As a Financial Analysis, Associate on the Asset Management team, you will be responsible for various tasks and projects listed below, and will give you a broad exposure to the business drivers of the ...
As a Financial Analysis, Associate on the Asset Management team, you will be responsible for various tasks and projects listed below, and will give you a broad exposure to the business drivers of the ...
Finance Early Career Program Associates receive in-depth exposure to various geographic and ... Grow skills and proficiencies in areas such as forecasting, financial planning & analysis, business ...
Finance Early Career Program Associates receive in-depth exposure to various geographic and ... Grow skills and proficiencies in areas such as forecasting, financial planning & analysis, business ...
Finance Early Career Program (ECP) Associate
Mentor, OH · On-site
$78K/yr
Finance Early Career Program Associates receive in-depth exposure to various geographic and ... Grow skills and proficiencies in areas such as forecasting, financial planning & analysis, business ...
Finance Early Career Program (ECP) Associate
Mentor, OH · On-site
$78K/yr
Finance Early Career Program Associates receive in-depth exposure to various geographic and ... Grow skills and proficiencies in areas such as forecasting, financial planning & analysis, business ...
Finance Early Career Program Associates receive in-depth exposure to various geographic and ... Grow skills and proficiencies in areas such as forecasting, financial planning & analysis, business ...
Quick apply
Finance Early Career Program Associates receive in-depth exposure to various geographic and ... Grow skills and proficiencies in areas such as forecasting, financial planning & analysis, business ...
People & Finance Associate
Columbus, OH · On-site
The Associate will own a defined set of repeatable, process-driven responsibilities in each ... Higher-judgment employee relations, labor relations, accounting, financial planning, and approval ...
People & Finance Associate
Columbus, OH · On-site
The Associate will own a defined set of repeatable, process-driven responsibilities in each ... Higher-judgment employee relations, labor relations, accounting, financial planning, and approval ...
People & Finance Associate
Columbus, OH · On-site
The Associate will own a defined set of repeatable, process-driven responsibilities in each ... Higher-judgment employee relations, labor relations, accounting, financial planning, and approval ...
Quick apply
People & Finance Associate
Columbus, OH · On-site
The Associate will own a defined set of repeatable, process-driven responsibilities in each ... Higher-judgment employee relations, labor relations, accounting, financial planning, and approval ...
The Associate will own a defined set of repeatable, process-driven responsibilities in each ... Higher-judgment employee relations, labor relations, accounting, financial planning, and approval ...
The Associate will own a defined set of repeatable, process-driven responsibilities in each ... Higher-judgment employee relations, labor relations, accounting, financial planning, and approval ...
Associate Director, Financial Aid Operations Apply now Job No: 503739 Work Type: Staff Full Time (1500 hours or greater) Location: Dayton, OH Category: University Staff Department: Student Enrollment ...
Associate Director, Financial Aid Operations Apply now Job No: 503739 Work Type: Staff Full Time (1500 hours or greater) Location: Dayton, OH Category: University Staff Department: Student Enrollment ...
Associate Director, Financial Aid Operations Job No: 503739 Work Type: Staff Full Time (1500 hours or greater) Location: Dayton, OH Category: University Staff Department: Student Enrollment Services ...
Associate Director, Financial Aid Operations Job No: 503739 Work Type: Staff Full Time (1500 hours or greater) Location: Dayton, OH Category: University Staff Department: Student Enrollment Services ...
As a Senior Associate, you will focus on building meaningful client connections and learning how to ... financial management system. You will be responsible for configuring, implementing, and maintaining ...
As a Senior Associate, you will focus on building meaningful client connections and learning how to ... financial management system. You will be responsible for configuring, implementing, and maintaining ...
As a Senior Associate, you will focus on building meaningful client connections and learning how to ... financial management system. You will be responsible for configuring, implementing, and maintaining ...
As a Senior Associate, you will focus on building meaningful client connections and learning how to ... financial management system. You will be responsible for configuring, implementing, and maintaining ...
Financial Wellness Associate
$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 ...
Financial Wellness Associate
$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 ...
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 ...
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 ...
Financial Wellness Associate
Rootstown, OH · 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 ...
Financial Wellness Associate
Rootstown, OH · 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 ...
HYBRID Senior Financial Analyst - &
Columbus, OH · On-site
$79K - $99K/yr
You monitor and assist Financial Analysts and Financial Associates with daily tasks. Successful candidates will need to possess critical basic Microsoft Excel skills along with quick and accurate ...
HYBRID Senior Financial Analyst - &
Columbus, OH · On-site
$79K - $99K/yr
You monitor and assist Financial Analysts and Financial Associates with daily tasks. Successful candidates will need to possess critical basic Microsoft Excel skills along with quick and accurate ...
HYBRID Senior Financial Analyst - &
Columbus, OH · On-site
$79K - $99K/yr
You monitor and assist Financial Analysts and Financial Associates with daily tasks. Successful candidates will need to possess critical basic Microsoft Excel skills along with quick and accurate ...
HYBRID Senior Financial Analyst - &
Columbus, OH · On-site
$79K - $99K/yr
You monitor and assist Financial Analysts and Financial Associates with daily tasks. Successful candidates will need to possess critical basic Microsoft Excel skills along with quick and accurate ...
