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Associate Financial Services Jobs in Oklahoma (NOW HIRING)

Hancock Whitney Bank

$77K - $101K/yr

... financial center operations. * Provide guidance, training, and performance feedback to ... associates on transaction accuracy, policy adherence, and client service. * Model professional ...

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All JobsAssociate Financial Services JobsAssociate Financial Services Jobs in Oklahoma

Associate Financial Services information

See Oklahoma salary details

$12

$29

$62

How much do associate financial services jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for associate financial services in Oklahoma is $29.51, according to ZipRecruiter salary data. Most workers in this role earn between $19.09 and $31.73 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 Oklahoma?

The most popular types of Financial Services jobs in Oklahoma are:

What cities in Oklahoma are hiring for Associate Financial Services jobs?

Cities in Oklahoma with the most Associate Financial Services job openings:

Associate Financial Services jobs near you
Infographic showing various Associate Financial Services job openings in Oklahoma as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 18% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $61,385 per year, or $29.5 per hour.

Senior Associate - Financial Advisory Services

Embark

Tulsa, OK

$100K - $125K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 6 days ago

Job description

Experience a 45X+ award-winning culture!

Embarkers enjoy:

  • Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary

  • Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients

  • Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team

Embark isn't your ordinary consulting firm. We're committed to cultivating a workplace where everyone can thrive-where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits:

  • Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions

  • Comprehensive healthcare: 100% paid premiums for you and your family

  • Whole human growth: $150 monthly stipend for holistic development

  • Career advancement: Access to CPE credits, learning platforms, coaching, and professional development

  • Financial support: Up to 3% 401(k) matching and financial advisory services

  • Team and community engagement: Monthly social events within your market, charitable matching, and great people!

What you'll be doing

Reporting to the leadership of our financial advisory division, you will join other consultants in our Financial Advisory practice. You'll ensure all clients are taken care of - by assisting with hands-on financial reporting and analysis, complex transactions advisory, process improvement and optimization, etc. in a timely, efficient, and accurate manner. In this role, you'll work closely with clients and have the opportunity to experience multiple aspects of financial advisory, transactions, and strategy.

To be a good fit for our Senior Associate - Financial Advisory role you will have:

  • 3+ years of experience in Big 4/public accounting/consulting and/or corporate accounting

  • CPA or CPA candidate

  • Strong knowledge of U.S. GAAP and/or IFRS

  • Keen attention to detail

  • A high sense of urgency, strong initiative and the ability to multi-task

  • Ability to work independently and as part of a team

  • The desire to learn new technologies and practices to constantly improve the business of Embark and our clients

  • A proactive approach to constant improvement and problem solving

  • Communication skills that can effectively relay concepts and updates across all stakeholders from staff to executives

  • A drive to forge deep relationships both internally through a variety of culture initiatives and externally through industry leading hospitality efforts

Added bonus if you have...

  • Inter-company experience

  • Oil and gas experience

  • REIT experience

  • SaaS revenue recognition experience

  • Healthcare (including Biotech) experience

  • Financial services experience

  • Government Contract experience

  • SEC filing exposure/experience

What's in it for you:

  • We pay 100% of insurance premiums on medical, dental, and vision for you AND your family

  • Typical compensation range of $100,000- $125,000

  • We match 50% to 6% on our 401K

  • Fully paid parental leave for all new parents

  • Monthly stipend for whole human wellness

  • All the technology you'll need to be successful, the most advanced software, and accessories to ensure you get the job done in style

  • Monthly team outings (think: axe throwing, a trip to the State Fair, go-kart races, etc.)

In closing...

If this role sounds exciting, apply and let's start the conversation!


All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.

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