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Associate Financial Services Jobs in Portland, ME

R. M. DAVIS, INC.

FINANCE ASSOCIATE

Portland, ME · On-site

$60 - $80/hr

We are dedicated to delivering exceptional client service while maintaining a modern, secure, and resilient technology environment. Position Overview: The Finance Associate supports the day-to-day ...

New

Sun Life Financial

Senior Operational Engineer

Portland, ME · Remote

$106K - $146K/yr

We have more than 6,400 employees and associates in our partner dental practices and operate ... financial services environment. What will you do? * Partner with business teams to plan, prioritize ...

Sun Life Financial

Senior Operational Engineer

Portland, ME · Remote

$106K - $146K/yr

We have more than 6,400 employees and associates in our partner dental practices and operate ... financial services environment. What will you do? * Partner with business teams to plan, prioritize ...

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Showing results 21-40

All JobsAssociate Financial Services JobsAssociate Financial Services Jobs in Portland, ME

Associate Financial Services information

See Portland, ME salary details

$14

$32

$69

How much do associate financial services jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for associate financial services in Portland, ME is $32.70, according to ZipRecruiter salary data. Most workers in this role earn between $21.15 and $35.19 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 Portland, ME are hiring for Associate Financial Services jobs?

Cities near Portland, ME with the most Associate Financial Services job openings:

Associate Financial Services jobs near you

Account Associate - State Farm Agent Team Member

State Farm

Scarborough, ME • On-site

$46K - $60K/yr

Full-time

Medical, Retirement, PTO

Re-posted 1 hour ago

State Farm rating

7.3

Company rating: 7.3 out of 10

Based on 1,562 frontline employees who took The Breakroom Quiz

241st of 315 rated insurance

Job description

Responsive recruiter
Replies within 24 hours
Benefits:
  • License Reimbursement
  • Salary Plus Commission
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • 401(k)

ROLE DESCRIPTION:As Account Associate - State Farm Agent Team Member for Michelle Raber - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
  • Manage customer accounts and update information in the database.
  • Assist customers with policy changes and inquiries.
  • Process insurance claims and follow up with customers on claim status.
  • Coordinate with underwriters to ensure timely policy issuance.

QUALIFICATIONS:
  • Strong organizational skills and attention to detail.
  • Excellent customer service and communication skills.
  • Previous experience in insurance or a related field preferred.
  • Bilingual Spanish preferred.

Compensation: $46,000.00 - $60,000.00 per year
We're Hiring!
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. Our team works hard to reach our goals together as a team and have fun while we are doing it!
About Our Agency
  • We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, and Renters Insurance.
  • Our office is located in Scarborough.
  • I have been a State Farm agent since 2003.
  • Before becoming a State Farm Agent, I was previously employed as a State Farm Employee.
  • I am a proud graduate of Saint Anselm College.
  • Our agency has received awards including: Chairman's Circle, Ambassador Travel, Legion of Honor, Senior Vice President's Club, National Quality Award, and Bronze Tablet

If you want a career, not a job, then we encourage you to apply
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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