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Associate Financial Services Jobs (NOW HIRING)

Vestwell

Senior Associate, Financial Services

New York, NY ยท Hybrid

$60K - $70K/yr

Vestwell is the financial technology company powering the new savings economy. Our platform ... As an Employer Services Senior Associate at Vestwell, you are a dynamic individual who will work ...

LPL Financial

Associate Financial Advisor

Shelby, MI ยท Hybrid

Associate Financial Advisor - Shelby State Bank Your career path should lead to real opportunity LPL Financial offers a complete menu of financial services to bank clients. This employment ...

Vestwell

Senior Associate, Financial Services

Austin, TX ยท Hybrid

$60K - $70K/yr

Vestwell is the financial technology company powering the new savings economy. Our platform ... As an Employer Services Senior Associate at Vestwell, you are a dynamic individual who will work ...

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Associate Financial Services information

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$67

How much do associate financial services jobs pay per hour?

As of Jul 21, 2026, the average hourly pay for associate financial services in the United States is $31.96, according to ZipRecruiter salary data. Most workers in this role earn between $20.67 and $34.38 per hour, depending on experience, location, and employer.

What is the difference between Associate Financial Services vs Financial Analyst?

AspectAssociate Financial ServicesFinancial Analyst
Required CredentialsBachelor's degree, possibly certifications like CFA or CFPBachelor's degree, often CFA or related certifications
Work EnvironmentFinancial institutions, banks, investment firmsCorporations, investment firms, banks
Employer & Industry UsageEntry-level role in finance sectorAnalyzing financial data, investment decisions

The main difference is that Associate Financial Services typically refers to entry-level roles supporting financial operations, while Financial Analysts focus on analyzing financial data to guide investment and business decisions. Both roles often require similar credentials and are found in similar environments, but their core responsibilities differ.

What are Associate Financial Services?

Associate Financial Services typically refers to entry-level or early-career professionals who support financial advisors, analysts, or managers in banks, investment firms, or other financial institutions. Their responsibilities may include client communications, preparing financial reports, conducting market research, and assisting with account management. Associates often gain foundational experience in financial products and services, compliance, and customer service. This role serves as a stepping stone to more advanced positions in finance, such as financial analyst or advisor.

What are some typical challenges faced by Associate Financial Services professionals when managing client portfolios?

Associate Financial Services professionals often encounter challenges such as balancing multiple client needs, staying updated on market trends, and managing tight deadlines for reporting and compliance. They must also ensure clear communication with clients to explain complex financial concepts and recommendations. Collaboration with senior advisors and other departments is essential for delivering comprehensive solutions, and strong organizational skills help in managing diverse portfolios efficiently.

What are the key skills and qualifications needed to thrive as an Associate in Financial Services, and why are they important?

To thrive as an Associate in Financial Services, you need strong analytical abilities, financial acumen, and a relevant degree such as finance, business, or economics. Familiarity with financial modeling tools, CRM systems, and proficiency in Excel are typically required, with certifications like the CFA or Series 7 often preferred. Excellent communication, attention to detail, and client relationship management skills set top performers apart. These skills are crucial for delivering accurate financial analysis, building trust with clients, and supporting the firm's strategic objectives.
What cities are hiring for Associate Financial Services jobs? Cities with the most Associate Financial Services job openings:
What are the most commonly searched types of Financial Services jobs? The most popular types of Financial Services jobs are:
What states have the most Associate Financial Services jobs? States with the most job openings for Associate Financial Services jobs include:
Associate Financial Services jobs near you
Client Associate - Financial Services

Client Associate - Financial Services

SUMMIT FINANCIAL GROUP INC

Perkasie, PA โ€ข On-site

$45K - $55K/yr

Full-time

Re-posted 23 days ago

Job description

Summit Investment Advisory Group LLC, is a Registered Investment Advisor, with offices in Perkasie, Huntingdon Valley and Dublin, PA, offering financial advisory services, insurance products and services offered through Summit Financial Group, an affiliated company.
We are looking for a Client Associate who is a responsible, positive, hands-on, and focused individual to provide dedicated operational and sales support in a professional financial advisory environment. This position will be the most frequent point of contact with clients and will support office initiatives for the business. Experience in the financial services industry is a definite plus for this position.
Position Required Skills
ยทย  ย  ย  ย Demonstrates strong leadership and office management skills
ยทย  ย  ย  ย Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships, and demonstrate a commitment to providing personalized service
ยทย  ย  ย  ย Develops strong relationships with team members and clients by fostering teamwork, partnership, and collaboration
ยทย  ย  ย  ย Provides high levels of client services and support by displaying passion, commitment, and drive to deliver an experience that improves our clientsโ€™ financial lives
ยทย  ย  ย  ย Develops, promotes, and executes best practices for the day-to-day operation of the office
ยทย  ย  ย  ย Exhibits proven client service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction
ยทย  ย  ย  ย Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements to grow career
ยทย  ย  ย  ย Applies strong critical thinking and problem-solving skills to meet clientsโ€™ needs
Candidate Requirements
ยทย  ย  ย  ย Undergraduate degree (Business, Accounting, Finance, Marketing, or Communications a plus)
ยทย  ย  ย  ย Professional or relevant internship experience in financial, banking, and/or insurance environment preferred
ยทย  ย  ย  ย Must be willing to obtain the Series 65 and Insurance Life/Health licensesย 
ยทย  ย  ย  ย Knowledge of investment and banking products, policies & procedures
ยทย  ย  ย  ย Strong client service & technical skills (MS Word & Excel and CRM)
ยทย  ย  ย  ย Strong communication, time management and organizational skills
ยทย  ย  ย  ย Excellent attention to detail is a must for processing financial documents
ยทย  ย  ย  ย Knowledge of investment and annuity systems highly preferred
ยทย  ย  ย  ย Entrepreneurial spirit and superior organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or with a team