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Associate In Finance Jobs in Rhode Island (NOW HIRING)

Berkshire Bank

Investment Sales Associate

Providence, RI · On-site

$52K - $90K/yr

The Investment Sales Associate supports financial advisors in delivering exceptional client service, executing transactions, and expanding client relationships. The ideal candidate is proactive ...

Citizens

Strategy Sr Associate

Johnston, RI · On-site

$105K - $135K/yr

Bachelors degree in Finance, Engineering, Economics, Business or related field * Excellent analytical and problem-solving skills, with the ability to translate data into actionable insights * Strong ...

Citizens

Strategy Sr Associate

Johnston, RI · On-site

$105K - $135K/yr

Bachelors degree in Finance, Engineering, Economics, Business or related field * Excellent analytical and problem-solving skills, with the ability to translate data into actionable insights * Strong ...

Citizens Bank

Strategy Sr Associate

Johnston, RI · On-site

$105K - $135K/yr

Bachelors degree in Finance, Engineering, Economics, Business or related field * Excellent analytical and problem-solving skills, with the ability to translate data into actionable insights * Strong ...

Citizens

Strategy Sr Associate

Johnston, RI

$105K - $135K/yr

Bachelors degree in Finance, Engineering, Economics, Business or related field * Excellent analytical and problem-solving skills, with the ability to translate data into actionable insights * Strong ...

washingtontrust

Wealth Advisor

Providence, RI · On-site

$125K - $175K/yr

... Associates to ensure client service standards are met * Guide clients through complex financial decisions with clarity and confidence * Maintain data on clients in system of record and CRM. ...

washingtontrust

Wealth Advisor

Westerly, RI · On-site

$125K - $175K/yr

... Associates to ensure client service standards are met * Guide clients through complex financial decisions with clarity and confidence * Maintain data on clients in system of record and CRM. ...

Meals on Wheels of RI

Finance Assistant

Providence, RI

$16 - $20/hr

Summary The Finance Assistant supports the day-to-day operations of the Finance Department to ... Associates Degree or equivalent education/experience required. B.A. in accounting, business or a ...

Withum

Gift & Estate Valuation Associate

Providence, RI · On-site

$65K - $90K/yr

The Valuation Associate can be based out of any of our U.S. office locations (New York, NY ... Bachelor's degree in business, Economics, Finance, Mathematics, Statistics, Accounting, or similar ...

Withum

Gift & Estate Valuation Associate

Providence, RI · On-site

$65K - $90K/yr

The Valuation Associate can be based out of any of our U.S. office locations (New York, NY ... Bachelor's degree in business, Economics, Finance, Mathematics, Statistics, Accounting, or similar ...

Oppenheimer & Co. Inc.

Be Seen First

Client Service Associate - Financial Services

Providence, RI · On-site

$45K - $60K/yr

Primary responsibility is to support Financial Advisors in sales and in day-to-day operations of ... A Client Service Associate is an integral role in the growth and success of the team's business and ...

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All JobsAssociate In Finance JobsAssociate In Finance Jobs in Rhode Island

Associate In Finance information

See Rhode Island salary details

$29.9K

$68.9K

$135.1K

How much do associate in finance jobs pay per year?

As of Aug 17, 2026, the average yearly pay for associate in finance in Rhode Island is $68,915.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,000.00 and $75,400.00 per year, depending on experience, location, and employer.

What is an associate in finance?

Associate in Finance jobs are entry- to mid-level positions within financial institutions such as banks, investment firms, or corporate finance departments. Associates typically support senior professionals in analyzing financial data, preparing reports, conducting market research, and assisting in the execution of financial transactions. These roles often serve as a stepping stone to more senior positions, providing valuable exposure to various aspects of finance including investment banking, asset management, and corporate finance. The job requires strong analytical skills, attention to detail, and proficiency with financial modeling and software. Most employers seek candidates with a degree in finance, economics, or a related field.

What are the key skills and qualifications needed to thrive as an associate in finance?

