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Financial Associate Jobs in Colorado (NOW HIRING)

Keybank

Financial Wellness Associate

Highlands Ranch, CO · On-site

$19.23 - $28.37/hr

Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. * Acts as a resource to ...

KeyBank

Financial Wellness Associate

Thornton, CO · On-site

Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. * Acts as a resource to ...

Keybank

Financial Wellness Associate

Thornton, CO · On-site

$19.23 - $28.37/hr

Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. * Acts as a resource to ...

Colorado Retina Associates

Financial Counselor

Denver, CO · On-site

$23.35 - $37.36/hr

Description Colorado Retina Associates is looking for a Financial Counselor! Colorado Retina Associates is the premier retina practice of the Rocky Mountain region. Come join a team that strives to ...

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Financial Associate information

See Colorado salary details

$32.1K

$74K

$145.1K

How much do financial associate jobs pay per year?

As of Jun 16, 2026, the average yearly pay for financial associate in Colorado is $73,996.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,600.00 and $81,000.00 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 Colorado? The most popular types of Financial jobs in Colorado are:
What are popular job titles related to Financial Associate jobs in Colorado? For Financial Associate jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching Financial Associate jobs in Colorado look for? The top searched job categories for Financial Associate jobs in Colorado are:
What cities in Colorado are hiring for Financial Associate jobs? Cities in Colorado with the most Financial Associate job openings:
Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Colorado as of June 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $73,996 per year, or $35.6 per hour.
Associate, Portfolio Management - Specialty Finance Lending

Associate, Portfolio Management - Specialty Finance Lending

KeyBank

Superior, CO • On-site

$69K - $105K/yr

Full-time

Posted 10 days ago

KeyBank rating

8.2

Company rating: 8.2 out of 10

Based on 89 frontline employees who took The Breakroom Quiz

38th of 141 rated banks

Job description

Location:
1000 South McCaslin Boulevard, Superior Colorado
Job Summary
The Associate Account Exec will support the Specialty Finance Lending (SFL) portfolio through pre- and post-closing loan administration, risk monitoring, account maintenance, and customer service. This role involves coordinating operational activities across internal departments and external stakeholders, ensuring accurate and timely execution of loan transactions, compliance reporting, portfolio management. The Associate will act as a secondary, and in some cases take a lead role, in managing a portfolio of loan facilities, and play a key role in maintaining the integrity and performance of SFL accounts and supporting the SFL Originations team in delivering high-quality client service.
Essential Functions
  • Assist in all loan documentation, closing, booking, and system setup (LoanIQ).
  • Coordinate and approve advance/paydown requests and settlements of principal, interest, and fees.
  • Assist Account Executives in managing all changes to new and existing client/borrower loan facilities associated with amendments; renewals; waivers; joinders; as well as other loan restructurings.
  • Review borrowing base and servicer reports for compliance.
  • Monitor covenant adherence and facilitate audits and due diligence.
  • Support account setup including DDA accounts, lockbox structures, and collateral management.
  • Maintain accurate records and ensure proper booking of transactions.
  • Act as a secondary, and in some cases a primary, contact for clients/borrowers, agent banks, and co-lenders, as well as collateral/custody agents; back-up & third-party servicers; and auditors, managing communications and servicing issues.
  • Prepare and distribute monthly/quarterly portfolio reports, settlement reports, review Borrowing Base and Servicer Reports, and prepare ad hoc financial analysis.
  • Assist in coordinating and analyzing audit results and advise on operational or credit risks.
  • Ensure timely and accurate reporting to lenders, as well as internal and external stakeholders.
  • Interface and coordinate in person with borrowers, co-lenders, custodians, agent banks and co-lenders; and internal teams (Underwriting, Sales, Syndications, Legal, ECP, etc.).
  • Facilitate communication and documentation flow between parties.
  • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
  • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education
  • Bachelor's Degree in Finance, Accounting, Business Administration, or a related field, or equivalent experience (required)
  • Master's Degree in Business Administration or related field (preferred)

Work Experience
  • 3+ years of experience in loan operations, commercial lending, or financial services.
  • Familiarity with loan systems such as LoanIQ, Hogan, and related platforms
  • Experience with loan documentation, closing procedures, and compliance reporting
  • Strong understanding of financial statements, borrowing base structures, and waterfall payments
  • Ability to manage multiple priorities in a fast-paced environment
    Skills
  • Ability to interpret financial data and identify risks or discrepancies.
  • Precision in documentation, reporting, and transaction processing.
  • Clear and professional interaction with internal and external stakeholders.
  • Skilled in Excel, loan systems, and financial reporting tools.
  • Capable of managing complex workflows and meeting deadlines.
  • Resourceful in resolving account issues and facilitating operational improvements.

Core Competencies
  • All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.

Physical Demands
  • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Work Location Category
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $69,000.00 - $105,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 08/01/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
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About KeyBank

Sourced by ZipRecruiter

Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Cleveland, OH, US

Year founded

1849

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