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Associate Financial Services Jobs in Washington (NOW HIRING)

Senior Associate, FP&A

Washington, DC · Hybrid

$96K - $120K/yr

The Team The Senior Associate, FP&A, Federal Practice is a hands-on finance professional ... Services (PSS). Reporting to the Federal Chief Administrative Officer, this role supports the ...

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Associate Financial Services information

See Washington salary details

$15

$36

$76

How much do associate financial services jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for associate financial services in Washington is $36.20, according to ZipRecruiter salary data. Most workers in this role earn between $23.41 and $38.94 per hour, depending on experience, location, and employer.

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 Washington?

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

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

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

Infographic showing various Associate Financial Services job openings in Washington as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 15% Part Time, and 4% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $75,297 per year, or $36.2 per hour.

Principal Associate, Financial Analysis - Servicing Strategy

Capital One

Mclean, VA • On-site

Full-time

Posted 9 days ago


Capital One rating

7.8

Company rating: 7.8 out of 10

Based on 148 frontline employees who took The Breakroom Quiz

89th of 175 rated banks


Job description

Principal Associate, Financial Analysis - Servicing Strategy

As Capital One grows the operations, servicing teams become increasingly important to drive scale, differentiated customer experience, and efficiencies. This role will support the Servicing Strategy team, within the Customer Service and Strategy Organization. Servicing Strategy supports all of the technology platforms within servicing as well as the future of servicing at Capital One, including the use of Artificial Intelligence (AI). In this role you will manage financial performance and provide Servicing Strategy leadership with financial insights, directly influencing strategy, and driving business outcomes.

The role requires problem solving, strategic thinking, and influencing skills in order to effectively:

  • Articulate outcomes of analysis and relevant insights

  • Able to critically evaluate broad option sets and present recommendations

  • Effective under both open-ended and tight timelines

  • Partner with leadership and business teams to assess the financial implications of ongoing efforts to grow the organization

  • Develop presentations to communicate business and analysis results to senior leadership audiences

  • Comfortable working in white space and the ability to get work done through others

General Responsibilities:

  • Prepare monthly, quarterly, and annual financial reporting and analysis

  • Lead development of presentations to communicate analysis results to senior audiences, clearly articulate outcomes of analysis to leadership teams

  • Accurately analyze & explain key cost drivers and monthly variances, suggest actions to the business, and help manage the regular reporting process

  • Proactively identify and lead new analysis that drives additional insights into business performance and opportunities

  • Partner with finance leaders and their teams, as well as other internal stakeholders

  • Provide management and business clients with project statuses

  • Work closely with the finance team to help identify areas and processes for driving efficiencies

  • React to ad-hoc requests and special projects

Basic Qualifications:

  • Bachelor's Degree or military experience

  • At least 3 years of experience in financial analysis, financial modeling, or a combination

Preferred Qualifications:

  • Bachelor's degree in Finance, Accounting, Economics, Mathematics, Engineering, or a related quantitative field

  • Master's Degree in Business Administration (MBA) or Master's Degree in Finance

  • Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license

  • 5+ years of experience in financial analysis and financial modeling

  • 3+ years experience in financial services, banking or technology industries

  • 3+ years experience partnering with senior leaders and internal stakeholders

  • Excellent verbal and written communication skills

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

McLean, VA: $120,800 - $137,900 for Principal Financial Analyst











Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.

This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at theCapital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com

Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.

Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).


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