The Difference You Make The Associate Financial Advisor is responsible for helping clients identify ... Finance, Economics, Management Information Systems, Statistics or equivalent field - Required.
The Difference You Make The Associate Financial Advisor is responsible for helping clients identify ... Finance, Economics, Management Information Systems, Statistics or equivalent field - Required.
Financial Advisor Associate - North Andover, Massachusetts
Andover, MA · On-site
$60 - $80/hr
## Financial Advisor Associate - North Andover, MassachusettsPostulerremote type: Sur placelocations: North Andover, Massachusettstime type: Temps pleinposted on: Publié il y a 7 jour(s)time left to ...
Financial Advisor Associate - North Andover, Massachusetts
Andover, MA · On-site
$60 - $80/hr
## Financial Advisor Associate - North Andover, MassachusettsPostulerremote type: Sur placelocations: North Andover, Massachusettstime type: Temps pleinposted on: Publié il y a 7 jour(s)time left to ...
Financial Customer Associate - Merrimack
Pelham, NH · On-site
$15 - $20.75/hr
... Associates (FCA) in our Merrimack site. In this full-time position, you can apply your skills and ... You do not need a finance background to succeed in this role. As a new FCA, you'll learn about ...
Financial Customer Associate - Merrimack
Pelham, NH · On-site
$15 - $20.75/hr
... Associates (FCA) in our Merrimack site. In this full-time position, you can apply your skills and ... You do not need a finance background to succeed in this role. As a new FCA, you'll learn about ...
Financial Customer Associate - Merrimack
Derry, NH · On-site
$14.75 - $20.25/hr
... Associates (FCA) in our Merrimack site. In this full-time position, you can apply your skills and ... You do not need a finance background to succeed in this role. As a new FCA, you'll learn about ...
Financial Customer Associate - Merrimack
Derry, NH · On-site
$14.75 - $20.25/hr
... Associates (FCA) in our Merrimack site. In this full-time position, you can apply your skills and ... You do not need a finance background to succeed in this role. As a new FCA, you'll learn about ...
Financial Customer Associate - Merrimack
Goffstown, NH · On-site
$15.25 - $21.25/hr
... Associates (FCA) in our Merrimack site. In this full-time position, you can apply your skills and ... You do not need a finance background to succeed in this role. As a new FCA, you'll learn about ...
Financial Customer Associate - Merrimack
Goffstown, NH · On-site
$15.25 - $21.25/hr
... Associates (FCA) in our Merrimack site. In this full-time position, you can apply your skills and ... You do not need a finance background to succeed in this role. As a new FCA, you'll learn about ...
Financial Customer Associate - Merrimack
Hudson, NH · On-site
$14.75 - $20.25/hr
... Associates (FCA) in our Merrimack site. In this full-time position, you can apply your skills and ... You do not need a finance background to succeed in this role. As a new FCA, you'll learn about ...
Financial Customer Associate - Merrimack
Hudson, NH · On-site
$14.75 - $20.25/hr
... Associates (FCA) in our Merrimack site. In this full-time position, you can apply your skills and ... You do not need a finance background to succeed in this role. As a new FCA, you'll learn about ...
Adjunct Lecturer, Finance
North Andover, MA · On-site
$3.7K/wk
Financial Planning (FIN4435) Monday/Wednesday/Friday 9:45 AM - 11:00 AM - in person Courses start on August 31st and will run through December 18th 2026. The course is in-person, on-campus for all ...
Quick apply
Adjunct Lecturer, Finance
North Andover, MA · On-site
$3.7K/wk
Financial Planning (FIN4435) Monday/Wednesday/Friday 9:45 AM - 11:00 AM - in person Courses start on August 31st and will run through December 18th 2026. The course is in-person, on-campus for all ...
Associate Vice President, Financial Planning & Analysis
Andover, MA · On-site
$150 - $200/hr
... technology-forward Associate Vice President of Financial Planning and Analysis (AVP, FP&A ... AI-enabled finance and analytics. Lead responsible use of predictive analytics, generative AI ...
New
Associate Vice President, Financial Planning & Analysis
Andover, MA · On-site
$150 - $200/hr
... technology-forward Associate Vice President of Financial Planning and Analysis (AVP, FP&A ... AI-enabled finance and analytics. Lead responsible use of predictive analytics, generative AI ...
New
Financial Customer Associate - Bilingual- Merrimack
Derry, NH · On-site
$14.75 - $20.25/hr
... Associates (FCA) in our Merrimack site. In this full-time position, you can apply your skills and ... You do not need a finance background to succeed in this role. As a new FCA, you'll learn about ...
Financial Customer Associate - Bilingual- Merrimack
Derry, NH · On-site
$14.75 - $20.25/hr
... Associates (FCA) in our Merrimack site. In this full-time position, you can apply your skills and ... You do not need a finance background to succeed in this role. As a new FCA, you'll learn about ...
