
Run client engagements including pre-audit planning
Review client accounting, operating procedures, and systems of internal control
Conduct audit tests to verify fair representation of client financial statements
Document workpapers and develop accounting worksheets
Perform research on technical issues
Review staff prepared workpapers and programs
Identify issues and propose appropriate solutions
Keep manager/partner informed on status of job
Communicate with client in order to complete the audit in a timely and efficient manner
Supervise, train and mentor staff during engagement
Assess performance of staff for engagement evaluations
Bachelor's degree in Accounting or equivalent field is required
2+ years of audit and/or assurance experience
Experience with asset management clients
CPA or parts passed towards completion
Master's degree in Accounting or equivalent field
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law
About Our Assurance Team:In the EisnerAmper Assurance Group, we're transforming the traditional reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
To stay up to date with evolving industry processes and regulations, we place a heavy emphasis on continued education and the consistent adoption of new technologies. This enables us to effectively innovate, grow as individuals, and provide faster, more accurate solutions and due diligence for our partners.
Acting as a trusted third party to our clients, we provide solutions that create assurance and peace of mind. Because we understand trust comes with time, we define success by the relationships we create and foster. We act as a trusted business advisor every step of the way, from a client's first financial report to their close of business.
About EisnerAmper:EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.
Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com.
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For NYC and California, the expected salary range for this position is between
80000and
115000The range for the position in other geographies may vary based on market differences.The actual compensation will be determined based on experience and other factors permitted by law.
What EisnerAmper employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About EisnerAmper
Sourced by ZipRecruiter
EisnerAmper is one of the largest accounting, tax and business advisory firms in the U.S., with more than 3,000 employees and over 300 partners across the country. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers and investors who serve these clients.
Industry
Accounting services
Company size
1,001 - 5,000 Employees
Headquarters location
New York, NY, US
Year founded
1963