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

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Associate, FP&A

West Palm Beach, FL · On-site

Responsibilities The FP&A Associate will support the Financial Planning & Analysis function in ... Minimum of 3-5 years of work experience in Finance and or/Accounting, preferably with exposure to ...

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Associate, FP&A

West Palm Beach, FL · On-site

Responsibilities The FP&A Associate will support the Financial Planning & Analysis function in ... Minimum of 3-5 years of work experience in Finance and or/Accounting, preferably with exposure to ...

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 ...

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 ...

FLIPANY

Summer Claims Associate

Dania Beach, FL · On-site

$16.25 - $22/hr

The Claims Associate plays a critical role in the Finance team by ensuring that all reimbursement claims reflect FLIPANY's commitment to accuracy, accountability, and regulatory compliance. The ...

Burr & Forman

Litigation Associate

Fort Lauderdale, FL · On-site

Burr & Forman LLP has an immediate opening in its Fort Lauderdale, Orlando, or Tampa, FL office for a litigation associate in its Financial Services Litigation Practice Group. This position requires ...

Burr & Forman

Litigation Associate

Fort Lauderdale, FL · On-site

Burr & Forman LLP has an immediate opening in its Orlando, Tampa, or Fort Lauderdale, FL office for a litigation associate in its Financial Services Litigation Practice Group. This position requires ...

Burr & Forman

Litigation Associate

Fort Lauderdale, FL · On-site

Burr & Forman LLP has an immediate opening in its Tampa, Fort Lauderdale, or Orlando, FL office for a litigation associate in its Financial Services Litigation Practice Group. This position requires ...

Focus Partners Wealth

Tax Associate

Boca Raton, FL · On-site

$55K - $73K/yr

A Bachelor's degree in Finance or Accounting with a minimum of 1 + years' relevant experience. * A demonstrated focus on preparing individual, S-corporation and partnership tax returns. * Superb ...

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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 Advisor

Financial Advisor

Regions Financial Corporation

Fort Lauderdale, FL • On-site

$43K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago

Regions Bank rating

8.1

Company rating: 8.1 out of 10

Based on 157 frontline employees who took The Breakroom Quiz

54th of 144 rated banks

Job description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of the customer's current financial standing and short and long term goals. The ideal candidate is customer-focused and partnership centric with previous branch based Financial Advisor experience.
Primary Responsibilities
  • Provides a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through Financial Planning services
  • Identifies and follows up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement
  • Builds and maintains a strong client network and pipeline
  • Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and investment knowledge
  • Conducts and/or participates in investment performance and relationship reviews
  • Keeps junior level staff informed about investment products and opportunities
  • Adheres to compliance requirements and follows corporate and industry protocols

This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.
This position is incentive eligible.
Requirements
  • High School Diploma or GED
  • Six (6) months of related experience
  • Series 7
  • Series 63 & 65 or Series 66
  • Life Insurance License must be obtained within 60 days from employment start date

Preferences
  • Bachelor's degree
  • Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist
  • Two (2) years of Financial Advisory experience

Compensation for this role includes base compensation and variable compensation. Associates in this role have total compensation earning potential of $43,888 - $150,000+.
Position Type
Full time
Incentive Pay Plans:
This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.
Position Type
Full time
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
  • Paid Vacation/Sick Time
  • 401K with Company Match
  • Medical, Dental and Vision Benefits
  • Disability Benefits
  • Health Savings Account
  • Flexible Spending Account
  • Life Insurance
  • Parental Leave
  • Employee Assistance Program
  • Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
https://www.regions.com/about-regions/welcome-portal/benefits
Location Details
Fort Lauderdale
Location:
Fort Lauderdale, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

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