Financial Customer Associate - Bilingual- Merrimack
Goffstown, NH · On-site
$15.25 - $21.25/hr
... Associates (FCA) in our Merrimack site. In this full-time position, you can apply your skills and ... You do not need a finance background to succeed in this role. As a new FCA, you'll learn about ...
Financial Customer Associate - Bilingual- Merrimack
Goffstown, NH · On-site
$15.25 - $21.25/hr
... Associates (FCA) in our Merrimack site. In this full-time position, you can apply your skills and ... You do not need a finance background to succeed in this role. As a new FCA, you'll learn about ...
Financial Customer Associate - Bilingual- Merrimack
Pelham, NH · On-site
$15 - $20.75/hr
... Associates (FCA) in our Merrimack site. In this full-time position, you can apply your skills and ... You do not need a finance background to succeed in this role. As a new FCA, you'll learn about ...
Financial Customer Associate - Bilingual- Merrimack
Pelham, NH · On-site
$15 - $20.75/hr
... Associates (FCA) in our Merrimack site. In this full-time position, you can apply your skills and ... You do not need a finance background to succeed in this role. As a new FCA, you'll learn about ...
Financial Customer Associate - Bilingual- Merrimack
Hudson, NH · On-site
$14.75 - $20.25/hr
... Associates (FCA) in our Merrimack site. In this full-time position, you can apply your skills and ... You do not need a finance background to succeed in this role. As a new FCA, you'll learn about ...
Financial Customer Associate - Bilingual- Merrimack
Hudson, NH · On-site
$14.75 - $20.25/hr
... Associates (FCA) in our Merrimack site. In this full-time position, you can apply your skills and ... You do not need a finance background to succeed in this role. As a new FCA, you'll learn about ...
Advisor Development Program - Financial Solutions Advisor Trainee: Dover Main Financial Center - Bil
Dover, NH · On-site
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Advisor Development Program - Financial Solutions Advisor Trainee: Dover Main Financial Center - Bil
Dover, NH · On-site
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Associate, Client Service Solutions
Portsmouth, NH · On-site
$60K - $70K/yr
SCS Financial is looking for an Associate to join the Client Service Solutions team. This is an excellent opportunity for candidates who would like to contribute to one of the firm's core business ...
Associate, Client Service Solutions
Portsmouth, NH · On-site
$60K - $70K/yr
SCS Financial is looking for an Associate to join the Client Service Solutions team. This is an excellent opportunity for candidates who would like to contribute to one of the firm's core business ...
Welcome Center Associate
Concord, NH · On-site
$15.75 - $21.25/hr
Welcome Center Associate The Granite YMCA of Concord is seeking a friendly and service-oriented ... Process memberships, program registrations, and financial transactions * Sell memberships and ...
Welcome Center Associate
Concord, NH · On-site
$15.75 - $21.25/hr
Welcome Center Associate The Granite YMCA of Concord is seeking a friendly and service-oriented ... Process memberships, program registrations, and financial transactions * Sell memberships and ...
Wealth Management Associates provide exceptional service to our clients and support Financial ... In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will ...
Wealth Management Associates provide exceptional service to our clients and support Financial ... In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will ...
CPA / Senior Tax Associate
Bedford, NH · On-site
$80 - $100/hr
About Us Milestone Financial Planning, LLC (fiduciary and B-Corporation) strives to make a ... as a Planning Associate (or as an Associate Advisor, once you hold or earn your CFP ® ...
CPA / Senior Tax Associate
Bedford, NH · On-site
$80 - $100/hr
About Us Milestone Financial Planning, LLC (fiduciary and B-Corporation) strives to make a ... as a Planning Associate (or as an Associate Advisor, once you hold or earn your CFP ® ...
Welcome Center Associate
Concord, NH · On-site
$13.75 - $15.25/hr
The Granite YMCA of Concord is seeking a friendly and service-oriented Welcome Center Associate to ... Process memberships, program registrations, and financial transactions * Sell memberships and ...
Welcome Center Associate
Concord, NH · On-site
$13.75 - $15.25/hr
The Granite YMCA of Concord is seeking a friendly and service-oriented Welcome Center Associate to ... Process memberships, program registrations, and financial transactions * Sell memberships and ...
Welcome Center Associate
Concord, NH · On-site
$15.75 - $21.25/hr
The Granite YMCA of Concord is seeking a friendly and service-oriented Welcome Center Associate to ... Process memberships, program registrations, and financial transactions * Sell memberships and ...
Welcome Center Associate
Concord, NH · On-site
$15.75 - $21.25/hr
The Granite YMCA of Concord is seeking a friendly and service-oriented Welcome Center Associate to ... Process memberships, program registrations, and financial transactions * Sell memberships and ...
