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Financial Associate Jobs in Augusta, GA (NOW HIRING)

H&R Block

Tax Associate

North Augusta, SC · On-site

$47K - $63K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

GA · On-site

$54K - $72K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Aiken, SC · On-site

$44K - $59K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Hephzibah, GA · On-site

$49K - $65K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Augusta, GA · On-site

$51K - $68K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Augusta, GA · On-site

$48K - $64K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Evans, GA · On-site

$49K - $66K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Martinez, GA · On-site

$45K - $60K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Waynesboro, GA · On-site

$46K - $61K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Martinez, GA · On-site

$45K - $60K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Augusta, GA

Financial Associate information

See Augusta, GA salary details

$28.7K

$66.1K

$129.7K

How much do financial associate jobs pay per year?

As of Aug 23, 2026, the average yearly pay for financial associate in Augusta, GA is $66,149.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,000.00 and $72,400.00 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 Augusta, GA?

The most popular types of Financial jobs in Augusta, GA are:

What are popular job titles related to Financial Associate jobs in Augusta, GA?

For Financial Associate jobs in Augusta, GA, the most frequently searched job titles are:

What job categories do people searching Financial Associate jobs in Augusta, GA look for?

The top searched job categories for Financial Associate jobs in Augusta, GA are:

What cities near Augusta, GA are hiring for Financial Associate jobs?

Cities near Augusta, GA with the most Financial Associate job openings:

Financial Associate jobs near you

Associate Financial Advisor - Evans, GA

Edward Jones Careers

Evans, GA

Full-time

Posted 8 days ago

Edward Jones rating

8.0

Company rating: 8.0 out of 10

Based on 257 frontline employees who took The Breakroom Quiz

73rd of 151 rated financial services

Job description

There's power in partnership. It's how we work - and how we help our clients achieve financial fulfillment. Demand for human-delivered, personalized financial advice has never been greater - and right now, qualified financial advisors are in short supply. If you're a driven professional ready to build something meaningful, this is your moment to step into a career with real impact, firm-wide support and long-term growth potential.
As an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. In partnership with the financial advisor, you'll play a critical role in sourcing new clients, building and maintaining client relationships and contributing to the practice's overall business outcomes.
What you'll do 
  • Build and deepen client relationships by supporting discovery conversations, gathering key financial information, and helping advance personalized financial plans aligned with client goals and priorities
     
  • Support comprehensive financial planning by preparing analysis, modeling scenarios, and helping align investments to client goals, life events, and longterm priorities
     
  • Guide portfolio strategy and implementation by researching performance, allocation, and costs; preparing proposals; and supporting investment adjustments in alignment with suitability and firm guidance
     
  • Partner with the financial advisor and practice team to deliver ongoing financial planning, including monitoring progress, preparing reviews, and adjusting strategies as client needs evolve
     
  • Contribute to client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to a relationshipbased financial planning experience

What Edward Jones employees say

Pay

Benefits

Hours and flexibility

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