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Financial Analyst Associate Jobs in Stuart, FL (NOW HIRING)

Raymondjames

Financial Planning Consultant

Stuart, FL · On-site

Designs and recommends a tailored financial analysis or comprehensive financial plan for clients ... We expect our associates at all levels to: Grow professionally and inspire others to do the same ...

NuCo2

Collections Analyst

Stuart, FL · On-site

$23/hr

Associate's degree in accounting or business preferred. EXPERIENCE: * Minimum 3-5 years professional collections experience * Strong Collections and credit/financial analysis experience * Collection ...

NextEra Energy

Associate Business Analyst

Jupiter, FL · On-site

Finance, Accounting & Business Analytics Organization: Florida Power & Light Company Relocation Provided: No NextEra Energy is an Equal Opportunity Employer. Qualified applicants are considered for ...

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All JobsFinancial Analyst Associate JobsFinancial Analyst Associate Jobs in Stuart, FL

Financial Analyst Associate information

See Stuart, FL salary details

$25.6K

$65K

$110.8K

How much do financial analyst associate jobs pay per year?

As of Aug 4, 2026, the average yearly pay for financial analyst associate in Stuart, FL is $65,014.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,400.00 and $71,900.00 per year, depending on experience, location, and employer.

What are some common challenges financial analyst associates face when managing multiple projects simultaneously?

Financial Analyst Associates often juggle several projects, such as preparing reports, building financial models, and supporting budgeting processes. One challenge is balancing tight deadlines from different internal stakeholders while ensuring accuracy and attention to detail in their analyses. Effective time management and prioritization skills are essential to meet expectations and deliver quality work. Collaborating with team members and proactively seeking clarification from managers can help navigate competing priorities and maintain a manageable workload.

What is a financial analyst associate?

Financial Analyst Associates are entry- to mid-level professionals who support senior analysts and management by collecting, analyzing, and interpreting financial data to help guide business decisions. They typically work in banks, investment firms, or corporate finance departments, preparing reports, forecasting trends, and evaluating financial performance. Their insights help organizations manage budgets, assess risks, and identify opportunities for growth. This role is often a stepping stone to more senior financial analyst or management positions.

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

AspectFinancial Analyst AssociateFinancial Analyst
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA Level I)Bachelor's degree, often with CFA Level I or II
Work EnvironmentEntry-level, supporting senior analysts, in finance or investment firmsMore independent, involved in analysis, reporting, and decision-making
Employer & Industry UsageCommon in banks, investment firms, corporate financeUsed across similar industries, often with more responsibility

The main difference between a Financial Analyst Associate and a Financial Analyst lies in experience and responsibility. Associates typically support senior analysts and handle more routine tasks, while Financial Analysts take on more complex analysis and decision-making roles. Both roles require similar educational backgrounds and certifications, but the Financial Analyst position usually involves greater independence and strategic input.

What are the key skills and qualifications needed to thrive as a financial analyst associate, and why are they important?

To thrive as a Financial Analyst Associate, you need strong analytical skills, a solid grasp of accounting and finance principles, and typically a bachelor's degree in finance, accounting, or a related field. Proficiency with financial modeling, Microsoft Excel, and tools like Bloomberg Terminal or SAP is highly valued, as is familiarity with data visualization software. Exceptional attention to detail, communication abilities, and problem-solving skills set top performers apart. These competencies enable accurate analysis, effective decision-making support, and clear communication of financial insights to stakeholders.
What are the most commonly searched types of Financial Analyst jobs in Stuart, FL? The most popular types of Financial Analyst jobs in Stuart, FL are:
What cities near Stuart, FL are hiring for Financial Analyst Associate jobs? Cities near Stuart, FL with the most Financial Analyst Associate job openings:
Financial Analyst Associate jobs near you

Financial Planning Consultant

Raymond James Financial, Inc.

Stuart, FL • On-site

Full-time

Re-posted 13 days ago

Job description

Job Description Summary
Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues which may include portfolio design, income tax consulting, retirement planning, qualified retirement plans, risk management, estate planning, education funding, and small business planning. Continuously gains knowledge of the financial industry and markets through on- going education.
Job Description
Responsibilities
  • Partners with Financial Advisor to review clients' current portfolio design, understand client goals, enter client data, and conduct financial analysis.
  • Evaluates overall individual and employer-based retirement needs, researches various options, and recommends planning alternatives.
  • Researches and provides recommendations related to risk management concerns, including insurance.
  • Designs and recommends a tailored financial analysis or comprehensive financial plan for clients and prospects that meets their short and long-term financial needs and goals.
  • Prepares presentations that clearly communicate the recommendations and alternatives related to the client's financial analysis and comprehensive plan design.
  • Performs detailed document reviews; analyzes client information and situations across the financial planning spectrum to develop plan
  • Researches information as necessary on a case-by-case basis and writes customized financial plan observations and recommendations for each client case
  • Prepares files for meetings with existing and new clients
  • Prepares, coordinates and follows through on any needed communication with new or existing clients
  • Continuously monitors clients' financial situations with detail and accuracy, with the ability to the look at their overall financial picture
  • Responds to client questions by telephone, email and occasional personal visits.
  • Educates client on the functions of various securities markets and the principal factors that affect them.
  • Provides guidance on estate planning options and techniques.
  • Responds to and directs education funding questions including 529 savings plans.
  • Assists with guidance on small business planning.
  • Conducts research as needed related to assigned client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when appropriate.
  • May participate in client presentations.
  • May open, transfer, and close customer accounts and maintain appropriate account records.
  • May obtain and verify the client's purchase and sale instructions, enter orders, and follow up on completion of transactions.
  • Ensures firm and regulatory policies are followed within compliance standards
  • Perform other duties and responsibilities as assigned.

Education/Experience Requirements
  • Bachelor's degree in a related field and three years' experience in the financial services industry with an emphasis on financial, retirement and estate planning field or in marketing these services

~or~
  • An equivalent combination of experience, education and/or training as approved by Human Resources

Licenses
  • SIE required provided that an exemption or grandfathering cannot be applied
  • Series 7
  • Series 63, 65 and/or 66 as required by state or ability to obtain within six months

Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
Work Experience
General Experience - 13 months to 3 years
Certifications
s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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