1

Financial Associate Jobs in Nevada (NOW HIRING)

$21/hr

Associates degree from an accredited college required; and * One to two years related experience and/or training (EAP, financial services, counseling, banking, credit and collection); or equivalent ...

Sales Associate - Work from Home

Carson City, NV · On-site +1

$13.75 - $18.50/hr

M&K Financial is a leader in the Financial Services industry. Our company is experiencing record ... Sales Associates to serve the needs of our clientele. With M&K Financial, you have work and ...

Financial Analyst

Reno, NV · On-site

$75K - $87K/yr

Katie Weigel with Robert Half Finance Accounting, Direct Hire Accounting and Finance Placement is recruiting to fill a Financial Analyst role in Reno. The role is a key decision support position and ...

Oasis Financial is the largest and most recognized national brand in consumer legal funding. Oasis helps consumers awaiting legal settlements to move forward with their lives. MoveDocs is a personal ...

Financial Analyst

Reno, NV · On-site

$40 - $45/hr

Robert Half Contract Finance and Accounting is looking for a Financial Analyst to support a fast-paced organization through thoughtful financial planning, performance analysis, and cross-functional ...

Oasis Financial is the largest and most recognized national brand in consumer legal funding. Oasis helps consumers awaiting legal settlements to move forward with their lives. MoveDocs is a personal ...

Financial Planning & Analysis * Assist in the development of annual budgets, financial forecasts, and long-range planning * Analyze monthly financial performance and variances against budget and ...

By combining financial strength with technology-driven innovation, we simplify difficult legal processes, reduce delays, and help people access both money and the care they need, when they need it ...

Oasis Financial is the largest and most recognized national brand in consumer legal funding. Oasis helps consumers awaiting legal settlements to move forward with their lives. MoveDocs is a personal ...

By combining financial strength with technology-driven innovation, we simplify difficult legal processes, reduce delays, and help people access both money and the care they need, when they need it ...

By combining financial strength with technology-driven innovation, we simplify difficult legal processes, reduce delays, and help people access both money and the care they need, when they need it ...

By combining financial strength with technology-driven innovation, we simplify difficult legal processes, reduce delays, and help people access both money and the care they need, when they need it ...

By combining financial strength with technology-driven innovation, we simplify difficult legal processes, reduce delays, and help people access both money and the care they need, when they need it ...

By combining financial strength with technology-driven innovation, we simplify difficult legal processes, reduce delays, and help people access both money and the care they need, when they need it ...

Showing results 41-60

Financial Associate information

See Nevada salary details

$31.1K

$71.7K

$140.5K

How much do financial associate jobs pay per year?

As of Aug 7, 2026, the average yearly pay for financial associate in Nevada is $71,659.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,900.00 and $78,400.00 per year, depending on experience, location, and employer.

What is a financial associate?

A financial associate is a professional who supports financial planning, analysis, and management within organizations. They often handle tasks such as preparing reports, analyzing financial data, and assisting with budgeting, typically requiring knowledge of financial software and strong analytical skills.

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 or degrees in finance or accounting.

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 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 are the most commonly searched types of Financial jobs in Nevada? The most popular types of Financial jobs in Nevada are:
What are popular job titles related to Financial Associate jobs in Nevada? For Financial Associate jobs in Nevada, the most frequently searched job titles are:
What job categories do people searching Financial Associate jobs in Nevada look for? The top searched job categories for Financial Associate jobs in Nevada are:
What cities in Nevada are hiring for Financial Associate jobs? Cities in Nevada with the most Financial Associate job openings:
Infographic showing various Financial Associate job openings in Nevada as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $71,659 per year, or $34.5 per hour.

