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Financial Associate Jobs in Addison, TX (NOW HIRING)

Jobot

Banking & Finance Associate Attorney

Dallas, TX · Hybrid

$185K - $300K/yr

Associates work directly with senior attorneys on live deals, with structured mentorship in ... with financial and accounting issues related to commercial loans and fixed-income debt a plus ...

Vaco LLC

Fund Associate

Dallas, TX · On-site

Fund Finance Associate Dallas, TX - hybrid, 2 days onsite. One of Vaco's clients, a growing investment management firm, is seeking a Fund Finance Associate to support the accounting and financial ...

L3HHCM20

Sr Associate, Finance

Plano, TX

$67K - $124K/yr

Senior Associate, Finance Job Code: 43080 Job Location: Onsite in one of the following locations ... Support the financial analysis and review of proposal costs, risks, and opportunities during cost ...

L3Harris Technologies

Sr Associate, Finance

Plano, TX · On-site

$67K - $124K/yr

Senior Associate, Finance Job Code: 43080 Job Location: Onsite in one of the following locations ... Support the financial analysis and review of proposal costs, risks, and opportunities during cost ...

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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 Sep 5, 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 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 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 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 does a financial associate do?

A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.

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 job categories do people searching Financial Associate jobs in Addison, TX look for?

The top searched job categories for Financial Associate jobs in Addison, TX 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
Infographic showing various Financial Associate job openings in Addison, TX as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $68,122 per year, or $32.8 per hour.

Financial Planning Client Services Associate

00015 Ameriprise Financial Services, LLC.

Southlake, TX • On-site

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Ameriprise Financial Services, LLC. is seeking a Registered Client Service Associate to support high-producing advisors by preparing portfolio materials, building financial plans, and managing client interactions. This role emphasizes accuracy, service excellence, and proactive relationship development in a collaborative team environment. You will prepare meetings, assist with new business paperwork, and coordinate events while navigating licenses and registrations.

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