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Associate Financial Services Jobs in Colorado (NOW HIRING)

SS&C

Financial Operations Representative

Denver, CO · Hybrid

$105K/yr

As a leading financial services and healthcare technology company based on revenue, SS&C is ... Trains and guides associates within direct team by sharing job knowledge and best practices ...

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All JobsAssociate Financial Services JobsAssociate Financial Services Jobs in Colorado

Associate Financial Services information

See Colorado salary details

$14

$33

$71

How much do associate financial services jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for associate financial services in Colorado is $33.61, according to ZipRecruiter salary data. Most workers in this role earn between $21.73 and $36.15 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 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 Colorado? The most popular types of Financial Services jobs in Colorado are:
What cities in Colorado are hiring for Associate Financial Services jobs? Cities in Colorado with the most Associate Financial Services job openings:
Associate Financial Services jobs near you
Infographic showing various Associate Financial Services job openings in Colorado as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, 1% Temporary, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $69,907 per year, or $33.6 per hour.

Exclusive Financial Associate

Allstate Financial Services - Santiago Feliciano

Colorado Springs, CO • On-site

$500 - $3.0K/wk

Full-time

Re-posted 21 days ago

Job description

Benefits:
  • Flexible schedule
  • Opportunity for advancement
  • Training & development

Are you looking for a meaningful career that has national brand support that people recognize and trust? 
As an Exclusive Financial Associate, you will help to build and protect the financial hopes and dreams of every member of our local communities by engaging new prospects and building strong relationships in the community. You will apply life insurance knowledge and sales skills to increase the customer’s understanding of the value of insurance and cultivate long-term relationships with trusted advice.
Responsibilities 
  • Achieve sales goals through generating new business and cross-selling existing Allstate customers.
  • Identify and qualify sales leads generated from a variety of sources.
  • Help protect customers by offering products that will meet their needs.
  • Serve your local community by helping them prepare for life’s uncertainties.
  • Educate prospective customers on how to protect their families and assets.
  • Provide a positive customer experience.
 Job qualifications 
  • Strong interest in a sales career – sales experience preferred.
  • No insurance experience required.
  • Willing to obtain necessary Life and Health license(s) and/or securities licensing upon hire (existing licensing is a plus!).
  • Confident, motivated individual who works well independently.
  • Able to multi-task, follow through and follow-up.
  • Have excellent verbal and written communication skills.
Benefits may include: 
  • Comprehensive on-the-job training.
  • Base plus commission plan.
  • Uncapped commission.
  • Leads will be provided.
  • Continuous learning and development.
  • Positive work environment.
  • Advancement opportunities.
Since this is an employment opportunity with an Allstate exclusive agent or financial specialist, the actual job responsibilities, qualifications, compensation and benefits will be determined solely by the agent or financial specialist. Allstate is not the employer and has no involvement in agency HR practices. However, agents and financial specialists typically choose to offer base plus commissions and actual compensation will depend on your experience and the hiring agency. Actual benefits offered will vary and may not include the benefits listed above.
Good Work. Good Life. Good Hands®
The world isn't standing still, and neither is Allstate. We're moving quickly, looking across our businesses and brands, and taking bold steps to serve our customers' evolving needs better. That's why now is an exciting time to join our team. As a leader in a corporation with 83,000 employees and agency force members, you'll have a hand in transforming not only Allstate but a dynamic industry. You'll have opportunities to take risks, challenge the status quo and shape the future for the greater good.  
Everything we do at Allstate is driven by a shared purpose: to protect people from life's uncertainties so they can realize their hopes and dreams. For 89 years, we've thrived by staying a step ahead of whatever's coming next – to give customers peace of mind no matter what changes they face. We are the Good Hands. We don't follow the trends. We set them.

Flexible work from home options available.