$21/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago


Job description

POSITION SUMMARY
The position of the Financial Coach II will be responsible for answering questions and conducting coaching sessions via telephone, internet, as well as representing the organization at community events. A major aspect of this role involves being a great listener, conveying empathy when clients share their story, and effectively identifying goals or concerns to assist clients with varying needs.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Coaching (90%)
  • Provide one-on-one financial coaching sessions to assess needs and develop specific strategies to empower individuals to resolve financial problems, meet financial goals, and improving their overall well-being;
  • Provide valuable information to clients about credit and debt issues, credit reports, housing issues, identity theft, money management, financial planning and retirement, student loans, bankruptcy, collections, consumer protection laws, court judgments, transitioning to safe and affordable banking, and wage garnishments;
  • Assist clients in creating a personalized action plan with the purpose of supporting and motivating clients towards achieving financial goals;
  • Provide continuing education, guidance, and resources to empower clients to successfully accomplish their established plans including resolving immediate problems and changing behaviors; and
  • Provide confidential referrals to appropriate, vetted non-profit organizations using our national online database (Ex. Food banks, public benefits, state bar). Administrative (10%)
  • Schedule appointments for clients, confirm daily appointments, and reschedule appointments as necessary;
  • Follow the Phone Status Policy and remain on available status during the work day to respond to inbound and outbound call inquiries to answer questions, troubleshoot problems, provide information, deliver immediate counseling, and schedule appointments as needed;
  • Conduct outbound calls for the purpose of follow-up and/or outreach;
  • Collect, track and report required data and input call and session notes for every client and interaction using the client management database; and
  • Represent Balance at community events, partner meetings, or workshops. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.

WORK ENVIRONMENT AND PHYSICAL DEMANDS
The physical demands/conditions described below are representative of those that must be met/tolerated by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
  • Sitting at a desk for sometimes long and continuous periods of time;
  • Answering or making calls on the telephone for sometimes long and continuous periods of time;
  • Using a keyboard to perform research, and to communicate through written means for sometimes long and continuous periods of time;
  • Looking at a computer monitor for sometimes long and continuous periods of time;
  • Occasionally standing, walking, reaching, and stooping;
  • Lifting up to 30 lbs.; and
  • Exposure to various noise levels;
  • Occasional Saturday shifts required.

QUALIFICATIONS
Incumbents must demonstrate the ability to follow policies and procedures as established in the Company's Employee Handbook. Incumbents will also contribute to a positive work environment by behaving and communicating in a manner such that they get along with all constituent groups, coworkers, and management. In addition, the education, experience, and other skills listed below are representative of the knowledge, skills, and/or abilities required.
EDUCATION
  • Associates degree from an accredited college required; and
  • One to two years related experience and/or training (EAP, financial services, counseling, banking, credit and collection); or equivalent combination of education and experience preferred.

CERTIFICATIONS, LICENSES, AND REGISTRATIONS
  • Balance Coaching Academy Required within 90 days of employment;
  • NACCC Exam and Certification Required within 90 days of employment; and
  • Compliance Courses required within 90 days of employment.

WORK EXPERIENCE
  • Experience in one or more of the following fields financial services, financial planning, social work, community organizing, teaching or other related fields; and
  • Experience in community service such as volunteering, coaching, or mentoring
  • At least 1 year of experience of financial planning.

KEY SKILLS SET
  • Bilingual in Spanish is preferred;
  • Must exhibit a high level of confidentiality;
  • Excellent written and oral communication skills;
  • Strong organizational, time-management, problem-solving skills and customer service skills;
  • Highly adaptable and punctual; and
  • Be a team player.

EQUIPMENT AND APPLICATIONS
  • High proficiency in MS Office, including Word, Excel, Outlook and PowerPoint; and
  • Ability to use a client management system; and
  • Working knowledge of all standard office equipment.

ABOUT US
Balance is a nationwide non-profit organization committed to helping individuals and families overcome their financial challenges and meet their goals. Through local and national education and counseling programs we provide help and hope to families overwhelmed by debt, facing foreclosure, struggling to master their money, caught in a cycle of over-priced fringe financial services, or trying to purchase their first home. Additional information about us can be found at www.bebalanced.org
Balance offers a fun and collaborative environment with exceptional benefits for our employees which include medical, dental, vision, and life insurance; 401k retirement plan, 3 weeks paid time off, plus paid federal holidays, an extensive training program, and more!

Balance Staffing logo

About Balance Staffing

Sourced by ZipRecruiter

At Balance Staffing, we bring candidates and employers together. To us, job seekers are more than a resume; they are unique individuals working to achieve their career dreams. And, to us, companies aren’t clients, but partners striving for business success. Our goal is connecting top talent with exceptional employers. Since 1997, that’s been our guiding purpose, inspiring us to always be at our best, so we can be there for you. At Balance Staffing, we continuously commit to our four key values: Passion, Authenticity, Agility, and Tenacity. We focus on cultivating lasting connections, both with our partner companies and candidates.

Industry

Recruiting and staffing services

Company size

201 - 500 Employees

Headquarters location

Stockton, CA, US

Year founded

1997

Social media