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Financial Associate Jobs in Addison, TX (NOW HIRING)

5 Legal

Finance Associate

Dallas, TX

... associate. Ideal candidates must have experience executing finance transactions and credit ... The group's clients consist of financial institutions, private debt finds, mezzanine funds, and ...

5 Legal

Finance Associate

Dallas, TX · On-site

A leading national and international and top 100 Am Law top firm is looking for a highly qualified finance associate. The ideal candidate must have 2-4 years of experience in ABS, RMBS and/or ...

SLR Search

Finance Associate Attorney

Dallas, TX

$225K/yr

Are you a passionate Finance Associate Attorney seeking a rewarding career? Join an international Am Law 100 firm with great growth opportunities. Finance Associate Attorney Benefits: -Starting ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Addison, TX

Financial Associate information

See Addison, TX salary details

$29.5K

$68.1K

$133.6K

How much do financial associate jobs pay per year?

As of Aug 16, 2026, the average yearly pay for financial associate in Addison, TX is $68,122.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,400.00 and $74,500.00 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 Addison, TX?

The most popular types of Financial jobs in Addison, TX are:

What are popular job titles related to Financial Associate jobs in Addison, TX?

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

What cities near Addison, TX are hiring for Financial Associate jobs?

Cities near Addison, TX with the most Financial Associate job openings:

Financial Associate jobs near you

Financial Associate (Full Time)

American National Bank of Texas

Allen, TX • On-site

Other

Re-posted 26 days ago

Job description

Description

The Financial Associate (Teller/New Accounts) is responsible for providing a consistent positive and professional customer service experience demonstrating a high level of sales proficiency in person and on the phone. This individual engages in and develops relationships with both customers and other internal bank personnel. They must be able to demonstrate strong communication skills, showing initiative, personal & professional growth along with having or developing a strong "sales" mentality. They must also enjoy handling customers' initial needs, assist with opening new accounts, conduct routine paying/receiving (teller servicing) functions, cross-sell bank products and services and refer customers to other lines of business (or associates) to expand new and existing relationships. This universal role will provide an opportunity to continue in expanding their banking knowledge or help them launch into a successful career in the financial industry.

Responsibilities include:

  • Opening deposit accounts and ancillary deposit services
  • Processing paying and receiving transactions
  • Balancing transactions and cash ensuring paper documentation and negotiability and an adequate audit trail
  • Uncovering customer expansion opportunities and referring customers to proper bank associates
  • Performs account maintenance and related activities
  • Adheres to established internal controls on regulatory requirements ensuring compliance
  • Meets service standards both in person and on the phone, ensuring a consistent level of customer service is achieved

Qualifications:

  • High School diploma or GED
  • Minimum of two years of retail/sales or banking experience required
  • Basic knowledge of retail product philosophy, policy, procedures, documentation and systems; some knowledge of retail products and services; proven customer service and interpersonal skills; effective selling, cross-selling and referral skills; strong mathematical, problem-solving, and negotiation skills preferred

Skills:

  • Demonstrated experience with Microsoft Office Suite
  • Excellent interpersonal, communication skills, and written communication
  • Solid organizational skills and attention to detail
  • Ability to work in a fast-paced, team-oriented environment
  • Demonstrated ability to maintain confidentiality
  • Lifting in an office setting may be required up to 30 lbs.

ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Jobs that specifically require candidates to be bilingual will be posted as a requirement.


Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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