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Finance Associate Jobs in Raleigh, NC (NOW HIRING)

WakeMed

Patient Finance Rep, Bilingual

Raleigh, NC · On-site

Overview The Patient Finance Representative, Bilingual will help patients seamlessly navigate ... EOE Licensure Not Applicable Education High School Diploma or Equivalent Required - And Associate ...

Vaco LLC

Financial Operations Associate

Raleigh, NC · On-site

We are recruiting a Financial Operations Associate for a long standing firm in the Raleigh area. This is a hands-on, high-visibility role supporting the full client lifecycle and firm operations ...

Vaco LLC

Financial Operations Associate

Raleigh, NC · On-site

We are recruiting a Financial Operations Associate for a long standing firm in the Raleigh area. This is a hands-on, high-visibility role supporting the full client lifecycle and firm operations ...

GSK

Finance Partner, Medical

Durham, NC · On-site

The Finance Partner, Medical serves as the primary point for finance partnering activities related to strategy and decision making for the US Medical organization. This person will partner ...

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Finance Associate information

See Raleigh, NC salary details

$29.6K

$68.4K

$134.1K

How much do finance associate jobs pay per year?

As of Jun 9, 2026, the average yearly pay for finance associate in Raleigh, NC is $68,402.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,600.00 and $74,800.00 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 does a finance associate do?

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. Strong analytical skills and attention to detail are essential for this role.

What are Finance Associates?

Finance Associates are entry- to mid-level professionals who support the financial operations of an organization. Their responsibilities typically include preparing financial reports, analyzing budgets, assisting with audits, and ensuring compliance with financial regulations. They work closely with accountants, financial analysts, and managers to help maintain the company’s fiscal health. Finance Associates often use financial software and spreadsheets to track transactions and prepare documentation. This role is a common starting point for those looking to advance in corporate finance or accounting careers.
More about Finance Associate jobs
What are the most commonly searched types of Finance jobs in Raleigh, NC? The most popular types of Finance jobs in Raleigh, NC are:
What are popular job titles related to Finance Associate jobs in Raleigh, NC? For Finance Associate jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Finance Associate jobs in Raleigh, NC look for? The top searched job categories for Finance Associate jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Finance Associate jobs? Cities near Raleigh, NC with the most Finance Associate job openings:
Finance Associate jobs near you
Infographic showing various Finance Associate job openings in Raleigh, NC as of June 2026, with employment types broken down into 97% Full Time, 1% Part Time, and 2% Contract. Highlights an 82% Physical, 7% Hybrid, and 11% Remote job distribution, with an average salary of $68,402 per year, or $32.9 per hour.

Client Service Associate

Kestra Financial Independent Advisor

Raleigh, NC • On-site

$14 - $19.50/hr

Full-time

Posted 19 days ago

Job description

Who We are:

Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.

We take an integrated approach with our clients that is custom tailored to their specific situation. Each client has a different vision for their life, which we use to help them pursue their financial goals and work toward creating the life they envision.

Who We Want:

The client service associate plays a critical role in the back-office functioning of our firm. With responsibility for the day-to-day operations of the firm, the Client Service Associate helps keep the office running smoothly and ensures that all paperwork and processing is handled in a timely, accurate, and professional manner. Along with the back office functions the Client Service Associate often serves as the first point of contact for clients calling in and must have a cheerful desire to go above and beyond to meet their needs.

Client Service Associate Summary

The Client Service Associate reports to the Financial Advisors and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

Essential Duties and Responsibilities

  • Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
  • Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
  • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
  • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
  • Ensure adherence to appropriate client service models
  • Manage multiple and competing priorities on a daily basis in pursuit of business objectives
  • Other responsibilities as assigned by the Senior Client Service Associate Supervisory
  • Responsibilities: None

Knowledge, Skills, and/or Abilities

  • Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
  • Excellent communication skills, both verbally and in writing
  • Strong time management, organizational skills; able to work independently and effectively manage multiple tasks at once
  • Ability to build relationships with clients and internal partners and influence others without direct control

    • Education and/or Experience

    • Bachelor’s degree in a business-related field preferred
    • The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Previous experience in the independent financial services culture preferred

    Certificates, Licenses, Registration

    • Series 7 and 65/66 preferred (or ability to obtain)