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Finance Professional Associate Jobs (NOW HIRING)

Ci

Associate, Personal CFO

Weston, FL

Paid Professional Designations * Giving back to the community - Volunteer days Corient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located ...

Ci

Associate, Personal CFO

Atlanta, GA

Paid Professional Designations * Giving back to the community - Volunteer days Corient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located ...

Ci

Associate, Personal CFO

San Diego, CA · On-site

$76K - $114K/yr

Paid Professional Designations * Giving back to the community - Volunteer days Corient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located ...

Bloomberg Industry Group

Finance Associate

Arlington, VA · On-site

$67K - $79K/yr

You have the drive to learn and succeed as a finance professional at a technology and information ... After completing the 18-month program, associates will graduate and have the opportunity to move ...

New

Bloomberg Industry Group

Finance Associate

Arlington, VA

$67K - $79K/yr

You have the drive to learn and succeed as a finance professional at a technology and information ... After completing the 18-month program, associates will graduate and have the opportunity to move ...

New

Bloomberg Industry Group

Finance Associate

Arlington, VA · On-site

$67K - $79K/yr

You have the drive to learn and succeed as a finance professional at a technology and information ... After completing the 18-month program, associates will graduate and have the opportunity to move ...

New

YMCA

Finance Associate / AR

Hyannis, MA

The YMCA Cape Cod is seeking a finance professional whose mission driven, detail oriented, and self ... The Finance Associate II position provides administrative support to the Finance department with a ...

YMCA Cape Cod

Finance Associate / AR

Hyannis, MA · On-site

$21 - $24/hr

The YMCA Cape Cod is seeking a finance professional whose mission driven, detail oriented, and self ... The Finance Associate II position provides administrative support to the Finance department with a ...

corpay

Associate, Strategic Finance

Buckhead, GA · Hybrid

This role is designed for a high-potential finance professional seeking significant exposure and ... How We Work As an Associate, Strategic Finance you will be expected to work in an in-office ...

corpay

Associate, Strategic Finance

Buckhead, GA · Hybrid

This role is designed for a high-potential finance professional seeking significant exposure and ... How We Work As an Associate, Strategic Finance you will be expected to work in an in-office ...

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All JobsFinance Professional Associate Jobs

Finance Professional Associate information

See salary details

$44.5K

$87.5K

$135.5K

How much do finance professional associate jobs pay per year?

As of Jul 13, 2026, the average yearly pay for finance professional associate in the United States is $87,499.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,000.00 and $120,000.00 per year, depending on experience, location, and employer.

What is the work of 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 financial software, and may be involved in tasks such as account reconciliation, data entry, and financial analysis to help ensure accurate financial management.

What jobs make $1,000,000 a year?

In the finance industry, roles such as hedge fund managers, private equity partners, and investment bankers can earn $1,000,000 or more annually, often through a combination of salary, bonuses, and profit sharing. These positions typically require advanced degrees, extensive experience, and strong analytical skills, with compensation heavily tied to performance and deal volume.

What can you do with associates in finance?

A finance professional associate typically performs tasks such as analyzing financial data, preparing reports, supporting budgeting and forecasting, and assisting with financial planning. They often use tools like Excel and financial software, and may pursue certifications like the CFA or CPA to advance their careers.

What is the difference between Finance Professional Associate vs Financial Analyst?

AspectFinance Professional AssociateFinancial Analyst
Required CredentialsTypically a bachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusSame as Associate, often with additional certifications like CFA or CPA beneficial
Work EnvironmentCorporate finance departments, accounting firms, or financial services companiesInvestment firms, banks, corporate finance teams, or consulting firms
Employer & Industry UsageUsed across various industries for entry to mid-level finance rolesPrimarily in investment, banking, and financial analysis sectors

The Finance Professional Associate and Financial Analyst roles share similar educational backgrounds and work environments. However, Financial Analysts often focus more on investment evaluation, market analysis, and financial modeling, whereas Finance Professional Associates may handle broader finance functions. Both roles are essential in finance teams, with the Analyst typically having a more specialized focus on financial data analysis.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and forecasting. They often use tools like Excel and financial software, and may work closely with clients or internal teams to ensure accurate financial management.

What are some common challenges faced by Finance Professional Associates in their first year, and how can they overcome them?

Finance Professional Associates often encounter challenges such as adapting to fast-paced work environments, managing multiple deadlines, and learning complex financial systems. To overcome these, it’s helpful to develop strong time management skills, proactively seek feedback from mentors or senior team members, and take advantage of training resources provided by the employer. Building relationships with colleagues across departments also fosters collaboration and helps Associates gain a broader understanding of the organization's financial landscape.