... associates. More information can be found at Education:UNAVAILABLEEmployment Type: FULL_TIME
... associates. More information can be found at Education:UNAVAILABLEEmployment Type: FULL_TIME
Finance Associate information
See Epping, NH salary details
$31.3K - $41.4K
10% of jobs
$50K is the 25th percentile. Wages below this are outliers.
$41.4K - $51.4K
18% of jobs
The median wage is $60.2K / yr.
$51.4K - $61.5K
26% of jobs
$61.5K - $71.5K
19% of jobs
$74K is the 75th percentile. Wages above this are outliers.
$71.5K - $81.6K
11% of jobs
$81.6K - $91.6K
10% of jobs
$91.6K - $101.7K
3% of jobs
$101.7K - $111.7K
2% of jobs
$111.7K - $121.7K
1% of jobs
$121.7K - $131.8K
1% of jobs
$131.8K - $141.8K
0% of jobs
$31.3K
$72.3K
$141.8K
How much do finance associate jobs pay per year?
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?
What are some common challenges finance associates face when managing multiple deadlines and reporting requirements?
What do you do as a finance associate?
What is the best entry-level finance associate job?
What job categories do people searching Finance Associate jobs in Epping, NH look for?
The top searched job categories for Finance Associate jobs in Epping, NH are:
What cities near Epping, NH are hiring for Finance Associate jobs?
Cities near Epping, NH with the most Finance Associate job openings:

Santander Bank rating
7.3
Based on 36 frontline employees who took The Breakroom Quiz
112th of 175 rated banks
Job description
Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference.
If you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make
The Associate Financial Advisor is responsible for helping clients identify financial needs, understand investment objectives, and implement appropriate investment and insurance solutions consistent with regulatory and compliance standards. Working in partnership with branch leadership and senior investment professionals, the Associate Financial Advisor focuses on developing client relationships, deepening existing relationships, and delivering an exceptional client experience while achieving investment sales and revenue objectives.
- Attain and exceed investment sales, revenue, and client engagement goals as defined by management and the Retail Investments scorecard.
- Conduct client appointments through in-person, virtual, and telephone channels to identify financial needs and recommend appropriate investment and insurance solutions.
- Manage and grow an assigned portfolio of clients by strengthening relationships, uncovering additional opportunities, and delivering ongoing financial guidance.
- Maintain compliance with all applicable bank, broker/dealer, FINRA, state, and federal regulations governing the sale of investment and insurance products, including Santander's Uninsured Products Policy Statement.
- Collaborate with Branch Managers, Field Advisors, and Licensed Bank Employees (LBEs) to identify opportunities, generate referrals, and support overall branch investment growth.
- Provide coaching, education, and product awareness support to LBEs and branch partners to enhance referral generation and client engagement.
- Participate actively in sales meetings, training programs, coaching sessions, and development initiatives designed to enhance advisory skills and business performance.
- Develop and execute business development activities aligned with management objectives and client acquisition strategies.
- Build strong internal relationships and referral partnerships that support client acquisition and retention efforts.
- Maintain accurate client records, complete operational and administrative requirements, and provide activity and sales reporting in a timely manner.
- Maintain all required professional licenses, registrations, continuing education requirements, and regulatory training.
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Bachelor's Degree or equivalent work experience: Finance, Economics, Management Information Systems, Statistics or equivalent field - Required.
- Master's Degree: Finance, Economics, Management Information Systems, Statistics or equivalent field - Preferred.
- 5+ Years: Demonstrate a superior record of sales achievement while maintaining high ethical standards - Required.
- 1+ Years: Experience providing investment guidance and advice to clients - Required.
- Very strong interpersonal communication skills, complemented by both excellent verbal and written communication.
- Knowledge of financial analysis and risk evaluation.
- Motivating, developing, and directing people as they work, identifying the best people for the job.
- Strong relationship management and negotiation skills.
- Ability of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
- Attention to detail, being careful about detail and thorough in completing work tasks.
- Strong social orientation, preferring to work with others rather than alone, and being personally connected with others on the job.
- Demonstrated proficiency with Microsoft Office applications.
Certifications:
- NASD licenses: FINRA Series 7, Series 66 (or 63 & 65) - Required.
- Appropriate state insurance licenses - Required.
It Would Be Nice For You To Have:
- Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
- Experience in Microsoft Office products.
Work Authorization & Sponsorship:
Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range:
Minimum:
$61,875.00 USD
Maximum:
$105,000.00 USD
We Value Your Impact:
Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next :
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.
What Santander Bank employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Santander Bank
Sourced by ZipRecruiter
Company size
5,001 - 10,000 Employees
Headquarters location
Boston, MA, US
Year founded
2013