ZipRecruiter

Log In

1

Associate Financial Services Jobs (NOW HIRING)

next page

Showing results 1-20

All JobsAssociate Financial Services Jobs

Associate Financial Services information

See salary details

$13

$31

$67

How much do associate financial services jobs pay per hour?

As of Jun 29, 2026, the average hourly pay for associate financial services in the United States is $31.96, according to ZipRecruiter salary data. Most workers in this role earn between $20.67 and $34.38 per hour, depending on experience, location, and employer.

Is an associate's degree in finance worth it?

For an Associate Financial Services role, an associate's degree in finance can provide foundational knowledge of financial principles, accounting, and data analysis, which are valuable in entry-level positions. However, many employers also value relevant experience, certifications like the Series 6 or 63, and strong interpersonal skills, so the degree is often part of a broader qualification package.

What jobs pay 2000 a day?

In the financial services industry, high-level roles such as senior investment bankers, hedge fund managers, and private equity executives can earn $2,000 or more per day through bonuses, commissions, or profit sharing. These positions typically require advanced degrees, extensive experience, and strong analytical skills, often working in fast-paced, high-stakes environments. Compensation varies based on performance, firm size, and market conditions.

What does a financial associate do?

A financial associate supports clients and organizations by analyzing financial data, preparing reports, and assisting with investment or banking activities. They often use financial software and require strong analytical skills, typically working in banking, investment firms, or financial services companies.

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 does a financial service associate do?

A financial service associate assists clients with banking, investment, and financial products by providing information, processing transactions, and supporting financial advisors. They often handle customer inquiries, maintain account records, and use financial software to ensure accurate service delivery.

What are 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 in Financial Services, and why are they important?

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 cities are hiring for Associate Financial Services jobs? Cities with the most Associate Financial Services job openings:
What are the most commonly searched types of Financial Services jobs? The most popular types of Financial Services jobs are:
What states have the most Associate Financial Services jobs? States with the most job openings for Associate Financial Services jobs include:
Associate Financial Services jobs near you
Associate Financial Advisor - First State Bank

Associate Financial Advisor - First State Bank

LPL Financial Holdings, Inc.

New London, WI • On-site

$48K - $60K/yr

Full-time

Posted 4 days ago

LPL Financial rating

7.5

Company rating: 7.5 out of 10

Based on 67 frontline employees who took The Breakroom Quiz

114th of 139 rated financial services

Job description

Bank
Associate Financial Advisor - First State Bank
Your career path should lead to real opportunity
LPL Financial offers a complete menu of financial services to bank clients. This employment opportunity located at First State Bank in New London, WI would allow you to join First State Bank as an Associate Financial Advisor working with LPL Financial. Under this model Associate Financial Advisors are not employees of LPL Financial.
The Investment Program at First State Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.
This exciting position will allow you to grow your career and business, helping the people and families that look to First State Bank for financial solutions. This position will offer:
  • The opportunity to partner with a top advisor working a portion of their book of business
  • The ability to build a strong client base with the credit union's exceptional referral system
  • The opportunity to find new clients via the credit union's member base
  • The opportunity to create client solutions without proprietary products
  • The ability to grow your business with LPL's combination of tools, technology, and support
  • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
  • The opportunity to capitalize on the credit union's reputation and community standing
  • The opportunity to become a financial advisor in the future

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:
  • Access to our proprietary technology and a suite of customized services
  • An open architecture platform with access to thousands of investment products from leading third-party product sponsors
  • Resources and expertise across the firm to help you create client solutions
  • The freedom to create solutions specific to your client's goals

Whatever your vision of success, we're with you every step of the way.
Requirements:
  • Series 7 and 66 (63/65) required
  • Insurance license required

Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with First State Bank however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
***REQUIRED DISCLOSURE(S)
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First State Bank.
Tracking # 1-05026674
Pay Range:$48,000 - $60,000
The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

What LPL Financial employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply