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Finance Associate Jobs in Raleigh, NC (NOW HIRING)

Accenture

Finance AI Value Strategy Consultant

Raleigh, NC · On-site

$70K - $205K/yr

Our Finance AI and Data Strategy practitioners work to create and execute an organizations business ... Bachelor's degree or equivalent (minimum 12 years) work experience. (If associate's degree, must ...

Fidelity Bank

Financial Advisor

Cary, NC · On-site

$60 - $90/hr

The Financial Advisor partners with specialists as needed and ensures consistent, proactive client ... Serve as a resource and subject matter expert for associates regarding wealth management solutions ...

New

Right By You Mortgage

Financial Advisor

Cary, NC · On-site

$70 - $110/hr

The Financial Advisor partners with specialists as needed and ensures consistent, proactive client ... Serve as a resource and subject matter expert for associates regarding wealth management solutions ...

New

Wisepath Group

Associate Financial Advisor

Raleigh, NC · On-site

$60 - $120/hr

We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial ® . Our client firm operates under a specialized macroeconomic ...

Wisepath Group

Associate Financial Advisor

Raleigh, NC · On-site

$60K - $120K/yr

We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial ® . Our client firm operates under a specialized macroeconomic ...

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All JobsFinance Associate JobsFinance Associate Jobs in Raleigh, NC

Finance Associate information

See Raleigh, NC salary details

$29.6K

$68.3K

$134K

How much do finance associate jobs pay per year?

As of Sep 4, 2026, the average yearly pay for finance associate in Raleigh, NC is $68,331.00, 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 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

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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 August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% 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

Re-posted 15 days ago

Key responsibilities

  • Assist in client meeting preparation and follow-up, including assembling paperwork, report generation, appointment scheduling, and post-meeting documentation

  • Manage client needs related to processing, service, and problem resolution while ensuring documentation and record keeping adhere to compliance standards

  • Process, submit, and service all account paperwork and requests, following through to completion using paperless procedures where available

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)