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Financial Associate Jobs in Allen, TX (NOW HIRING)

5 Legal

Finance Associate

Dallas, TX · On-site

A Top 200 AmLaw firm seeks an associate to join their Finance Practice for their Dallas or Houston office. The ideal candidate must have at least 2 years of experience representing lenders or ...

SCA Health

Finance Associate

Irving, TX · On-site

$105K/yr

Build financial models and projections for transactions with new physician investors and potential mergers * Work with VP Operations and Director Financial Operations to lead annual budgeting and ...

SCA Health

Finance Associate

Irving, TX · On-site

$90K - $105K/yr

Build financial models and projections for transactions with new physician investors and potential mergers * Work with VP Operations and Director Financial Operations to lead annual budgeting and ...

5 Legal

Leveraged Finance Associate

Dallas, TX · On-site

A Global law firm is looking for associates to join their Leveraged Finance Practice in any of its US offices. The ideal candidates must have 3-5 years of corporate or finance experience, excellent ...

SCA Health

Finance Associate

Irving, TX

$90K - $105K/yr

Build financial models and projections for transactions with new physician investors and potential mergers * Work with VP Operations and Director Financial Operations to lead annual budgeting and ...

5 Legal

Structured Finance Associate

Dallas, TX

A leading national and international and top 100 Am Law top firm is looking for a highly qualified associate. Qualified candidates must have 5+ years of experience. Extensive experience in finance ...

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 ...

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Showing results 21-40

All JobsFinancial Associate JobsFinancial Associate Jobs in Allen, TX

Financial Associate information

See Allen, TX salary details

$28.4K

$65.5K

$128.4K

How much do financial associate jobs pay per year?

As of Aug 19, 2026, the average yearly pay for financial associate in Allen, TX is $65,457.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,500.00 and $71,600.00 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 Allen, TX?

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

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

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

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Allen, TX 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 $65,457 per year, or $31.5 per hour.

Financial Services Associate

Spectrum Financial Group

Dallas, TX • Remote

$75K - $125K/yr

Full-time

Re-posted 12 days ago

Job description

About Us:

Are you early in your career and looking for a path with real income potential, professional growth, and meaningful impact? This opportunity is designed specifically for individuals who may not have a large personal network or prior industry experience—but are motivated, coachable, and ready to build a career.

As a Financial Services Associate, you’ll help individuals and families improve their financial well-being while building your own book of business—with structured support, provided leads, and income stability as you get started.

What Makes This Role Different:
  • No large network required: You’ll receive qualified leads and marketing support to help you build your client base.
  • Get paid while you build: An activity-based stipend rewards consistent effort and progress—not just results.
  • Clear path to growth: Structured training and mentorship help you develop into a top-performing advisor.
  • Purpose-driven work: Help clients reduce financial stress, plan for the future, and achieve their goals.
Key Responsibilities:
  • Meet with prospective clients (provided leads + self-generated opportunities)
  • Conduct financial needs assessments and identify appropriate solutions
  • Educate clients on financial strategies (retirement, protection, savings, etc.)
  • Build and maintain long-term client relationships
  • Participate in training, coaching, and team development activities
  • Track daily activity and progress toward personal goals
Compensation Structure
  • Activity-Based Stipend: Earn consistent income based on key activities
  • Performance Bonuses: Additional earnings tied to production milestones
  • Commission Potential: Unlimited income based on client solutions implemented
  • Long-Term Residual Income: Build a sustainable income stream over time
Training & Support
  • Comprehensive onboarding program (no prior experience required)
  • Ongoing mentorship from experienced professionals
  • Access to proven scripts, systems, and marketing tools
  • Licensing support (where applicable)
  • Weekly coaching and development sessions
  • Earn required licensing (Life, SIE, Series 7 and Series 66)
Who This Role is Perfect For
  • Early-career professionals or career changers
  • Individuals without a large natural market or network
  • Highly motivated, coachable, and goal-oriented individuals
  • Strong communicators who enjoy helping others
  • Self-starters who thrive in a flexible, performance-based environment
Preferred (Not Required)
  • Bachelor’s degree or equivalent work experience
  • Interest in finance, sales, or entrepreneurship
  • Customer service or people-facing experience
Career Path

This role is designed as a launchpad into a long-term career in financial services. With consistent effort and development, you can advance into:

  • Senior Financial Advisor
  • Team Leader / Manager
  • Specialist roles (retirement, wealth strategies, etc.)
Why Join Us

We believe talent and work ethic matter more than who you already know. If you’re willing to learn, put in the activity, and stay consistent, we provide the structure, support, and opportunity to help you succeed.

Apply today to start building a career with purpose, flexibility, and unlimited growth potential.