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Financial Associate Jobs in California (NOW HIRING)

Brex

Finance Associate

San Francisco, CA · On-site

$115K - $130K/yr

Wh at you'll do We are hiring two Finance Associates who will each initially own distinct ... Responsibilities Financial Planning & Modeling * Own our forecasting & planning process, managing ...

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Financial Associate information

See California salary details

$30.1K

$69.4K

$136.2K

How much do financial associate jobs pay per year?

As of Jun 24, 2026, the average yearly pay for financial associate in California is $69,449.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,300.00 and $76,000.00 per year, depending on experience, location, and employer.

How much does a finance associate earn?

The average salary for a financial associate typically ranges from $50,000 to $70,000 per year, depending on experience, location, and industry. Entry-level positions may start lower, while experienced professionals or those with specialized skills can earn higher salaries. Certifications like CFA or CPA can also influence earning potential.

What is an associate role in finance?

A financial associate role typically involves supporting financial analysis, preparing reports, and assisting with client or internal financial transactions. It often requires strong analytical skills, proficiency with financial software, and relevant certifications such as a degree in finance or accounting. The position serves as an entry or mid-level role within finance teams, providing foundational experience for career advancement.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills, with some roles needing relevant certifications such as CFA or CPA. Their work environment typically involves collaboration with clients or internal teams to ensure financial accuracy and compliance.

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

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What are some common challenges Financial Associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

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, financial analysis, and compliance monitoring.
What are the most commonly searched types of Financial jobs in California? The most popular types of Financial jobs in California are:
What are popular job titles related to Financial Associate jobs in California? For Financial Associate jobs in California, the most frequently searched job titles are:
What job categories do people searching Financial Associate jobs in California look for? The top searched job categories for Financial Associate jobs in California are:
What cities in California are hiring for Financial Associate jobs? Cities in California with the most Financial Associate job openings:
Financial Associate jobs near you

Securitization Finance Associate Attorney

Direct Counsel

San Francisco, CA

$310K - $435K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 6 days ago

Job description

Securitization Finance Associate Attorney

Location: Charlotte, Chicago, or New York (Open to other U.S. office locations including Houston, Los Angeles, Palo Alto, San Francisco, Salt Lake City, and Washington D.C.)

Direct Counsel is seeking an Associate or Counsel with 4+ years of structured finance and securitization experience to join a prestigious Am Law 100 firm. The successful candidate will focus on lender-side private warehouse and trade receivables financings, with the opportunity to participate in cross-border and off-balance sheet structuring.

Key Responsibilities

  • Represent banks, funds, and financial institutions in structured finance transactions, with a focus on trade receivables securitizations.

  • Handle transactions involving trade-related assets, such as inventory, trade credit insurance, and ABCP funding.

  • Work on cross-border deals, including global trade A/R financings, and develop intercreditor arrangements.

  • Provide strategic advice on off-balance sheet structuring for GAAP and IFRS compliance.

  • Anticipate participation in a variety of structured financings involving different types of financial assets.

Qualifications

  • Education: J.D. from a top-tier law school.

  • Experience: 4+ years of experience in structured finance and securitization, with a preference for experience in lender-side private warehouse and trade receivables financings.

  • Deal Sheet: Please include a deal sheet with your application. Relevant experience is prioritized over class year.

  • Skills: Strong academic credentials, excellent legal writing and negotiation skills, and the ability to handle complex finance transactions.

Work Environment & Compensation

  • Salary Range: $310,000 – $435,000 (compensation may vary based on experience, skills, and firm policies).

  • Comprehensive Benefits Package:

    • Medical, dental, vision, life, and AD&D insurance.

    • 401(k) retirement savings plan.

    • Back-up childcare and eldercare support.

    • Professional development programs, mentorship opportunities, and career advancement support.

This firm values a diverse and inclusive work environment, and all qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

This is an exceptional opportunity to work with leading experts in structured finance and securitization while contributing to high-profile transactions.