Finance Manager
Northwood, OH · On-site
$94K - $118K/yr
Profit Management and Financial forecasting and reporting. Responsible for providing insight and ... Participate in the recruiting and training of finance associates. * Responsible for performance ...
Quick apply
Finance Manager
Northwood, OH · On-site
$94K - $118K/yr
Profit Management and Financial forecasting and reporting. Responsible for providing insight and ... Participate in the recruiting and training of finance associates. * Responsible for performance ...
Commercial Banking Associate - Equipment Finance
Cleveland, OH · On-site
$85K - $110K/yr
... Associate works in a dynamic environment alongside Sales, Operations, Asset Management and ... Minimum of 1-3+ years of experience in within the banking or financial services industry. * Formal ...
Commercial Banking Associate - Equipment Finance
Cleveland, OH · On-site
$85K - $110K/yr
... Associate works in a dynamic environment alongside Sales, Operations, Asset Management and ... Minimum of 1-3+ years of experience in within the banking or financial services industry. * Formal ...
... Associate works in a dynamic environment alongside Sales, Operations, Asset Management and ... Minimum of 1-3+ years of experience in within the banking or financial services industry. * Formal ...
... Associate works in a dynamic environment alongside Sales, Operations, Asset Management and ... Minimum of 1-3+ years of experience in within the banking or financial services industry. * Formal ...
As an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver ...
As an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver ...
Financial Associate information
See Ohio salary details
$29K - $38.3K
10% of jobs
$46.2K is the 25th percentile. Wages below this are outliers.
$38.3K - $47.6K
18% of jobs
The median wage is $55.7K / yr.
$47.6K - $56.9K
26% of jobs
$56.9K - $66.2K
19% of jobs
$68.5K is the 75th percentile. Wages above this are outliers.
$66.2K - $75.5K
11% of jobs
$75.5K - $84.7K
10% of jobs
$84.7K - $94K
3% of jobs
$94K - $103.3K
2% of jobs
$103.3K - $112.6K
1% of jobs
$112.6K - $121.9K
1% of jobs
$121.9K - $131.2K
0% of jobs
$29K
$66.9K
$131.2K
How much do financial associate jobs pay per year?
What is a financial associate?
What does a financial associate do?
What are the key skills and qualifications needed to thrive as a financial associate?
What is the difference between Financial Associate vs Financial Analyst?
| Aspect | Financial Associate | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plus | Bachelor's degree in finance, economics, or related; often requires CFA or similar certifications |
| Work Environment | Banking, investment firms, corporate finance departments | Investment firms, banks, corporate finance, consulting |
| Employer & Industry Usage | Commonly employed in financial services, banking, and corporate finance | Used 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?

Full-time
Medical, Retirement
Posted 12 days ago
JPMorgan Chase & Co. rating
8.0
Based on 493 frontline employees who took The Breakroom Quiz
73rd of 170 rated banks
Job description
We are looking for a candidate to join the Finance team in Columbus supporting the various Americas sales channels in our Asset Management (AM) division. The team is responsible for providing value added financial reporting, planning/forecasting and analysis to help our sales teams to improve financial performance, achieve key business priorities, and make informed decisions. The sales channels supported include our Institutional, Retail, Sub-Advisory, and Insurance sales teams based in the Americas.
As a Financial Analysis, Associate on the Asset Management team, you will be responsible for various tasks and projects listed below, and will give you a broad exposure to the business drivers of the Asset Management business. You will work closely with the Americas Client CFOs and broader Financial Planning & Analysis team, but will also be expected to interact with the sales managers and sales teams you support.
Job Responsibilities:
- Produce weekly/monthly/quarterly reporting of the results and drivers for senior management, and prepare materials for business reviews and other presentations
- Perform variance analysis to understand the key drivers of the financials and provide commentary explaining changes from prior forecasts/budgets
- Produce monthly flows forecast and assist with the annual flows budget
- Review and analyze the results of the AM activity based costing model which assesses the profitability of each of our sales channels and products
- Coordinate the produce of the sales metric scorecards used to track the performance of all of our individual salespeople against their targets.
- Work on projects to drive global consistency and create synergies across the regional client financial analysis teams, enhancing controls, streamlining processes, and introducing automation where possible.
Required qualifications, skills, and capabilities
- Bachelor's degree in Accounting, Finance or other related area
- 2+ years of work experience
- Advanced skills in Excel and PowerPoint
- Proficiency with data mining/gathering and manipulation of data sets
- Inquisitive, enthusiastic and diligent, and capable of challenging peers
- Strong verbal and written communication skills, with the ability to articulate complex issues clearly
- Ability to create ad hoc reporting for senior management; proven track record for executing on special projects / assignments, often with little lead time or information
- Highly motivated and able to thrive and think clearly under pressure and tight deadlines
- Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
- Highly motivated self-starter with excellent time management/prioritization skills
- Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
Preferred qualifications, skills, and capabilities
- Preferably in Financial Services, and/or accounting/controller background
Additional Information
To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.
What JPMorgan Chase & Co. employees say
Pay
Benefits
Hours and flexibility
Workplace
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About JPMorgan Chase & Co
Sourced by ZipRecruiter
Industry
Finance and insurance and banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
New York, NY, US