1

Financial Associate Jobs in Maryland (NOW HIRING)

Financial Planner

Owings Mills, MD · Hybrid

$72K - $97K/yr

Help clients facing associates better navigate client conversations about various complex financial planning topics * Contribute suggestions for program enhancements, ensure up-to-date knowledge of ...

Showing results 41-60

Financial Associate information

See Maryland salary details

$29.6K

$68.3K

$133.9K

How much do financial associate jobs pay per year?

As of Sep 5, 2026, the average yearly pay for financial associate in Maryland is $68,297.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,500.00 and $74,700.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial associate?

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 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 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 does a financial associate do?

A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.

What are the most commonly searched types of Financial jobs in Maryland?

The most popular types of Financial jobs in Maryland are:

What are popular job titles related to Financial Associate jobs in Maryland?

For Financial Associate jobs in Maryland, the most frequently searched job titles are:

What job categories do people searching Financial Associate jobs in Maryland look for?

The top searched job categories for Financial Associate jobs in Maryland are:

What cities in Maryland are hiring for Financial Associate jobs?

Cities in Maryland with the most Financial Associate job openings:

Infographic showing various Financial Associate job openings in Maryland as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $68,297 per year, or $32.8 per hour.

Investment Management Finance New Products Associate

Morgan Stanley

Baltimore, MD • On-site

$60K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 18 days ago


Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 157 frontline employees who took The Breakroom Quiz

36th of 154 rated financial services


Job description

We're seeking someone to join our New Product Team as an Associate in Investment Management Finance (IM Finance) to be involved in accounting, finance and process transformation.In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. The role will reside within Investment Management Finance (IM Finance) which is a department dedicated to providing support to Morgan Stanley's Investment Management segment ("MSIM"), a leading global asset manager across the public and private markets. The successful candidate will join the New Product Team which support MSIM new business line and product launches. The team serves as the central point of contact within Finance.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you'll do in the role:
  • Coordinate support across Finance for new products, including signing off on new products
  • Attend multiple weekly working group meetings, documenting updates, tracking status updates, and following up with questions
  • Proactively and independently maintain pipeline document with information that comes from weekly working group meetings and other sources
  • Independently maintain team Sharepoint site, upload documents, create summaries, maintain email distribution group and send out weekly updates, request cost centers
  • Together with manager, host weekly meetings with Finance stakeholders
  • Review legal agreements and summarize key terms for manager to analyze and provide feedback
  • Respond to ad hoc requests related to new products and all associated processes
  • Consult with peers, management, other areas of Finance & Accounting and the business as needed
  • Proactively seek to improve operational efficiency and effectiveness throughout
  • Provide surge support for Controllership in IM Finance
What you'll bring to the role:
  • Bachelor's degree, Finance or Accounting is preferred
  • Desired 3+ years of work experience
  • Asset management or Financial Services industries experience is a plus
  • Excellent written and verbal communication skills and ability to collaborate with colleagues of all levels across the Firm.
  • Excellent organizational skills, time management skills and ability to meet deadlines, handle pressure situations, and balance multiple taskson a daily basis.
  • Committed and self-motivated individual with a strong work ethic, positive attitude who can demonstrate initiative and problem-solving abilities
  • Analytical mindset with attention to detail
  • Ability to collaborate cross-functionally on projects and new initiatives
  • Desired technical skills include proficiency in Microsoft Excel, PowerPoint, and Word
  • Experience working in accounting subledgers and within a network of connected financial systemsis a plus
  • Work toward CPA, CFA, other certifications a plus

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Salary range for the position: $60,000 - $90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.


What Morgan Stanley employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


Morgan Stanley logo

About Morgan Stanley

Sourced by ZipRecruiter

Since our founding in 1935, Morgan Stanley has been committed to serving local and global communities by being a market leader in Investment Banking, Securities, Investment Management and Wealth Management services. Our belief that capital can work to benefit all of society inspires us to put our clients first, lead with exceptional ideas, hold our business to high ethical standards, and give back to communities around the world through philanthropy and public works. We have a smart casual dress code and operate under a philosophy that balances work with your personal life. Our people's talent, passion, and expertise is the fuel on which our organization runs, therefore, our people are our greatest asset. Diversity and inclusiveness is a critical component for our success and it is our priority to continue building a firm that values the unique background and identity of every one of our employees, thus enabling our people to bring their full, and best selves to work each day. Teamwork is the essence of our approach, and so are the values of integrity, excellence, and enabling our people to achieve at the highest levels. We invite you to learn more about our commitment to diversity and serving our community.

Industry

Finance and insurance and software development

Company size

10,000+ Employees

Headquarters location

New York, NY, US