What are the key skills and qualifications needed to thrive as a Finance Professional Associate, and why are they important?

To thrive as a Finance Professional Associate, you need a solid understanding of financial analysis, accounting principles, and a bachelor's degree in finance or a related field. Familiarity with financial modeling software, Excel, and enterprise resource planning (ERP) systems is typically required. Strong analytical thinking, attention to detail, and effective communication skills help you interpret data and collaborate with teams. These skills and qualities are crucial for ensuring accurate financial reporting, supporting decision-making, and maintaining organizational financial health.

What are Finance Professional Associates?

Finance Professional Associates are entry-level professionals who support financial operations within organizations. They typically assist with tasks such as budgeting, financial analysis, preparing reports, and ensuring compliance with financial regulations. This role often serves as a stepping stone for more advanced finance positions and helps individuals gain practical experience in financial management and analysis. Finance Professional Associates work closely with senior financial staff and may interact with other departments to gather and analyze data. Strong analytical skills, attention to detail, and proficiency in financial software are essential for success in this position.
What cities are hiring for Finance Professional Associate jobs? Cities with the most Finance Professional Associate job openings:
Who are the top companies hiring for Finance Professional Associate jobs? The top employers for Finance Professional Associate jobs are:
What states have the most Finance Professional Associate jobs? States with the most job openings for Finance Professional Associate jobs include:
Finance Professional Associate jobs near you

Financial Professional

The Quintessential Experience

Hauppauge, NY

$60K - $128K/yr

Full-time

Re-posted 24 days ago

Job description

Job Title: Financial Professional/Financial Advisor

Pay and Benefits:

$60,000.00 - $128,000.00 per year

Benefits: 401(k), 401(k) matching, Dental insurance, Disability insurance, Employee assistance program, Flexible schedule, Health insurance, Life insurance, Professional development assistance, Referral program, Retirement plan, Tuition reimbursement, Vision insurance

Supplemental Pay: Bonus pay, Commission pay

Job Description

Financial Advisor | Investment Advisor Representative| Financial Representative| Managing Associate | Financial Professional

Entry Level, Career Changer or Experienced Agent/Advisor

Ready to take your career and life to new levels of purpose, pride and satisfaction?

Are you looking for a career that will leverage your years of work experience, provide you with the freedom to control your schedule and your income, while making a profound impact in the lives of your clients and your community? As a Financial Services Representative, you will work directly with individuals, business owners, and families to help them secure their financial futures.

Discover a career in a high growth industry that can’t be offshored or outsourced.

By joining TQE Financial, you can be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results.

We are growing our team of Financial Professionals in Long Island, NY currently looking for talented individuals interested in the financial field to join our team. Must be a driven, entrepreneurial-minded, college student or graduate majoring in Financial/Business, desiring a Management Career Path in the surrounding New York.

Be a part of our winning team, which includes experienced in-house specialist advisors; for you to learn from, collaborate with and partner in meeting the needs of your clients, in areas such as Fee Based Wealth Management, Estate Planning, Business Planning and Financial and Retirement Planning.

License reimbursement, training, and on-going education provided.

Competitive compensation and a full benefits package for qualified individuals.

Who should consider this career?

We provide the resources, support and one-on-one training to help you leverage your prior experience in law, banking, sales, marketing, accounting, management, finance, real estate, mortgage and business development.

However, we have successful advisors that have come from all walks of life, including but not limited to: teachers, lawyers, business owners, engineers and military returning to civilian life.

It is important to also have excellent communication skills, a strong work ethic, and desire to succeed.

To Learn More, Contact us or Visit Our Websites:

TQEfinancial.com

About TQE Financial - The Quintessential Experience in Financial Services

Here at The Quintessential Experience in Financial Services, we are dedicated to the pursuit of helping with the protection, preservation and growth of our clients' assets.

One of the most important aspects of any relationship is communication. As your financial professionals, we believe in "Putting People First". We are here to listen to you...placing a great deal of emphasis on making sure that you are involved in, understand and support the process by which we address your overall needs.

Benefits:

Dental insurance

Flexible schedule

Health insurance

Health savings account

Life insurance

Professional development assistance

Referral program

Retirement plan

Vision insurance

Schedule:

Flexible

Supplemental Pay:

Bonus pay

Commission pay

Education:

Bachelor's (Preferred)

Experience:

Sales: 3 years (Preferred)

Business development: 3 years (Preferred)

Work Location:

One location

Paid Training:

Yes

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A list of the screening questions you would like for each job:

-This position will require you to have a Life and Health insurance

License to start. We will provide you where to go to get licensed.

The Series 7 and Series 66 are not required but are highly

recommended

-It is required to live in the United States.