ZipRecruiter

Log In

1

Associate Financial Services Jobs in Alabama (NOW HIRING)

StoneX Group

Client Onboarding Associate

Birmingham, AL · On-site

... service to financial advisors and clients. The Client Onboarding Associate serves as a key liaison ... between advisors, clients, custodians, and internal departments to ensure a seamless onboarding ...

previous pagenext page

Showing results 21-40

All JobsAssociate Financial Services JobsAssociate Financial Services Jobs in Alabama

Associate Financial Services information

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 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 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 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 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, 84% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Division Specialist (Southern Tennessee Division)

Lendmark Financial Services LLC

Florence, AL • On-site

$60 - $80/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 15 days ago

Lendmark Financial Services rating

8.0

Company rating: 8.0 out of 10

Based on 39 frontline employees who took The Breakroom Quiz

76th of 154 rated financial services

Job description

At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. We value each customer and understand that people want to do business with people who care. That’s one way we differ from our competitors. We are proud of what we as a team have accomplished. We will always strive for improvement, our motto since day one has been “Success is the only option.” Lendmark Financial Services offers a comprehensive benefits package for employees and dependents that includes medical, dental, vision benefits, paid time off, paid holidays, 401(k), life insurance, long-term disability, tuition assistance and an employee assistance program. We also offer optional benefits such as critical care, auto, home and pet insurance as well as other ancillary insurance options.

SUMMARY

The role of the Division Specialist is to support multiple branches as assigned by the AVP, Divisional Branch Coordinator. The Division Specialist will be responsible for overseeing the efficient operation of multiple branches and ensuring all operational functions are completely and properly performed to expectations, while conveying a feeling of trust, service, security and satisfaction to customers and staff.

MAJOR DUTIES/RESPONSIBILITIES
  • Assist with the support and management of multiple branch locations and motivation of the staff to meet goals and objectives relating to branch profitability, volume, lending, credit quality, collections and expense.
  • Make loan decisions up to established lending limits or recommend loan decisions; process consumer loans; close consumer loans; collect accounts in varying stages of delinquency.
  • Assist multiple branch managers with business development relationships within the community.
  • Sell products and services to meet sales goals.
  • Assist customers with the implementation of solutions, and monitor overall customer satisfaction.
  • Assist multiple branch managers with matters regarding hiring, staffing, training, performance reviews and terminations as applicable.
  • Ensure a high quality of customer service.
  • Ability to travel as required
  • All other duties as assigned.
BASIC REQUIREMENTS
  • High School Diploma or GED from accredited institution
  • 5 plus years consumer finance or related experience
  • Ability to work with minimum supervision
  • Excellent communication skills
  • Proficient working knowledge of industry or related industry lending software, Microsoft Windows, Excel and Word Applications
PREFERRED/DESIRED QUALIFICATIONS
  • Associates or Bachelor’s Degree
  • Bilingual, Spanish/English
WORK ENVIRONMENT

Office Environment

If you are interested in a fast paced, high growth, team oriented and great culture environment, you'll enjoy a career with us! Since 1996, with over 25 years of personalized lending, Lendmark Financial Services has been serving the personal lending needs of customers underserved by traditional banks. Today, with over 500 branches in 24 states from coast to coast, Lendmark continues to grow with superior, reliable and consistent financial services that make a difference in people’s lives.

#J-18808-Ljbffr

What Lendmark Financial Services employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply