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Financial Associate Jobs in Athens, AL (NOW HIRING)

MDW Associates

Junior Financial Analyst

Huntsville, AL · On-site

MDW Associates is currently seeking a Junior Financial Analyst to provide support to the Missile Defense Agency (MDA) in Redstone Arsenal, AL. The Junior Financial Analyst may perform a combination ...

MDW Associates

Junior Financial Analyst

Huntsville, AL · On-site

MDW Associates is currently seeking a Junior Financial Analyst to provide support to the Missile Defense Agency (MDA) in Redstone Arsenal, AL. The Junior Financial Analyst may perform a combination ...

MDW Associates

Senior Financial Analyst

Huntsville, AL · On-site

$88K - $110K/yr

MDW Associates is seeking Senior Financial Analysts to work in support of our Missile Defense Agency (MDA) customer. The analysts for this position must be capable of applying managerial, technical ...

MDW Associates

Senior Financial Analyst

Huntsville, AL · Hybrid

$88K - $110K/yr

MDW Associates is seeking Senior Financial Analysts to work in support of our Missile Defense Agency (MDA) customer. The analysts for this position must be capable of applying managerial, technical ...

MDW Associates

Senior Financial Analyst

Huntsville, AL · On-site

$88K - $110K/yr

MDW Associates is seeking Senior Financial Analysts to work in support of our Missile Defense Agency (MDA) customer. The analysts for this position must be capable of applying managerial, technical ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Athens, AL

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 Jul 16, 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.

What can you do with associates in finance?

A financial associate typically performs tasks such as analyzing financial data, preparing reports, assisting with budgeting, and supporting investment or banking activities. They often use tools like Excel and financial software, and may pursue certifications like the CFA or CPA to advance their careers.

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 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 to help clients or organizations meet their financial goals.

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 financial software and require strong analytical skills to help organizations manage their financial health effectively.
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

Financial Consultant

WealthBridge Financial Group

Athens, AL

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 25 days ago

Job description

WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them reach their long-term financial objectives. You will conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization.

The ideal candidate is someone who possesses a solid understanding of financial products and services and has a passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base.

At WealthBridge, we pride ourselves on our commitment to integrity, innovation, and excellence in service. Join us and help make a positive impact on the financial well-being of individuals and families.

Requirements

  • Bachelor's degree in finance, economics, or a related field.
  • Previous experience in financial consulting or a similar role is preferred.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to build and maintain relationships with clients.
  • Familiarity with financial planning software and investment products.

Benefits

  • Top-tier health coverage including medical, dental, and vision plans for you and your dependents
  • 401(k) retirement plan with company match to help you build long-term security
  • Life and disability insurance for added peace of mind
  • Employee wellness programs and mental health resources
  • Career growth opportunities and ongoing training support

Apply