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Associate In Finance Jobs in Miami, FL (NOW HIRING)

Senior FP&A Analyst

Fort Lauderdale, FL ยท 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 ...

Public Finance Associate

Miami, FL ยท On-site

$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 ...

Senior FP&A Analyst

Miami, FL ยท 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 ...

Senior FP&A Analyst

Fort Lauderdale, FL ยท 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 ...

Senior FP&A Analyst

Miami, FL ยท 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 ...

Senior FP&A Analyst

Miami, FL ยท 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 ...

Consumer Finance Associate Attorney

Miami, FL ยท On-site

$260K - $310K/yr

Consumer Finance Associate Attorney Direct Counsel is seeking a Consumer Finance Associate Attorney ... Counsel clients regarding the Truth in Lending Act (TILA), Fair Credit Reporting Act (FCRA), Equal ...

Private Equity Associate

Miami, FL ยท On-site

$140 - $185/hr

Private Equity Associate (Entry-Level) - Career Launch AI Talent Network Location: San Francisco ... Bachelor's degree in Finance, Economics, Accounting, Engineering, Math, or similar field. * Very ...

Showing results 21-40

Associate In Finance information

See Miami, FL salary details

$29.2K

$67.3K

$132K

How much do associate in finance jobs pay per year?

As of Aug 18, 2026, the average yearly pay for associate in finance in Miami, FL is $67,305.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,800.00 and $73,600.00 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 typically earns an entry-level salary with opportunities for advancement and skill development in areas like financial analysis and reporting. The role can be a valuable stepping stone toward higher positions such as analyst or manager, especially when combined with relevant certifications like CFA or CPA. Its worth depends on career goals and the industry demand for finance professionals.

What can you do with an associate in finance?

An associate in finance can work in roles such as financial analyst, credit analyst, or banking associate, performing tasks like financial reporting, data analysis, and supporting investment decisions. These positions often require knowledge of financial software and strong analytical skills, and may lead to advancement into more senior finance roles.

What are the most commonly searched types of In Finance jobs in Miami, FL?

The most popular types of In Finance jobs in Miami, FL are:

What cities near Miami, FL are hiring for Associate In Finance jobs?

Cities near Miami, FL with the most Associate In Finance job openings:

Infographic showing various Associate In Finance job openings in Miami, FL as of August 2026, with employment types broken down into 90% Full Time, and 10% Part Time. Highlights an 95% In-person, and 5% Remote job distribution, with an average salary of $67,305 per year, or $32.4 per hour.

Financial Planning Associate / Paraplanner

Tobias Financial Advisors

Plantation, FL โ€ข On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 12 days ago


Job description

About Tobias Financial Advisors

Tobias Financial Advisors (TFA) is a fast-growing independent registered investment advisory firm that provides team-oriented, fee-only financial planning, investment advice, and wealth management services to business owners, executives and professionals. We have been recognized as an InvestmentNews Best Places to Work for Financial Advisors (2023, 2024) and as a South Florida Business Journal Best Places to Work. We offer a well-defined career path for both advisory and non-advisory careers, and provide an environment that encourages continuous growth, learning and development. Please visit https://tobiasfinancial.com/who-we-are/careers/ to learn more about careers at TFA.

Financial Planning Associate
Tobias Financial Advisors is searching for a Financial Planning Associate. As a Financial Planning Associate, you will be helping our advisory team deliver comprehensive financial planning to clients. You’ll be focused on helping them manage their clients, which includes organizing client information, following up with clients, developing planning deliverables, and making preliminary recommendations. This is NOT a sales position. It is a planning and advice-oriented role that will support our advisory team with many aspects of financial planning and wealth management service delivery.

This position is a fantastic opportunity for someone looking to start or grow a career in financial planning and wealth management, and who is looking to join a growing and fast-paced financial planning and investment firm. You will gain immediate exposure to many facets of the financial planning and investment management industry, will have access to training and development, and will join a team of professionals who strives to deliver first class service to high-net-worth families and individuals.

What you will get to do

  • Assist advisory team on client research, meeting preparations and meeting follow-up.
  • Coordinate with advisory, client service, operations, and investment teams to assign client related tasks and follow up on progress.
  • Prepare financial planning deliverables and analysis including, but not limited to, estate planning summaries, insurance analysis, beneficiary reviews, retirement projections, and investment analysis.
  • Assist in client relationship management by proactively managing and addressing tasks in our planning queue or working on planning projects assigned by the advisory team.
  • Support new client onboarding, including account reconciliation, investment policy creation, and kick-off of retirement planning projections and analysis.
  • Develop prospecting proposals and other materials and analysis as needed to support new business conversations.
  • Support firm’s tax planning process to include research and preparation of client income tax plans.
  • Learn and adapt to service needs of various clients in order to answer day-to-day questions.

What we seek in a candidate

  • 2+ years of client service or business-related experience
  • Bachelor’s degree in business or related field; specialization or graduate from financial planning program highly preferred
  • Experience in wealth management, financial planning, or financial services highly preferred.
  • Demonstrated passion for the Financial Planning profession.
  • Foundations in Financial Planning: Registered Paraplanner® designation a plus
  • Ability to identify, meet, and follow through with client needs and requirements.
  • Organized with a strong attention to detail and ethical standards.
  • Ability to think strategically to improve internal client service and planning processes or develop new ones.
  • Commitment to team culture, development, and personal professional growth

Benefits offered to you include

  • Competitive health insurance plan with 100% of the cost covered for the employee.
  • Long-term disability, short-term disability, and life insurances offered to all full-time employees at no additional cost.
  • Access to additional group benefits, including dental, vision, legal services, and miscellaneous insurance coverage.
  • Unlimited PTO program
  • Paid parental leave available.
  • Paid learning and development opportunities, including tuition reimbursement.
  • Employee wellness program, which includes financial, emotional, physical and other wellness areas.
  • 401(k) retirement plan with employer contribution and profit sharing
  • Daily healthy snacks and frequent team building lunches, charitable and other activities.


Please note: Tobias Financial Advisors is unable to provide immigration or visa sponsorship for this position, now or in the future. Candidates must be authorized to work in the United States without current or future employer sponsorship.


*Applicants must be able to pass a background and employment credit check.