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Finance Associate Jobs in Naples, FL (NOW HIRING)

Moors & Cabot Inc

Financial Advisor

Naples, FL · On-site

Set performance expectations and goals for assigned Client Associate(s) in conjunction with the ... Bachelor's Degree or higher in Business, Finance, or related field * A passion for financial ...

Amscot Financial

Customer Experience Associate

Naples, FL · On-site

$15.50 - $20.75/hr

Customer Experience Associate Do you love helping people? Are you energized by creating great ... Make a Difference Every day, you'll help customers with financial solutions they depend on while ...

Northern Trust

Registered Associate II

Bonita Springs, FL · On-site

$64K - $105K/yr

With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Registered Associate II ...

City Home

SALES ASSOCIATE - NAPLES

Naples, FL

$200K/yr

Associate Purchase Discount Program * Paid Parental Leave * And so much more.... What This ... You'll use an iPad for all training, transactions, financing applications, inventory checks, etc.

City Home

SALES ASSOCIATE - NAPLES

Naples, FL · On-site

$200K/yr

Associate Purchase Discount Program * Paid Parental Leave * And so much more.... What This ... You'll use an iPad for all training, transactions, financing applications, inventory checks, etc.

City Home

SALES ASSOCIATE - NAPLES

Naples, FL

$200K/yr

Associate Purchase Discount Program * Paid Parental Leave * And so much more.... What This ... You'll use an iPad for all training, transactions, financing applications, inventory checks, etc.

ACE Cash Express

Part Time Sales Associate

Naples, FL · On-site

$12.75 - $17.50/hr

Sales Associates will need to understand the diverse range of financial products and services that ACE offers. It is beneficial to have two or more years of retail experience. Proficiency in Spanish ...

H&R Block

Tax Associate

Fort Myers, FL · On-site

$51K - $68K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

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Finance Associate information

See Naples, FL salary details

$28.7K

$66.3K

$130K

How much do finance associate jobs pay per year?

As of Aug 17, 2026, the average yearly pay for finance associate in Naples, FL is $66,276.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,100.00 and $72,500.00 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.
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Finance Associate jobs near you
Infographic showing various Finance Associate job openings in Naples, FL as of August 2026, with employment types broken down into 61% Full Time, and 39% Part Time. Highlights an 95% In-person, and 5% Remote job distribution, with an average salary of $66,276 per year, or $31.9 per hour.

Financial Advisor

Moors & Cabot Inc

Naples, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 16 days ago

Job description


Position Summary

In this pivotal role, the Financial Advisor will be responsible for overseeing the investment strategies for their diverse client base. This results-driven role will be responsible for designing and executing tailored investment strategies that meet the customized financial goals of clients, and will also provide a complete and holistic approach to financial planning.


Role Description

The Financial Advisor is an experienced member of the Moors & Cabot team with a mission to competitively deliver the highest quality service to clients in order to help them achieve their financial goals. This role is a valuable partner in the success of the branch and the overall firm. The Financial Advisors of Moors & Cabot exhibit all of Moors & Cabot’s core values - Integrity, Service is Personal, One Team, Communication and Initiative - in all of the responsibilities listed below.


This full-time role reports to their respective Branch Manager. Working hours are Monday - Friday 8:30 AM to 5:00 PM EST. Moors & Cabot offers multiple flexible work arrangements for its employees: remote, hybrid and in-office. This role is eligible for any of these arrangements depending on proximity to a branch and needs, and must be located within the state of Florida.


Role Responsibilities

  • Develop and implement financial planning solutions for clients and perform complex research and financial analysis related to those solutions

    • Build, maintain, and update client databases and financial plans

    • Perform research for client portfolios using various software tools

    • Stay current and informed by researching investment products and market trends

    • Utilize MoneyGuidePro in analyzing, drafting, and implementing financial plans based on client needs

  • Provide strategic advice and manage money to reflect client risk tolerance, income, expenses, and assets

  • Continuously monitor clients’ financial situations with detail and accuracy by monitoring portfolio transactions and addressing client portfolio inquiries

  • Maintain and cultivate client relationships via approved mediums of communication

  • Create and prepare detailed portfolio reviews, security analysis, and client delivery presentations for meetings

  • Document and execute money moves - trades, deposits, ACH, wires, withdrawals, rollovers, etc.

  • Cultivate relationships with wholesalers

  • Utilize marketing and established business plans to increase book of business

  • Plan networking opportunities to foster client opportunities

  • Maintain working relationships with other business functions to ensure seamless business practices and troubleshoot problems when they arise

    • Compliance, Operations, IT, Training Center, etc.

  • Set performance expectations and goals for assigned Client Associate(s) in conjunction with the Branch Manager

    • Provide feedback and mentorship to assigned Client Associate(s) on a regular basis

  • Adhere to and keep up to date on Compliance and firm policies

  • Ensure and maintain good standing with all FINRA/SEC rules and regulations including licensure and continuing education requirements

  • Keep up-to-date with the latest tax regulations and industry trends

  • Be an active culture carrier and contribute to a positive team morale



Key Measurements

  • Ability to meet annual production/revenue goals

  • Maintenance and growth of client relationships and book of business

  • Adherence to and limiting compliance risk and liability

  • Overall success and satisfaction of team, as applicable


Minimum Requirements

  • 7+ years of relevant experience within Financial Services

  • Portable book of business

  • FINRA SIE, Series 7 and 66 (63/65)

  • Bachelor’s Degree or higher in Business, Finance, or related field

  • A passion for financial markets

  • Strong understanding of financial planning, portfolio management, and fiduciary investing concepts

  • Prior experience with Financial Planning software

  • Confident in using Microsoft Office Suite and Google Suite applications

  • Comfortable taking initiative and being part of a team environment

  • Ability to sit for long periods of time and lift up to 10 pounds


Preferred Requirements

  • Experience with RBC, AOS, Nexus Trading, RedTail, RedOak, Wealthbox, Addepar, RightCapital, RiskAlyze, and MoneyGuidePro


About Us

Since its founding in 1890, Moors & Cabot and its people have defined the meaning of

financial services. The firm has participated in the retail sale of stocks and bonds to

individuals and the institutional sale of stocks and bonds to most of Boston's money

management firms. In addition to specializing in wealth management through full service

registered representatives, Moors & Cabot offers investors additional investment tools

such as cash management accounts, retirement planning, mutual funds, annuities and

other insurance products.


Moors & Cabot is an equal opportunity employer. All aspects of employment including the

decision to hire, promote, discipline, or discharge, will be based on merit, competence,

performance, and business needs. We do not discriminate on the basis of race, color,

religion, marital status, age, national origin, ancestry, physical or mental disability, medical

condition, pregnancy, genetic information, gender, sexual orientation, gender identity or

expression, veteran status, or any other status protected under federal, state, or local law.


We utilize the Department of Homeland Security’s employee authorization program,

E-Verify. E-Verify confirms employment eligibility by comparing the employee's Form I-9

information entered in E-Verify by the employer with the information in records available to SSA and/or DHS.


Benefits

  • Total Rewards Benefits Package:

    • Medical, Dental & Vision

    • Short Term Disability & Long Term Disability, Employer paid Life Insurance, and optional Supplemental Life insurance for employee, spouse, and dependents

    • 401k plans

    • Flexible Spending Accounts

    • Critical Illness & Accident insurance

    • Employee Discount Programs

    • Employee Assistance Programs

    • Identity Theft Protection Insurance

    • PTO: Unlimited

    • Flexible Work Schedule