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Associate Financial Services Jobs in Alabama (NOW HIRING)

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FP&A Associate II

Birmingham, AL · Hybrid

$63K - $85K/yr

The FP&A Associate II partners with business and finance leadership to deliver clear, accurate, and ... Experience in insurance or financial services industry * Public accounting or audit background

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Associate Financial Services information

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 is an 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 financial services?

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 are the most commonly searched types of Financial Services jobs in Alabama? The most popular types of Financial Services jobs in Alabama are:
What cities in Alabama are hiring for Associate Financial Services jobs? Cities in Alabama with the most Associate Financial Services job openings:
Associate Financial Services jobs near you
Infographic showing various Associate Financial Services job openings in Alabama as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 20% Part Time, 1% Temporary, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

FINANCIAL AFFAIRS ASSOCIATE III (2)

UAB NOVA RENT

Birmingham, AL • On-site

$17.95 - $18.49/hr

Full-time

Posted 4 days ago

Job description

To provide technical financial support for an assigned organization unit. To review requests and determine appropriateness with regard to institutional requirements, proper authorization, and conformance with established regulations. To assist with the maintenance and reconciliation of budgets and accounts, review requisitions, and order equipment and supplies. To collect financial information and provide reports and analyses as needed.
This position will support UAB Accounts Payable and the needs of campus to keep normal operations flowing smoothly.
Salary Range: $17.95 - $18.49
Qualifications
Bachelor's degree and two (2) years of experience required. Work experience may substitute for education requirement.
Preferred:
  • Prior experience in a University or large institution
  • Prior experience in Accounts Payable

UAB is an Equal Employment/Equal Educational Opportunity Institution dedicated to providing equal opportunities and equal access to all individuals regardless of race, color, religion, ethnic or national origin, sex (including pregnancy), genetic information, age, disability, and veteran's status. As required by Title IX, UAB prohibits sex discrimination in any education program or activity that it operates. Individuals may report concerns or questions to UAB's Assistant Vice President and Senior Title IX Coordinator. The Title IX notice of nondiscrimination is located at uab.edu/titleix.

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