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Financial Associate Jobs (NOW HIRING)

Rise North Capital

Financial Associate

Braintree, MA · On-site

About the Role In your role as a Financial Associate, we will help you build your career in delivering financial advice and guidance to individuals, families, and businesses. Your goal will be to ...

Rise North Capital

Financial Associate

Braintree, MA

$120K/yr

As a Financial Associate, you will receive the training, mentorship, and support needed to build a successful long-term career. We will provide you with the tools and teach you the skill sets you ...

Rise North Capital

Financial Associate

Nashua, NH

$120K/yr

As a Financial Associate, you will receive the training, mentorship, and support needed to build a successful long-term career. We will provide you with the tools and teach you the skill sets you ...

Deca Analytics

Financial Associate

San Juan, PR · On-site

Role Summary The Financial Associate plays a critical supporting role within Oceanum Capital Partners' private credit platform. This individual contributor position is responsible for ensuring the ...

UAB

FINANCIAL ASSOCIATE

Tampa, FL · On-site

$16.50 - $26.80/hr

Works closely with the Financial/Business Officer on such matters as monitoring sizeable budgets, providing projections and costing, preparing grants and contracts, maintenance of financial databases ...

Kombo

Financial associate

Albany, NY · On-site

Company Description Advanced technologies, very good stuff Additional Information All your information will be kept confidential according to EEO guidelines.

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Financial Associate information

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$70.4K

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How much do financial associate jobs pay per year?

As of Sep 14, 2026, the average yearly pay for financial associate in the United States is $70,370.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $77,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial associate?

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What does a financial associate do?

A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.
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Financial Associate jobs near you
Infographic showing various Financial Associate job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $70,370 per year, or $33.8 per hour.

Financial Associate

Braintree, MA • On-site

Rise North Capital
Finance and Insurance • 11 - 50 employees
Learn more about Rise North Capitalexternal

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 16 days ago

Job description

Description
Training Provided
Start Building Something That's Yours.
Whether you're not yet licensed, newly licensed, or changing careers - we'll help you launch, get trained from scratch, and build something real with the right tools and mentorship.
About the Role
In your role as a Financial Associate, we will help you build your career in delivering financial advice and guidance to individuals, families, and businesses. Your goal will be to help clients achieve their financial goals through our process and provide solutions in insurance, asset accumulation, and retirement planning.
As a Financial Associate, you will receive the training, mentorship, and support needed to build a successful long-term career. We will provide you with the tools and teach you the skill sets you need to succeed in building and maintaining client relationships, as well as the leadership to make this a career for life.
Compensation & Benefits
  • Performance-based bonuses and commissions
  • Comprehensive benefits package including Health, Dental, Vision, HSA, Life Insurance, Disability Insurance, 401(k), and Pension
  • Company-sponsored destination trips and travel incentives
  • In-person work - office located in Braintree, MA
  • Other office locations: Nashua, NH and South Hadley, MA
  • Sponsorship for licenses and ongoing professional development
  • One-on-one coaching, mentorship, and leadership development opportunities

We are committed to your success and will provide all of the following to help you develop as a Financial Associate:
  • One-on-one strategic coaching
  • Mentorship, peer group learning environment
  • Virtual and in-person training
  • Remote access to top resources and experts in the industry
  • Marketing systems and capital
  • Leadership advancement track
  • Sponsorship for licenses and ongoing professional training

If you're ready to start your career in Financial Services, apply today.
Responsibilities
As a Financial Associate, you will:
• Attend virtual or in-person trainings to enhance financial expertise.
• Collaborate with coaches and other team members on client cases.
• Develop client relationships and provide tailored financial strategies.
• Offer solutions in insurance, asset accumulation, and retirement planning.
• Utilize marketing tools and resources to grow your client base.
• Ensure compliance with financial industry standards and licensing requirements.
Qualifications
Successful Financial Associate candidates are:
• Driven
• Coachable
• Competitive
• Resilient
• Strong Work Ethic
• Track Record of Leadership and Success
• People Orientated
• Please note: Must be a U.S. Citizen or Permanent Resident/Green Card holder to qualify.
Background in Finance or Financial Services is NOT REQUIRED for this Entry Level Financial Representative opportunity.

Apply