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Associate In Finance Jobs in Boca Raton, FL (NOW HIRING)

SCS Financial

Associate, Client Advisor

West Palm Beach, FL · On-site

$60K - $75K/yr

Position Summary SCS Financial is seeking a highly motivated Associate, Client Advisor to join our ... In this role, you will support the financial and investment needs of ultra-high-net-worth clients ...

Seacoast Bank

Senior FP&A Analyst

West Palm Beach, FL · On-site

$82K - $103K/yr

... in Finance/Accounting required. * MBA or Master's Degree in Finance or Accounting strongly ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

Seacoast Bank

Senior FP&A Analyst

Fort Lauderdale, FL · On-site

$81K - $101K/yr

... in Finance/Accounting required. * MBA or Master's Degree in Finance or Accounting strongly ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

Apply Early

Seacoast Bank

Senior FP&A Analyst

Fort Lauderdale, FL

$81K - $101K/yr

... in Finance/Accounting required. * MBA or Master's Degree in Finance or Accounting strongly ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

Aionios LLC

Public Finance Associate

West Palm Beach, FL

$180K - $210K/yr

Real Estate / Public Finance Associate Locations: Florida (Multiple Offices Available) Experience ... Representing clients in developer counsel and bond counsel matters * Drafting and negotiating ...

Apply Early

Synovus

Financial Advisor Associate

Fort Lauderdale, FL · On-site

Bachelor's degree in Finance, Economics, Marketing, Communications or a related field, or an equivalent combination of education and experience Minimum Experience: One year as a WRA I; or 3 years of ...

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All JobsAssociate In Finance JobsAssociate In Finance Jobs in Boca Raton, FL

Associate In Finance information

See Boca Raton, FL salary details

$28.9K

$66.8K

$131K

How much do associate in finance jobs pay per year?

As of Jul 6, 2026, the average yearly pay for associate in finance in Boca Raton, FL is $66,779.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,400.00 and $73,100.00 per year, depending on experience, location, and employer.

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.

What does a financial associate do?

A financial associate supports financial analysis, reporting, and planning within organizations. They often handle tasks such as preparing financial statements, analyzing data, and assisting with budgeting, using tools like Excel and financial software. Strong analytical skills and attention to detail are essential for this role.

What are Associate In Finance jobs?

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 can you do with associates in finance?

An associate in finance typically performs tasks such as analyzing financial data, preparing reports, supporting investment decisions, and assisting with client accounts. This role often involves using financial software and requires strong analytical and communication skills, serving as a foundation for career advancement in finance or related fields.

What is the work of a finance associate?

A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use tools like Excel and financial software, and may be involved in tasks such as account reconciliation, data entry, and financial analysis to help organizations make informed decisions.

What are the key skills and qualifications needed to thrive as an Associate in Finance, and why are they important?

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.

Is an associate's degree in finance good?

An associate's degree in finance can be a valuable credential for entry-level finance positions such as financial clerks or assistants, providing foundational knowledge of financial principles and tools like spreadsheets. However, for more advanced roles like financial analyst or advisor, a bachelor's degree or higher is typically required, and additional certifications may enhance job prospects.
What are the most commonly searched types of In Finance jobs in Boca Raton, FL? The most popular types of In Finance jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Associate In Finance jobs? Cities near Boca Raton, FL with the most Associate In Finance job openings:
Associate In Finance jobs near you
Infographic showing various Associate In Finance job openings in Boca Raton, FL as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $66,779 per year, or $32.1 per hour.
Financial Services Team Associate - Fort Lauderdale, FL

Financial Services Team Associate - Fort Lauderdale, FL

Coastal Wealth

Fort Lauderdale, FL • On-site

$20/hr

Part-time

Posted 10 days ago

Be an early applicant

Job description

Company Description Brian A. Madrigal, ChFC®, AAMS® a Financial Planner at Coastal Wealth, a growing financial services firm dedicated to helping individuals, families, and businesses build and protect their wealth. The firm offers comprehensive financial planning, investment guidance, and insurance solutions tailored to each client’s goals. Team members collaborate in a professional, client-focused environment that values integrity, clear communication, and long-term relationships. Coastal Wealth is committed to supporting professional development and providing tools and training to help team members succeed in the financial services industry.

Role Description The Financial Service Team Associate is a part time, potential to be full-time, hybrid role based in Fort Lauderdale, FL. This role supports financial advisors with day-to-day client service, including preparing meeting materials, organizing client files, and responding to client inquiries in a timely and professional manner. The associate helps gather and verify client data, update financial planning tools and CRM systems, and assist with account applications, transfers, and maintenance requests. Daily responsibilities also include coordinating appointments, managing calendars, processing documentation, and ensuring compliance with internal procedures and industry regulations. The ideal candidate will collaborate closely with advisors and internal teams to maintain a high standard of accuracy, confidentiality, and client care.

Qualifications

  • Strong foundation in finance and financial services, with familiarity or interest in Financial Planning, Investments, and Insurance.
  • Excellent communication skills, including clear written and verbal communication with clients and internal teams.
  • High attention to detail, strong organizational skills, and the ability to manage multiple tasks and deadlines.
  • Proficiency with office productivity tools (e.g., Microsoft Office or Google Workspace) and comfort learning financial software and CRM systems.
  • Customer service mindset, professionalism, and ability to handle sensitive financial information with discretion.
  • Ability to work collaboratively in an on-site office environment and support advisors in a team-based setting. Ability to also work independently remotely.
  • Previous experience in a financial services, banking, or professional office environment is preferred.
  • Associate’s or Bachelor’s degree in Finance, Business, Economics, or a related field is preferred, or equivalent relevant experience.