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Associate Financial Services Jobs in Independence, KY

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Associate Financial Planner

Cincinnati, OH · On-site

$80 - $100/hr

As an Associate Financial Planner, you'll serve to assist Financial Planners in ensuring client ... Financial Services & insurance sales experience preferred * Good understanding of finance and ...

TriHealth

Financial Assistance Associate

Norwood, OH · On-site

***Financial Assistance Associate - Wesley Avenue In-person work * Join a team dedicated to SERVING ... Using TriHealth Way best practices, the associate delivers exceptional customer service by ...

Allworth Financial

Service Associate

Cincinnati, OH · On-site

$15 - $20.25/hr

Knowledge of financial services industry practices, with familiarity in processing account ... Exempt associates qualify for our flexible paid time off policy * Non-Exempt associates will ...

Allworth Financial

Service Associate

Cincinnati, OH · On-site

$15 - $20.25/hr

The Service Associate - Client Support is responsible for providing exceptional administrative ... Knowledge of financial services industry practices, with familiarity in processing account ...

Allworth Financial

Service Associate

Cincinnati, OH · On-site

$15 - $20.25/hr

Knowledge of financial services industry practices, with familiarity in processing account ... Exempt associates qualify for our flexible paid time off policy * Non-Exempt associates will ...

Trustpoint.One

Debt Finance Attny OH/MI

Cincinnati, OH · On-site

$160K/yr

More Experienced Associates: $160,000-$205,000 DOE Please note: Candidates must reside within a ... Build strong client and internal relationships through collaboration and outstanding service.

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All JobsAssociate Financial Services JobsAssociate Financial Services Jobs in Independence, KY

Associate Financial Services information

See Independence, KY salary details

$13

$31

$66

How much do associate financial services jobs pay per hour?

As of Sep 8, 2026, the average hourly pay for associate financial services in Independence, KY is $31.47, according to ZipRecruiter salary data. Most workers in this role earn between $20.34 and $33.85 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 Independence, KY are hiring for Associate Financial Services jobs?

Cities near Independence, KY with the most Associate Financial Services job openings:

Associate Financial Services jobs near you
Infographic showing various Associate Financial Services job openings in Independence, KY as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 16% Part Time, and 5% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $65,449 per year, or $31.5 per hour.

Associate Financial Planner

Edelman Financial Engines, LLC

Cincinnati, OH • On-site

Full-time

Medical, Dental, Retirement

Posted 11 days ago

Edelman Financial Engines rating

9.2

Company rating: 9.2 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

As an Associate Financial Planner, you'll serve to assist Financial Planners in ensuring client happiness while following all regulatory issues. 

Responsibilities:

  • Performs financial planning analyses for clients including, but not limited to retirement, investments, estate, tax, education funding, real estate, and risk management needs analysis
  • Prepares presentations, research, and supporting materials for client meetings and reviews
  • Conducts assessments of clients and prospects' evolving financial planning needs through proactively taking initiative to uncover new financial planning opportunities
  • Provides reports including minimum distributions, performance, billing, insurance policies, and tax consequences
  • Calculates required minimum distributions, income needs, tax consequences, and contributions/withdrawals
  • Provides high-level contact with clients crafted to maintain and improve the client relationship
  • Maintains a proven understanding of the industry, products, and trends

Requirements:

  • Minimum 1-3 years of financial services industry experience required, specifically in a broker/dealer or registered investment advisor environment
  • FINRA Series 65 Required
  • Bachelor's degree in business or finance; or equivalent proven experience
  • Certified Financial Planner designation preferred
  • Financial Services & insurance sales experience preferred
  • Good understanding of finance and investment markets/securities
  • Attention to detail, ability to coordinate work, and follow-up skills are crucial to the successful performance of position responsibilities
  • Ability to prioritize and address multiple projects and meet deadlines is crucial
  • Strong interpersonal, verbal, and written communication skills
  • Detailed knowledge of MS Outlook, Word, and Excel is a must

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $83,300 to $111,300, with additional annual bonus of 5% plus an incentive on any net new assets referred. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

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