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Financial Associate Jobs in Oklahoma (NOW HIRING)

AA2IT

Financial Operations Coordinator

Tulsa, OK · On-site

Associate's degree with concentration in Business or Finance preferred. Ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure ...

AA2IT

Financial Operations Coordinator

Tulsa, OK · On-site

Associate's degree with concentration in Business or Finance preferred. Ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure ...

AA2IT

Financial Operations Coordinator

Tulsa, OK

Associate's degree with concentration in Business or Finance preferred. Ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure ...

Tulsa Community College

Financial Aid Specialist

Tulsa, OK · On-site

$19.91 - $21.16/hr

Minimum Qualifications Associate's degree or equivalent education Degree requirement may be substituted with relevant and equivalent work experience. One year of experience working in a Financial Aid ...

Community HigherEd

Financial Aid Specialist

Tulsa, OK

$33K - $44K/yr

Associates degree or higher preferred. Experience in accounting, bookkeeping, banking or other finance related occupations required. Financial Aid and or Title IV experience is a plus. Must be ...

BOK Financial

Client Service Associate

Tulsa, OK · On-site

$12.75 - $17.50/hr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... The Client Service Associate serves as the first point of contact to meet client needs and is ...

BOK Financial

Client Service Associate

Tulsa, OK · On-site

$12.50 - $17.25/hr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... The Client Service Associate serves as the first point of contact to meet client needs and is ...

BOK Financial

Client Service Associate

Tulsa, OK · On-site

$13.25 - $18.25/hr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... The Client Service Associate serves as the first point of contact to meet client needs and is ...

BOK Financial

Client Service Associate

Tulsa, OK · On-site

$12.75 - $17.50/hr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... The Client Service Associate serves as the first point of contact to meet client needs and is ...

BOK Financial

Associate Corporate Counsel

Tulsa, OK · On-site

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... We are seeking an Associate Corporate Counsel to join our team. This is a unique opportunity to ...

BOK Financial

Associate Corporate Counsel

Tulsa, OK

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... We are seeking an Associate Corporate Counsel to join our team. This is a unique opportunity to ...

BOK Financial

Associate Corporate Counsel

Tulsa, OK · On-site

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... We are seeking an Associate Corporate Counsel to join our team. This is a unique opportunity to ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Oklahoma

Financial Associate information

See Oklahoma salary details

$28.2K

$65K

$127.4K

How much do financial associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for financial associate in Oklahoma is $64,975.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,200.00 and $71,100.00 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 Oklahoma? The most popular types of Financial jobs in Oklahoma are:
What are popular job titles related to Financial Associate jobs in Oklahoma? For Financial Associate jobs in Oklahoma, the most frequently searched job titles are:
What job categories do people searching Financial Associate jobs in Oklahoma look for? The top searched job categories for Financial Associate jobs in Oklahoma are:
What cities in Oklahoma are hiring for Financial Associate jobs? Cities in Oklahoma with the most Financial Associate job openings:
Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Oklahoma 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 $64,975 per year, or $31.2 per hour.

Financial Operations Coordinator

AA2IT

Tulsa, OK • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Job Title

CTP: – 35,000 – 38,000

Key Responsibilities: Processing A/P checks to vendors as payables become available, ensuring ACH payments are recorded properly in our accounting system

Min Qualification: High school diploma or General education degree (GED) required plus a minimum of one year experience in administrative or financial operations support. Associate's degree with concentration in Business or Finance preferred. Ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure understanding. Ability to write routine reports and correspondence. Ability to respond to common inquiries or complaints from clients, co-workers, and/or supervisor. Requires basic knowledge of financial terms and principles. Ability to calculate simple figures such as percentages. Ability to understand and carry out general instructions in standard situations. Ability to solve problems in standard situations. Requires basic analytical skills. Basic knowledge of computer software and hardware (i.e. Microsoft Office Suite Products). Must work well under pressure with proactive approach to routine and non-routine occurrences. Advanced organizational skills, attention to detail. Ability to work in multiple accounting software applications. Under general supervision, performs a variety of routine and non-routine accounts receivable, accounts payable, or other financial operations activities and functions to include vendor invoice processing, 1099 and tax processing, lease administration and cash receipt applications. Completes data entry and follow-up procedures to support a variety of accounts receivable and/or accounts payable transactions in accordance with established timeframes. Conducts peer review of various financial operations accounting transactions to comply with department policies and procedures. Monitors, troubleshoots, and responds to internal and external inquiries through financial operations shared mailboxes or other established methods. Completes updates to applicable trackers and processing manuals for portfolio of assigned work. Participates in internal and external audits as needed. Performs miscellaneous office and administrative duties as assigned. No formal supervisory responsibilities in this position. Decisions made with general understanding of procedures and company policies to achieve set results and deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor.

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