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Financial Analyst Associate Jobs in Tempe, AZ (NOW HIRING)

Baird

Associate Financial Advisor

Phoenix, AZ · On-site

Review, research and analyze data to create customized, annual financial plans for clients ... the Associate Financial Advisor role * Must hold SIE, Series 7/66 or Series 7/63/65 licenses

Lantern

Strategy Analyst

Chandler, AZ · On-site

Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... Develop financial models and data-driven insights to support strategic initiatives and business ...

Lantern

Strategy Analyst

Scottsdale, AZ · Remote

Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... Develop financial models and data-driven insights to support strategic initiatives and business ...

Lantern

Strategy Analyst

Scottsdale, AZ · On-site

Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... Develop financial models and data-driven insights to support strategic initiatives and business ...

Lantern

Strategy Analyst

Mesa, AZ · Remote

Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... Develop financial models and data-driven insights to support strategic initiatives and business ...

Lantern

Strategy Analyst

Chandler, AZ · Remote

Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... Develop financial models and data-driven insights to support strategic initiatives and business ...

Lantern

Strategy Analyst

Glendale, AZ · Remote

Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... Develop financial models and data-driven insights to support strategic initiatives and business ...

Lantern

Strategy Analyst

Glendale, AZ · On-site

Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... Develop financial models and data-driven insights to support strategic initiatives and business ...

Lantern

Strategy Analyst

Phoenix, AZ · On-site

Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... Develop financial models and data-driven insights to support strategic initiatives and business ...

Lantern

Strategy Analyst

Mesa, AZ · On-site

Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... Develop financial models and data-driven insights to support strategic initiatives and business ...

Lantern

Strategy Analyst

Phoenix, AZ · Remote

Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... Develop financial models and data-driven insights to support strategic initiatives and business ...

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All JobsFinancial Analyst Associate JobsFinancial Analyst Associate Jobs in Tempe, AZ

Financial Analyst Associate information

See Tempe, AZ salary details

$27.8K

$70.5K

$120.2K

How much do financial analyst associate jobs pay per year?

As of Sep 3, 2026, the average yearly pay for financial analyst associate in Tempe, AZ is $70,544.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,600.00 and $78,100.00 per year, depending on experience, location, and employer.

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 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 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 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 most commonly searched types of Financial Analyst jobs in Tempe, AZ?

The most popular types of Financial Analyst jobs in Tempe, AZ are:

What are popular job titles related to Financial Analyst Associate jobs in Tempe, AZ?

For Financial Analyst Associate jobs in Tempe, AZ, the most frequently searched job titles are:

What job categories do people searching Financial Analyst Associate jobs in Tempe, AZ look for?

The top searched job categories for Financial Analyst Associate jobs in Tempe, AZ are:

What cities near Tempe, AZ are hiring for Financial Analyst Associate jobs?

Cities near Tempe, AZ with the most Financial Analyst Associate job openings:

Financial Analyst Associate jobs near you
Infographic showing various Financial Analyst Associate job openings in Tempe, AZ as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $70,544 per year, or $33.9 per hour.

Associate Financial Advisor

Baird

Phoenix, AZ • On-site

Full-time

Re-posted 6 days ago

Baird rating

8.5

Company rating: 8.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

About the Role:
The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Specialized areas of emphasis include financial planning, portfolio management and analysis and/or investment analysis.
The Impact You'll Make:
  • Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts
  • Review, research and analyze data to create customized, annual financial plans for clients
  • Deliver the financial plan to clients in partnership with the Financial Advisor/Team
  • Connect with next generation clients through planning
  • Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team. Assist with marketing efforts, such as a newsletter or LinkedIn presence, to solicit additional planning business with the existing client base and to establish the team as a planning team in front of prospects
  • Research relevant news articles related to the topic's covered in a client's plan to share with them as an added touch point
  • Document, follow up, and support the closing of opportunities identified from the financial planning process
  • Serve as a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios
  • Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized
  • Operate within the team's client service and wealth management strategy to ensure high quality client service
  • Engage the client/prospect, frame the discussion, and convey the mission to better position the Advisor for additional business opportunities
  • Performs other duties and special projects as necessary

What You'll Bring to Baird:
  • Must have an undergraduate degree in Finance, Accounting, Economics or equivalent
  • Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role
  • Must hold SIE, Series 7/66 or Series 7/63/65 licenses
  • Minimum of three years of investment experience in a client facing role
  • Excellent presentation skills, very strong interpersonal and written communication skills
  • Proven self-starter, highly motivated, with the ability to work independently

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