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Financial Associate Jobs in Athens, AL (NOW HIRING)

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M&A Associate

Huntsville, AL · Remote

$40 - $60/hr

We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision ...

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Financial Associate information

See Athens, AL salary details

$29.4K

$67.9K

$133.2K

How much do financial associate jobs pay per year?

As of Jun 13, 2026, the average yearly pay for financial associate in Athens, AL is $67,916.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,300.00 and $74,300.00 per year, depending on experience, location, and employer.

How much does a finance associate earn?

The average salary for a financial associate typically ranges from $50,000 to $70,000 per year, depending on experience, location, and industry. Entry-level positions may start lower, while experienced professionals or those with specialized skills can earn higher salaries. Certifications like CFA or CPA can also influence earning potential.

What is an associate role in finance?

A financial associate role typically involves supporting financial analysis, preparing reports, and assisting with client or internal financial transactions. It often requires strong analytical skills, proficiency with financial software, and relevant certifications such as a degree in finance or accounting. The position serves as an entry or mid-level role within finance teams, providing foundational experience for career advancement.

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 such as CFA or CPA. Their work environment typically involves collaboration with clients or internal teams to ensure financial accuracy and compliance.

What are the key skills and qualifications needed to thrive as a Financial Associate, and why are they important?

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 is the work of a finance associate?

A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use tools like Excel and financial software, and may be involved in tasks such as account reconciliation, financial analysis, and compliance monitoring.
What are the most commonly searched types of Financial jobs in Athens, AL? The most popular types of Financial jobs in Athens, AL are:
What job categories do people searching Financial Associate jobs in Athens, AL look for? The top searched job categories for Financial Associate jobs in Athens, AL are:
What cities near Athens, AL are hiring for Financial Associate jobs? Cities near Athens, AL with the most Financial Associate job openings:
Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Athens, AL as of June 2026, with employment types broken down into 1% As Needed, 83% Full Time, 15% Part Time, and 1% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $67,916 per year, or $32.7 per hour.
Financial Planning Associate

Financial Planning Associate

Keel Point, LLC

Huntsville, AL • On-site

Full-time

Medical, Retirement

Posted 18 days ago

Job description

OVERVIEW

We are seeking a motivated, detail-oriented Financial Planning Associate to join our growing team. In this role, you will support financial planning operations, manage client data with precision, and help prepare for client and prospect meetings, including timely and thorough follow-up.

RESPONSIBILITIES

  • Prepare and update client review meeting materials, demonstrating proficiency in Excel and a solid understanding of financial planning fundamentals.
  • Support post-meeting follow-up by maintaining accurate client notes and diligently tracking all action items to completion.
  • Drive plan action items to completion in alignment with our service standards, debriefing with the advisor as needed.
  • Collaborate with team Client Service Representatives (CSRs) to address client service requests and reinforce the firm's service model.
  • Master and actively utilize Keel Point's technology platforms, including Orion, Wealthscape, Wealthbox, MoneyGuidePro, and RightCapital.
  • Generate performance and asset allocation reports to support thorough and timely client reviews.
  • Coordinate client and prospect scheduling and communications to ensure a seamless and professional experience.
  • Enter and maintain client data across multiple software platforms, upholding high standards of accuracy and completeness.
  • Organize and manage client files with strict attention to confidentiality and accuracy.
  • Contribute to team initiatives such as tax season support and client appreciation efforts, and assist with additional duties as assigned.

FUTURE EXPECTATIONS

  • Build the financial planning expertise needed to develop and present comprehensive financial plans independently.
  • Sharpen analytical skills by constructing customized financial plans and forward-looking projections.
  • Expand knowledge of investment vehicles, strategies, and portfolio management principles.

EDUCATION, EXPERIENCE AND SKILLS

  • Bachelor's degree is required with a focus in finance preferred.
  • Minimum of 2 years' experience in the financial industry, or internship/college experience in the wealth management/planning field.
  • Effective organizational and communication skills, knowledge of Microsoft Office products
  • Strong focus on customer service skills and ability to multi-task in both a team setting and independently
  • Knowledge or experience using AI for research purposes is preferred.

BENEFITS

  • This is a full-time, on-site position, located in our Huntsville, AL office.
  • Competitive salary and benefits package, including health insurance, retirement plan, generous time off and professional development opportunities.