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

Synovus

Financial Advisor Associate

Weston, FL · On-site

A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing ...

Synovus

Financial Advisor Associate

Fort Lauderdale, FL · On-site

A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing ...

DigitalBridge

Associate

Boca Raton, FL · On-site

Associates play an integral role in forecasting operating results and financial returns for potential new investments. Associates are expected to think with an investor's mentality and will play a ...

Mariner Finance

Consumer Lending Associate

Green Acres, FL · On-site

$18 - $19.16/hr

At Mariner Finance, our branch teams work directly with customers to understand their financial needs, present lending solutions, manage account relationships, and contribute to the success of the ...

DigitalBridge

Associate

Boca Raton, FL · On-site

Associates play an integral role in forecasting operating results and financial returns for potential new investments. Associates are expected to think with an investor's mentality and will play a ...

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All JobsFinance Associate JobsFinance Associate Jobs in Boca Raton, FL

Finance Associate information

See Boca Raton, FL salary details

$28.9K

$66.8K

$131K

How much do finance associate jobs pay per year?

As of Sep 3, 2026, the average yearly pay for finance associate 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 is a finance associate?

A finance associate provides support to a financial manager regarding financial statements and other legal documentation for a company. As a finance associate, your primary duties are to help managers in planning investments, creating budgets, assessing company payments, and making suggestions on how to increase profitability. Qualifications for this career include a bachelor’s degree in finance, accounting, or economics, job experience in the banking or accounting industry, organizational skills, and the ability to create and manage complex financial documents and spreadsheets.

What are the key skills and qualifications needed to thrive as a finance associate, and why are they important?

To thrive as a Finance Associate, you need a strong grasp of financial analysis, accounting principles, and a relevant degree such as finance, accounting, or economics. Proficiency in Microsoft Excel, financial modeling software, and familiarity with ERP systems like SAP or Oracle are typically expected. Attention to detail, analytical thinking, and effective communication are standout soft skills for this role. These competencies ensure accurate financial reporting, insightful analysis, and smooth collaboration within finance teams and with other departments.

What are some common challenges finance associates face when managing multiple deadlines and reporting requirements?

Finance Associates often juggle several tasks with tight deadlines, such as preparing financial reports, processing invoices, and supporting month-end or quarter-end closing activities. Balancing these responsibilities can be challenging, especially during peak reporting periods. Effective time management, strong organizational skills, and clear communication with team members and other departments are essential to meet expectations and ensure accuracy. Many organizations provide structured workflows and support from senior finance staff to help associates manage these demands.

What do you do as 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 accounting software and may review financial documents to ensure accuracy. The role typically requires strong analytical skills and attention to detail.

What is the best entry-level finance associate job?

An entry-level finance associate role typically involves supporting financial analysis, preparing reports, and assisting with budgeting and forecasting. Candidates often need a bachelor's degree in finance, accounting, or a related field, along with strong Excel skills and attention to detail.
More about Finance Associate jobs

What are the most commonly searched types of Finance jobs in Boca Raton, FL?

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For Finance Associate jobs in Boca Raton, FL, the most frequently searched job titles are:

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The top searched job categories for Finance Associate jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Finance Associate jobs?

Cities near Boca Raton, FL with the most Finance Associate job openings:

Finance Associate jobs near you
Infographic showing various Finance Associate job openings in Boca Raton, FL as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $66,779 per year, or $32.1 per hour.

Financial Advisor Associate

Synovus

Weston, FL • On-site

Full-time

Posted 26 days ago

Synovus rating

8.9

Company rating: 8.9 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

13th of 174 rated banks

Job description

Job Summary:
A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing loans, establishing, and servicing deposit relationships, and ensuring the accuracy of critical data to mitigate risk.
Job Duties and Responsibilities:
  • Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Prepare new and renewal loan documents. Create a superior client experience with accurate and timely processing of loan packages, while mitigating the firm's risk by following compliance, loan policies, legal and regulatory requirements. Close and disburse loan proceeds and process booking loans within 10 days. Assist Financial Advisors (FAs) in establishing new deposit relationships. Open depository accounts, verify client credentials, obtain all supporting documentation with zero CIP and deposit exceptions over 45 days. Effectively monitor portfolio risk in terms of delinquencies, maturities, and overdrafts. Ensure the accuracy of critical data (i.e., risk ratings, non-accruals, pricing, etc.) to minimize negative impact on the client or firm. Clear all controllable collateral exceptions within 90 days and all collateral exceptions within 180 days. Prepare for and attend weekly meetings with Financial Advisors and Credit Analysts to address monthly recurring tasks in a timely manner and resolve any pending items (past dues, exception items, maturing loans and deposits, etc.) with a focus on critical actions of supported advisors. Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as needed to ensure delivery of distinctive service. Perform other related duties and responsibilities as assigned.

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.
Minimum Education: High School Diploma or Equivalent -- College degree is preferred.
Minimum Experience: Minimum of 10 years' experience in financial services.
Required Knowledge, Skills & Abilities: Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. Broad knowledge of bank products and services. Knowledge of federal and state banking regulations and compliance requirements. Excellent interpersonal skills, including verbal and written communication skills. Effective analytical and mathematical reasoning skills with problem-solving ability. Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. Excellent client service skills. Tact and diplomacy in dealing with both clients and team members. The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. This position may require successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Registration must be accomplished within an established timeframe after initial employment and includes a nationwide finger print check.

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