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Associate Financial Services Jobs in Crown Point, IN

Baird

Associate Financial Advisor

Chicago, IL · On-site

$68K - $92K/yr

The Associate Financial Advisor provides specialized services to an individual Financial Advisor to assist in their ability to offer sophisticated wealth management solutions to individuals and ...

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All JobsAssociate Financial Services JobsAssociate Financial Services Jobs in Crown Point, IN

Associate Financial Services information

See Crown Point, IN salary details

$13

$30

$64

How much do associate financial services jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for associate financial services in Crown Point, IN is $30.33, according to ZipRecruiter salary data. Most workers in this role earn between $19.62 and $32.60 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 cities near Crown Point, IN are hiring for Associate Financial Services jobs?

Cities near Crown Point, IN with the most Associate Financial Services job openings:

Associate Financial Services jobs near you
Infographic showing various Associate Financial Services job openings in Crown Point, IN as of July 2026, with employment types broken down into 1% As Needed, 68% Full Time, 29% Part Time, 1% Temporary, and 1% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $63,080 per year, or $30.3 per hour.

Investment Banking Associate | Financial Services

Houlihan Lokey Financial Advisors, Inc

Chicago, IL • On-site

$175K - $225K/yr

Full-time

Re-posted 21 days ago

Job description

Business Unit:

Corporate Finance

Industry:

Financial Institutions

Overview

Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com.

Corporate Finance

Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2025, LSEG ranked our firm the No. 1 investment bank for all global M&A transactions.

Financial Services Group

Houlihan Lokey's Financial Services Group is a recognized leader in M&A, financial advisory, valuation, and financial restructuring services to the financial services industry. With more than 80 investment bankers, Houlihan Lokey's Financial Services Group is the largest dedicated financial services investment banking group of any independent investment bank.

As a leading M&A advisor, Houlihan Lokey's Financial Services Group covers virtually every segment of financial services, including: (i) specialty finance, (ii) insurance, (iii) asset and wealth management, (iv) broker-dealers and capital markets, (v) banking and depositories, and (vi) mortgage and related services.

Job Description

Associates are primarily responsible for the creation and oversight of financial models, marketing collateral, and client presentations, in addition to performing research and various analyses in support of new business generation and the execution of M&A transactions. Associates are afforded meaningful responsibility and are generally members of four-person deal teams comprising a Managing Director, Vice President, Associate, and Financial Analyst.

As part of our team, you will:

  • Prepare, analyze, and explain historical and projected financial information

  • Coordinate and perform business due diligence and execute M&A transactions

  • Prepare marketing materials, confidential information presentations, management presentations, and other presentations as needed

  • Perform valuation and ad hoc financial analyses

  • Assist in the marketing and execution of existing engagements

  • Build relationships and maintain direct contact with clients, prospective clients, and professional advisors

  • Communicate effectively with all members of the team, including the supervision and mentoring of junior staff members

The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm's success. At the same time, creativity and new ideas are encouraged. Associates are given substantial responsibility and are encouraged to help us grow our business.

Basic Qualifications

  • Advanced knowledge of accounting and finance

  • Undergraduate degree

  • 3+ years of Investment Banking experience

  • Strong analytical/technical and qualitative abilities

Preferred Qualifications

  • Excellent verbal and written communication skills

  • Strong financial and computer skills (Excel, Word and PowerPoint)

  • Excellent public speaking and presentation skills

  • Ability to work in a fast-paced environment, managing multiple project deliverables simultaneously

  • Extensive operational financial modeling and valuation experience

  • Hands-on M&A sell side experience

  • Transaction experience in FIG is a plus

Compensation and Benefits

Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is:

$175,000 - $225,000

Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled.

Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:

2026 Benefits

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.

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