To thrive as an Associate in Finance, you need strong analytical abilities, financial modeling skills, and a relevant degree such as finance, accounting, or economics. Familiarity with tools like Microsoft Excel, financial databases (e.g., Bloomberg, FactSet), and certifications such as CFA or CPA are often advantageous. Attention to detail, strong communication, and effective time management are essential soft skills for collaborating with teams and managing multiple projects. These competencies enable Associates to deliver accurate analyses, support strategic decisions, and contribute effectively to their organization's financial success.

What are some typical challenges an associate in finance might face during their first year, and how can they overcome them?

As a new Associate in Finance, you may encounter challenges such as managing tight deadlines, adapting to rapidly changing priorities, and mastering complex financial models and analytical tools. It's common to juggle multiple projects simultaneously, often requiring close attention to detail and strong organizational skills. To overcome these challenges, effective time management, proactive communication with your team, and seeking regular feedback from senior colleagues are essential. Building strong relationships within your team will also help you learn best practices and navigate the fast-paced environment more smoothly.

What is the difference between Associate In Finance vs Financial Analyst?

AspectAssociate In FinanceFinancial Analyst
Required CredentialsBachelor's degree often in finance, accounting, or related fields; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; CFA certification common for advanced roles
Work EnvironmentEntry-level position in finance departments, investment firms, or banksAnalyzing financial data, preparing reports, and supporting investment decisions in similar settings
Employer & Industry UsageUsed by banks, investment firms, corporate finance departmentsCommonly employed in finance, investment banking, and corporate finance sectors

While both roles require similar educational backgrounds and are found in finance environments, Associates In Finance typically focus on supporting financial operations and analysis at an entry level, whereas Financial Analysts often take on more in-depth analysis and reporting responsibilities. The roles are closely related, with the main difference being the scope of analysis and experience level.

Is an associate in finance worth it?

An associate in finance is an entry-level role that can provide valuable experience in financial analysis, reporting, and client interaction. It often serves as a stepping stone to higher positions such as analyst or manager, with salary growth and skill development being key benefits.

What can you do with an associate in finance?

An associate in finance can work in roles such as financial analyst, loan officer, or accounting assistant, performing tasks like financial reporting, data analysis, and client service. These positions often require knowledge of financial software and may lead to further certifications or advancement in finance careers.

What are the most commonly searched types of In Finance jobs in Rhode Island?

The most popular types of In Finance jobs in Rhode Island are:

What cities in Rhode Island are hiring for Associate In Finance jobs?

Cities in Rhode Island with the most Associate In Finance job openings:

Associate In Finance jobs near you
Infographic showing various Associate In Finance job openings in Rhode Island as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 29% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $68,915 per year, or $33.1 per hour.

Investment Sales Associate

Berkshire Bank

Providence, RI • On-site

$52K - $90K/yr

Full-time

Re-posted 8 days ago

Berkshire Bank rating

6.7

Company rating: 6.7 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

136th of 171 rated banks

Job description

Division: Beacon Bank & Trust
Department: Investment Services
Reports to: Director of Investments
Status: Exempt
Grade: 9E
Pay Range: $52,000-$90,498
Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location.
Location: Providence, RI
Purpose/Objective:
The Investment Sales Associate supports financial advisors in delivering exceptional client service, executing transactions, and expanding client relationships. The ideal candidate is proactive, highly organized, and committed to continuous professional development.
Key Accountabilities:
  • Support financial advisors with daily sales and operational activities
  • Process client transactions accurately and efficiently
  • Meets with clients in person when necessary
  • Prepare client meeting materials, proposals, and portfolio reviews
  • Proactively follow up on client requests and identify service opportunities
  • Maintain and deepen client relationships through high-touch service
  • Identify cross-selling opportunities and contribute to revenue growth
  • Stay current on market trends, products, and compliance requirements

Education:
  • Bachelor's Degree with related experience in financial services or retail organization preferred

Experience:
  • 2+ years counselling customers and selling financial products desirable

Skills & Knowledge:
  • Active securities and insurance licenses (Series 7, 63/65/66)
  • Relentless work ethic and a strong desire to learn and grow
  • Exceptional attention to detail and organizational skills
  • Strong communication skills and outstanding customer service
  • A positive attitude and a proactive mindset

Beacon Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at hr@berkshirebank.com.

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