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Financial Associate Jobs in Vermont (NOW HIRING)

Stratford Davis

Virtual Sales Associate

Burlington, VT · Remote

$85K - $150K/yr

Step into a high-growth, remote role where you can build a meaningful career helping individuals and families achieve long-term financial security. As a Virtual Sales Associate, you will connect ...

Morgan Stanley

Client Service Associate

Winooski, VT · On-site

$33K/yr

Client Service Associate Client Service Associates provide exceptional service to our clients and ... Supporting the Financial Advisor/Private Wealth Advisor/team in cultivating and enhancing new and ...

Wawa

Customer Service Associate

Burlington, VT

$15.50 - $19.25/hr

We are committed to offering inclusive, meaningful benefits and rewards that support our Associates financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...

Walmart

Front End Service Team Associate

Williston, VT · On-site

$17 - $30/hr

... associates are focused on compliance and customer service. They smile, greet and thank customers ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

Walmart

Front End Service Team Associate

Derby, VT · On-site

$16 - $29/hr

... associates are focused on compliance and customer service. They smile, greet and thank customers ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Vermont

Financial Associate information

See Vermont salary details

$32.4K

$74.8K

$146.7K

How much do financial associate jobs pay per year?

As of Aug 8, 2026, the average yearly pay for financial associate in Vermont is $74,822.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,200.00 and $81,900.00 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 Vermont? The most popular types of Financial jobs in Vermont are:
What are popular job titles related to Financial Associate jobs in Vermont? For Financial Associate jobs in Vermont, the most frequently searched job titles are:
What job categories do people searching Financial Associate jobs in Vermont look for? The top searched job categories for Financial Associate jobs in Vermont are:
What cities in Vermont are hiring for Financial Associate jobs? Cities in Vermont with the most Financial Associate job openings:
Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Vermont 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 $74,822 per year, or $36 per hour.

Registered Branch Associate - St Johnsbury, VT

Edward Jones Careers

Saint Johnsbury, VT

Full-time

Re-posted yesterday

Edward Jones rating

8.1

Company rating: 8.1 out of 10

Based on 255 frontline employees who took The Breakroom Quiz

59th of 150 rated financial services

Job description

Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds.  We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor.  Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team.
We'll give you training and the support you need, providing:
  • Training which may include mentoring, job shadowing, coaching and branch office visits
  • A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources

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